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 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
33+ 0.33% |
$2.95K - $3.76K
|
9.98K
$1.17M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
30+ 0.81% |
$2.69K - $3.42K
|
3.74K
$440K
|
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
29+ 0.04% |
$2.6K - $3.31K
|
77.1K
$9.07M
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
BUY
|
- |
25+ 0.67% |
$2.24K - $2.85K
|
3.76K
$442K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
24New |
$2.15K - $2.74K
|
24
$2.82K
|
|
|
Apr 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
20+ 0.05% |
$1.79K - $2.28K
|
41.3K
$4.85M
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
19New |
$1.7K - $2.17K
|
19
$2.23K
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
16+ 0.55% |
$1.43K - $1.82K
|
2.92K
$344K
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
13+ 0.14% |
$1.16K - $1.48K
|
9.63K
$1.13M
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
12+ 0.08% |
$1.07K - $1.37K
|
15.6K
$1.84M
|
|
|
May 10, 2022
Q1 2022
|
Buckhead Capital Management LLC
|
BUY
|
- |
11+ 0.55% |
$985 - $1.25K
|
2.02K
$238K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
10+ 16.67% |
$895 - $1.14K
|
70
$8.23K
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
9+ 0.1% |
$806 - $1.03K
|
9.22K
$1.08M
|
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
8+ 0.15% |
$716 - $912
|
5.25K
$617K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
7+ 0.05% |
$627 - $798
|
12.8K
$1.5M
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
6+ 0.11% |
$537 - $684
|
5.56K
$654K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.1% |
$448 - $570
|
5.17K
$608K
|
|
|
May 06, 2022
Q1 2022
|
Cohen Capital Management, Inc.
|
BUY
|
- |
5+ 0.08% |
$448 - $570
|
6.47K
$760K
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.16% |
$358 - $456
|
2.46K
$289K
|
|
|
May 03, 2023
Q1 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
4+ 0.14% |
$358 - $456
|
2.83K
$333K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3+ 0.04% |
$269 - $342
|
7.13K
$839K
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
3+ 0.14% |
$269 - $342
|
2.09K
$245K
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2+ 0.06% |
$179 - $228
|
3.53K
$415K
|
|
|
Apr 25, 2022
Q1 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
2+ 0.03% |
$179 - $228
|
7.37K
$867K
|
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2+ 0.02% |
$179 - $228
|
9.54K
$1.12M
|
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.15% |
$89.5 - $114
|
669
$78.7K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.15% |
$89.5 - $114
|
683
$80.3K
|
|
|
May 13, 2022
Q1 2022
|
Performa LTD (Us), LLC
|
BUY
|
- |
1+ 0.08% |
$89.5 - $114
|
1.31K
$154K
|
|
|
Apr 22, 2022
Q1 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.16% |
$89.5 - $114
|
615
$72.3K
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1+ 0.21% |
$89.5 - $114
|
478
$56.2K
|
|
|
Apr 29, 2022
Q1 2022
|
Gratus Capital LLC
|
BUY
|
- |
1+ 0.02% |
$89.5 - $114
|
5K
$588K
|
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.01% |
$89.5 - $114
|
6.78K
$797K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.12% |
$89.5 - $114
|
824
$96.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$89.5 - $114
|
826
$97.2K
|
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
BUY
|
- |
1+ 0.07% |
$89.5 - $114
|
1.34K
$158K
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.39% |
$89.5 - $114
|
256
$30.1K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.45% |
$89.5 - $114
|
222
$26.1K
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1+ 0.03% |
$89.5 - $114
|
3.94K
$464K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1Closed |
$89.5 - $114
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Financial Life Advisors
|
SELL
|
- |
-2- 0.08% |
$179 - $228
|
2.51K
$296K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-2- 0.17% |
$179 - $228
|
1.21K
$142K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.56% |
$269 - $342
|
531
$62.5K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-7- 0.06% |
$627 - $798
|
11.1K
$1.31M
|
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-8- 0.9% |
$716 - $912
|
883
$104K
|
|
|
May 12, 2022
Q1 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-9- 0.42% |
$806 - $1.03K
|
2.11K
$248K
|
|
|
May 11, 2022
Q1 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-10- 0.06% |
$895 - $1.14K
|
18.1K
$2.13M
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-10- 0.35% |
$895 - $1.14K
|
2.84K
$334K
|
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-10- 0.12% |
$895 - $1.14K
|
8.2K
$965K
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-13- 0.58% |
$1.16K - $1.48K
|
2.24K
$263K
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-13- 0.32% |
$1.16K - $1.48K
|
4.06K
$477K
|