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
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
29.3KNew |
$3.22M - $3.62M
|
29.3K
$3.81M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
28.7KNew |
$3.15M - $3.53M
|
28.7K
$3.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
28.5KNew |
$3.13M - $3.51M
|
28.5K
$3.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
28.3KNew |
$3.11M - $3.49M
|
28.3K
$3.68M
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
27.5KNew |
$3.02M - $3.39M
|
27.5K
$3.58M
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
27.1KNew |
$2.98M - $3.34M
|
27.1K
$3.52M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.3K+ 1.08% |
$2.89M - $3.24M
|
2.47M
$321M
|
|
|
Dec 15, 2022
Q4 2021
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
26.1KNew |
$2.86M - $3.21M
|
26.1K
$3.38M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
26K+ 24.37% |
$2.85M - $3.2M
|
133K
$17.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
25.5KNew |
$2.8M - $3.14M
|
25.5K
$3.31M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
25.4KNew |
$2.79M - $3.13M
|
25.4K
$3.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
25.2K+ 17.31% |
$2.76M - $3.1M
|
170K
$22.1M
|
|
|
Jan 27, 2022
Q4 2021
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
25.1K+ 13.2% |
$2.76M - $3.1M
|
215K
$28M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
23.9K+ 28.5% |
$2.62M - $2.94M
|
108K
$14M
|
|
|
Feb 11, 2022
Q4 2021
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
23.6KNew |
$2.59M - $2.91M
|
23.6K
$3.06M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
22.9KNew |
$2.51M - $2.82M
|
22.9K
$2.98M
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
22.8K+ 89.15% |
$2.51M - $2.81M
|
48.4K
$6.29M
|
|
|
Jan 21, 2022
Q4 2021
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
22.2KNew |
$2.43M - $2.73M
|
22.2K
$2.88M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
22.1KNew |
$2.42M - $2.72M
|
22.1K
$2.87M
|
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
20.7K+ 136.57% |
$2.27M - $2.55M
|
35.9K
$4.66M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
20.4K+ 137.42% |
$2.24M - $2.51M
|
35.2K
$4.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
19.8K+ 3.33% |
$2.17M - $2.44M
|
614K
$79.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
18.5K+ 1.44% |
$2.03M - $2.28M
|
1.31M
$170M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
18K+ 6.57% |
$1.97M - $2.22M
|
292K
$37.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
17.7KNew |
$1.94M - $2.18M
|
17.7K
$2.3M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
17KNew |
$1.86M - $2.09M
|
17K
$2.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
16.7K+ 34.81% |
$1.83M - $2.05M
|
64.5K
$8.38M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
16.5KNew |
$1.82M - $2.04M
|
16.5K
$2.15M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
16.3K+ 600.0% |
$1.79M - $2.01M
|
19K
$2.47M
|
|
|
Feb 08, 2022
Q4 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
16KNew |
$1.76M - $1.97M
|
16K
$2.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
15.7KNew |
$1.73M - $1.94M
|
15.7K
$2.04M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.3K+ 4.67% |
$1.68M - $1.88M
|
343K
$44.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
15.1KNew |
$1.66M - $1.86M
|
15.1K
$1.96M
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
15K+ 63.91% |
$1.65M - $1.85M
|
38.5K
$5M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.3K+ 8.1% |
$1.57M - $1.77M
|
191K
$24.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
14.1KNew |
$1.55M - $1.74M
|
14.1K
$1.83M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
13KNew |
$1.43M - $1.6M
|
13K
$1.69M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
12.5K+ 17.08% |
$1.37M - $1.54M
|
85.5K
$11.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
12.4K+ 4.81% |
$1.36M - $1.53M
|
270K
$35M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
12.3K+ 271.32% |
$1.35M - $1.52M
|
16.8K
$2.19M
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
12.2KNew |
$1.34M - $1.51M
|
12.2K
$1.59M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.7K+ 1.23% |
$1.29M - $1.44M
|
964K
$125M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
11.5K+ 0.73% |
$1.27M - $1.42M
|
1.6M
$208M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.3KNew |
$1.24M - $1.39M
|
11.3K
$1.47M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
11.2K+ 355.68% |
$1.23M - $1.38M
|
14.4K
$1.87M
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
11.2K+ 18.61% |
$1.23M - $1.38M
|
71.2K
$9.25M
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
10.8K+ 81.2% |
$1.19M - $1.33M
|
24.1K
$3.13M
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
10.6KNew |
$1.16M - $1.3M
|
10.6K
$1.37M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.4K+ 26.54% |
$1.14M - $1.28M
|
49.5K
$6.43M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
10.3KNew |
$1.14M - $1.27M
|
10.3K
$1.34M
|