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 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-204- 13.04% |
$22.3K - $24.4K
|
1.36K
$178K
|
|
Oct 12, 2021
Q3 2021
|
Arden Trust CO
|
SELL
|
- |
-206- 8.69% |
$22.5K - $24.6K
|
2.17K
$283K
|
|
Mar 24, 2023
Q3 2021
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-223- 0.77% |
$24.4K - $26.6K
|
28.7K
$3.75M
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-223- 7.61% |
$24.4K - $26.6K
|
2.71K
$354K
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
SELL
|
- |
-225- 3.19% |
$24.6K - $26.9K
|
6.83K
$892K
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-226- 10.66% |
$24.7K - $27K
|
1.89K
$248K
|
|
Oct 29, 2021
Q3 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-227- 9.66% |
$24.8K - $27.1K
|
2.12K
$277K
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-230- 1.86% |
$25.2K - $27.5K
|
12.1K
$1.58M
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-231- 1.74% |
$25.3K - $27.6K
|
13.1K
$1.71M
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-232- 0.51% |
$25.4K - $27.7K
|
45K
$5.88M
|
|
Oct 07, 2021
Q3 2021
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-235- 0.63% |
$25.7K - $28.1K
|
37K
$4.84M
|
|
Oct 28, 2021
Q3 2021
|
Eukles Asset Management
|
SELL
|
- |
-240- 0.67% |
$26.3K - $28.7K
|
35.3K
$4.62M
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-240Closed |
$26.3K - $28.7K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-248- 11.98% |
$27.1K - $29.6K
|
1.82K
$238K
|
|
Oct 13, 2021
Q3 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-250- 10.52% |
$27.3K - $29.9K
|
2.13K
$278K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-270- 18.18% |
$29.5K - $32.3K
|
1.22K
$159K
|
|
Oct 13, 2021
Q3 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-270- 39.13% |
$29.5K - $32.3K
|
420
$54.9K
|
|
Nov 01, 2021
Q3 2021
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-274- 2.18% |
$30K - $32.7K
|
12.3K
$1.6M
|
|
Oct 14, 2021
Q3 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-292- 0.65% |
$31.9K - $34.9K
|
44.7K
$5.84M
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-292- 13.15% |
$31.9K - $34.9K
|
1.93K
$252K
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-294- 8.37% |
$32.2K - $35.1K
|
3.22K
$421K
|
|
Nov 08, 2021
Q3 2021
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-300- 3.05% |
$32.8K - $35.8K
|
9.54K
$1.25M
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-316- 3.89% |
$34.6K - $37.8K
|
7.8K
$1.02M
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-323- 5.33% |
$35.3K - $38.6K
|
5.74K
$750K
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-342- 4.85% |
$37.4K - $40.9K
|
6.71K
$877K
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
SELL
|
- |
-347- 1.46% |
$38K - $41.5K
|
23.4K
$3.06M
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-350Closed |
$38.3K - $41.8K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-350Closed |
$38.3K - $41.8K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-370- 10.3% |
$40.5K - $44.2K
|
3.22K
$421K
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-374- 2.18% |
$40.9K - $44.7K
|
16.8K
$2.2M
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-378Closed |
$41.3K - $45.2K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-386- 31.59% |
$42.2K - $46.1K
|
836
$109K
|
|
Oct 26, 2021
Q3 2021
|
Prism Advisors, Inc.
|
SELL
|
- |
-394- 1.88% |
$43.1K - $47.1K
|
20.6K
$2.69M
|
|
Nov 12, 2021
Q3 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-400- 1.77% |
$43.8K - $47.8K
|
22.2K
$2.9M
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-400- 4.9% |
$43.8K - $47.8K
|
7.76K
$1.01M
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
SELL
|
- |
-400- 4.9% |
$43.8K - $47.8K
|
7.76K
$1.01M
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-438- 78.64% |
$47.9K - $52.3K
|
119
$15.6K
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-439- 1.11% |
$48K - $52.4K
|
39.1K
$5.11M
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-443- 4.43% |
$48.5K - $52.9K
|
9.55K
$1.25M
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-455- 1.08% |
$49.8K - $54.4K
|
41.8K
$5.46M
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-470Closed |
$51.4K - $56.2K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
SELL
|
- |
-471- 0.67% |
$51.5K - $56.3K
|
70.3K
$9.19M
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
SELL
|
- |
-476- 19.03% |
$52.1K - $56.9K
|
2.03K
$265K
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-485- 2.08% |
$53.1K - $57.9K
|
22.9K
$2.99M
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-491- 7.78% |
$53.7K - $58.7K
|
5.82K
$760K
|
|
Oct 18, 2021
Q3 2021
|
Btr Capital Management Inc
|
SELL
|
- |
-500- 5.61% |
$54.7K - $59.7K
|
8.41K
$1.1M
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-501- 2.84% |
$54.8K - $59.9K
|
17.1K
$2.24M
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-506- 3.58% |
$55.4K - $60.5K
|
13.6K
$1.78M
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-519- 2.93% |
$56.8K - $62K
|
17.2K
$2.24M
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-527- 4.99% |
$57.6K - $63K
|
10K
$1.31M
|