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 18, 2022
Q4 2021
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-2.05KClosed |
$225K - $252K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.08K- 2.59% |
$229K - $257K
|
78.4K
$10.2M
|
|
Feb 07, 2022
Q4 2021
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2.12KClosed |
$233K - $262K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.16KClosed |
$237K - $266K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-2.16K- 6.89% |
$237K - $266K
|
29.2K
$3.79M
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.23KClosed |
$245K - $275K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.24K- 35.18% |
$246K - $276K
|
4.13K
$537K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.26K- 36.58% |
$248K - $278K
|
3.91K
$508K
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.3K- 26.27% |
$252K - $283K
|
6.44K
$837K
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.34KClosed |
$257K - $288K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-2.37KClosed |
$261K - $293K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.42K- 12.69% |
$266K - $298K
|
16.7K
$2.16M
|
|
Feb 09, 2022
Q4 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-2.57KClosed |
$283K - $317K
|
0
$0
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-2.7K- 1.81% |
$297K - $333K
|
147K
$19.1M
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.72K- 1.23% |
$298K - $335K
|
217K
$28.2M
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.76K- 4.73% |
$303K - $341K
|
55.6K
$7.22M
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.83K- 36.29% |
$311K - $349K
|
4.97K
$645K
|
|
Feb 14, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-2.94K- 5.26% |
$323K - $363K
|
53K
$6.88M
|
|
Aug 24, 2022
Q4 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.2K- 1.41% |
$351K - $394K
|
223K
$29M
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.2K- 1.41% |
$351K - $394K
|
223K
$29M
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.2KClosed |
$351K - $394K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.21K- 3.11% |
$352K - $395K
|
99.8K
$13M
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
SELL
|
- |
-3.27K- 2.71% |
$359K - $403K
|
117K
$15.3M
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-3.33K- 15.53% |
$365K - $410K
|
18.1K
$2.35M
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-3.4KClosed |
$373K - $419K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.45KClosed |
$378K - $425K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-3.49K- 13.75% |
$384K - $431K
|
21.9K
$2.85M
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3.52K- 4.43% |
$386K - $434K
|
75.8K
$9.85M
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3.52K- 4.43% |
$386K - $434K
|
75.8K
$9.85M
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.63K- 0.94% |
$399K - $448K
|
382K
$49.7M
|
|
Feb 11, 2022
Q4 2021
|
Prism Advisors, Inc.
|
SELL
|
- |
-3.64K- 17.67% |
$400K - $449K
|
17K
$2.2M
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-3.98K- 5.18% |
$437K - $490K
|
72.8K
$9.45M
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.98K- 0.81% |
$437K - $491K
|
490K
$63.6M
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4K- 18.02% |
$439K - $493K
|
18.2K
$2.36M
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-4.17K- 18.44% |
$458K - $514K
|
18.4K
$2.39M
|
|
Jan 31, 2022
Q4 2021
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-4.28K- 49.38% |
$470K - $527K
|
4.39K
$570K
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-4.41K- 45.82% |
$484K - $544K
|
5.22K
$677K
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-4.62K- 3.85% |
$507K - $569K
|
115K
$15M
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-4.98K- 7.78% |
$546K - $614K
|
59K
$7.67M
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.13K- 16.57% |
$563K - $632K
|
25.8K
$3.35M
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-5.39K- 64.16% |
$592K - $664K
|
3.01K
$391K
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-5.57K- 25.51% |
$611K - $687K
|
16.3K
$2.11M
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
SELL
|
- |
-5.78K- 3.37% |
$634K - $712K
|
166K
$21.5M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.33K- 3.97% |
$694K - $780K
|
153K
$19.9M
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-6.6K- 69.9% |
$724K - $813K
|
2.84K
$369K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6.81K- 16.16% |
$748K - $839K
|
35.3K
$4.59M
|
|
Jan 18, 2022
Q4 2021
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-7.49KClosed |
$823K - $924K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-7.52K- 6.78% |
$825K - $927K
|
103K
$13.4M
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-7.76K- 34.72% |
$852K - $956K
|
14.6K
$1.89M
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-9.1K- 35.79% |
$999K - $1.12M
|
16.3K
$2.12M
|