Purchases and Sales Made in Q1 2023 in Ishares Russell Mid Cap Growth (IWP)

IWP Quotes by TradingView

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
Captrust Financial Advisors

Raleigh, NC
BUY
 -
10.9K
+ 16.33%
$899K - $1.03M
77.3K $10M
Apr 18, 2023 Q1 2023
Rtd Financial Advisors, Inc.

BUY
 -
10.8K
+ 3.88%
$896K - $1.02M
289K $37.6M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
10.5K
+ 168.88%
$866K - $989K
16.6K $2.16M
May 15, 2023 Q1 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
10.4K
+ 13.69%
$865K - $989K
86.7K $11.3M
Apr 27, 2023 Q1 2023
Simplicity Wealth,Llc

BUY
 -
10.3K
+ 40.47%
$857K - $979K
35.9K $4.66M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
9.13K
+ 1.14%
$757K - $865K
813K $106M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
9.09K
New
$754K - $861K
9.09K $1.18M
May 08, 2023 Q1 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
9.07K
+ 207.98%
$752K - $859K
13.4K $1.75M
Apr 19, 2023 Q1 2023
Heron Financial Group, LLC

BUY
 -
8.81K
+ 10.94%
$730K - $834K
89.4K $11.6M
May 15, 2023 Q1 2023
Voya Investment Management LLC

Atlanta, GA
BUY
 -
8.61K
+ 82.88%
$714K - $815K
19K $2.47M
May 03, 2023 Q1 2023
Krilogy Financial LLC

BUY
 -
7.78K
+ 3.02%
$645K - $737K
266K $34.5M
Apr 27, 2023 Q1 2023
Conning Inc.

BUY
 -
7.75K
+ 23.03%
$643K - $734K
41.4K $5.38M
Apr 27, 2023 Q1 2023
Simplex Trading, LLC

BUY
 -
7.73K
New
$641K - $732K
7.73K $1M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
7.41K
+ 74.7%
$614K - $702K
17.3K $2.25M
Feb 14, 2024 Q1 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
7.14K
+ 4.64%
$592K - $676K
161K $20.9M
Apr 06, 2023 Q1 2023
Bartlett & Co. LLC

BUY
 -
7.14K
+ 4.64%
$592K - $676K
161K $20.9M
Apr 18, 2023 Q1 2023
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
7.06K
New
$585K - $668K
7.06K $917K
May 15, 2023 Q1 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
6.78K
New
$562K - $642K
6.78K $881K
Apr 12, 2023 Q1 2023
Lion Street Advisors, LLC

BUY
 -
6.73K
+ 101.99%
$558K - $637K
13.3K $1.73M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
6.58K
+ 6.95%
$546K - $623K
101K $13.2M
May 09, 2023 Q1 2023
Y Intercept (Hong Kong) LTD

BUY
 -
6.56K
New
$544K - $621K
6.56K $852K
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
6.02K
+ 30.81%
$499K - $570K
25.6K $3.32M
Dec 11, 2023 Q1 2023
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
6.02K
+ 18.31%
$499K - $570K
38.9K $5.05M
May 15, 2023 Q1 2023
Ruggaard & Associates LLC

Twinsburg, OH
BUY
 -
5.6K
New
$464K - $530K
5.6K $727K
May 12, 2023 Q1 2023
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
5.18K
+ 70.46%
$429K - $490K
12.5K $1.63M
May 12, 2023 Q1 2023
Callan Family Office, LLC

Radnor, PA
BUY
 -
4.63K
New
$384K - $439K
4.63K $602K
Sep 06, 2023 Q1 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
4.43K
New
$367K - $419K
4.43K $575K
May 10, 2023 Q1 2023
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
4.42K
+ 11.59%
$366K - $418K
42.5K $5.52M
Apr 07, 2023 Q1 2023
Diversified Trust CO

BUY
 -
4.35K
New
$361K - $412K
4.35K $566K
May 02, 2023 Q1 2023
Financial Counselors Inc

BUY
 -
4.33K
+ 21.72%
$359K - $410K
24.3K $3.15M
Apr 27, 2023 Q1 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
4.22K
+ 147.71%
$350K - $400K
7.08K $920K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
4.2K
+ 55.38%
$348K - $398K
11.8K $1.53M
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
4.19K
New
$347K - $396K
4.19K $544K
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
4.07K
+ 1.28%
$337K - $385K
322K $41.8M
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
3.97K
+ 2.99%
$329K - $376K
137K $17.7M
May 09, 2023 Q1 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
3.95K
New
$328K - $374K
3.95K $514K
May 12, 2023 Q1 2023
Pointe Capital Management LLC

BUY
 -
3.93K
New
$326K - $372K
3.93K $511K
May 15, 2023 Q1 2023
David A. Siegel Two Sigma Advisers, LP | New York, Ny
BUY
 -
3.9K
+ 92.86%
$323K - $369K
8.1K $1.05M
May 11, 2023 Q1 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
3.81K
+ 0.26%
$316K - $361K
1.46M $190M
Apr 11, 2023 Q1 2023
Cedar Mountain Advisors, LLC

BUY
 -
3.81K
+ 1.4%
$315K - $360K
275K $35.7M
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
3.72K
+ 2.72%
$308K - $352K
140K $18.2M
Apr 21, 2023 Q1 2023
Paladin Advisory Group, LLC

BUY
 -
3.59K
New
$298K - $340K
3.59K $466K
May 10, 2023 Q1 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
3.58K
+ 8.37%
$296K - $339K
46.3K $6.01M
Apr 27, 2023 Q1 2023
Southern Capital Advisors, LLC

BUY
 -
3.49K
+ 4.38%
$289K - $330K
83.2K $10.8M
Apr 19, 2023 Q1 2023
Dentgroup LLC

BUY
 -
3.4K
+ 17.44%
$281K - $322K
22.9K $2.97M
May 09, 2023 Q1 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
3.32K
+ 23.82%
$275K - $315K
17.3K $2.24M
Apr 03, 2023 Q1 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
3.2K
+ 39.99%
$265K - $303K
11.2K $1.46M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
3.17K
+ 49.55%
$263K - $300K
9.56K $1.24M
Apr 21, 2023 Q1 2023
Bka Wealth Consulting, Inc.

BUY
 -
3.04K
New
$252K - $288K
3.04K $395K

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