Purchases and Sales Made in Q1 2022 in Ishares Russell Mid Cap Growth (IWP)

IWP Quotes by TradingView

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
Feb 14, 2024 Q1 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
11.3K
+ 8.04%
$1.01M - $1.29M
152K $19.7M
May 02, 2022 Q1 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
11.3K
+ 61.25%
$1.01M - $1.29M
29.7K $3.86M
May 13, 2022 Q1 2022
First Western Trust Bank

Denver, CO
BUY
 -
11.1K
New
$990K - $1.26M
11.1K $1.44M
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
11K
+ 34.38%
$989K - $1.26M
43.2K $5.61M
May 10, 2022 Q1 2022
Cahill Wealth Management, LLC

Portage, MI
BUY
 -
10.6K
New
$948K - $1.21M
10.6K $1.38M
May 09, 2022 Q1 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
10.5K
New
$944K - $1.2M
10.5K $1.37M
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
10.3K
New
$923K - $1.18M
10.3K $1.34M
Apr 27, 2022 Q1 2022
West Hill Financial Advisors, Inc.

BUY
 -
10.1K
+ 17.62%
$906K - $1.15M
67.6K $8.78M
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
BUY
 -
10K
+ 2.63%
$899K - $1.14M
392K $51M
May 05, 2022 Q1 2022
Ifg Advisors, LLC

BUY
 -
10K
New
$895K - $1.14M
10K $1.3M
May 12, 2022 Q1 2022
D.A. Davidson & Co.

BUY
 -
9.28K
+ 28.73%
$831K - $1.06M
41.6K $5.4M
May 09, 2022 Q1 2022
Powell Investment Advisors, LLC

BUY
 -
9.26K
+ 25.5%
$829K - $1.06M
45.5K $5.92M
May 24, 2022 Q1 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
9.25K
New
$828K - $1.05M
9.25K $1.2M
May 26, 2022 Q1 2022
Kestra Private Wealth Services, LLC

BUY
 -
8.96K
+ 15.2%
$802K - $1.02M
67.9K $8.82M
May 02, 2022 Q1 2022
Conning Inc.

BUY
 -
8.75K
New
$783K - $998K
8.75K $1.14M
May 12, 2022 Q1 2022
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
8.42K
New
$754K - $960K
8.42K $1.09M
May 02, 2022 Q1 2022
Steward Partners Investment Advisory, LLC

BUY
 -
8.38K
+ 8.11%
$750K - $956K
112K $14.5M
May 16, 2022 Q1 2022
Legal & General Group PLC

London, X0
BUY
 -
8.3K
+ 123.88%
$743K - $946K
15K $1.95M
Feb 16, 2023 Q1 2022
Bensler, LLC

Bellevue, WA
BUY
 -
8.19K
New
$733K - $933K
8.19K $1.06M
Apr 26, 2022 Q1 2022
Stratos Wealth Partners, Ltd.

BUY
 -
7.95K
+ 22.78%
$712K - $907K
42.9K $5.57M
Feb 08, 2024 Q1 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
7.59K
+ 49.82%
$679K - $865K
22.8K $2.96M
May 12, 2022 Q1 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
7.56K
+ 51.18%
$677K - $862K
22.3K $2.9M
Apr 15, 2022 Q1 2022
Paladin Advisory Group, LLC

BUY
 -
7.42K
New
$664K - $846K
7.42K $963K
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
7.3K
+ 41.52%
$654K - $833K
24.9K $3.23M
May 04, 2022 Q1 2022
Legacy Financial Advisors, Inc.

BUY
 -
7.05K
New
$631K - $804K
7.05K $916K
May 25, 2022 Q1 2022
L.M. Kohn & Company

BUY
 -
6.81K
New
$609K - $776K
6.81K $884K
Apr 07, 2022 Q1 2022
Mc Adam, LLC

BUY
 -
6.78K
+ 33.64%
$607K - $773K
26.9K $3.5M
Apr 20, 2022 Q1 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
6.27K
+ 60.36%
$562K - $715K
16.7K $2.17M
Apr 19, 2022 Q1 2022
Foundations Investment Advisors, LLC

BUY
 -
6.26K
+ 13.09%
$561K - $714K
54.1K $7.03M
May 13, 2022 Q1 2022
Federated Hermes, Inc.

Pittsburgh, PA
BUY
 -
6.26K
+ 2127.55%
$560K - $713K
6.55K $851K
May 10, 2022 Q1 2022
Lmcg Investments, LLC

Boston, MA
BUY
 -
6.08K
New
$544K - $693K
6.08K $790K
May 11, 2022 Q1 2022
55 I, LLC

Boston, MA
BUY
 -
5.45K
+ 71.75%
$488K - $622K
13K $1.69M
Apr 29, 2022 Q1 2022
Mcdonald Partners LLC

BUY
 -
5.39K
+ 7480.56%
$482K - $614K
5.46K $709K
May 12, 2022 Q1 2022
Cibc World Market Inc.

Toronto, A6
BUY
 -
5.02K
New
$450K - $573K
5.02K $653K
May 12, 2022 Q1 2022
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
5.01K
+ 542.21%
$448K - $571K
5.93K $771K
Jul 24, 2024 Q1 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
4.87K
New
$436K - $556K
4.87K $633K
Apr 20, 2022 Q1 2022
Transcend Capital Advisors, LLC

BUY
 -
4.25K
New
$380K - $484K
4.25K $551K
Apr 29, 2022 Q1 2022
Park Avenue Securities LLC

BUY
 -
4.24K
+ 32.61%
$380K - $484K
17.2K $2.24M
May 11, 2022 Q1 2022
Glenview Trust CO

Louisville, KY
BUY
 -
4.11K
+ 17.48%
$368K - $469K
27.6K $3.59M
May 09, 2022 Q1 2022
Andesa Financial Management Inc.

BUY
 -
4.11K
New
$368K - $468K
4.11K $533K
May 16, 2022 Q1 2022
Ubs Group Ag

BUY
 -
3.98K
+ 0.15%
$356K - $454K
2.61M $340M
Apr 25, 2022 Q1 2022
Intergy Private Wealth, LLC

BUY
 -
3.89K
+ 65.0%
$348K - $443K
9.86K $1.28M
Jun 08, 2022 Q1 2022
American Trust

Lexington, KY
BUY
 -
3.87K
New
$346K - $441K
3.87K $503K
Apr 22, 2022 Q1 2022
Evergreen Wealth Solutions, LLC

Williamsport, PA
BUY
 -
3.62K
New
$324K - $413K
3.62K $470K
May 09, 2022 Q1 2022
M&T Bank Corp

BUY
 -
3.55K
+ 0.83%
$318K - $405K
429K $55.7M
May 16, 2022 Q1 2022
Cypress Capital Group

BUY
 -
3.45K
New
$309K - $394K
3.45K $448K
May 12, 2022 Q1 2022
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
3.42K
New
$306K - $390K
3.42K $444K
May 13, 2022 Q1 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
3.38K
+ 4.56%
$302K - $385K
77.4K $10.1M
Apr 19, 2022 Q1 2022
Baystate Wealth Management LLC

BUY
 -
3.38K
+ 647.98%
$302K - $385K
3.9K $506K

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