Purchases and Sales Made in Q3 2022 in Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q3 2022. 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 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
733K+ 16.33% |
$57.2M - $69.2M
|
5.22M
$679M
|
|
|
Nov 14, 2022
Q3 2022
|
American Family Insurance Mutual Holding CO
|
BUY
|
- |
669K+ 35.68% |
$52.2M - $63.1M
|
2.54M
$330M
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
594K+ 26.64% |
$46.4M - $56.1M
|
2.83M
$367M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
229K+ 3.23% |
$17.9M - $21.6M
|
7.32M
$950M
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
182KNew |
$14.2M - $17.2M
|
182K
$23.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
147K+ 4479.31% |
$11.5M - $13.9M
|
150K
$19.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
139K+ 34.45% |
$10.8M - $13.1M
|
541K
$70.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
136K+ 20.66% |
$10.6M - $12.9M
|
797K
$104M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
124K+ 12.51% |
$9.66M - $11.7M
|
1.11M
$145M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
120K+ 1039.18% |
$9.35M - $11.3M
|
131K
$17.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
111K+ 1638.59% |
$8.65M - $10.5M
|
118K
$15.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
BUY
|
- |
105KNew |
$8.21M - $9.93M
|
105K
$13.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
102K+ 5.34% |
$7.95M - $9.62M
|
2.01M
$261M
|
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
101K+ 973.14% |
$7.89M - $9.54M
|
111K
$14.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
89.1K+ 33.15% |
$6.95M - $8.41M
|
358K
$46.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
82.6K+ 2.41% |
$6.44M - $7.79M
|
3.51M
$456M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
70K+ 18.41% |
$5.47M - $6.61M
|
450K
$58.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
69K+ 7.27% |
$5.38M - $6.51M
|
1.02M
$132M
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
61K+ 29.12% |
$4.76M - $5.76M
|
270K
$35.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
58.5K+ 71.29% |
$4.57M - $5.53M
|
141K
$18.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
57.9K+ 11.36% |
$4.52M - $5.46M
|
567K
$73.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
55.2K+ 2.11% |
$4.31M - $5.21M
|
2.67M
$346M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
53.9K+ 0.57% |
$4.2M - $5.09M
|
9.51M
$1.24B
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
51.5K+ 19.7% |
$4.02M - $4.86M
|
313K
$40.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Geneva Capital Management LLC
|
BUY
|
- |
44.3K+ 1054.35% |
$3.45M - $4.18M
|
48.5K
$6.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
39.3K+ 83.14% |
$3.07M - $3.71M
|
86.6K
$11.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
33.7K+ 4.08% |
$2.63M - $3.18M
|
861K
$112M
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
33K+ 196.37% |
$2.58M - $3.12M
|
49.9K
$6.48M
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
32.9K+ 21.86% |
$2.57M - $3.11M
|
184K
$23.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
32.4K+ 20.07% |
$2.53M - $3.06M
|
194K
$25.2M
|
|
|
Oct 03, 2022
Q3 2022
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
31.3K+ 20.05% |
$2.45M - $2.96M
|
188K
$24.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
29.3K+ 1.38% |
$2.29M - $2.77M
|
2.15M
$280M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.8K+ 4.19% |
$1.78M - $2.15M
|
567K
$73.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
21.8K+ 52.17% |
$1.7M - $2.06M
|
63.5K
$8.25M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
20.9K+ 53.7% |
$1.63M - $1.98M
|
59.9K
$7.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
20.1K+ 203.25% |
$1.57M - $1.89M
|
29.9K
$3.89M
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
19.7K+ 1485.28% |
$1.54M - $1.86M
|
21K
$2.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19K+ 115.84% |
$1.48M - $1.79M
|
35.3K
$4.59M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
18.3K+ 11.75% |
$1.43M - $1.73M
|
174K
$22.6M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
17.6KNew |
$1.37M - $1.66M
|
17.6K
$2.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Falcon Wealth Planning
|
BUY
|
- |
16.6K+ 12.87% |
$1.3M - $1.57M
|
146K
$18.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
14.5K+ 241.74% |
$1.13M - $1.37M
|
20.5K
$2.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
14.1K+ 453.46% |
$1.1M - $1.34M
|
17.3K
$2.24M
|
|
|
Oct 31, 2022
Q3 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
13.9K+ 61.04% |
$1.09M - $1.31M
|
36.8K
$4.77M
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
13.6KNew |
$1.06M - $1.28M
|
13.6K
$1.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
13.4KNew |
$1.04M - $1.26M
|
13.4K
$1.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.5K+ 6.53% |
$974K - $1.18M
|
204K
$26.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
12.2K+ 4.03% |
$951K - $1.15M
|
315K
$40.9M
|
|
|
Oct 24, 2022
Q3 2022
|
Amarillo National Bank
|
BUY
|
- |
12.2K+ 47.94% |
$948K - $1.15M
|
37.5K
$4.87M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
12K+ 30.38% |
$932K - $1.13M
|
51.3K
$6.66M
|