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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-549- 17.44% |
$45.5K - $52K
|
2.6K
$338K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-550- 8.18% |
$45.6K - $52.1K
|
6.17K
$802K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-556- 45.8% |
$46.1K - $52.6K
|
658
$85.5K
|
|
|
May 15, 2023
Q1 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-566- 3.05% |
$46.9K - $53.6K
|
18K
$2.33M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-580- 3.46% |
$48.1K - $54.9K
|
16.2K
$2.1M
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-590- 15.49% |
$48.9K - $55.9K
|
3.22K
$418K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-591- 2.13% |
$49K - $56K
|
27.2K
$3.53M
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-600- 20.13% |
$49.7K - $56.8K
|
2.38K
$309K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-600- 14.42% |
$49.7K - $56.8K
|
3.56K
$463K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-607- 2.47% |
$50.3K - $57.5K
|
24K
$3.12M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-607- 6.88% |
$50.3K - $57.5K
|
8.21K
$1.07M
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-617- 15.29% |
$51.1K - $58.4K
|
3.42K
$444K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-628- 2.51% |
$52.1K - $59.5K
|
24.4K
$3.16M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-630- 15.87% |
$52.2K - $59.6K
|
3.34K
$434K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-632- 8.67% |
$52.4K - $59.8K
|
6.66K
$865K
|
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-633- 1.71% |
$52.5K - $59.9K
|
36.4K
$4.73M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-636- 4.26% |
$52.7K - $60.2K
|
14.3K
$1.86M
|
|
|
May 02, 2023
Q1 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-648- 0.6% |
$53.7K - $61.4K
|
108K
$14M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-663- 2.21% |
$55K - $62.8K
|
29.3K
$3.81M
|
|
|
Apr 28, 2023
Q1 2023
|
Eukles Asset Management
|
SELL
|
- |
-667- 1.85% |
$55.3K - $63.2K
|
35.5K
$4.61M
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
SELL
|
- |
-717- 25.29% |
$59.4K - $67.9K
|
2.12K
$275K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-730- 1.03% |
$60.5K - $69.1K
|
70.2K
$9.12M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-740- 73.34% |
$61.3K - $70.1K
|
269
$34.9K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-756- 5.95% |
$62.7K - $71.6K
|
12K
$1.55M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-758- 2.68% |
$62.8K - $71.8K
|
27.6K
$3.58M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-777- 6.83% |
$64.4K - $73.6K
|
10.6K
$1.38M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-778- 6.07% |
$64.5K - $73.7K
|
12K
$1.57M
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-785- 9.98% |
$65.1K - $74.3K
|
7.08K
$919K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-787- 3.43% |
$65.2K - $74.5K
|
22.2K
$2.88M
|
|
|
Aug 27, 2024
Q1 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-817- 19.91% |
$67.7K - $77.4K
|
3.29K
$427K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-844- 4.56% |
$70K - $79.9K
|
17.7K
$2.29M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-847- 2.6% |
$70.2K - $80.2K
|
31.7K
$4.12M
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-855- 3.03% |
$70.9K - $81K
|
27.3K
$3.55M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-880- 9.39% |
$72.9K - $83.3K
|
8.49K
$1.1M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-907- 22.72% |
$75.2K - $85.9K
|
3.09K
$401K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-947- 69.58% |
$78.5K - $89.7K
|
414
$53.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
SELL
|
- |
-949- 19.87% |
$78.7K - $89.9K
|
3.83K
$497K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-950- 5.06% |
$78.7K - $89.9K
|
17.8K
$2.32M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-951- 6.5% |
$78.8K - $90K
|
13.7K
$1.78M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-952- 8.86% |
$78.9K - $90.1K
|
9.8K
$1.27M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-953- 18.9% |
$79K - $90.2K
|
4.09K
$531K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-961- 11.05% |
$79.7K - $91K
|
7.73K
$1M
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-972- 2.8% |
$80.6K - $92K
|
33.8K
$4.39M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-977- 0.24% |
$81K - $92.5K
|
412K
$53.5M
|
|
|
May 03, 2023
Q1 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-994- 15.32% |
$82.4K - $94.1K
|
5.5K
$714K
|
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-995- 1.78% |
$82.5K - $94.2K
|
54.9K
$7.13M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-1K- 12.6% |
$83.1K - $94.9K
|
6.95K
$903K
|
|
|
Apr 24, 2023
Q1 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-1.03K- 18.91% |
$85.1K - $97.2K
|
4.41K
$572K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.04K- 39.7% |
$86.3K - $98.6K
|
1.58K
$205K
|
|
|
Sep 13, 2023
Q1 2023
|
Ims Capital Management
|
SELL
|
- |
-1.05K- 3.67% |
$87K - $99.3K
|
27.5K
$3.57M
|