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
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
10+ 0.07% |
$754 - $1.02K
|
13.7K
$1.65M
|
|
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
10+ 0.35% |
$754 - $1.02K
|
2.91K
$350K
|
|
|
Jul 26, 2022
Q2 2022
|
Fullen Financial Group
|
BUY
|
- |
10+ 0.14% |
$754 - $1.02K
|
7.08K
$852K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8+ 0.3% |
$603 - $820
|
2.64K
$317K
|
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
7+ 0.13% |
$528 - $717
|
5.25K
$632K
|
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
7+ 1.05% |
$528 - $717
|
676
$81.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Cohen Capital Management, Inc.
|
BUY
|
- |
6+ 0.09% |
$452 - $615
|
6.47K
$778K
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5+ 0.16% |
$377 - $512
|
3.11K
$374K
|
|
|
May 03, 2023
Q2 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
4+ 0.14% |
$302 - $410
|
2.83K
$341K
|
|
|
Jul 25, 2022
Q2 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
4+ 0.13% |
$302 - $410
|
3.11K
$373K
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
4+ 0.06% |
$302 - $410
|
6.22K
$748K
|
|
|
Aug 10, 2022
Q2 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3+ 0.04% |
$226 - $307
|
7.62K
$916K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2+ 0.05% |
$151 - $205
|
3.8K
$457K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2+ 0.01% |
$151 - $205
|
13.9K
$1.67M
|
|
|
Aug 12, 2022
Q2 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
2+ 100.0% |
$151 - $205
|
4
$481
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2+ 0.05% |
$151 - $205
|
4.05K
$487K
|
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
BUY
|
- |
2+ 0.15% |
$151 - $205
|
1.35K
$162K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.12% |
$75.4 - $102
|
825
$99.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.09% |
$75.4 - $102
|
1.14K
$137K
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.21% |
$75.4 - $102
|
477
$57.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.15% |
$75.4 - $102
|
684
$82.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.19% |
$75.4 - $102
|
532
$64K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1+ 0.23% |
$75.4 - $102
|
443
$53.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1+ 1.16% |
$75.4 - $102
|
87
$10.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Papp L Roy & Associates
|
BUY
|
- |
1+ 0.03% |
$75.4 - $102
|
3.71K
$446K
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.18% |
$75.4 - $102
|
567
$68.2K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$75.4 - $102
|
827
$99.4K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1+ 0.03% |
$75.4 - $102
|
3.14K
$377K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.07% |
$75.4 - $102
|
1.4K
$168K
|
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1- 0.02% |
$75.4 - $102
|
6.1K
$733K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-6- 42.86% |
$452 - $615
|
8
$962
|
|
|
Aug 04, 2022
Q2 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-10- 0.28% |
$754 - $1.02K
|
3.52K
$423K
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-10- 0.17% |
$754 - $1.02K
|
5.88K
$707K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11- 0.02% |
$830 - $1.13K
|
67.5K
$8.11M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-11- 1.37% |
$830 - $1.13K
|
791
$95.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-11- 0.28% |
$830 - $1.13K
|
3.98K
$479K
|
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-13- 0.3% |
$980 - $1.33K
|
4.35K
$523K
|
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-14- 0.49% |
$1.06K - $1.43K
|
2.86K
$343K
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-15- 0.08% |
$1.13K - $1.54K
|
18.3K
$2.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-15- 0.14% |
$1.13K - $1.54K
|
10.8K
$1.29M
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-16- 0.53% |
$1.21K - $1.64K
|
3K
$361K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-19- 13.77% |
$1.43K - $1.95K
|
119
$14.3K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-20Closed |
$1.51K - $2.05K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-22- 21.78% |
$1.66K - $2.25K
|
79
$9.5K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-22Closed |
$1.66K - $2.25K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-25- 0.59% |
$1.89K - $2.56K
|
4.21K
$506K
|
|
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-27- 0.2% |
$2.04K - $2.77K
|
13.6K
$1.64M
|
|
|
Jul 12, 2022
Q2 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-28- 0.91% |
$2.11K - $2.87K
|
3.04K
$365K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-31- 0.57% |
$2.34K - $3.18K
|
5.42K
$652K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-31- 25.62% |
$2.34K - $3.18K
|
90
$10.8K
|