Purchases and Sales Made in Q1 2023 in Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q1 2023. 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 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.89M+ 22.12% |
$157M - $179M
|
10.4M
$1.36B
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.08M+ 15554.52% |
$89.8M - $103M
|
1.09M
$142M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
395K+ 917.54% |
$32.7M - $37.4M
|
438K
$56.9M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
291KNew |
$24.1M - $27.5M
|
291K
$37.8M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
160K+ 8.9% |
$13.2M - $15.1M
|
1.95M
$254M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
146K+ 19.12% |
$12.1M - $13.9M
|
913K
$119M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
125K+ 2195.63% |
$10.4M - $11.9M
|
131K
$17M
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
124K+ 134.05% |
$10.3M - $11.8M
|
217K
$28.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Strategic Equity Management
|
BUY
|
- |
93.7KNew |
$7.77M - $8.87M
|
93.7K
$12.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
73.7K+ 10.38% |
$6.11M - $6.98M
|
783K
$102M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
69.1K+ 6.6% |
$5.73M - $6.54M
|
1.12M
$145M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
62K+ 2.28% |
$5.14M - $5.87M
|
2.78M
$361M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
59.5KNew |
$4.93M - $5.63M
|
59.5K
$7.73M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
51.2K+ 22.4% |
$4.24M - $4.85M
|
280K
$36.3M
|
|
|
May 15, 2023
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
51.2K+ 22.4% |
$4.24M - $4.85M
|
280K
$36.3M
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
48.6K+ 27.18% |
$4.02M - $4.6M
|
227K
$29.5M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
47.5KNew |
$3.94M - $4.5M
|
47.5K
$6.17M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
43.7KNew |
$3.63M - $4.14M
|
43.7K
$5.68M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
43.7K+ 1.21% |
$3.62M - $4.14M
|
3.67M
$476M
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
41.8KNew |
$3.47M - $3.96M
|
41.8K
$5.43M
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
39.8KNew |
$3.3M - $3.77M
|
39.8K
$5.17M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
37.7K+ 706.56% |
$3.12M - $3.57M
|
43K
$5.59M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
36.8K+ 9.57% |
$3.05M - $3.49M
|
422K
$54.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
32.5K+ 161.39% |
$2.7M - $3.08M
|
52.7K
$6.84M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
27.2K+ 393.41% |
$2.26M - $2.58M
|
34.1K
$4.43M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.4K+ 112.02% |
$2.11M - $2.41M
|
48.1K
$6.25M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
25.2K+ 158.69% |
$2.09M - $2.39M
|
41.1K
$5.34M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
24.7KNew |
$2.04M - $2.34M
|
24.7K
$3.2M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
23.9K+ 28.85% |
$1.98M - $2.27M
|
107K
$13.9M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
23K+ 3.29% |
$1.91M - $2.18M
|
723K
$93.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
22.9K+ 22.71% |
$1.9M - $2.17M
|
124K
$16.1M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
22.1K+ 191.24% |
$1.83M - $2.09M
|
33.6K
$4.37M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
19.8K+ 362.59% |
$1.64M - $1.88M
|
25.3K
$3.29M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.8K+ 16.7% |
$1.64M - $1.87M
|
138K
$18M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.2K+ 9.9% |
$1.51M - $1.72M
|
202K
$26.2M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
18K+ 7.94% |
$1.49M - $1.71M
|
245K
$31.8M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17.8K+ 54.12% |
$1.48M - $1.68M
|
50.7K
$6.58M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
17.1K+ 77.62% |
$1.42M - $1.62M
|
39.1K
$5.08M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
16.1K+ 110.36% |
$1.34M - $1.53M
|
30.7K
$3.99M
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
BUY
|
- |
14.4K+ 8.92% |
$1.19M - $1.36M
|
175K
$22.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
14.1K+ 71.34% |
$1.17M - $1.34M
|
33.9K
$4.41M
|
|
|
May 02, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
13.8KNew |
$1.14M - $1.31M
|
13.8K
$1.79M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
13.7K+ 96.56% |
$1.13M - $1.3M
|
27.8K
$3.62M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.6KNew |
$1.13M - $1.29M
|
13.6K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.5K+ 2.54% |
$1.12M - $1.28M
|
546K
$70.9M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13K+ 8.69% |
$1.08M - $1.24M
|
163K
$21.2M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.7K+ 10.64% |
$1.05M - $1.2M
|
132K
$17.2M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
12.2KNew |
$1.01M - $1.15M
|
12.2K
$1.58M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.9K+ 4.14% |
$984K - $1.12M
|
298K
$38.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
11.4K+ 5.26% |
$941K - $1.07M
|
227K
$29.5M
|