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
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-36- 4.05% |
$2.98K - $3.41K
|
853
$104K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-44- 1.03% |
$3.65K - $4.17K
|
4.22K
$513K
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-50- 0.31% |
$4.14K - $4.73K
|
16K
$1.94M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-52- 1.53% |
$4.31K - $4.92K
|
3.35K
$407K
|
|
|
May 11, 2023
Q1 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-58- 0.35% |
$4.81K - $5.49K
|
16.6K
$2.02M
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-66- 0.96% |
$5.47K - $6.25K
|
6.81K
$828K
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-69- 2.48% |
$5.72K - $6.53K
|
2.71K
$329K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-70- 0.97% |
$5.8K - $6.63K
|
7.13K
$867K
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-70- 1.08% |
$5.8K - $6.63K
|
6.43K
$782K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-73- 1.97% |
$6.05K - $6.91K
|
3.64K
$442K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-75- 1.81% |
$6.22K - $7.1K
|
4.07K
$495K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-81- 0.98% |
$6.71K - $7.67K
|
8.21K
$998K
|
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-85- 1.39% |
$7.05K - $8.05K
|
6.04K
$734K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-88Closed |
$7.29K - $8.33K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-88- 2.56% |
$7.29K - $8.33K
|
3.35K
$407K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-90- 22.17% |
$7.46K - $8.52K
|
316
$38.4K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
SELL
|
- |
-96- 1.83% |
$7.96K - $9.09K
|
5.14K
$625K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-98- 2.41% |
$8.12K - $9.28K
|
3.97K
$482K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-99- 20.63% |
$8.21K - $9.37K
|
381
$46.3K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-100- 2.96% |
$8.29K - $9.47K
|
3.28K
$399K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-103- 2.7% |
$8.54K - $9.75K
|
3.71K
$451K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-105- 35.0% |
$8.7K - $9.94K
|
195
$23.7K
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-105- 2.79% |
$8.7K - $9.94K
|
3.66K
$445K
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-106- 3.49% |
$8.79K - $10K
|
2.93K
$356K
|
|
|
Apr 14, 2023
Q1 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-108- 0.4% |
$8.95K - $10.2K
|
26.6K
$3.24M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-110- 2.51% |
$9.12K - $10.4K
|
4.27K
$518K
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-114- 2.76% |
$9.45K - $10.8K
|
4.02K
$488K
|
|
|
Jan 08, 2025
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-116- 6.61% |
$9.62K - $11K
|
1.64K
$199K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-116- 2.31% |
$9.62K - $11K
|
4.92K
$597K
|
|
|
Dec 19, 2024
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-116- 6.61% |
$9.62K - $11K
|
1.64K
$199K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-117- 4.51% |
$9.7K - $11.1K
|
2.48K
$301K
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-118- 0.95% |
$9.78K - $11.2K
|
12.3K
$1.49M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-120- 6.7% |
$9.95K - $11.4K
|
1.67K
$203K
|
|
|
Apr 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-126- 2.78% |
$10.4K - $11.9K
|
4.41K
$536K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-128- 12.23% |
$10.6K - $12.1K
|
919
$112K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-129- 10.13% |
$10.7K - $12.2K
|
1.14K
$139K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-129- 4.11% |
$10.7K - $12.2K
|
3.01K
$366K
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-131- 2.15% |
$10.9K - $12.4K
|
5.97K
$726K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-143- 0.65% |
$11.9K - $13.5K
|
22K
$2.67M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-150- 2.72% |
$12.4K - $14.2K
|
5.37K
$653K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-150- 2.42% |
$12.4K - $14.2K
|
6.06K
$736K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-151- 4.24% |
$12.5K - $14.3K
|
3.41K
$415K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-158- 4.36% |
$13.1K - $15K
|
3.47K
$421K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-165- 6.4% |
$13.7K - $15.6K
|
2.41K
$293K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-173- 5.5% |
$14.3K - $16.4K
|
2.97K
$361K
|
|
|
Apr 27, 2023
Q1 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-176- 1.54% |
$14.6K - $16.7K
|
11.2K
$1.36M
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-178- 5.84% |
$14.8K - $16.9K
|
2.87K
$349K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-183- 0.65% |
$15.2K - $17.3K
|
27.9K
$3.39M
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-186- 1.58% |
$15.4K - $17.6K
|
11.6K
$1.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-186- 2.15% |
$15.4K - $17.6K
|
8.47K
$1.03M
|