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
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.6K- 1.28% |
$215K - $246K
|
201K
$25.7M
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.74K- 37.14% |
$227K - $259K
|
4.64K
$595K
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.76K- 24.28% |
$229K - $261K
|
8.6K
$1.1M
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-2.79K- 3.69% |
$232K - $264K
|
72.9K
$9.35M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-2.81K- 1.28% |
$233K - $266K
|
217K
$27.9M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.86K- 15.52% |
$237K - $270K
|
15.5K
$1.99M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.97K- 9.0% |
$246K - $281K
|
30K
$3.85M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-3.1K- 6.69% |
$257K - $294K
|
43.3K
$5.55M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.17K- 12.83% |
$263K - $301K
|
21.6K
$2.77M
|
|
|
Apr 28, 2023
Q1 2023
|
Next Capital Management LLC
|
SELL
|
- |
-3.2K- 26.66% |
$265K - $303K
|
8.81K
$1.13M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.21K- 26.21% |
$266K - $304K
|
9.03K
$1.16M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.22K- 2.04% |
$267K - $305K
|
155K
$19.9M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-3.34K- 16.5% |
$277K - $316K
|
16.9K
$2.17M
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-3.38K- 6.59% |
$280K - $320K
|
47.9K
$6.14M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.41K- 57.94% |
$282K - $322K
|
2.47K
$317K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.5K- 35.02% |
$290K - $331K
|
6.5K
$833K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.52K- 54.87% |
$292K - $333K
|
2.89K
$371K
|
|
|
Apr 13, 2023
Q1 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-3.68K- 24.71% |
$305K - $348K
|
11.2K
$1.44M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-3.88K- 9.76% |
$321K - $367K
|
35.9K
$4.6M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-3.96K- 1.54% |
$328K - $375K
|
253K
$32.4M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.06K- 9.11% |
$337K - $384K
|
40.5K
$5.2M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.21K- 47.07% |
$349K - $398K
|
4.73K
$607K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.33K- 9.44% |
$359K - $410K
|
41.5K
$5.33M
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-4.4K- 15.46% |
$365K - $417K
|
24.1K
$3.09M
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-4.58K- 53.03% |
$380K - $434K
|
4.06K
$520K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-4.75K- 65.06% |
$394K - $450K
|
2.55K
$327K
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-4.98K- 13.55% |
$413K - $471K
|
31.8K
$4.08M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.33K- 18.84% |
$442K - $505K
|
23K
$2.95M
|
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-5.73KClosed |
$475K - $543K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-5.85K- 1.65% |
$484K - $553K
|
348K
$44.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-5.87K- 2.22% |
$486K - $555K
|
259K
$33.2M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.13K- 1.28% |
$508K - $580K
|
472K
$60.6M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-6.18K- 51.53% |
$512K - $585K
|
5.81K
$745K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.22K- 8.31% |
$516K - $589K
|
68.6K
$8.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-6.56K- 2.53% |
$544K - $621K
|
253K
$32.5M
|
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-6.73K- 20.39% |
$558K - $637K
|
26.3K
$3.37M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.88K- 5.0% |
$570K - $651K
|
131K
$16.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-7.03K- 2.81% |
$583K - $665K
|
243K
$31.1M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-7.23K- 15.55% |
$599K - $684K
|
39.3K
$5.04M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.65K- 34.97% |
$634K - $724K
|
14.2K
$1.83M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.91K- 76.47% |
$656K - $749K
|
2.44K
$312K
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-8.21K- 77.38% |
$680K - $777K
|
2.4K
$308K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8.61K- 15.54% |
$713K - $815K
|
46.8K
$6M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-9.53K- 7.72% |
$790K - $902K
|
114K
$14.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-9.63K- 1.99% |
$798K - $912K
|
474K
$60.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-10.1K- 50.88% |
$836K - $955K
|
9.73K
$1.25M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-10.5K- 23.69% |
$873K - $997K
|
33.9K
$4.35M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.7K- 0.58% |
$889K - $1.02M
|
1.85M
$237M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-11.2K- 2.42% |
$926K - $1.06M
|
451K
$57.8M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12K- 8.27% |
$995K - $1.14M
|
133K
$17.1M
|