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 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.36K+ 42.49% |
$178K - $242K
|
7.92K
$1.03M
|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
BUY
|
- |
2.3K+ 30.57% |
$174K - $236K
|
9.83K
$1.28M
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
2.3K+ 15.67% |
$173K - $235K
|
17K
$2.2M
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.28K+ 30.77% |
$172K - $234K
|
9.71K
$1.26M
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.18KNew |
$164K - $223K
|
2.18K
$283K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.14K+ 1.91% |
$161K - $219K
|
114K
$14.8M
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.14K+ 24.32% |
$161K - $219K
|
10.9K
$1.42M
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
BUY
|
- |
2.12K+ 42.66% |
$160K - $217K
|
7.09K
$921K
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
2.1K+ 82.35% |
$158K - $215K
|
4.65K
$604K
|
|
Aug 11, 2022
Q2 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.08K+ 36.75% |
$157K - $214K
|
7.76K
$1.01M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
2K+ 20.46% |
$151K - $205K
|
11.8K
$1.53M
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2K+ 44.45% |
$151K - $205K
|
6.49K
$843K
|
|
Aug 15, 2022
Q2 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.99K+ 6.73% |
$150K - $204K
|
31.5K
$4.09M
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.95K+ 27.33% |
$147K - $200K
|
9.08K
$1.18M
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.87K+ 2.69% |
$141K - $192K
|
71.5K
$9.29M
|
|
Aug 01, 2022
Q2 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.84K+ 6.47% |
$139K - $188K
|
30.3K
$3.93M
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.77K+ 4.82% |
$134K - $181K
|
38.5K
$5M
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.75KNew |
$132K - $180K
|
1.75K
$228K
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.66K+ 11.27% |
$125K - $170K
|
16.3K
$2.12M
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.65K+ 13.63% |
$124K - $169K
|
13.8K
$1.79M
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
1.6K+ 160.1% |
$121K - $164K
|
2.6K
$338K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1.55K+ 261.21% |
$117K - $159K
|
2.14K
$278K
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.54K+ 34.31% |
$116K - $157K
|
6.01K
$781K
|
|
Aug 11, 2022
Q2 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.44K+ 9.76% |
$109K - $147K
|
16.2K
$2.1M
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.38K+ 12.93% |
$104K - $141K
|
12K
$1.56M
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.32K+ 219.17% |
$99.2K - $135K
|
1.92K
$249K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.31KNew |
$98.5K - $134K
|
1.31K
$170K
|
|
Jul 01, 2022
Q2 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
1.28K+ 4.13% |
$96.4K - $131K
|
32.2K
$4.18M
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.26K+ 10.9% |
$94.9K - $129K
|
12.8K
$1.66M
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.1K+ 9.29% |
$82.7K - $112K
|
12.9K
$1.68M
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.09K+ 37.73% |
$82.2K - $112K
|
3.98K
$517K
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.08K+ 2.6% |
$81.1K - $110K
|
42.5K
$5.52M
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
1.07KNew |
$80.6K - $110K
|
1.07K
$139K
|
|
Aug 09, 2022
Q2 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.07K+ 5.64% |
$80.5K - $109K
|
20K
$2.6M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.06K+ 0.57% |
$79.9K - $109K
|
187K
$24.3M
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.01KNew |
$76K - $103K
|
1.01K
$131K
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
BUY
|
- |
980+ 5.82% |
$73.9K - $100K
|
17.8K
$2.32M
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
958New |
$72.2K - $98.2K
|
958
$124K
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
922+ 4.29% |
$69.5K - $94.5K
|
22.4K
$2.91M
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
921+ 23.8% |
$69.5K - $94.4K
|
4.79K
$622K
|
|
Jul 26, 2022
Q2 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
914+ 8.45% |
$68.9K - $93.7K
|
11.7K
$1.52M
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
909+ 2.86% |
$68.5K - $93.1K
|
32.7K
$4.25M
|
|
Jul 29, 2022
Q2 2022
|
Gratus Capital LLC
|
BUY
|
- |
891+ 17.83% |
$67.2K - $91.3K
|
5.89K
$765K
|
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
888+ 15.03% |
$67K - $91K
|
6.8K
$883K
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
881+ 20.01% |
$66.4K - $90.3K
|
5.28K
$686K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
858+ 2.48% |
$64.7K - $87.9K
|
35.5K
$4.61M
|
|
Aug 08, 2022
Q2 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
792+ 5.81% |
$59.7K - $81.2K
|
14.4K
$1.87M
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
723New |
$54.5K - $74.1K
|
723
$93.9K
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
BUY
|
- |
701+ 12.03% |
$52.9K - $71.8K
|
6.53K
$848K
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
695New |
$52.4K - $71.2K
|
695
$90.3K
|