Purchases and Sales Made in Q3 2021 in Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
SELL
|
- |
-528- 0.4% |
$57.8K - $63.1K
|
133K
$17.3M
|
|
|
Oct 25, 2021
Q3 2021
|
Round Rock Advisors, LLC
|
SELL
|
- |
-622- 7.02% |
$68K - $74.3K
|
8.24K
$1.08M
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-630- 21.31% |
$68.9K - $75.3K
|
2.33K
$304K
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-639- 88.75% |
$69.9K - $76.3K
|
81
$10.6K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-651- 3.7% |
$71.2K - $77.8K
|
16.9K
$2.21M
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-655- 1.11% |
$71.7K - $78.3K
|
58.4K
$7.63M
|
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-679- 9.32% |
$74.3K - $81.1K
|
6.6K
$863K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-681- 3.78% |
$74.5K - $81.4K
|
17.3K
$2.27M
|
|
|
Oct 19, 2021
Q3 2021
|
Amarillo National Bank
|
SELL
|
- |
-694- 2.49% |
$75.9K - $82.9K
|
27.2K
$3.56M
|
|
|
Nov 04, 2021
Q3 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-715- 3.23% |
$78.2K - $85.4K
|
21.4K
$2.8M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-720- 2.15% |
$78.8K - $86K
|
32.8K
$4.29M
|
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-726- 13.41% |
$79.4K - $86.7K
|
4.69K
$613K
|
|
|
Nov 15, 2021
Q3 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-730- 17.26% |
$79.9K - $87.2K
|
3.5K
$458K
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-740- 4.52% |
$80.9K - $88.4K
|
15.6K
$2.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-743- 14.33% |
$81.3K - $88.8K
|
4.44K
$581K
|
|
|
Oct 14, 2021
Q3 2021
|
Atlas Brown,Inc.
|
SELL
|
- |
-766- 1.83% |
$83.8K - $91.5K
|
41.2K
$5.39M
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-767- 1.81% |
$83.9K - $91.6K
|
41.6K
$5.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-784Closed |
$85.8K - $93.7K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-867- 2.59% |
$94.8K - $104K
|
32.6K
$4.26M
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-931- 3.96% |
$102K - $111K
|
22.6K
$2.95M
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-940- 11.03% |
$103K - $112K
|
7.58K
$991K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-959- 1.47% |
$105K - $115K
|
64.4K
$8.42M
|
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-964- 1.68% |
$105K - $115K
|
56.4K
$7.37M
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-982- 2.01% |
$107K - $117K
|
47.9K
$6.26M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1K- 3.4% |
$110K - $120K
|
28.5K
$3.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.04K- 7.77% |
$114K - $124K
|
12.3K
$1.61M
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
SELL
|
- |
-1.05K- 11.68% |
$115K - $125K
|
7.92K
$1.04M
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.05K- 8.51% |
$115K - $125K
|
11.3K
$1.48M
|
|
|
Oct 19, 2021
Q3 2021
|
Fluent Financial, LLC
|
SELL
|
- |
-1.1K- 1.55% |
$120K - $131K
|
69.6K
$9.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-1.1KClosed |
$120K - $131K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-1.15K- 4.33% |
$126K - $137K
|
25.4K
$3.32M
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
SELL
|
- |
-1.36K- 4.48% |
$149K - $162K
|
29K
$3.79M
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
SELL
|
- |
-1.41K- 0.82% |
$155K - $169K
|
172K
$22.4M
|
|
|
Nov 03, 2021
Q3 2021
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.42K- 7.01% |
$155K - $169K
|
18.8K
$2.45M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.42K- 0.15% |
$155K - $169K
|
953K
$125M
|
|
|
Nov 15, 2021
Q3 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-1.47K- 1.0% |
$161K - $176K
|
145K
$19M
|
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
SELL
|
- |
-1.49K- 7.18% |
$163K - $178K
|
19.3K
$2.52M
|
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-1.5K- 1.44% |
$164K - $180K
|
103K
$13.4M
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-1.5K- 0.56% |
$164K - $180K
|
266K
$34.8M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.53K- 43.47% |
$167K - $182K
|
1.98K
$259K
|
|
|
Oct 28, 2021
Q3 2021
|
Truepoint, Inc.
|
SELL
|
- |
-1.58K- 0.72% |
$173K - $189K
|
218K
$28.5M
|
|
|
Oct 18, 2021
Q3 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-1.72K- 2.11% |
$188K - $205K
|
79.6K
$10.4M
|
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
SELL
|
- |
-1.76K- 21.29% |
$192K - $210K
|
6.5K
$849K
|
|
|
Nov 12, 2021
Q3 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.76KClosed |
$193K - $211K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Resource Planning Group
|
SELL
|
- |
-1.77KClosed |
$194K - $212K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.82KClosed |
$199K - $217K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-1.88K- 0.5% |
$205K - $224K
|
375K
$49.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Renaissance Investment Group LLC
|
SELL
|
- |
-1.91KClosed |
$208K - $228K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-1.92KClosed |
$210K - $230K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.97K- 1.31% |
$216K - $236K
|
149K
$19.5M
|