Purchases and Sales Made in Q2 2022 in Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.13K- 2.1% |
$85.5K - $116K
|
53K
$6.88M
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.15K- 10.99% |
$86.6K - $118K
|
9.3K
$1.21M
|
|
Aug 11, 2022
Q2 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-1.16K- 4.77% |
$87.2K - $119K
|
23.1K
$3M
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.16K- 4.95% |
$87.4K - $119K
|
22.3K
$2.89M
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.18K- 27.57% |
$88.6K - $120K
|
3.09K
$401K
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.21K- 12.24% |
$90.9K - $124K
|
8.65K
$1.12M
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.26KClosed |
$94.9K - $129K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.27K- 29.82% |
$95.7K - $130K
|
2.99K
$388K
|
|
Jul 14, 2022
Q2 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-1.3K- 40.96% |
$98K - $133K
|
1.87K
$243K
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.32K- 1.29% |
$99.3K - $135K
|
101K
$13.1M
|
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.32K- 14.15% |
$99.5K - $135K
|
8.01K
$1.04M
|
|
Jul 06, 2022
Q2 2022
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-1.35K- 0.86% |
$102K - $138K
|
156K
$20.3M
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-1.37K- 17.65% |
$103K - $140K
|
6.38K
$829K
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.37K- 17.43% |
$104K - $141K
|
6.5K
$845K
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.41K- 3.68% |
$106K - $144K
|
36.8K
$4.79M
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-1.41K- 11.03% |
$106K - $144K
|
11.4K
$1.48M
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.47K- 1.86% |
$111K - $151K
|
77.8K
$10.1M
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.49K- 91.43% |
$113K - $153K
|
140
$18.2K
|
|
Jul 12, 2022
Q2 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-1.51K- 1.93% |
$113K - $154K
|
76.4K
$9.92M
|
|
Aug 11, 2022
Q2 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.51K- 29.28% |
$114K - $155K
|
3.66K
$475K
|
|
Aug 15, 2022
Q2 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-1.54K- 22.14% |
$116K - $157K
|
5.4K
$701K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.54K- 16.79% |
$116K - $158K
|
7.63K
$992K
|
|
Aug 10, 2022
Q2 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-1.56K- 4.59% |
$117K - $159K
|
32.3K
$4.2M
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.58K- 2.42% |
$119K - $162K
|
63.7K
$8.27M
|
|
Mar 24, 2023
Q2 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-1.58K- 5.63% |
$119K - $162K
|
26.5K
$3.44M
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-1.65KClosed |
$125K - $169K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.68K- 16.89% |
$126K - $172K
|
8.24K
$1.07M
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.69K- 22.76% |
$127K - $173K
|
5.74K
$745K
|
|
Jul 28, 2022
Q2 2022
|
Thomasville National Bank
|
SELL
|
- |
-1.72K- 9.46% |
$130K - $176K
|
16.5K
$2.14M
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.73K- 77.57% |
$130K - $177K
|
500
$65K
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.75K- 9.07% |
$132K - $179K
|
17.5K
$2.28M
|
|
Dec 19, 2024
Q2 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.79K- 41.62% |
$135K - $183K
|
2.51K
$326K
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-1.79K- 15.06% |
$135K - $184K
|
10.1K
$1.31M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.89K- 7.24% |
$142K - $193K
|
24.2K
$3.14M
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.93K- 35.24% |
$145K - $197K
|
3.54K
$460K
|
|
Aug 08, 2022
Q2 2022
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-2KClosed |
$151K - $205K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2K- 25.48% |
$151K - $205K
|
5.85K
$760K
|
|
Aug 12, 2022
Q2 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-2KClosed |
$151K - $205K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Hall Private Wealth Advisors
|
SELL
|
- |
-2KClosed |
$151K - $205K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-2KClosed |
$151K - $205K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-2K- 12.66% |
$151K - $205K
|
13.8K
$1.79M
|
|
Aug 15, 2022
Q2 2022
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-2.01K- 14.77% |
$151K - $205K
|
11.6K
$1.5M
|
|
Jul 20, 2022
Q2 2022
|
Eastern Bank
|
SELL
|
- |
-2.01K- 17.12% |
$151K - $206K
|
9.71K
$1.26M
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.02KClosed |
$152K - $207K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Buckhead Capital Management LLC
|
SELL
|
- |
-2.02KClosed |
$152K - $207K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-2.03KClosed |
$153K - $208K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.03KClosed |
$153K - $208K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.03KClosed |
$153K - $208K
|
0
$0
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-2.06KClosed |
$155K - $211K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.06KClosed |
$156K - $211K
|
0
$0
|