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 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
180+ 2.14% |
$13.6K - $18.4K
|
8.6K
$1.05M
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
174+ 2.1% |
$13.1K - $17.8K
|
8.46K
$1.03M
|
|
Jul 20, 2022
Q2 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
150+ 4.29% |
$11.3K - $15.4K
|
3.65K
$444K
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
150New |
$11.3K - $15.4K
|
150
$18.2K
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
145+ 52.92% |
$10.9K - $14.9K
|
419
$50.9K
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
144+ 0.67% |
$10.9K - $14.8K
|
21.6K
$2.63M
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
BUY
|
- |
142+ 12.0% |
$10.7K - $14.6K
|
1.33K
$161K
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
141+ 0.14% |
$10.6K - $14.4K
|
100K
$12.2M
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
140New |
$10.6K - $14.3K
|
140
$17K
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
140+ 4.58% |
$10.6K - $14.3K
|
3.2K
$389K
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
140New |
$10.6K - $14.3K
|
140
$17K
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
138New |
$10.4K - $14.1K
|
138
$16.8K
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
137+ 0.14% |
$10.3K - $14K
|
101K
$12.3M
|
|
Aug 02, 2022
Q2 2022
|
Performa LTD (Us), LLC
|
BUY
|
- |
127+ 9.71% |
$9.58K - $13K
|
1.44K
$174K
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
126+ 14.27% |
$9.5K - $12.9K
|
1.01K
$123K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
125+ 3.96% |
$9.43K - $12.8K
|
3.28K
$399K
|
|
Jul 20, 2022
Q2 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
119+ 4.29% |
$8.97K - $12.2K
|
2.89K
$352K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
119+ 0.54% |
$8.97K - $12.2K
|
22.3K
$2.71M
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
113+ 10.83% |
$8.52K - $11.6K
|
1.16K
$141K
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
BUY
|
- |
104+ 1.77% |
$7.84K - $10.7K
|
5.98K
$726K
|
|
Aug 12, 2022
Q2 2022
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
102+ 1.13% |
$7.69K - $10.5K
|
9.14K
$1.11M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
98New |
$7.39K - $10K
|
98
$11.9K
|
|
Dec 15, 2022
Q2 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
95+ 0.35% |
$7.16K - $9.73K
|
27.5K
$3.34M
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
BUY
|
- |
94+ 0.32% |
$7.09K - $9.63K
|
29.6K
$3.6M
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
90New |
$6.79K - $9.22K
|
90
$10.9K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
90New |
$6.79K - $9.22K
|
90
$10.9K
|
|
Aug 12, 2022
Q2 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
80+ 1.91% |
$6.03K - $8.2K
|
4.27K
$519K
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
79+ 3.16% |
$5.96K - $8.1K
|
2.58K
$314K
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
70+ 1.98% |
$5.28K - $7.17K
|
3.6K
$437K
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
68+ 12.06% |
$5.13K - $6.97K
|
632
$76.8K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
67+ 7.98% |
$5.05K - $6.87K
|
907
$110K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
58New |
$4.37K - $5.94K
|
58
$7.05K
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
54+ 0.94% |
$4.07K - $5.53K
|
5.78K
$703K
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
49+ 0.47% |
$3.7K - $5.02K
|
10.4K
$1.27M
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
47New |
$3.54K - $4.82K
|
47
$5.71K
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
44+ 0.9% |
$3.32K - $4.51K
|
4.92K
$598K
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
42+ 1.47% |
$3.17K - $4.3K
|
2.91K
$353K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
33+ 1.24% |
$2.49K - $3.38K
|
2.69K
$327K
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
30+ 0.14% |
$2.26K - $3.07K
|
21.4K
$2.6M
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
20+ 0.01% |
$1.51K - $2.05K
|
273K
$33.2M
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
17+ 0.17% |
$1.28K - $1.74K
|
10K
$1.22M
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
15+ 2.44% |
$1.13K - $1.54K
|
630
$76.6K
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
15+ 0.5% |
$1.13K - $1.54K
|
2.99K
$363K
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14+ 0.29% |
$1.06K - $1.43K
|
4.79K
$582K
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
13+ 0.5% |
$980 - $1.33K
|
2.6K
$316K
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
13+ 0.13% |
$980 - $1.33K
|
9.64K
$1.17M
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
12+ 0.15% |
$905 - $1.23K
|
8.2K
$996K
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
12+ 0.1% |
$905 - $1.23K
|
12.2K
$1.48M
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
BUY
|
- |
12+ 0.26% |
$905 - $1.23K
|
4.57K
$555K
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
11+ 0.04% |
$830 - $1.13K
|
28.1K
$3.42M
|