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 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
105+ 1.78% |
$8.7K - $9.94K
|
6K
$780K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
101+ 1.14% |
$8.37K - $9.56K
|
8.97K
$1.16M
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
96+ 0.61% |
$7.96K - $9.09K
|
15.9K
$2.06M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
95+ 2.12% |
$7.87K - $8.99K
|
4.58K
$595K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
94+ 2.29% |
$7.79K - $8.9K
|
4.19K
$545K
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
88+ 3.32% |
$7.29K - $8.33K
|
2.74K
$356K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
88+ 0.31% |
$7.29K - $8.33K
|
28.2K
$3.66M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
79+ 2.08% |
$6.55K - $7.48K
|
3.87K
$503K
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
BUY
|
- |
73+ 1.92% |
$6.05K - $6.91K
|
3.87K
$502K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
72+ 28.13% |
$5.97K - $6.82K
|
328
$42.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
68+ 0.87% |
$5.64K - $6.44K
|
7.89K
$1.02M
|
|
|
Apr 27, 2023
Q1 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
66+ 0.17% |
$5.47K - $6.25K
|
37.8K
$4.91M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
66+ 29.6% |
$5.47K - $6.25K
|
289
$37.5K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
56+ 2.25% |
$4.64K - $5.3K
|
2.54K
$330K
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
54New |
$4.48K - $5.11K
|
54
$7.01K
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
54+ 0.08% |
$4.48K - $5.11K
|
64.2K
$8.34M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
52+ 0.74% |
$4.31K - $4.92K
|
7.12K
$925K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
43New |
$3.56K - $4.07K
|
43
$5.59K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
42+ 0.17% |
$3.48K - $3.98K
|
24.1K
$3.13M
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
42New |
$3.48K - $3.98K
|
42
$5.46K
|
|
|
May 04, 2023
Q1 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
42+ 0.04% |
$3.48K - $3.98K
|
112K
$14.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
35+ 1.12% |
$2.9K - $3.31K
|
3.15K
$409K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
28+ 0.67% |
$2.32K - $2.65K
|
4.23K
$550K
|
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
26+ 0.7% |
$2.16K - $2.46K
|
3.76K
$488K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
24New |
$1.99K - $2.27K
|
24
$3.12K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
24+ 3.08% |
$1.99K - $2.27K
|
802
$104K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
22New |
$1.82K - $2.08K
|
22
$2.86K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
18+ 0.07% |
$1.49K - $1.7K
|
25.7K
$3.34M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
18+ 2.05% |
$1.49K - $1.7K
|
894
$116K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
17+ 0.49% |
$1.41K - $1.61K
|
3.52K
$458K
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
17+ 0.03% |
$1.41K - $1.61K
|
61.6K
$8M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
16+ 0.03% |
$1.33K - $1.51K
|
63.5K
$8.24M
|
|
|
Apr 17, 2023
Q1 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
15+ 0.14% |
$1.24K - $1.42K
|
10.5K
$1.36M
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.12% |
$1.24K - $1.42K
|
12.9K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
14+ 0.16% |
$1.16K - $1.33K
|
8.8K
$1.14M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
13+ 0.05% |
$1.08K - $1.23K
|
28.2K
$3.66M
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
12+ 0.15% |
$995 - $1.14K
|
8.21K
$1.07M
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
12+ 5.94% |
$995 - $1.14K
|
214
$27.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
12+ 0.12% |
$995 - $1.14K
|
10.2K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
11+ 0.11% |
$912 - $1.04K
|
9.8K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11+ 0.11% |
$912 - $1.04K
|
9.63K
$1.25M
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
10+ 0.15% |
$829 - $947
|
6.7K
$870K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
10New |
$829 - $947
|
10
$1.3K
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
9+ 0.12% |
$746 - $852
|
7.65K
$993K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
8+ 0.15% |
$663 - $757
|
5.24K
$681K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
8+ 0.17% |
$663 - $757
|
4.6K
$597K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
7+ 8.33% |
$580 - $663
|
91
$11.8K
|
|
|
May 15, 2023
Q1 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
5+ 0.15% |
$414 - $473
|
3.45K
$448K
|
|
|
Feb 09, 2024
Q1 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
5+ 0.15% |
$414 - $473
|
3.45K
$448K
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.16% |
$332 - $379
|
2.48K
$322K
|