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 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.18K+ 15.04% |
$129K - $140K
|
8.99K
$1.18M
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.15K+ 3.63% |
$125K - $137K
|
32.8K
$4.28M
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.13K+ 119.89% |
$124K - $135K
|
2.08K
$272K
|
|
Nov 02, 2021
Q3 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.13K+ 3.06% |
$124K - $135K
|
38.1K
$4.98M
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
BUY
|
- |
1.12K+ 0.67% |
$122K - $133K
|
168K
$22M
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
990+ 3.31% |
$108K - $118K
|
30.9K
$4.04M
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
983New |
$108K - $117K
|
983
$128K
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
980+ 13.35% |
$107K - $117K
|
8.32K
$1.09M
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
970+ 10.6% |
$106K - $116K
|
10.1K
$1.32M
|
|
Nov 15, 2021
Q3 2021
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
926+ 0.49% |
$101K - $111K
|
190K
$24.9M
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
920+ 12.21% |
$101K - $110K
|
8.46K
$1.11M
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
912+ 14.36% |
$99.8K - $109K
|
7.27K
$950K
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
912+ 4.9% |
$99.8K - $109K
|
19.5K
$2.55M
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
888+ 3.48% |
$97.1K - $106K
|
26.4K
$3.45M
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
886+ 10.92% |
$96.9K - $106K
|
9K
$1.18M
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
864+ 7.58% |
$94.5K - $103K
|
12.3K
$1.6M
|
|
Nov 12, 2021
Q3 2021
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
864+ 8.52% |
$94.5K - $103K
|
11K
$1.44M
|
|
Oct 20, 2021
Q3 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
859+ 1.45% |
$94K - $103K
|
60.2K
$7.87M
|
|
Nov 15, 2021
Q3 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
849+ 2.8% |
$92.9K - $101K
|
31.2K
$4.08M
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
824New |
$90.1K - $98.4K
|
824
$108K
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
808+ 14.02% |
$88.4K - $96.5K
|
6.57K
$859K
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
800+ 125.98% |
$87.5K - $95.6K
|
1.44K
$188K
|
|
Nov 02, 2021
Q3 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
790+ 1.02% |
$86.4K - $94.4K
|
78.3K
$10.2M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
788+ 19.71% |
$86.2K - $94.1K
|
4.79K
$626K
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
779+ 4.69% |
$85.2K - $93.1K
|
17.4K
$2.27M
|
|
Oct 13, 2021
Q3 2021
|
Northern Capital Management, Inc.
|
BUY
|
- |
751+ 0.82% |
$82.2K - $89.7K
|
92.7K
$12.1M
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
722+ 9.4% |
$79K - $86.3K
|
8.4K
$1.1M
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
720+ 1.14% |
$78.8K - $86K
|
64.1K
$8.38M
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
713+ 4.99% |
$78K - $85.2K
|
15K
$1.96M
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
710+ 3.82% |
$77.7K - $84.8K
|
19.3K
$2.52M
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
700+ 9.36% |
$76.6K - $83.6K
|
8.18K
$1.07M
|
|
Nov 04, 2021
Q3 2021
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
679+ 0.82% |
$74.3K - $81.1K
|
83.2K
$10.9M
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
677+ 2.95% |
$74.1K - $80.9K
|
23.6K
$3.08M
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
665+ 139.41% |
$72.7K - $79.4K
|
1.14K
$149K
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
649New |
$71K - $77.5K
|
649
$84.8K
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
639+ 788.89% |
$69.9K - $76.3K
|
720
$94.1K
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
595+ 31.48% |
$65.1K - $71.1K
|
2.49K
$325K
|
|
Nov 12, 2021
Q3 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
588+ 5.91% |
$64.3K - $70.2K
|
10.5K
$1.38M
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
BUY
|
- |
587+ 6.38% |
$64.2K - $70.1K
|
9.79K
$1.28M
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
585+ 18.53% |
$64K - $69.9K
|
3.74K
$489K
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
570+ 1.8% |
$62.4K - $68.1K
|
32.2K
$4.21M
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
568+ 18.31% |
$62.1K - $67.9K
|
3.67K
$480K
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
550New |
$60.2K - $65.7K
|
550
$71.9K
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
548+ 1.6% |
$59.9K - $65.5K
|
34.8K
$4.55M
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
544+ 12.76% |
$59.5K - $65K
|
4.81K
$628K
|
|
Oct 14, 2021
Q3 2021
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
530+ 0.11% |
$58K - $63.3K
|
484K
$63.3M
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
506+ 7.12% |
$55.4K - $60.5K
|
7.61K
$995K
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
505+ 6.42% |
$55.2K - $60.3K
|
8.37K
$1.09M
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
454New |
$49.7K - $54.2K
|
454
$59.3K
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
451+ 24.46% |
$49.3K - $53.9K
|
2.3K
$300K
|