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 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
20.6K+ 255.11% |
$1.55M - $2.11M
|
28.7K
$3.45M
|
|
|
Jul 13, 2022
Q2 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
20.3K+ 34.98% |
$1.53M - $2.08M
|
78.4K
$9.43M
|
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
BUY
|
- |
18.8K+ 133.3% |
$1.42M - $1.92M
|
32.9K
$3.95M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.6K+ 62.49% |
$1.4M - $1.9M
|
48.3K
$5.8M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
17.8K+ 48.83% |
$1.34M - $1.83M
|
54.3K
$6.53M
|
|
|
Jul 20, 2022
Q2 2022
|
Falcon Wealth Planning
|
BUY
|
- |
17.7K+ 15.9% |
$1.34M - $1.82M
|
129K
$15.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.5K+ 1.88% |
$1.32M - $1.79M
|
948K
$114M
|
|
|
Aug 12, 2022
Q2 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
17.2K+ 277.42% |
$1.3M - $1.76M
|
23.4K
$2.81M
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
17.2KNew |
$1.3M - $1.76M
|
17.2K
$2.07M
|
|
|
Aug 22, 2022
Q2 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
17K+ 113.33% |
$1.28M - $1.74M
|
32K
$3.85M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
16.7K+ 74.73% |
$1.26M - $1.71M
|
39K
$4.69M
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
16.7K+ 9.13% |
$1.26M - $1.71M
|
199K
$23.9M
|
|
|
Jul 20, 2022
Q2 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
15.9K+ 79.88% |
$1.2M - $1.63M
|
35.9K
$4.32M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
14.9K+ 141.66% |
$1.13M - $1.53M
|
25.5K
$3.06M
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
14.9K+ 15.24% |
$1.13M - $1.53M
|
113K
$13.6M
|
|
|
Aug 09, 2022
Q2 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
14.2K+ 10.03% |
$1.07M - $1.45M
|
156K
$18.7M
|
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
BUY
|
- |
12.9KNew |
$971K - $1.32M
|
12.9K
$1.55M
|
|
|
Aug 11, 2022
Q2 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
12.5K+ 147.88% |
$941K - $1.28M
|
20.9K
$2.52M
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
11.5KNew |
$870K - $1.18M
|
11.5K
$1.39M
|
|
|
Aug 11, 2022
Q2 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
11.5K+ 36.66% |
$867K - $1.18M
|
42.9K
$5.15M
|
|
|
Aug 02, 2022
Q2 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
11.1K+ 24.36% |
$837K - $1.14M
|
56.6K
$6.81M
|
|
|
Jul 20, 2022
Q2 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
9.86K+ 424.27% |
$744K - $1.01M
|
12.2K
$1.47M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.74K+ 4.76% |
$735K - $998K
|
214K
$25.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
9.64K+ 391.15% |
$727K - $988K
|
12.1K
$1.46M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.95K+ 1.93% |
$675K - $917K
|
473K
$56.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.81K+ 4.83% |
$665K - $903K
|
191K
$23M
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
8.55K+ 31.75% |
$645K - $877K
|
35.5K
$4.27M
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
8.34K+ 213.99% |
$629K - $854K
|
12.2K
$1.47M
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
BUY
|
- |
8.19K+ 93.61% |
$618K - $839K
|
16.9K
$2.04M
|
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
7.79K+ 9.44% |
$588K - $799K
|
90.3K
$10.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.64K+ 11.24% |
$576K - $783K
|
75.6K
$9.08M
|
|
|
Jul 25, 2022
Q2 2022
|
Gfg Capital, LLC
|
BUY
|
- |
7.38KNew |
$557K - $757K
|
7.38K
$888K
|
|
|
Aug 09, 2022
Q2 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
6.69K+ 41.48% |
$505K - $686K
|
22.8K
$2.74M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
6.65KNew |
$502K - $682K
|
6.65K
$800K
|
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
6.53KNew |
$492K - $669K
|
6.53K
$785K
|
|
|
Jul 13, 2022
Q2 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
6.35KNew |
$479K - $650K
|
6.35K
$763K
|
|
|
Aug 03, 2022
Q2 2022
|
Renasant Bank
|
BUY
|
- |
6.19K+ 92.1% |
$467K - $635K
|
12.9K
$1.55M
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
6.18K+ 4.07% |
$466K - $633K
|
158K
$19M
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.18K+ 4.07% |
$466K - $633K
|
158K
$19M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.88K+ 41.43% |
$443K - $602K
|
20.1K
$2.41M
|
|
|
Jul 29, 2022
Q2 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
5.81K+ 7.92% |
$438K - $595K
|
79.2K
$9.52M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
5.8K+ 44.61% |
$437K - $594K
|
18.8K
$2.26M
|
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
5.74K+ 15.95% |
$433K - $588K
|
41.7K
$5.02M
|
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
5.68K+ 10.1% |
$428K - $582K
|
61.9K
$7.44M
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
5.44K+ 150.28% |
$410K - $557K
|
9.06K
$1.09M
|
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
BUY
|
- |
5.38K+ 215.95% |
$405K - $551K
|
7.86K
$946K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.35K+ 19.8% |
$404K - $549K
|
32.4K
$3.9M
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.93K+ 14.33% |
$372K - $505K
|
39.3K
$4.73M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.8K+ 2.05% |
$362K - $492K
|
239K
$28.8M
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4.71K+ 3.23% |
$355K - $483K
|
151K
$18.1M
|