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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.87K+ 45.3% |
$314K - $343K
|
9.2K
$1.2M
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
2.86K+ 5.72% |
$313K - $342K
|
52.9K
$6.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.75KNew |
$300K - $328K
|
2.75K
$359K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.67K+ 7.34% |
$293K - $319K
|
39.1K
$5.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
2.63K+ 12.43% |
$288K - $314K
|
23.8K
$3.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
2.58KNew |
$283K - $309K
|
2.58K
$338K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.55K+ 12.28% |
$278K - $304K
|
23.3K
$3.04M
|
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.5KNew |
$273K - $299K
|
2.5K
$327K
|
|
|
Oct 19, 2021
Q3 2021
|
Eastern Bank
|
BUY
|
- |
2.48K+ 0.75% |
$272K - $297K
|
334K
$43.6M
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.46K+ 1.06% |
$269K - $294K
|
235K
$30.7M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
2.37KNew |
$260K - $284K
|
2.37K
$310K
|
|
|
Nov 04, 2021
Q3 2021
|
Monarch Capital Management Inc
|
BUY
|
- |
2.36KNew |
$258K - $281K
|
2.36K
$308K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.32K+ 1.33% |
$254K - $278K
|
177K
$23.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2.29KNew |
$250K - $273K
|
2.29K
$299K
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.23KNew |
$244K - $267K
|
2.23K
$292K
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.18KNew |
$239K - $261K
|
2.18K
$285K
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
2.16K+ 113.11% |
$236K - $258K
|
4.06K
$531K
|
|
|
Nov 12, 2021
Q3 2021
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
2.13K+ 3.26% |
$233K - $255K
|
67.4K
$8.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.12K+ 10.56% |
$232K - $253K
|
22.2K
$2.9M
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
2.08K+ 98.39% |
$228K - $248K
|
4.19K
$548K
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.06K+ 48.14% |
$225K - $246K
|
6.33K
$828K
|
|
|
Nov 15, 2021
Q3 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.04KNew |
$223K - $244K
|
2.04K
$267K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
2.01K+ 2.52% |
$220K - $241K
|
82K
$10.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.99KNew |
$218K - $238K
|
1.99K
$260K
|
|
|
Oct 15, 2021
Q3 2021
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.96KNew |
$214K - $234K
|
1.96K
$256K
|
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.93KNew |
$211K - $231K
|
1.93K
$253K
|
|
|
Nov 15, 2021
Q3 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.89K+ 1.95% |
$206K - $225K
|
98.7K
$12.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.87K+ 7.74% |
$204K - $223K
|
26K
$3.4M
|
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
1.83KNew |
$200K - $219K
|
1.83K
$239K
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
1.8K+ 14.76% |
$196K - $215K
|
14K
$1.83M
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.79KNew |
$196K - $214K
|
1.79K
$234K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.76KNew |
$193K - $211K
|
1.76K
$231K
|
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
BUY
|
- |
1.7K+ 17.8% |
$186K - $203K
|
11.2K
$1.47M
|
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.69K+ 20.85% |
$185K - $202K
|
9.8K
$1.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.68K+ 2.58% |
$184K - $201K
|
67K
$8.76M
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.66K+ 36.25% |
$181K - $198K
|
6.22K
$813K
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.55K+ 64.86% |
$170K - $186K
|
3.95K
$516K
|
|
|
Nov 15, 2021
Q3 2021
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.55K+ 1.82% |
$170K - $186K
|
86.9K
$11.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
1.55K+ 7.29% |
$170K - $185K
|
22.8K
$2.99M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.53K+ 29.24% |
$167K - $182K
|
6.75K
$882K
|
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.49K+ 83.84% |
$163K - $178K
|
3.27K
$427K
|
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.49K+ 243.93% |
$163K - $178K
|
2.1K
$274K
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.45K+ 2.34% |
$158K - $173K
|
63.3K
$8.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.42K+ 2.7% |
$155K - $170K
|
53.9K
$7.04M
|
|
|
Oct 13, 2021
Q3 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.4K+ 4.13% |
$153K - $167K
|
35.1K
$4.59M
|
|
|
Oct 13, 2021
Q3 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.35K+ 8.83% |
$147K - $161K
|
16.6K
$2.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.34KNew |
$146K - $160K
|
1.34K
$175K
|
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.33K+ 104.72% |
$145K - $159K
|
2.6K
$340K
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.3K+ 1.69% |
$143K - $156K
|
78.3K
$10.2M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.26K+ 740.59% |
$138K - $150K
|
1.43K
$187K
|