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 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-537- 0.69% |
$59K - $66.2K
|
77.1K
$9.89M
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-544- 13.09% |
$59.7K - $67.1K
|
3.61K
$463K
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-592- 11.83% |
$65K - $73K
|
4.41K
$566K
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-592- 0.88% |
$65K - $73K
|
66.4K
$8.52M
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-649- 1.01% |
$71.3K - $80K
|
63.7K
$8.18M
|
|
Feb 09, 2022
Q4 2021
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-651- 4.11% |
$71.5K - $80.3K
|
15.2K
$1.95M
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-659- 4.6% |
$72.4K - $81.2K
|
13.7K
$1.75M
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
SELL
|
- |
-661- 10.17% |
$72.6K - $81.5K
|
5.84K
$749K
|
|
Jan 24, 2022
Q4 2021
|
Sage Financial Group Inc
|
SELL
|
- |
-669- 4.03% |
$73.5K - $82.5K
|
15.9K
$2.05M
|
|
Jan 26, 2022
Q4 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-670- 0.84% |
$73.6K - $82.6K
|
79K
$10.1M
|
|
Jan 24, 2022
Q4 2021
|
Amarillo National Bank
|
SELL
|
- |
-712- 2.62% |
$78.2K - $87.8K
|
26.5K
$3.4M
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-739- 0.46% |
$81.1K - $91.1K
|
160K
$20.6M
|
|
Jan 12, 2022
Q4 2021
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-740- 1.23% |
$81.3K - $91.2K
|
59.5K
$7.63M
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-754- 19.09% |
$82.8K - $93K
|
3.2K
$410K
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-782- 1.88% |
$85.9K - $96.4K
|
40.8K
$5.23M
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-791- 0.8% |
$86.9K - $97.5K
|
98.2K
$12.6M
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-817- 3.68% |
$89.7K - $101K
|
21.4K
$2.74M
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-864- 1.52% |
$94.9K - $107K
|
56.1K
$7.19M
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-873Closed |
$95.9K - $108K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-957- 83.8% |
$105K - $118K
|
185
$23.7K
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
SELL
|
- |
-1.02K- 0.77% |
$112K - $126K
|
132K
$16.9M
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.04K- 78.01% |
$115K - $129K
|
294
$37.7K
|
|
Jan 28, 2022
Q4 2021
|
Hall Private Wealth Advisors
|
SELL
|
- |
-1.07K- 34.85% |
$117K - $132K
|
2K
$257K
|
|
Feb 10, 2022
Q4 2021
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.08K- 31.87% |
$118K - $133K
|
2.3K
$295K
|
|
Feb 11, 2022
Q4 2021
|
Papp L Roy & Associates
|
SELL
|
- |
-1.11K- 29.84% |
$121K - $136K
|
2.6K
$334K
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.14K- 29.93% |
$125K - $141K
|
2.67K
$342K
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.15KClosed |
$126K - $141K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.25K- 5.32% |
$137K - $154K
|
22.2K
$2.85M
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.26K- 88.1% |
$138K - $155K
|
170
$21.8K
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-1.26K- 0.4% |
$139K - $156K
|
317K
$40.7M
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.27K- 18.1% |
$139K - $156K
|
5.74K
$737K
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.3K- 14.43% |
$142K - $160K
|
7.69K
$987K
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-1.34K- 1.4% |
$147K - $165K
|
94K
$12.1M
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.46K- 9.77% |
$160K - $180K
|
13.5K
$1.73M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.48K- 4.51% |
$162K - $182K
|
31.2K
$4M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.5K- 6.57% |
$165K - $185K
|
21.3K
$2.74M
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-1.53K- 1.48% |
$167K - $188K
|
101K
$13M
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.53K- 7.83% |
$168K - $189K
|
18K
$2.31M
|
|
Jan 25, 2022
Q4 2021
|
Brickley Wealth Management
|
SELL
|
- |
-1.72K- 13.17% |
$188K - $211K
|
11.3K
$1.45M
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.73K- 5.1% |
$190K - $213K
|
32.1K
$4.12M
|
|
Jan 25, 2022
Q4 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.73K- 1.16% |
$190K - $213K
|
147K
$18.9M
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-1.73K- 7.42% |
$190K - $214K
|
21.6K
$2.78M
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.78K- 2.82% |
$196K - $220K
|
61.5K
$7.9M
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.82KClosed |
$200K - $225K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-1.93KClosed |
$212K - $238K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.93KClosed |
$212K - $238K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
SELL
|
- |
-1.98K- 5.7% |
$218K - $244K
|
32.8K
$4.21M
|
|
Feb 07, 2022
Q4 2021
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-2KClosed |
$220K - $247K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.04KClosed |
$224K - $251K
|
0
$0
|
|
Jan 11, 2022
Q4 2021
|
Churchill Management Corp
|
SELL
|
- |
-2.05K- 1.48% |
$225K - $252K
|
136K
$17.5M
|