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 |
---|---|---|---|---|---|---|---|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-119- 1.28% |
$10.7K - $13.6K
|
9.17K
$1.19M
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-120- 4.06% |
$10.7K - $13.7K
|
2.84K
$368K
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-127- 1.56% |
$11.4K - $14.5K
|
7.99K
$1.04M
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
SELL
|
- |
-130Closed |
$11.6K - $14.8K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
SELL
|
- |
-135- 4.97% |
$12.1K - $15.4K
|
2.58K
$335K
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-135Closed |
$12.1K - $15.4K
|
0
$0
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-138- 1.16% |
$12.4K - $15.7K
|
11.8K
$1.53M
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
SELL
|
- |
-140- 0.65% |
$12.5K - $16K
|
21.5K
$2.79M
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
SELL
|
- |
-150- 2.18% |
$13.4K - $17.1K
|
6.72K
$873K
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-155- 1.55% |
$13.9K - $17.7K
|
9.87K
$1.28M
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-157- 0.39% |
$14.1K - $17.9K
|
40.6K
$5.28M
|
|
Apr 14, 2022
Q1 2022
|
Thomasville National Bank
|
SELL
|
- |
-158- 0.86% |
$14.1K - $18K
|
18.2K
$2.36M
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-162Closed |
$14.5K - $18.5K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-163- 0.55% |
$14.6K - $18.6K
|
29.7K
$3.86M
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-165- 5.7% |
$14.8K - $18.8K
|
2.73K
$355K
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-169- 28.21% |
$15.1K - $19.3K
|
430
$55.9K
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-170- 0.3% |
$15.2K - $19.4K
|
56.2K
$7.3M
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-170- 3.19% |
$15.2K - $19.4K
|
5.16K
$671K
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
SELL
|
- |
-178- 1.58% |
$15.9K - $20.3K
|
11.1K
$1.44M
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-180Closed |
$16.1K - $20.5K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-183- 5.08% |
$16.4K - $20.9K
|
3.42K
$444K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-195Closed |
$17.5K - $22.2K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-197- 1.59% |
$17.6K - $22.5K
|
12.2K
$1.58M
|
|
Apr 15, 2022
Q1 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-198- 6.0% |
$17.7K - $22.6K
|
3.1K
$403K
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-200- 4.27% |
$17.9K - $22.8K
|
4.49K
$583K
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-200- 21.57% |
$17.9K - $22.8K
|
727
$94.4K
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-206- 0.95% |
$18.4K - $23.5K
|
21.5K
$2.79M
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-207- -0.0% |
$18.5K - $23.6K
|
13.9M
$1.8B
|
|
Apr 11, 2022
Q1 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-207- 6.32% |
$18.5K - $23.6K
|
3.07K
$398K
|
|
May 10, 2022
Q1 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-210- 2.98% |
$18.8K - $23.9K
|
6.84K
$889K
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
SELL
|
- |
-213- 0.55% |
$19.1K - $24.3K
|
38.8K
$5.04M
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-216- 4.82% |
$19.3K - $24.6K
|
4.27K
$554K
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-218- 18.57% |
$19.5K - $24.9K
|
956
$124K
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-229- 4.94% |
$20.5K - $26.1K
|
4.4K
$572K
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-230Closed |
$20.6K - $26.2K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-230- 0.23% |
$20.6K - $26.2K
|
98K
$12.7M
|
|
May 11, 2022
Q1 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-239- 10.4% |
$21.4K - $27.3K
|
2.06K
$267K
|
|
May 09, 2022
Q1 2022
|
Capital Square, LLC
|
SELL
|
- |
-248- 3.28% |
$22.2K - $28.3K
|
7.31K
$950K
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-250- 4.23% |
$22.4K - $28.5K
|
5.66K
$735K
|
|
Apr 27, 2022
Q1 2022
|
Orin Green Financial, LLC
|
SELL
|
- |
-252- 2.21% |
$22.6K - $28.7K
|
11.2K
$1.45M
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-253- 7.92% |
$22.6K - $28.8K
|
2.94K
$382K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-254Closed |
$22.7K - $29K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-256- 47.76% |
$22.9K - $29.2K
|
280
$36.4K
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-256- 11.92% |
$22.9K - $29.2K
|
1.89K
$246K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-256Closed |
$22.9K - $29.2K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-257- 3.23% |
$23K - $29.3K
|
7.7K
$1M
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-259- 2.71% |
$23.2K - $29.5K
|
9.31K
$1.21M
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-260Closed |
$23.3K - $29.6K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
SELL
|
- |
-261- 5.35% |
$23.4K - $29.8K
|
4.62K
$600K
|
|
Mar 24, 2023
Q1 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-268- 0.95% |
$24K - $30.6K
|
28.1K
$3.64M
|