Purchases and Sales Made in Q4 2021 in Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2- 0.08% |
$220 - $247
|
2.53K
$329K
|
|
|
Feb 11, 2022
Q4 2021
|
Iron Financial, LLC
|
SELL
|
- |
-3- 0.06% |
$329 - $370
|
4.64K
$603K
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-5- 0.14% |
$549 - $616
|
3.53K
$458K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-9- 0.4% |
$988 - $1.11K
|
2.25K
$292K
|
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
SELL
|
- |
-10- 1.47% |
$1.1K - $1.23K
|
668
$86.8K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-10- 0.06% |
$1.1K - $1.23K
|
17.6K
$2.28M
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
SELL
|
- |
-10- 0.38% |
$1.1K - $1.23K
|
2.59K
$336K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-11- 0.01% |
$1.21K - $1.36K
|
108K
$14.1M
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-12Closed |
$1.32K - $1.48K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-14- 0.74% |
$1.54K - $1.73K
|
1.88K
$244K
|
|
|
Jan 26, 2022
Q4 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-15- 0.46% |
$1.65K - $1.85K
|
3.27K
$425K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-15- 42.86% |
$1.65K - $1.85K
|
20
$2.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-16- 0.24% |
$1.76K - $1.97K
|
6.69K
$870K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-17- 0.17% |
$1.87K - $2.1K
|
10K
$1.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-17- 0.41% |
$1.87K - $2.1K
|
4.09K
$532K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-17- 0.17% |
$1.87K - $2.1K
|
9.88K
$1.28M
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-18- 0.86% |
$1.98K - $2.22K
|
2.07K
$268K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-19- 1.32% |
$2.09K - $2.34K
|
1.42K
$184K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-19- 0.98% |
$2.09K - $2.34K
|
1.92K
$250K
|
|
|
Feb 14, 2022
Q4 2021
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-20- 0.62% |
$2.2K - $2.47K
|
3.2K
$416K
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-20- 0.22% |
$2.2K - $2.47K
|
8.92K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-20- 0.4% |
$2.2K - $2.47K
|
4.96K
$644K
|
|
|
Feb 14, 2022
Q4 2021
|
Orin Green Financial, LLC
|
SELL
|
- |
-21- 0.18% |
$2.31K - $2.59K
|
11.4K
$1.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-22- 0.16% |
$2.42K - $2.71K
|
13.6K
$1.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-22- 0.98% |
$2.42K - $2.71K
|
2.23K
$290K
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
SELL
|
- |
-23- 0.28% |
$2.53K - $2.84K
|
8.21K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-24- 0.28% |
$2.64K - $2.96K
|
8.44K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-24- 1.31% |
$2.64K - $2.96K
|
1.82K
$236K
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
SELL
|
- |
-25- 0.37% |
$2.75K - $3.08K
|
6.73K
$874K
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-25- 2.54% |
$2.75K - $3.08K
|
958
$124K
|
|
|
Jan 24, 2022
Q4 2021
|
Arden Trust CO
|
SELL
|
- |
-29- 1.34% |
$3.18K - $3.58K
|
2.14K
$277K
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-32- 0.42% |
$3.51K - $3.94K
|
7.55K
$981K
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-32- 0.72% |
$3.51K - $3.94K
|
4.41K
$573K
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-35- 1.65% |
$3.84K - $4.31K
|
2.08K
$271K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-38- 0.24% |
$4.17K - $4.68K
|
15.6K
$2.03M
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-39- 1.82% |
$4.28K - $4.81K
|
2.1K
$273K
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-43- 0.34% |
$4.72K - $5.3K
|
12.7K
$1.64M
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-44- 1.6% |
$4.83K - $5.42K
|
2.7K
$351K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-44- 3.61% |
$4.83K - $5.42K
|
1.17K
$153K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-46- 0.98% |
$5.05K - $5.67K
|
4.63K
$602K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-46- 0.64% |
$5.05K - $5.67K
|
7.13K
$926K
|
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-50- 2.46% |
$5.49K - $6.16K
|
1.99K
$258K
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-50- 1.85% |
$5.49K - $6.16K
|
2.66K
$345K
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-54- 10.76% |
$5.93K - $6.66K
|
448
$58.2K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-60- 0.26% |
$6.59K - $7.4K
|
23.2K
$3.02M
|
|
|
Feb 07, 2022
Q4 2021
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-63- 2.89% |
$6.92K - $7.77K
|
2.12K
$275K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-63- 0.56% |
$6.92K - $7.77K
|
11.1K
$1.44M
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-68- 98.55% |
$7.47K - $8.38K
|
1
$130
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-68- 3.12% |
$7.47K - $8.38K
|
2.11K
$274K
|
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-71- 1.6% |
$7.8K - $8.75K
|
4.37K
$567K
|