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 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-205- 2.14% |
$22.5K - $25.3K
|
9.38K
$1.22M
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-223- 4.06% |
$24.5K - $27.5K
|
5.27K
$684K
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-224- 2.83% |
$24.6K - $27.6K
|
7.7K
$1M
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-225- 7.61% |
$24.7K - $27.7K
|
2.73K
$355K
|
|
|
Jan 14, 2022
Q4 2021
|
First Financial Corp
|
SELL
|
- |
-227- 7.0% |
$24.9K - $28K
|
3.02K
$392K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-228- 1.45% |
$25K - $28.1K
|
15.4K
$2.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-233- 3.68% |
$25.6K - $28.7K
|
6.1K
$792K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
SELL
|
- |
-234- 2.77% |
$25.7K - $28.8K
|
8.2K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-244- 2.71% |
$26.8K - $30.1K
|
8.75K
$1.14M
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-251- 1.76% |
$27.6K - $30.9K
|
14K
$1.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-251- 6.84% |
$27.6K - $30.9K
|
3.42K
$444K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-256- 11.01% |
$28.1K - $31.6K
|
2.07K
$269K
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
SELL
|
- |
-260- 1.4% |
$28.5K - $32.1K
|
18.4K
$2.39M
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-264- 92.31% |
$29K - $32.5K
|
22
$2.86K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-273- 2.09% |
$30K - $33.7K
|
12.8K
$1.66M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-276- 1.64% |
$30.3K - $34K
|
16.5K
$2.15M
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-281- 5.78% |
$30.9K - $34.6K
|
4.58K
$595K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-286- 1.65% |
$31.4K - $35.3K
|
17.1K
$2.22M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-288Closed |
$31.6K - $35.5K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-294- 3.79% |
$32.3K - $36.2K
|
7.46K
$970K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-298- 30.01% |
$32.7K - $36.7K
|
695
$90.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-300- 35.89% |
$32.9K - $37K
|
536
$69.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-300- 7.36% |
$32.9K - $37K
|
3.78K
$490K
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-300- 3.1% |
$32.9K - $37K
|
9.38K
$1.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-328- 5.72% |
$36K - $40.4K
|
5.41K
$703K
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-335- 10.26% |
$36.8K - $41.3K
|
2.93K
$381K
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-337- 8.85% |
$37K - $41.5K
|
3.47K
$451K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-340Closed |
$37.3K - $41.9K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-340- 4.47% |
$37.3K - $41.9K
|
7.27K
$944K
|
|
|
Mar 24, 2023
Q4 2021
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-343- 1.2% |
$37.7K - $42.3K
|
28.3K
$3.68M
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-344- 11.68% |
$37.8K - $42.4K
|
2.6K
$338K
|
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
SELL
|
- |
-350- 65.06% |
$38.4K - $43.1K
|
188
$24.4K
|
|
|
Aug 22, 2024
Q4 2021
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-359- 8.75% |
$39.4K - $44.3K
|
3.75K
$486K
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-375- 1.59% |
$41.2K - $46.2K
|
23.2K
$3.02M
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
SELL
|
- |
-391- 7.42% |
$42.9K - $48.2K
|
4.88K
$634K
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
SELL
|
- |
-391- 17.89% |
$42.9K - $48.2K
|
1.79K
$233K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-400- 64.72% |
$43.9K - $49.3K
|
218
$28.3K
|
|
|
Jan 18, 2022
Q4 2021
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-442- 4.71% |
$48.5K - $54.5K
|
8.95K
$1.16M
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-445- 6.74% |
$48.9K - $54.9K
|
6.16K
$800K
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
SELL
|
- |
-450- 1.55% |
$49.4K - $55.5K
|
28.5K
$3.71M
|
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
SELL
|
- |
-462- 0.21% |
$50.7K - $57K
|
218K
$28.3M
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-468- 11.52% |
$51.4K - $57.7K
|
3.6K
$467K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-470- 2.56% |
$51.6K - $57.9K
|
17.9K
$2.32M
|
|
|
Feb 09, 2022
Q4 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-481- 4.91% |
$52.8K - $59.3K
|
9.31K
$1.21M
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-494- 68.04% |
$54.2K - $60.9K
|
232
$30.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-497- 16.62% |
$54.6K - $61.3K
|
2.49K
$324K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-501- 0.18% |
$55K - $61.8K
|
275K
$35.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-507- 4.19% |
$55.7K - $62.5K
|
11.6K
$1.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-529- 14.14% |
$58.1K - $65.2K
|
3.21K
$417K
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-530- 2.72% |
$58.2K - $65.3K
|
19K
$2.47M
|