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
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
5+ 0.15% |
$414 - $473
|
3.45K
$406K
|
|
|
Feb 09, 2024
Q1 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
5+ 0.15% |
$414 - $473
|
3.45K
$406K
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.16% |
$332 - $379
|
2.48K
$292K
|
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
4+ 0.1% |
$332 - $379
|
3.92K
$461K
|
|
|
Feb 26, 2025
Q1 2023
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
4+ 0.12% |
$332 - $379
|
3.41K
$401K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4+ 0.08% |
$332 - $379
|
4.83K
$568K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
3+ 0.03% |
$249 - $284
|
10.2K
$1.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3+ 0.13% |
$249 - $284
|
2.27K
$267K
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3+ 0.08% |
$249 - $284
|
3.63K
$427K
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2+ 0.03% |
$166 - $189
|
7.96K
$937K
|
|
|
May 05, 2023
Q1 2023
|
Papp L Roy & Associates
|
BUY
|
- |
2+ 0.05% |
$166 - $189
|
3.72K
$437K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2+ 0.05% |
$166 - $189
|
3.81K
$448K
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
BUY
|
- |
2+ 0.15% |
$166 - $189
|
1.36K
$159K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.01% |
$166 - $189
|
21.4K
$2.52M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2+ 0.15% |
$166 - $189
|
1.31K
$154K
|
|
|
May 01, 2023
Q1 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
2+ 0.14% |
$166 - $189
|
1.44K
$170K
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.02% |
$166 - $189
|
8.22K
$967K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2+ 0.08% |
$166 - $189
|
2.5K
$294K
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.15% |
$82.9 - $94.7
|
674
$79.3K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.75% |
$82.9 - $94.7
|
134
$15.8K
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1+ 0.17% |
$82.9 - $94.7
|
587
$69K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.16% |
$82.9 - $94.7
|
621
$73K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.18% |
$82.9 - $94.7
|
571
$67.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.07% |
$82.9 - $94.7
|
1.4K
$165K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$82.9 - $94.7
|
833
$98K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.12% |
$82.9 - $94.7
|
830
$97.6K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.39% |
$82.9 - $94.7
|
258
$30.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.75% |
$82.9 - $94.7
|
134
$15.8K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1+ 0.02% |
$82.9 - $94.7
|
4.72K
$555K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 0.01% |
$166 - $189
|
16.7K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-3- 0.04% |
$249 - $284
|
7.78K
$915K
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-4- 0.08% |
$332 - $379
|
5.07K
$596K
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-6- 0.14% |
$497 - $568
|
4.15K
$488K
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-8- 0.1% |
$663 - $757
|
7.69K
$905K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-9- 1.41% |
$746 - $852
|
628
$73.9K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-10- 14.08% |
$829 - $947
|
61
$7.18K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-11- 0.29% |
$912 - $1.04K
|
3.75K
$441K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-12- 0.16% |
$995 - $1.14K
|
7.5K
$882K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-13Closed |
$1.08K - $1.23K
|
0
$0
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-15- 0.37% |
$1.24K - $1.42K
|
4.06K
$477K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-16- 66.67% |
$1.33K - $1.51K
|
8
$941
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-17- 0.11% |
$1.41K - $1.61K
|
15.4K
$1.81M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-20- 0.38% |
$1.66K - $1.89K
|
5.24K
$617K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-26- 0.07% |
$2.16K - $2.46K
|
35.9K
$4.22M
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-29- 0.53% |
$2.4K - $2.75K
|
5.48K
$645K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-29- 0.44% |
$2.4K - $2.75K
|
6.56K
$772K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-30- 0.49% |
$2.49K - $2.84K
|
6.06K
$713K
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-31- 0.43% |
$2.57K - $2.94K
|
7.19K
$846K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-33- 0.35% |
$2.74K - $3.12K
|
9.37K
$1.1M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-35- 2.24% |
$2.9K - $3.31K
|
1.53K
$180K
|