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 10, 2022
Q1 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.6K+ 46.55% |
$143K - $182K
|
5.03K
$654K
|
|
|
Apr 26, 2022
Q1 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.58K+ 55.44% |
$141K - $180K
|
4.43K
$575K
|
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.57K+ 49.46% |
$141K - $179K
|
4.74K
$616K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.53KNew |
$137K - $174K
|
1.53K
$199K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
1.49K+ 19.17% |
$133K - $170K
|
9.25K
$1.2M
|
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
1.45K+ 11.51% |
$130K - $166K
|
14.1K
$1.83M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.43K+ 0.89% |
$128K - $163K
|
163K
$21.1M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.43K+ 18.6% |
$128K - $163K
|
9.12K
$1.19M
|
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.37K+ 3.89% |
$123K - $157K
|
36.7K
$4.77M
|
|
|
Dec 15, 2022
Q1 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.35K+ 5.18% |
$121K - $154K
|
27.4K
$3.56M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.33K+ 0.49% |
$119K - $152K
|
271K
$35.2M
|
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.3K+ 17.38% |
$116K - $148K
|
8.78K
$1.14M
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
1.28K+ 1.84% |
$115K - $146K
|
71.2K
$9.25M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.28K+ 7.11% |
$115K - $146K
|
19.3K
$2.51M
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.26K+ 4.9% |
$113K - $144K
|
27.1K
$3.52M
|
|
|
May 03, 2022
Q1 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
1.24K+ 7.74% |
$111K - $141K
|
17.2K
$2.24M
|
|
|
May 09, 2022
Q1 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1.21K+ 8.02% |
$109K - $138K
|
16.3K
$2.12M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.21K+ 4.64% |
$108K - $138K
|
27.4K
$3.55M
|
|
|
May 06, 2022
Q1 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
1.17K+ 8.31% |
$105K - $134K
|
15.3K
$1.98M
|
|
|
May 16, 2022
Q1 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.14K+ 6.43% |
$102K - $130K
|
18.9K
$2.46M
|
|
|
May 06, 2022
Q1 2022
|
Papp L Roy & Associates
|
BUY
|
- |
1.11K+ 42.69% |
$99.4K - $127K
|
3.71K
$482K
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
1.09KNew |
$97.6K - $124K
|
1.09K
$142K
|
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.07K+ 31.18% |
$95.6K - $122K
|
4.49K
$584K
|
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.06K+ 6.4% |
$95.2K - $121K
|
17.7K
$2.3M
|
|
|
May 16, 2022
Q1 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
1.01KNew |
$90.3K - $115K
|
1.01K
$131K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.01K+ 48.35% |
$90.3K - $115K
|
3.1K
$402K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1K+ 6.66% |
$89.5K - $114K
|
16K
$2.08M
|
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
990New |
$88.6K - $113K
|
990
$129K
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
987+ 46.71% |
$88.4K - $113K
|
3.1K
$403K
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
985+ 3.45% |
$88.2K - $112K
|
29.5K
$3.83M
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
961+ 15.45% |
$86K - $110K
|
7.18K
$933K
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
936+ 10.5% |
$83.8K - $107K
|
9.85K
$1.28M
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
935+ 1.19% |
$83.7K - $107K
|
79.3K
$10.3M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
917+ 8.12% |
$82.1K - $105K
|
12.2K
$1.59M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
917+ 8.12% |
$82.1K - $105K
|
12.2K
$1.59M
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
906+ 5.13% |
$81.1K - $103K
|
18.6K
$2.41M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
900+ 10.66% |
$80.6K - $103K
|
9.34K
$1.21M
|
|
|
May 13, 2022
Q1 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
900+ 14.92% |
$80.6K - $103K
|
6.93K
$900K
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
898+ 3.26% |
$80.4K - $102K
|
28.4K
$3.69M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
857+ 47.61% |
$76.7K - $97.7K
|
2.66K
$345K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
826+ 3.86% |
$73.9K - $94.2K
|
22.2K
$2.88M
|
|
|
May 03, 2022
Q1 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
785+ 0.68% |
$70.3K - $89.5K
|
116K
$15.1M
|
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
768New |
$68.8K - $87.6K
|
768
$99.8K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
742+ 13.2% |
$66.4K - $84.6K
|
6.37K
$827K
|
|
|
Apr 18, 2022
Q1 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
733+ 3.31% |
$65.6K - $83.6K
|
22.9K
$2.98M
|
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
725+ 0.73% |
$64.9K - $82.7K
|
100K
$13M
|
|
|
May 11, 2022
Q1 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
721+ 5.58% |
$64.5K - $82.2K
|
13.6K
$1.77M
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
692+ 2.98% |
$61.9K - $78.9K
|
23.9K
$3.11M
|
|
|
May 09, 2022
Q1 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
688+ 2.92% |
$61.6K - $78.5K
|
24.3K
$3.15M
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
665+ 175.93% |
$59.5K - $75.8K
|
1.04K
$135K
|