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 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.35K+ 74.44% |
$300K - $382K
|
7.85K
$1.02M
|
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
3.33KNew |
$298K - $379K
|
3.33K
$432K
|
|
Apr 01, 2022
Q1 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
3.32K+ 12.04% |
$298K - $379K
|
30.9K
$4.02M
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.31KNew |
$296K - $377K
|
3.31K
$430K
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
3.26KNew |
$292K - $371K
|
3.26K
$423K
|
|
Apr 26, 2022
Q1 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.19K+ 1.87% |
$286K - $364K
|
174K
$22.6M
|
|
Apr 20, 2022
Q1 2022
|
Stegner Investment Associates Inc.
|
BUY
|
- |
3.16K+ 70.12% |
$283K - $361K
|
7.67K
$997K
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.14KNew |
$281K - $358K
|
3.14K
$407K
|
|
Apr 15, 2022
Q1 2022
|
Domani Wealth, LLC
|
BUY
|
- |
3.11KNew |
$278K - $354K
|
3.11K
$403K
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.08K+ 1.44% |
$276K - $351K
|
217K
$28.2M
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.02KNew |
$270K - $344K
|
3.02K
$392K
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.91KNew |
$261K - $332K
|
2.91K
$378K
|
|
Apr 18, 2022
Q1 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.87KNew |
$257K - $327K
|
2.87K
$373K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.84K+ 72.58% |
$254K - $324K
|
6.75K
$877K
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
2.84KNew |
$254K - $323K
|
2.84K
$368K
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
2.81K+ 8.48% |
$252K - $321K
|
36K
$4.68M
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.81KNew |
$252K - $320K
|
2.81K
$365K
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.78K+ 0.03% |
$249K - $317K
|
9.19M
$1.19B
|
|
Jul 19, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.78KNew |
$248K - $316K
|
2.78K
$360K
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
2.77K+ 5.05% |
$248K - $315K
|
57.5K
$7.47M
|
|
May 12, 2022
Q1 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
2.74K+ 3.87% |
$245K - $312K
|
73.3K
$9.53M
|
|
Jun 13, 2022
Q1 2022
|
Rovin Capital
|
BUY
|
- |
2.7KNew |
$242K - $308K
|
2.7K
$351K
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
BUY
|
- |
2.67K+ 25.3% |
$239K - $304K
|
13.2K
$1.72M
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.61K+ 54.37% |
$234K - $298K
|
7.42K
$964K
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.61K+ 79.63% |
$234K - $298K
|
5.89K
$765K
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.51K+ 0.19% |
$225K - $286K
|
1.33M
$173M
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
BUY
|
- |
2.49KNew |
$223K - $284K
|
2.49K
$323K
|
|
Apr 14, 2022
Q1 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.45KNew |
$219K - $279K
|
2.45K
$318K
|
|
May 12, 2022
Q1 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.36K+ 38.89% |
$212K - $269K
|
8.44K
$1.1M
|
|
May 16, 2022
Q1 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
2.35K+ 8.63% |
$210K - $267K
|
29.5K
$3.83M
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
BUY
|
- |
2.32KNew |
$208K - $264K
|
2.32K
$301K
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.29K+ 5.86% |
$205K - $261K
|
41.4K
$5.38M
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.22K+ 12.48% |
$198K - $253K
|
20K
$2.59M
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
2.17KNew |
$194K - $247K
|
2.17K
$282K
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.16KNew |
$193K - $246K
|
2.16K
$281K
|
|
May 11, 2022
Q1 2022
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
2.16K+ 14.18% |
$193K - $246K
|
17.4K
$2.25M
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.15KNew |
$192K - $245K
|
2.15K
$279K
|
|
May 03, 2022
Q1 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.13KNew |
$191K - $243K
|
2.13K
$277K
|
|
May 09, 2022
Q1 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.12KNew |
$190K - $242K
|
2.12K
$276K
|
|
Apr 25, 2022
Q1 2022
|
Meritage Portfolio Management
|
BUY
|
- |
2.12KNew |
$190K - $242K
|
2.12K
$275K
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.1K+ 21.13% |
$188K - $239K
|
12K
$1.56M
|
|
May 13, 2022
Q1 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.97K+ 47.66% |
$176K - $225K
|
6.1K
$792K
|
|
May 12, 2022
Q1 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.92K+ 15.0% |
$172K - $219K
|
14.7K
$1.91M
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.84K+ 45.5% |
$165K - $210K
|
5.89K
$765K
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.78K+ 23.86% |
$159K - $203K
|
9.25K
$1.2M
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.78K+ 5.29% |
$159K - $203K
|
35.4K
$4.6M
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
1.73K+ 50.09% |
$154K - $197K
|
5.17K
$671K
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.69K+ 0.87% |
$151K - $192K
|
195K
$25.3M
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.64K+ 19.96% |
$147K - $187K
|
9.85K
$1.28M
|
|
Apr 14, 2022
Q1 2022
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
1.62K+ 0.38% |
$145K - $185K
|
431K
$56M
|