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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2022
Q3 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-982- 2.37% |
$76.6K - $92.7K
|
40.5K
$5.26M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-991- 3.44% |
$77.3K - $93.5K
|
27.8K
$3.62M
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-1.07K- 3.27% |
$83.7K - $101K
|
31.8K
$4.13M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-1.09K- 3.33% |
$85K - $103K
|
31.6K
$4.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-1.09K- 97.67% |
$85.1K - $103K
|
26
$3.38K
|
|
|
Oct 28, 2022
Q3 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1.11K- 21.17% |
$86.8K - $105K
|
4.14K
$538K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.14K- 0.48% |
$88.8K - $107K
|
238K
$30.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.17K- 6.39% |
$91.2K - $110K
|
17.1K
$2.23M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.21K- 13.42% |
$94K - $114K
|
7.77K
$1.01M
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.3K- 15.01% |
$101K - $123K
|
7.35K
$955K
|
|
|
Nov 14, 2022
Q3 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1.31K- 30.68% |
$102K - $124K
|
2.96K
$385K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.48K- 3.27% |
$115K - $139K
|
43.6K
$5.67M
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.48K- 12.18% |
$116K - $140K
|
10.7K
$1.39M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.49K- 5.62% |
$116K - $140K
|
25K
$3.24M
|
|
|
Oct 21, 2022
Q3 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.51K- 4.57% |
$118K - $143K
|
31.6K
$4.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-1.55K- 23.02% |
$121K - $147K
|
5.2K
$675K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.62KClosed |
$126K - $153K
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.64K- 12.39% |
$128K - $155K
|
11.6K
$1.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.67K- 8.1% |
$130K - $157K
|
18.9K
$2.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.72K- 80.44% |
$134K - $163K
|
419
$54.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.75K- 2.74% |
$136K - $165K
|
61.9K
$8.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-1.84K- 18.97% |
$143K - $173K
|
7.84K
$1.02M
|
|
|
Oct 25, 2022
Q3 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-1.86K- 29.36% |
$145K - $176K
|
4.48K
$582K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.89K- 0.73% |
$148K - $179K
|
259K
$33.6M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.91K- 20.48% |
$149K - $180K
|
7.4K
$961K
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.95K- 23.96% |
$152K - $184K
|
6.19K
$804K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.95K- 23.96% |
$152K - $184K
|
6.19K
$804K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2K- 6.56% |
$156K - $189K
|
28.5K
$3.7M
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
SELL
|
- |
-2.08K- 7.03% |
$162K - $196K
|
27.5K
$3.58M
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
SELL
|
- |
-2.12K- 29.9% |
$165K - $200K
|
4.97K
$646K
|
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2.12K- 27.35% |
$165K - $200K
|
5.63K
$732K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-2.19K- 21.69% |
$171K - $207K
|
7.92K
$1.03M
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.31K- 2.97% |
$180K - $218K
|
75.5K
$9.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-2.37K- 36.53% |
$185K - $224K
|
4.12K
$535K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.39K- 24.83% |
$186K - $225K
|
7.23K
$939K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.44K- 0.59% |
$190K - $230K
|
413K
$53.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.49K- 31.4% |
$194K - $235K
|
5.43K
$706K
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.5K- 42.74% |
$195K - $236K
|
3.35K
$435K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2.6K- 92.38% |
$203K - $245K
|
214
$27.8K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.72K- 5.1% |
$212K - $257K
|
50.6K
$6.58M
|
|
|
Oct 18, 2022
Q3 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-2.87K- 4.63% |
$224K - $271K
|
59.2K
$7.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.87K- 7.58% |
$224K - $271K
|
35K
$4.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.9K- 13.89% |
$226K - $274K
|
18K
$2.33M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.91K- 48.12% |
$227K - $275K
|
3.14K
$408K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.98K- 4.12% |
$232K - $281K
|
69.2K
$8.99M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.98K- 4.12% |
$232K - $281K
|
69.2K
$8.99M
|
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.98K- 6.84% |
$232K - $281K
|
40.6K
$5.27M
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-3.09K- 18.79% |
$241K - $292K
|
13.4K
$1.74M
|
|
|
Oct 19, 2022
Q3 2022
|
Eastern Bank
|
SELL
|
- |
-3.18K- 32.7% |
$248K - $300K
|
6.53K
$849K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.18K- 5.62% |
$248K - $300K
|
53.3K
$6.93M
|