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 |
---|---|---|---|---|---|---|---|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
BUY
|
- |
701+ 12.03% |
$52.9K - $71.8K
|
6.53K
$768K
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
695New |
$52.4K - $71.2K
|
695
$81.8K
|
|
Feb 04, 2025
Q2 2022
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
695+ 2.07% |
$52.4K - $71.2K
|
34.3K
$4.03M
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
690+ 32.11% |
$52K - $70.7K
|
2.84K
$334K
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
658+ 21.23% |
$49.6K - $67.4K
|
3.76K
$442K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
645+ 750.0% |
$48.6K - $66.1K
|
731
$86K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
640+ 21.09% |
$48.3K - $65.6K
|
3.68K
$432K
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
632+ 7.04% |
$47.7K - $64.8K
|
9.62K
$1.13M
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
620+ 2.2% |
$46.8K - $63.5K
|
28.8K
$3.39M
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
592+ 231.25% |
$44.6K - $60.7K
|
848
$99.8K
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
BUY
|
- |
579+ 16.78% |
$43.7K - $59.3K
|
4.03K
$474K
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
552+ 9.37% |
$41.6K - $56.6K
|
6.44K
$758K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
546New |
$41.2K - $55.9K
|
546
$64.2K
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
546New |
$41.2K - $55.9K
|
546
$64.2K
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
500+ 9.68% |
$37.7K - $51.2K
|
5.66K
$666K
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
499+ 7.37% |
$37.6K - $51.1K
|
7.27K
$856K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
489+ 0.63% |
$36.9K - $50.1K
|
77.6K
$9.13M
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
488+ 21.25% |
$36.8K - $50K
|
2.79K
$328K
|
|
Jul 27, 2022
Q2 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
487+ 11.86% |
$36.7K - $49.9K
|
4.59K
$540K
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
486New |
$36.6K - $49.8K
|
486
$57.2K
|
|
Aug 05, 2022
Q2 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
457+ 9.87% |
$34.5K - $46.8K
|
5.09K
$599K
|
|
Aug 09, 2022
Q2 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
445+ 19.3% |
$33.6K - $45.6K
|
2.75K
$324K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
430+ 6.93% |
$32.4K - $44.1K
|
6.63K
$780K
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
426New |
$32.1K - $43.7K
|
426
$50.1K
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
424+ 2.46% |
$32K - $43.4K
|
17.6K
$2.07M
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
414+ 34.5% |
$31.2K - $42.4K
|
1.61K
$190K
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
397+ 3.57% |
$29.9K - $40.7K
|
11.5K
$1.36M
|
|
Aug 10, 2022
Q2 2022
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
368+ 153.33% |
$27.8K - $37.7K
|
608
$71.5K
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
362+ 40.09% |
$27.3K - $37.1K
|
1.27K
$149K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
336+ 40.58% |
$25.3K - $34.4K
|
1.16K
$137K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
332+ 131.75% |
$25K - $34K
|
584
$68.7K
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
318+ 1.96% |
$24K - $32.6K
|
16.5K
$1.95M
|
|
Aug 02, 2022
Q2 2022
|
Barnett & Company, Inc.
|
BUY
|
- |
316+ 11.21% |
$23.8K - $32.4K
|
3.14K
$369K
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
296+ 1.55% |
$22.3K - $30.3K
|
19.4K
$2.28M
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
289+ 5.76% |
$21.8K - $29.6K
|
5.3K
$624K
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
283+ 2.87% |
$21.3K - $29K
|
10.2K
$1.19M
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
282+ 72.31% |
$21.3K - $28.9K
|
672
$79K
|
|
Aug 09, 2022
Q2 2022
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
275+ 1.58% |
$20.7K - $28.2K
|
17.6K
$2.07M
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
262+ 9.23% |
$19.8K - $26.8K
|
3.1K
$365K
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
260New |
$19.6K - $26.6K
|
260
$30.6K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
254New |
$19.2K - $26K
|
254
$29.9K
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
239New |
$18K - $24.5K
|
239
$28.1K
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
230+ 5.83% |
$17.3K - $23.6K
|
4.17K
$491K
|
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
BUY
|
- |
230+ 8.51% |
$17.3K - $23.6K
|
2.93K
$345K
|
|
Jul 15, 2022
Q2 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
229+ 0.56% |
$17.3K - $23.5K
|
41.5K
$4.88M
|
|
Jul 21, 2022
Q2 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
225+ 11.48% |
$17K - $23.1K
|
2.19K
$257K
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
214+ 4.65% |
$16.1K - $21.9K
|
4.81K
$566K
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
201+ 4.83% |
$15.2K - $20.6K
|
4.36K
$513K
|
|
Aug 16, 2022
Q2 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
200+ 5.71% |
$15.1K - $20.5K
|
3.7K
$435K
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
198+ 2.78% |
$14.9K - $20.3K
|
7.31K
$860K
|