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 |
|---|---|---|---|---|---|---|---|
|
Sep 13, 2023
Q1 2023
|
Ims Capital Management
|
SELL
|
- |
-1.05K- 3.67% |
$87K - $99.3K
|
27.5K
$3.53M
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1.06K- 13.2% |
$87.4K - $99.9K
|
6.94K
$890K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.06K- 6.52% |
$87.7K - $100K
|
15.2K
$1.95M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.07K- 8.03% |
$88.4K - $101K
|
12.2K
$1.57M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.07K- 15.4% |
$88.5K - $101K
|
5.87K
$753K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.08K- 49.0% |
$89.4K - $102K
|
1.12K
$144K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.12K- 10.27% |
$93.1K - $106K
|
9.81K
$1.26M
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-1.13K- 33.36% |
$93.3K - $107K
|
2.25K
$288K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.13K- 13.3% |
$93.3K - $107K
|
7.34K
$941K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.14K- 20.97% |
$94.1K - $107K
|
4.28K
$549K
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.19K- 8.99% |
$98.8K - $113K
|
12.1K
$1.55M
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-1.23K- 15.07% |
$102K - $116K
|
6.93K
$890K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.24K- 0.36% |
$103K - $117K
|
347K
$44.5M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.25K- 30.33% |
$104K - $119K
|
2.88K
$369K
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 9.07% |
$105K - $120K
|
12.7K
$1.63M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.29K- 5.31% |
$107K - $122K
|
22.9K
$2.94M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.29K- 2.01% |
$107K - $122K
|
62.9K
$8.07M
|
|
|
Apr 11, 2023
Q1 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-1.31K- 0.85% |
$108K - $124K
|
152K
$19.6M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-1.31K- 3.54% |
$108K - $124K
|
35.6K
$4.57M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.33K- 1.56% |
$110K - $126K
|
84.2K
$10.8M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.39K- 21.06% |
$115K - $132K
|
5.21K
$669K
|
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.42K- 27.39% |
$118K - $134K
|
3.76K
$482K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.42K- 2.62% |
$118K - $135K
|
53K
$6.8M
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
SELL
|
- |
-1.43K- 6.77% |
$118K - $135K
|
19.7K
$2.52M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.43K- 39.38% |
$118K - $135K
|
2.2K
$282K
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-1.44K- 4.43% |
$119K - $136K
|
31K
$3.98M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.5K- 9.48% |
$124K - $142K
|
14.3K
$1.84M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.55K- 3.73% |
$128K - $147K
|
40K
$5.13M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.58K- 2.18% |
$131K - $150K
|
71.1K
$9.13M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.61K- 3.49% |
$134K - $153K
|
44.6K
$5.72M
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.66K- 28.32% |
$137K - $157K
|
4.19K
$538K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.7K- 14.84% |
$141K - $161K
|
9.75K
$1.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.74K- 3.43% |
$144K - $165K
|
49K
$6.29M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.75K- 1.39% |
$145K - $166K
|
125K
$16M
|
|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-1.81K- 94.7% |
$150K - $171K
|
101
$13K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.81K- 20.81% |
$150K - $171K
|
6.87K
$881K
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.89K- 35.2% |
$157K - $179K
|
3.48K
$446K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.91K- 13.19% |
$158K - $181K
|
12.6K
$1.61M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.91K- 45.8% |
$158K - $181K
|
2.26K
$290K
|
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-2.02K- 2.67% |
$167K - $191K
|
73.6K
$9.44M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.07K- 5.14% |
$171K - $196K
|
38.2K
$4.9M
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.12K- 11.84% |
$175K - $200K
|
15.7K
$2.02M
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-2.25K- 49.3% |
$187K - $213K
|
2.32K
$297K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.32K- 13.83% |
$192K - $219K
|
14.4K
$1.85M
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-2.33K- 49.03% |
$193K - $221K
|
2.42K
$311K
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.41K- 96.36% |
$200K - $228K
|
91
$11.7K
|
|
|
May 02, 2023
Q1 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-2.41K- 10.39% |
$200K - $228K
|
20.8K
$2.67M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-2.44K- 33.15% |
$202K - $231K
|
4.92K
$631K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.47K- 4.03% |
$205K - $234K
|
58.8K
$7.54M
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-2.5K- 75.29% |
$207K - $236K
|
819
$105K
|