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 |
---|---|---|---|---|---|---|---|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.31K- 6.78% |
$207K - $264K
|
31.8K
$4.13M
|
|
May 06, 2022
Q1 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-2.36K- 41.08% |
$211K - $269K
|
3.38K
$439K
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.4K- 3.44% |
$215K - $274K
|
67.5K
$8.77M
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.44K- 37.87% |
$218K - $278K
|
4K
$520K
|
|
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
SELL
|
- |
-2.44K- 7.82% |
$218K - $278K
|
28.7K
$3.73M
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.44K- 3.97% |
$219K - $279K
|
59.1K
$7.68M
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.46K- 32.27% |
$220K - $280K
|
5.16K
$670K
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-2.46K- 14.89% |
$220K - $281K
|
14.1K
$1.83M
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.58K- 51.93% |
$231K - $294K
|
2.39K
$310K
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.61KClosed |
$233K - $297K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.61K- 8.81% |
$234K - $298K
|
27K
$3.51M
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.62K- 53.29% |
$234K - $299K
|
2.3K
$298K
|
|
Apr 21, 2022
Q1 2022
|
David J Yvars Group
|
SELL
|
- |
-2.63K- 47.72% |
$235K - $299K
|
2.88K
$374K
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-2.65K- 0.7% |
$237K - $302K
|
375K
$48.7M
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.65K- 13.97% |
$237K - $302K
|
16.3K
$2.12M
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.66KClosed |
$238K - $303K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.7KClosed |
$242K - $308K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.74K- 1.45% |
$245K - $312K
|
186K
$24.2M
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.83KClosed |
$253K - $323K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.83KClosed |
$254K - $323K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Dagco, Inc.
|
SELL
|
- |
-2.86K- 41.16% |
$256K - $326K
|
4.09K
$531K
|
|
May 16, 2022
Q1 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-2.86K- 37.81% |
$256K - $326K
|
4.7K
$611K
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.88K- 16.86% |
$258K - $328K
|
14.2K
$1.84M
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.89K- 2.15% |
$258K - $329K
|
132K
$17.1M
|
|
May 11, 2022
Q1 2022
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-2.89K- 92.33% |
$259K - $330K
|
240
$31.2K
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.9K- 33.79% |
$259K - $330K
|
5.67K
$737K
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.93KClosed |
$262K - $334K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-3.01KClosed |
$269K - $343K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-3.04K- 99.93% |
$272K - $347K
|
2
$260
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.06KClosed |
$273K - $348K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.19K- 22.87% |
$286K - $364K
|
10.8K
$1.4M
|
|
May 10, 2022
Q1 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-3.34K- 59.95% |
$299K - $381K
|
2.23K
$290K
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.38KClosed |
$302K - $385K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.42K- 44.53% |
$306K - $390K
|
4.26K
$553K
|
|
Apr 28, 2022
Q1 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-3.46K- 9.33% |
$310K - $395K
|
33.6K
$4.37M
|
|
May 16, 2022
Q1 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-3.5KClosed |
$313K - $399K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-3.54K- 26.29% |
$317K - $403K
|
9.92K
$1.29M
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.68K- 15.21% |
$329K - $419K
|
20.5K
$2.66M
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.78K- 40.89% |
$338K - $431K
|
5.47K
$710K
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.8K- 28.04% |
$340K - $433K
|
9.75K
$1.27M
|
|
May 16, 2022
Q1 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-3.81KClosed |
$341K - $434K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-3.83K- 10.37% |
$343K - $437K
|
33.1K
$4.3M
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.86K- 7.24% |
$346K - $440K
|
49.5K
$6.43M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.91K- 5.89% |
$350K - $446K
|
62.5K
$8.12M
|
|
May 03, 2022
Q1 2022
|
One Day In July LLC
|
SELL
|
- |
-3.97KClosed |
$355K - $453K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-4.06K- 10.71% |
$364K - $463K
|
33.9K
$4.4M
|
|
May 05, 2022
Q1 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-4.26K- 8.05% |
$382K - $486K
|
48.7K
$6.32M
|
|
May 05, 2022
Q1 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-4.39KClosed |
$393K - $500K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-4.44KClosed |
$398K - $507K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Jennison Associates LLC
|
SELL
|
- |
-4.47KClosed |
$400K - $510K
|
0
$0
|