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 |
---|---|---|---|---|---|---|---|
Feb 07, 2022
Q4 2021
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-63- 2.89% |
$6.92K - $7.77K
|
2.12K
$249K
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-68- 3.12% |
$7.47K - $8.38K
|
2.11K
$249K
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-68- 98.55% |
$7.47K - $8.38K
|
1
$118
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-71- 29.83% |
$7.8K - $8.75K
|
167
$19.6K
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-71- 1.6% |
$7.8K - $8.75K
|
4.37K
$513K
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-71- 7.29% |
$7.8K - $8.75K
|
903
$106K
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-77- 3.63% |
$8.45K - $9.49K
|
2.05K
$241K
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-82Closed |
$9K - $10.1K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-84- 13.88% |
$9.22K - $10.4K
|
521
$61.3K
|
|
Feb 01, 2022
Q4 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-90- 2.41% |
$9.88K - $11.1K
|
3.64K
$428K
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-90- 2.41% |
$9.88K - $11.1K
|
3.64K
$428K
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-91- 0.26% |
$9.99K - $11.2K
|
34.6K
$4.07M
|
|
Jan 31, 2022
Q4 2021
|
Financial Life Advisors
|
SELL
|
- |
-94- 3.6% |
$10.3K - $11.6K
|
2.52K
$296K
|
|
Feb 10, 2022
Q4 2021
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-96- 0.31% |
$10.5K - $11.8K
|
31.1K
$3.66M
|
|
Feb 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-97- 0.75% |
$10.7K - $12K
|
12.9K
$1.52M
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-98- 13.5% |
$10.8K - $12.1K
|
628
$73.9K
|
|
Jan 19, 2022
Q4 2021
|
Monarch Capital Management Inc
|
SELL
|
- |
-100- 4.24% |
$11K - $12.3K
|
2.26K
$265K
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-100Closed |
$11K - $12.3K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-100Closed |
$11K - $12.3K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-100- 1.39% |
$11K - $12.3K
|
7.11K
$836K
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-107- 2.02% |
$11.7K - $13.2K
|
5.2K
$612K
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-111- 7.77% |
$12.2K - $13.7K
|
1.32K
$155K
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-112- 4.96% |
$12.3K - $13.8K
|
2.15K
$253K
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-112Closed |
$12.3K - $13.8K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-115- 0.96% |
$12.6K - $14.2K
|
11.9K
$1.4M
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-121- 4.87% |
$13.3K - $14.9K
|
2.36K
$278K
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-131- 3.73% |
$14.4K - $16.1K
|
3.38K
$398K
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-132- 2.41% |
$14.5K - $16.3K
|
5.34K
$628K
|
|
Jan 28, 2022
Q4 2021
|
Kendall Capital Management
|
SELL
|
- |
-132- 5.66% |
$14.5K - $16.3K
|
2.2K
$259K
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
SELL
|
- |
-136- 1.63% |
$14.9K - $16.8K
|
8.2K
$964K
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-140- 3.03% |
$15.4K - $17.3K
|
4.48K
$527K
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-145Closed |
$15.9K - $17.9K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-154Closed |
$16.9K - $19K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-155- 0.34% |
$17K - $19.1K
|
44.8K
$5.27M
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-157- 3.3% |
$17.2K - $19.4K
|
4.6K
$541K
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-160- 0.84% |
$17.6K - $19.7K
|
19K
$2.23M
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-164- 5.09% |
$18K - $20.2K
|
3.06K
$359K
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
SELL
|
- |
-164- 0.42% |
$18K - $20.2K
|
39K
$4.59M
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-166- 0.4% |
$18.2K - $20.5K
|
41.6K
$4.9M
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-166- 2.33% |
$18.2K - $20.5K
|
6.96K
$818K
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-168- 7.01% |
$18.4K - $20.7K
|
2.23K
$262K
|
|
Dec 19, 2024
Q4 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-169- 3.51% |
$18.6K - $20.8K
|
4.64K
$546K
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-175- 2.88% |
$19.2K - $21.6K
|
5.91K
$695K
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-177- 6.45% |
$19.4K - $21.8K
|
2.57K
$302K
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
SELL
|
- |
-180- 1.2% |
$19.8K - $22.2K
|
14.8K
$1.74M
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-181- 0.11% |
$19.9K - $22.3K
|
171K
$20.1M
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-181- 57.28% |
$19.9K - $22.3K
|
135
$15.9K
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-182- 8.53% |
$20K - $22.4K
|
1.95K
$230K
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-199- 6.86% |
$21.9K - $24.5K
|
2.7K
$318K
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-200- 8.84% |
$22K - $24.7K
|
2.06K
$243K
|