Purchases and Sales Made in Q3 2022 in Ishares Russell Mid Cap Growth (IWP)

IWP Quotes by TradingView

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 07, 2022 Q3 2022
Global Trust Asset Management, LLC

BUY
 -
1.61K
+ 9.15%
$126K - $152K
19.2K $2.5M
Nov 14, 2022 Q3 2022
Natixis Advisors, L.P.

Boston, MA
BUY
 -
1.61K
+ 12.47%
$126K - $152K
14.5K $1.89M
Nov 10, 2022 Q3 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1.52K
+ 4.8%
$119K - $144K
33.3K $4.32M
Nov 10, 2022 Q3 2022
Sweet Financial Partners, LLC

BUY
 -
1.52K
+ 23.87%
$118K - $143K
7.87K $1.02M
Nov 08, 2022 Q3 2022
Element Wealth, LLC

BUY
 -
1.5K
+ 35.77%
$117K - $142K
5.69K $740K
Oct 13, 2022 Q3 2022
Carnegie Capital Asset Management, LLC

BUY
 -
1.47K
+ 31.64%
$114K - $138K
6.1K $793K
Oct 17, 2022 Q3 2022
Octavia Wealth Advisors, LLC

BUY
 -
1.45K
+ 1.6%
$113K - $137K
91.8K $11.9M
Nov 09, 2022 Q3 2022
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
1.45K
+ 18.93%
$113K - $136K
9.08K $1.18M
Oct 11, 2022 Q3 2022
Cedar Mountain Advisors, LLC

BUY
 -
1.43K
+ 0.52%
$111K - $134K
274K $35.6M
Dec 02, 2022 Q3 2022
American Trust

Lexington, KY
BUY
 -
1.41K
+ 29.5%
$110K - $133K
6.2K $806K
Oct 25, 2022 Q3 2022
Vigilant Capital Management, LLC

BUY
 -
1.4K
New
$109K - $132K
1.4K $182K
Sep 11, 2024 Q3 2022
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
1.37K
+ 27.44%
$106K - $129K
6.34K $823K
Oct 11, 2022 Q3 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
1.35K
New
$105K - $128K
1.35K $175K
Oct 28, 2022 Q3 2022
Country Club Bank

BUY
 -
1.31K
+ 10.17%
$102K - $124K
14.2K $1.84M
Nov 09, 2022 Q3 2022
Blair William & CO

Chicago, IL
BUY
 -
1.28K
+ 2.59%
$99.8K - $121K
50.6K $6.58M
Nov 04, 2022 Q3 2022
Cx Institutional

BUY
 -
1.22K
+ 18.28%
$94.9K - $115K
7.87K $1.02M
Nov 10, 2022 Q3 2022
Tocqueville Asset Management L.P.

New York, NY
BUY
 -
1.2K
+ 1.68%
$93.8K - $113K
72.7K $9.45M
Oct 19, 2022 Q3 2022
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
1.16K
+ 17.96%
$90.7K - $110K
7.64K $992K
Oct 24, 2022 Q3 2022
Stratos Wealth Partners, Ltd.

BUY
 -
1.16K
+ 2.91%
$90.3K - $109K
40.9K $5.31M
Aug 26, 2024 Q3 2022
Peterson Financial Group, Inc.

BUY
 -
1.11K
+ 36.54%
$86.5K - $105K
4.14K $538K
Nov 03, 2022 Q3 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.08K
+ 20.36%
$84.3K - $102K
6.38K $829K
Nov 14, 2022 Q3 2022
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
1.07K
+ 6.52%
$83.2K - $101K
17.4K $2.26M
Nov 07, 2022 Q3 2022
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
1.05K
+ 6.49%
$81.9K - $99.1K
17.2K $2.24M
Oct 12, 2022 Q3 2022
Polaris Wealth Advisory Group, LLC

BUY
 -
1.04K
+ 1.37%
$81.5K - $98.5K
77.4K $10.1M
Nov 14, 2022 Q3 2022
Peloton Wealth Strategists

Indianapolis, IN
BUY
 -
1.04K
+ 6.45%
$80.8K - $97.7K
17.1K $2.22M
Oct 17, 2022 Q3 2022
Peterson Financial Group, Inc.

BUY
 -
1.02K
+ 35.28%
$79.7K - $96.4K
3.92K $509K
Nov 15, 2022 Q3 2022
Alliancebernstein L.P.

New York, NY
BUY
 -
986
+ 10.16%
$76.9K - $93.1K
10.7K $1.39M
Nov 01, 2022 Q3 2022
Assetmark, Inc

BUY
 -
981
New
$76.5K - $92.6K
981 $127K
Oct 23, 2023 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
970
+ 3.38%
$75.7K - $91.5K
29.7K $3.85M
Nov 14, 2022 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
970
+ 3.38%
$75.7K - $91.5K
29.7K $3.85M
Oct 31, 2022 Q3 2022
Pinnacle Associates LTD

BUY
 -
956
+ 4.19%
$74.6K - $90.2K
23.8K $3.09M
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

BUY
 -
935
+ 1.59%
$72.9K - $88.2K
59.7K $7.76M
Oct 12, 2022 Q3 2022
Rtd Financial Advisors, Inc.

BUY
 -
916
+ 0.34%
$71.5K - $86.5K
270K $35.1M
Oct 28, 2022 Q3 2022
Aspiriant, LLC

BUY
 -
915
+ 7.37%
$71.4K - $86.4K
13.3K $1.73M
Nov 14, 2022 Q3 2022
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
BUY
 -
819
+ 2.6%
$63.9K - $77.3K
32.3K $4.2M
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
817
New
$63.7K - $77.1K
817 $106K
Nov 01, 2022 Q3 2022
Park Avenue Securities LLC

BUY
 -
815
+ 4.13%
$63.6K - $76.9K
20.6K $2.67M
Nov 14, 2022 Q3 2022
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
800
New
$62.4K - $75.5K
800 $104K
Oct 28, 2022 Q3 2022
Northwest Investment Counselors, LLC

BUY
 -
792
New
$61.8K - $74.7K
792 $103K
Oct 27, 2022 Q3 2022
Cwm, LLC

BUY
 -
783
+ 1.66%
$61.1K - $73.9K
48K $6.24M
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

BUY
 -
778
New
$60.7K - $73.4K
778 $101K
Nov 01, 2022 Q3 2022
Tag Stone Capital, Inc.

BUY
 -
758
+ 2.28%
$59.1K - $71.5K
34K $4.41M
Nov 07, 2022 Q3 2022
Huntington National Bank

Columbus, OH
BUY
 -
730
+ 2.06%
$57K - $68.9K
36.3K $4.71M
Nov 14, 2022 Q3 2022
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
719
+ 0.72%
$56.1K - $67.9K
101K $13.1M
Nov 09, 2022 Q3 2022
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
715
+ 1.18%
$55.8K - $67.5K
61.2K $7.95M
Oct 31, 2022 Q3 2022
Raymond James Trust N.A.

BUY
 -
712
+ 8.33%
$55.6K - $67.2K
9.26K $1.2M
Nov 14, 2022 Q3 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
643
+ 2.66%
$50.2K - $60.7K
24.8K $3.22M
Nov 04, 2022 Q3 2022
Taylor, Cottrill, Erickson & Associates, Inc.

BUY
 -
624
+ 0.54%
$48.7K - $58.9K
116K $15.1M
Nov 07, 2022 Q3 2022
Spire Wealth Management

BUY
 -
594
+ 10.54%
$46.3K - $56.1K
6.23K $809K

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