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 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
89+ 2.57% |
$9.74K - $10.6K
|
3.55K
$464K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
81+ 1.3% |
$8.86K - $9.68K
|
6.29K
$822K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
73+ 1.02% |
$7.99K - $8.72K
|
7.23K
$945K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
72+ 0.22% |
$7.88K - $8.6K
|
32.7K
$4.27M
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
71+ 42.51% |
$7.77K - $8.48K
|
238
$31.1K
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
69+ 3.06% |
$7.55K - $8.24K
|
2.32K
$304K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
53+ 9.6% |
$5.8K - $6.33K
|
605
$79.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
52New |
$5.69K - $6.21K
|
52
$6.8K
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
50+ 0.16% |
$5.47K - $5.97K
|
31.4K
$4.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
48+ 1.71% |
$5.25K - $5.73K
|
2.85K
$373K
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
46New |
$5.03K - $5.5K
|
46
$6.01K
|
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
46+ 0.55% |
$5.03K - $5.5K
|
8.41K
$1.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
43+ 0.6% |
$4.7K - $5.14K
|
7.19K
$940K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
42+ 1.35% |
$4.59K - $5.02K
|
3.15K
$412K
|
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
42+ 0.04% |
$4.59K - $5.02K
|
99K
$12.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
41+ 0.34% |
$4.48K - $4.9K
|
12K
$1.56M
|
|
|
Oct 18, 2021
Q3 2021
|
First Financial Corp
|
BUY
|
- |
41+ 1.28% |
$4.48K - $4.9K
|
3.25K
$424K
|
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
BUY
|
- |
38+ 0.46% |
$4.16K - $4.54K
|
8.33K
$1.09M
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
36+ 0.37% |
$3.94K - $4.3K
|
9.9K
$1.29M
|
|
|
Nov 04, 2021
Q3 2021
|
Total Wealth Planning, LLC
|
BUY
|
- |
35+ 0.55% |
$3.83K - $4.18K
|
6.37K
$833K
|
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
BUY
|
- |
32+ 0.3% |
$3.5K - $3.82K
|
10.6K
$1.38M
|
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
31New |
$3.39K - $3.7K
|
31
$4.05K
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
30+ 0.98% |
$3.28K - $3.58K
|
3.1K
$405K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
27+ 0.4% |
$2.95K - $3.23K
|
6.71K
$877K
|
|
|
Nov 02, 2021
Q3 2021
|
Capital Square, LLC
|
BUY
|
- |
21+ 0.28% |
$2.3K - $2.51K
|
7.52K
$983K
|
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
20+ 0.22% |
$2.19K - $2.39K
|
8.94K
$1.17M
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
19+ 1.35% |
$2.08K - $2.27K
|
1.43K
$187K
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
16+ 0.84% |
$1.75K - $1.91K
|
1.93K
$252K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
15+ 3.46% |
$1.64K - $1.79K
|
449
$58.7K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
15+ 75.0% |
$1.64K - $1.79K
|
35
$4.57K
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
12New |
$1.31K - $1.43K
|
12
$1.57K
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
11+ 0.11% |
$1.2K - $1.31K
|
9.61K
$1.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
10+ 0.03% |
$1.09K - $1.19K
|
38.8K
$5.07M
|
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
BUY
|
- |
10+ 1.5% |
$1.09K - $1.19K
|
678
$88.6K
|
|
|
Dec 06, 2021
Q3 2021
|
Fullen Financial Group
|
BUY
|
- |
8+ 0.11% |
$875 - $956
|
7.12K
$930K
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
6+ 75.0% |
$656 - $717
|
14
$1.83K
|
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
5+ 0.15% |
$547 - $597
|
3.43K
$448K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
5+ 0.11% |
$547 - $597
|
4.37K
$571K
|
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4+ 0.05% |
$438 - $478
|
8.66K
$1.13M
|
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3+ 0.1% |
$328 - $358
|
2.9K
$379K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
3+ 0.12% |
$328 - $358
|
2.48K
$324K
|
|
|
Nov 12, 2021
Q3 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.12% |
$328 - $358
|
2.57K
$336K
|
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2+ 0.08% |
$219 - $239
|
2.45K
$321K
|
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2+ 0.05% |
$219 - $239
|
3.81K
$498K
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
2+ 0.02% |
$219 - $239
|
10K
$1.31M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2+ 0.02% |
$219 - $239
|
8.99K
$1.18M
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2+ 0.06% |
$219 - $239
|
3.53K
$462K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1+ 0.11% |
$109 - $119
|
873
$114K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.36% |
$109 - $119
|
277
$36.2K
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1+ 0.21% |
$109 - $119
|
477
$62.3K
|