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 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.9K+ 4.71% |
$847K - $1.02M
|
241K
$31.3M
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.8K+ 5.41% |
$840K - $1.02M
|
210K
$27.3M
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
10.7KNew |
$838K - $1.01M
|
10.7K
$1.4M
|
|
Nov 01, 2022
Q3 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
10.5K+ 6.73% |
$818K - $989K
|
166K
$21.6M
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
10.1KNew |
$788K - $953K
|
10.1K
$1.31M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.87KNew |
$770K - $931K
|
9.87K
$1.28M
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
9.36K+ 7.24% |
$730K - $883K
|
139K
$18M
|
|
Oct 28, 2022
Q3 2022
|
Conning Inc.
|
BUY
|
- |
8.89K+ 52.47% |
$694K - $839K
|
25.8K
$3.36M
|
|
Oct 31, 2022
Q3 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
8.86KNew |
$691K - $836K
|
8.86K
$1.15M
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
8.82K+ 11.24% |
$688K - $832K
|
87.2K
$11.3M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.78K+ 266.02% |
$685K - $828K
|
12.1K
$1.57M
|
|
Oct 27, 2022
Q3 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
8.64K+ 10.91% |
$674K - $815K
|
87.8K
$11.4M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.39K+ 7.36% |
$654K - $791K
|
122K
$15.9M
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
BUY
|
- |
8.26K+ 14.33% |
$644K - $779K
|
65.9K
$8.56M
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
8.22K+ 3.06% |
$641K - $776K
|
277K
$35.9M
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
8.21K+ 40.58% |
$641K - $775K
|
28.5K
$3.7M
|
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
8.08K+ 18.86% |
$631K - $763K
|
50.9K
$6.62M
|
|
Nov 14, 2022
Q3 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
8.07K+ 3.03% |
$630K - $762K
|
274K
$35.6M
|
|
Oct 17, 2022
Q3 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
7.96K+ 1.73% |
$621K - $751K
|
468K
$60.8M
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
7.82KNew |
$610K - $738K
|
7.82K
$1.02M
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7.43KNew |
$580K - $701K
|
7.43K
$965K
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
7.15K+ 12.81% |
$557K - $674K
|
62.9K
$8.18M
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.07KNew |
$551K - $667K
|
7.07K
$918K
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7.02K+ 27.54% |
$548K - $663K
|
32.5K
$4.22M
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.8KNew |
$531K - $642K
|
6.8K
$883K
|
|
Oct 18, 2022
Q3 2022
|
Corundum Group, Inc.
|
BUY
|
- |
6.76K+ 13.22% |
$527K - $638K
|
57.9K
$7.52M
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
6.53K+ 14.68% |
$509K - $616K
|
51K
$6.63M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.93K+ 10.85% |
$462K - $559K
|
60.6K
$7.87M
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.82K+ 110.18% |
$454K - $549K
|
11.1K
$1.44M
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.53K+ 9.46% |
$431K - $522K
|
64K
$8.31M
|
|
Nov 03, 2022
Q3 2022
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
5.41K+ 2.4% |
$422K - $510K
|
230K
$29.9M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
5.32K+ 39.23% |
$415K - $502K
|
18.9K
$2.45M
|
|
Nov 15, 2022
Q3 2022
|
Disciplined Growth Investors Inc
Minneapolis, MN |
BUY
|
- |
5.27KNew |
$411K - $497K
|
5.27K
$685K
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4.76K+ 8.99% |
$371K - $449K
|
57.7K
$7.5M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.76K+ 28.2% |
$371K - $449K
|
21.6K
$2.81M
|
|
Nov 14, 2022
Q3 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
4.75KNew |
$371K - $448K
|
4.75K
$617K
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
4.56KNew |
$356K - $431K
|
4.56K
$593K
|
|
Nov 09, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
4.54KNew |
$354K - $428K
|
4.54K
$589K
|
|
Nov 14, 2022
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
4.29K+ 4.0% |
$335K - $405K
|
111K
$14.5M
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
4.26KNew |
$332K - $402K
|
4.26K
$553K
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4.23KNew |
$330K - $400K
|
4.23K
$550K
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.22K+ 144.85% |
$329K - $398K
|
7.13K
$926K
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.16KNew |
$325K - $393K
|
4.16K
$541K
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4.13KNew |
$322K - $390K
|
4.13K
$536K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.09K+ 18.34% |
$319K - $386K
|
26.4K
$3.43M
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
4.07K+ 9.75% |
$318K - $384K
|
45.8K
$5.95M
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
4.07KNew |
$317K - $384K
|
4.07K
$528K
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
3.9KNew |
$304K - $368K
|
3.9K
$507K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
3.9KNew |
$304K - $368K
|
3.9K
$506K
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.85K+ 1.8% |
$300K - $363K
|
218K
$28.4M
|