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 |
---|---|---|---|---|---|---|---|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-346- 13.78% |
$27K - $32.7K
|
2.17K
$281K
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-363- 4.29% |
$28.3K - $34.3K
|
8.09K
$1.05M
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-367- 12.48% |
$28.6K - $34.6K
|
2.57K
$334K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-369- 2.38% |
$28.8K - $34.8K
|
15.2K
$1.97M
|
|
Nov 07, 2022
Q3 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-370- 1.25% |
$28.9K - $34.9K
|
29.3K
$3.81M
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-374- 1.25% |
$29.2K - $35.3K
|
29.4K
$3.82M
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-375- 6.57% |
$29.3K - $35.4K
|
5.33K
$693K
|
|
Nov 08, 2022
Q3 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-380- 10.26% |
$29.6K - $35.9K
|
3.32K
$432K
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-384- 17.61% |
$30K - $36.2K
|
1.8K
$233K
|
|
Dec 15, 2022
Q3 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-414- 1.51% |
$32.3K - $39.1K
|
27.1K
$3.52M
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
SELL
|
- |
-418- 63.05% |
$32.6K - $39.5K
|
245
$31.8K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-420- 0.12% |
$32.8K - $39.6K
|
342K
$44.4M
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-444- 3.17% |
$34.6K - $41.9K
|
13.6K
$1.76M
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-453- 2.74% |
$35.3K - $42.8K
|
16.1K
$2.09M
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-477- 0.3% |
$37.2K - $45K
|
158K
$20.5M
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-477- 0.3% |
$37.2K - $45K
|
158K
$20.5M
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-520- 9.18% |
$40.6K - $49.1K
|
5.14K
$668K
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-530- 8.03% |
$41.4K - $50K
|
6.07K
$788K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-530- 0.6% |
$41.4K - $50K
|
88K
$11.4M
|
|
Nov 01, 2022
Q3 2022
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-532- 4.52% |
$41.5K - $50.2K
|
11.2K
$1.46M
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-540- 8.85% |
$42.1K - $51K
|
5.56K
$722K
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-548Closed |
$42.8K - $51.7K
|
0
$0
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-561- 88.77% |
$43.8K - $52.9K
|
71
$9.22K
|
|
Oct 25, 2022
Q3 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-589- 3.88% |
$46K - $55.6K
|
14.6K
$1.9M
|
|
Nov 14, 2022
Q3 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-590- 2.95% |
$46K - $55.7K
|
19.4K
$2.52M
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-592- 69.81% |
$46.2K - $55.9K
|
256
$33.3K
|
|
Oct 11, 2022
Q3 2022
|
Steph & CO
|
SELL
|
- |
-594- 9.1% |
$46.3K - $56.1K
|
5.94K
$771K
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-609- 1.3% |
$47.5K - $57.5K
|
46.4K
$6.03M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-628- 0.81% |
$49K - $59.3K
|
77K
$10M
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-640- 17.41% |
$49.9K - $60.4K
|
3.04K
$394K
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-645- 88.24% |
$50.3K - $60.9K
|
86
$11.2K
|
|
Nov 10, 2022
Q3 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-678- 4.37% |
$52.9K - $64K
|
14.8K
$1.93M
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-685- 2.82% |
$53.4K - $64.7K
|
23.6K
$3.06M
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
SELL
|
- |
-685- 4.16% |
$53.4K - $64.7K
|
15.8K
$2.05M
|
|
Nov 03, 2022
Q3 2022
|
Gratus Capital LLC
|
SELL
|
- |
-698- 11.85% |
$54.5K - $65.9K
|
5.19K
$674K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-718- 8.39% |
$56K - $67.8K
|
7.84K
$1.02M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-722- 6.0% |
$56.3K - $68.1K
|
11.3K
$1.47M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-753- 3.55% |
$58.7K - $71.1K
|
20.5K
$2.66M
|
|
Oct 31, 2022
Q3 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-758- 21.52% |
$59.1K - $71.5K
|
2.76K
$359K
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-764- 6.96% |
$59.6K - $72.1K
|
10.2K
$1.33M
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-780- 6.37% |
$60.9K - $73.6K
|
11.5K
$1.49M
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-800- 8.32% |
$62.4K - $75.5K
|
8.82K
$1.15M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-817- 2.96% |
$63.7K - $77.1K
|
26.8K
$3.48M
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-836- 4.86% |
$65.2K - $78.9K
|
16.4K
$2.12M
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-877- 24.78% |
$68.4K - $82.8K
|
2.66K
$346K
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-883- 9.16% |
$68.9K - $83.3K
|
8.76K
$1.14M
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-897- 2.74% |
$70K - $84.7K
|
31.8K
$4.13M
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-900- 34.6% |
$70.2K - $84.9K
|
1.7K
$221K
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
SELL
|
- |
-960- 15.43% |
$74.9K - $90.6K
|
5.26K
$683K
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-973- 4.5% |
$75.9K - $91.8K
|
20.7K
$2.68M
|