Purchases and Sales Made in Q1 2022 in Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL MID-CAP GROWTH.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.62K- 11.57% |
$145K - $185K
|
12.4K
$1.61M
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.62K- 6.47% |
$145K - $185K
|
23.4K
$3.04M
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
SELL
|
- |
-1.65K- 2.33% |
$147K - $188K
|
69K
$8.96M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.68K- 2.3% |
$150K - $191K
|
71.2K
$9.25M
|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.74KClosed |
$155K - $198K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.74KClosed |
$156K - $198K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.75KClosed |
$157K - $200K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.75KClosed |
$157K - $200K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.75KClosed |
$157K - $200K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.76KClosed |
$157K - $200K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-1.76KClosed |
$158K - $201K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.76KClosed |
$158K - $201K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.77KClosed |
$158K - $201K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.79KClosed |
$160K - $204K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.79KClosed |
$161K - $205K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.8KClosed |
$161K - $205K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.8K- 42.92% |
$161K - $205K
|
2.39K
$311K
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.82KClosed |
$162K - $207K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.82KClosed |
$163K - $208K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-1.83K- 75.29% |
$164K - $208K
|
600
$77.9K
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.83KClosed |
$164K - $209K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.86KClosed |
$167K - $213K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.87K- 22.11% |
$168K - $214K
|
6.6K
$857K
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.88KClosed |
$168K - $214K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-1.9KClosed |
$170K - $216K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.9KClosed |
$170K - $216K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
SELL
|
- |
-1.9K- 65.52% |
$170K - $217K
|
1K
$130K
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-1.93KClosed |
$173K - $220K
|
0
$0
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
SELL
|
- |
-1.94KClosed |
$174K - $221K
|
0
$0
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-1.95KClosed |
$175K - $223K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.96KClosed |
$175K - $223K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.98K- 8.31% |
$177K - $225K
|
21.8K
$2.83M
|
|
Apr 28, 2022
Q1 2022
|
Harfst & Associates, Inc.
|
SELL
|
- |
-1.98KClosed |
$177K - $226K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.98KClosed |
$177K - $226K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-1.99KClosed |
$178K - $226K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-1.99KClosed |
$178K - $227K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.02K- 32.21% |
$181K - $231K
|
4.26K
$553K
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.03K- 61.38% |
$181K - $231K
|
1.28K
$166K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-2.05K- 11.46% |
$183K - $234K
|
15.8K
$2.05M
|
|
Dec 05, 2023
Q1 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-2.06KClosed |
$184K - $235K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-2.07K- 3.47% |
$185K - $235K
|
57.4K
$7.46M
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.07KClosed |
$185K - $236K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-2.1K- 99.9% |
$188K - $239K
|
2
$260
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-2.1KClosed |
$188K - $239K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.11K- 0.43% |
$189K - $240K
|
488K
$63.4M
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-2.13KClosed |
$190K - $243K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Vista Finance, LLC
|
SELL
|
- |
-2.18K- 45.46% |
$195K - $248K
|
2.61K
$339K
|
|
Apr 15, 2022
Q1 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-2.18K- 21.95% |
$195K - $248K
|
7.75K
$1.01M
|
|
May 09, 2022
Q1 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-2.22KClosed |
$199K - $253K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.25K- 7.93% |
$201K - $256K
|
26.1K
$3.39M
|