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 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1+ 0.03% |
$109 - $119
|
3.82K
$499K
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
1+ 0.05% |
$109 - $119
|
1.98K
$259K
|
|
Oct 12, 2021
Q3 2021
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.16% |
$109 - $119
|
614
$80.3K
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.12% |
$109 - $119
|
822
$107K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1New |
$109 - $119
|
1
$131
|
|
Nov 12, 2021
Q3 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$109 - $119
|
2.31K
$301K
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$109 - $119
|
5.02K
$656K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$109 - $119
|
3.45K
$451K
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.33% |
$109 - $119
|
301
$39.3K
|
|
Nov 15, 2021
Q3 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1- -0.0% |
$109 - $119
|
55.9K
$7.31M
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5- 0.01% |
$547 - $597
|
40.3K
$5.27M
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-5- 0.24% |
$547 - $597
|
2.12K
$277K
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
SELL
|
- |
-10- 1.98% |
$1.09K - $1.19K
|
494
$64.6K
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10- 0.04% |
$1.09K - $1.19K
|
23.1K
$3.02M
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
SELL
|
- |
-10- 0.27% |
$1.09K - $1.19K
|
3.73K
$488K
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-11- 0.28% |
$1.2K - $1.31K
|
3.95K
$516K
|
|
Oct 14, 2021
Q3 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-11- 0.19% |
$1.2K - $1.31K
|
5.71K
$746K
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
SELL
|
- |
-14- 0.31% |
$1.53K - $1.67K
|
4.55K
$595K
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-15- 0.23% |
$1.64K - $1.79K
|
6.4K
$836K
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-16- 0.17% |
$1.75K - $1.91K
|
9.29K
$1.21M
|
|
Nov 09, 2021
Q3 2021
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-19- 0.12% |
$2.08K - $2.27K
|
15.9K
$2.07M
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-20- 0.73% |
$2.19K - $2.39K
|
2.71K
$354K
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-20- 3.83% |
$2.19K - $2.39K
|
502
$65.6K
|
|
Oct 19, 2021
Q3 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-22- 0.02% |
$2.41K - $2.63K
|
136K
$17.7M
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-24- 4.29% |
$2.63K - $2.87K
|
535
$69.9K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-24- 1.61% |
$2.63K - $2.87K
|
1.47K
$192K
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-25- 0.47% |
$2.73K - $2.99K
|
5.31K
$694K
|
|
Oct 22, 2021
Q3 2021
|
Steph & CO
|
SELL
|
- |
-25- 0.43% |
$2.73K - $2.99K
|
5.73K
$749K
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-25- 0.04% |
$2.73K - $2.99K
|
64K
$8.36M
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-25- 0.35% |
$2.73K - $2.99K
|
7.21K
$942K
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-25Closed |
$2.73K - $2.99K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-25- 0.21% |
$2.73K - $2.99K
|
12K
$1.57M
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-25- 0.13% |
$2.73K - $2.99K
|
19.5K
$2.55M
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-26- 0.89% |
$2.84K - $3.11K
|
2.91K
$380K
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-29- 0.82% |
$3.17K - $3.46K
|
3.52K
$459K
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-30- 0.72% |
$3.28K - $3.58K
|
4.11K
$537K
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-30- 0.54% |
$3.28K - $3.58K
|
5.49K
$718K
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-31- 0.19% |
$3.39K - $3.7K
|
16.2K
$2.12M
|
|
Nov 09, 2021
Q3 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-33- 0.99% |
$3.61K - $3.94K
|
3.29K
$430K
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-34- 1.19% |
$3.72K - $4.06K
|
2.83K
$370K
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-35- 9.64% |
$3.83K - $4.18K
|
328
$42.9K
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-38Closed |
$4.16K - $4.54K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-42- 0.42% |
$4.59K - $5.02K
|
10.1K
$1.32M
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-42- 11.73% |
$4.59K - $5.02K
|
316
$41.3K
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-42- 0.92% |
$4.59K - $5.02K
|
4.54K
$593K
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-44- 1.07% |
$4.81K - $5.26K
|
4.06K
$531K
|
|
Oct 13, 2021
Q3 2021
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-46- 0.35% |
$5.03K - $5.5K
|
13K
$1.7M
|
|
Oct 28, 2021
Q3 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-46- 1.49% |
$5.03K - $5.5K
|
3.04K
$397K
|
|
Nov 12, 2021
Q3 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-49- 1.51% |
$5.36K - $5.85K
|
3.2K
$418K
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-50- 0.31% |
$5.47K - $5.97K
|
15.8K
$2.07M
|