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 11, 2023 Q1 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
1.67K
+ 128.07%
$138K - $158K
2.97K $386K
May 19, 2023 Q1 2023
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
1.66K
New
$138K - $157K
1.66K $216K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.65K
+ 0.95%
$136K - $156K
175K $22.8M
Apr 20, 2023 Q1 2023
Arcadia Wealth Management, LLC

Manchester, NH
BUY
 -
1.61K
+ 6.44%
$134K - $153K
26.7K $3.46M
May 09, 2023 Q1 2023
Bhk Investment Advisors, LLC

BUY
 -
1.6K
+ 17.22%
$133K - $152K
10.9K $1.42M
Apr 13, 2023 Q1 2023
Venture Visionary Partners LLC

BUY
 -
1.53K
+ 11.65%
$127K - $145K
14.7K $1.91M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
1.51K
+ 7.4%
$125K - $143K
21.9K $2.85M
Apr 19, 2023 Q1 2023
Old National Bancorp

BUY
 -
1.5K
+ 4.59%
$124K - $142K
34.2K $4.44M
May 04, 2023 Q1 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
1.49K
+ 1105.19%
$124K - $141K
1.63K $211K
May 12, 2023 Q1 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
1.48K
+ 2.92%
$123K - $140K
52.2K $6.78M
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1.45K
New
$120K - $137K
1.45K $188K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.44K
+ 10.04%
$119K - $136K
15.8K $2.05M
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.41K
+ 2.84%
$117K - $134K
51.1K $6.64M
May 11, 2023 Q1 2023
Resources Management Corp

West Hartford, CT
BUY
 -
1.39K
+ 692.5%
$115K - $131K
1.59K $206K
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
1.38K
+ 2.25%
$115K - $131K
62.7K $8.15M
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
1.38K
+ 6.65%
$114K - $130K
22.1K $2.86M
May 04, 2023 Q1 2023
Cypress Capital Group

BUY
 -
1.37K
+ 31.18%
$113K - $130K
5.76K $748K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
1.37K
New
$113K - $130K
1.37K $178K
May 11, 2023 Q1 2023
Forte Capital LLC

BUY
 -
1.32K
+ 2.12%
$109K - $125K
63.5K $8.25M
Apr 24, 2023 Q1 2023
James J. Burns & Company, LLC

Melville, NY
BUY
 -
1.31K
+ 12.94%
$108K - $124K
11.4K $1.48M
Apr 26, 2023 Q1 2023
Pinnacle Financial Partners Inc

BUY
 -
1.28K
+ 1.52%
$106K - $121K
85.8K $11.1M
Apr 18, 2023 Q1 2023
Sage Financial Group Inc

BUY
 -
1.26K
+ 7.45%
$104K - $119K
18.1K $2.36M
May 08, 2023 Q1 2023
Brown Advisory Inc

BUY
 -
1.26K
+ 8.97%
$104K - $119K
15.3K $1.98M
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
1.26K
+ 2.84%
$104K - $119K
45.5K $5.91M
May 15, 2023 Q1 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
1.2K
+ 1.44%
$99.8K - $114K
85K $11M
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

BUY
 -
1.2K
+ 363.64%
$99.5K - $114K
1.53K $199K
May 11, 2023 Q1 2023
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
1.16K
+ 13.86%
$96.1K - $110K
9.52K $1.24M
Apr 10, 2023 Q1 2023
Mechanics Bank Trust Department

BUY
 -
1.09K
+ 1.15%
$90.5K - $103K
96.4K $12.5M
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
1.08K
+ 2.21%
$89.6K - $102K
50.1K $6.51M
May 03, 2023 Q1 2023
Intergy Private Wealth, LLC

BUY
 -
1.03K
+ 5.93%
$85.2K - $97.3K
18.4K $2.39M
May 04, 2023 Q1 2023
Clear Harbor Asset Management, LLC

BUY
 -
1.01K
+ 2.54%
$83.3K - $95.2K
40.6K $5.28M
May 12, 2023 Q1 2023
American International Group, Inc.

New York, NY
BUY
 -
1K
+ 7.3%
$82.9K - $94.7K
14.7K $1.91M
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
914
+ 11.06%
$75.8K - $86.5K
9.18K $1.19M
Apr 21, 2023 Q1 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
888
+ 0.65%
$73.6K - $84.1K
137K $17.7M
May 03, 2023 Q1 2023
Gryphon Financial Partners LLC

BUY
 -
881
+ 34.82%
$73K - $83.4K
3.41K $443K
May 11, 2023 Q1 2023
West Hill Financial Advisors, Inc.

BUY
 -
825
+ 1.12%
$68.4K - $78.1K
74.4K $9.67M
May 15, 2023 Q1 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
810
+ 10.28%
$67.1K - $76.7K
8.69K $1.13M
Aug 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
802
+ 17.08%
$66.5K - $75.9K
5.5K $714K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
800
+ 13.18%
$66.3K - $75.7K
6.87K $892K
Apr 26, 2023 Q1 2023
Mv Capital Management, Inc.

BUY
 -
796
+ 2.86%
$66K - $75.4K
28.6K $3.72M
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
791
+ 79.1%
$65.6K - $74.9K
1.79K $233K
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
751
+ 11.46%
$62.3K - $71.1K
7.3K $949K
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
739
+ 7.78%
$61.3K - $70K
10.2K $1.33M
May 09, 2023 Q1 2023
Widmann Financial Services, Inc.

BUY
 -
722
+ 2.17%
$59.8K - $68.4K
34K $4.42M
Apr 18, 2023 Q1 2023
Pack Private Wealth, LLC

Wayzata, MN
BUY
 -
721
+ 7.88%
$59.8K - $68.3K
9.87K $1.28M
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
692
+ 5.52%
$57.4K - $65.5K
13.2K $1.72M
May 01, 2023 Q1 2023
Stillwater Capital Advisors, LLC

BUY
 -
690
+ 3.28%
$57.2K - $65.3K
21.7K $2.82M
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
651
+ 3.29%
$54K - $61.6K
20.4K $2.66M
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

BUY
 -
604
+ 8.58%
$50.1K - $57.2K
7.65K $993K

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