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 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
656+ 2.58% |
$58.7K - $74.8K
|
26K
$3.38M
|
|
May 13, 2022
Q1 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
615+ 0.9% |
$55.1K - $70.1K
|
68.9K
$8.94M
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
600New |
$53.7K - $68.4K
|
600
$77.9K
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
587+ 5.79% |
$52.5K - $66.9K
|
10.7K
$1.39M
|
|
Apr 13, 2022
Q1 2022
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
581+ 0.37% |
$52K - $66.3K
|
158K
$20.5M
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
577+ 7.6% |
$51.7K - $65.8K
|
8.17K
$1.06M
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
571+ 6.79% |
$51.1K - $65.1K
|
8.98K
$1.17M
|
|
Apr 22, 2022
Q1 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
566+ 9.78% |
$50.7K - $64.5K
|
6.36K
$826K
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
550+ 3.62% |
$49.2K - $62.7K
|
15.7K
$2.04M
|
|
Apr 08, 2022
Q1 2022
|
Ims Capital Management
|
BUY
|
- |
545+ 1.92% |
$48.8K - $62.1K
|
28.9K
$3.75M
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
544+ 3.27% |
$48.7K - $62K
|
17.2K
$2.23M
|
|
May 03, 2022
Q1 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
541+ 29.34% |
$48.4K - $61.7K
|
2.39K
$310K
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
526+ 3.12% |
$47.1K - $60K
|
17.4K
$2.26M
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
512New |
$45.8K - $58.4K
|
512
$66.5K
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
505+ 20.98% |
$45.2K - $57.6K
|
2.91K
$378K
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
504+ 25.71% |
$45.1K - $57.5K
|
2.46K
$320K
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
495+ 7.24% |
$44.3K - $56.4K
|
7.33K
$952K
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
491+ 11.78% |
$44K - $56K
|
4.66K
$605K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
476New |
$42.6K - $54.3K
|
476
$61.8K
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
475+ 5.07% |
$42.5K - $54.2K
|
9.85K
$1.28M
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
453+ 3.18% |
$40.6K - $51.7K
|
14.7K
$1.91M
|
|
Apr 28, 2022
Q1 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
423+ 4.07% |
$37.9K - $48.2K
|
10.8K
$1.4M
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
417+ 0.74% |
$37.3K - $47.6K
|
56.5K
$7.34M
|
|
May 11, 2022
Q1 2022
|
Financial Insights, Inc.
|
BUY
|
- |
412+ 4.43% |
$36.9K - $47K
|
9.72K
$1.26M
|
|
Apr 07, 2022
Q1 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
403+ 1.25% |
$36.1K - $46K
|
32.6K
$4.23M
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
BUY
|
- |
394+ 16.25% |
$35.3K - $44.9K
|
2.82K
$366K
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
393+ 14.59% |
$35.2K - $44.8K
|
3.09K
$401K
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
386+ 100.0% |
$34.6K - $44K
|
772
$100K
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
381+ 5.75% |
$34.1K - $43.4K
|
7K
$910K
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
BUY
|
- |
342+ 0.97% |
$30.6K - $39K
|
35.8K
$4.65M
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
321+ 1.4% |
$28.7K - $36.6K
|
23.2K
$3.02M
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
306+ 8.3% |
$27.4K - $34.9K
|
3.99K
$518K
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
300+ 6.69% |
$26.9K - $34.2K
|
4.79K
$622K
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
298+ 3.1% |
$26.7K - $34K
|
9.92K
$1.29M
|
|
May 16, 2022
Q1 2022
|
Covenant Partners, LLC
|
BUY
|
- |
285New |
$25.5K - $32.5K
|
285
$37K
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
280+ 2.93% |
$25.1K - $31.9K
|
9.82K
$1.28M
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
279+ 6.82% |
$25K - $31.8K
|
4.37K
$568K
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
279+ 0.9% |
$25K - $31.8K
|
31.4K
$4.07M
|
|
Jul 05, 2022
Q1 2022
|
Willner & Heller, LLC
|
BUY
|
- |
271+ 3.73% |
$24.3K - $30.9K
|
7.53K
$978K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
261+ 12.39% |
$23.4K - $29.8K
|
2.37K
$307K
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
251+ 4.83% |
$22.5K - $28.6K
|
5.45K
$708K
|
|
May 13, 2022
Q1 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
250+ 8.0% |
$22.4K - $28.5K
|
3.38K
$438K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
242New |
$21.7K - $27.6K
|
242
$31.4K
|
|
May 04, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
240New |
$21.5K - $27.4K
|
240
$31.2K
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
236+ 0.51% |
$21.1K - $26.9K
|
46.7K
$6.07M
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
236New |
$21.1K - $26.9K
|
236
$30.7K
|
|
May 05, 2022
Q1 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
219+ 1.32% |
$19.6K - $25K
|
16.8K
$2.18M
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
208New |
$18.6K - $23.7K
|
208
$27K
|
|
May 11, 2022
Q1 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
206+ 7.55% |
$18.4K - $23.5K
|
2.94K
$381K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
198+ 32.78% |
$17.7K - $22.6K
|
802
$104K
|