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
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.79K+ 25.2% |
$525K - $590K
|
23.8K
$3.09M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.72K+ 6.2% |
$518K - $581K
|
80.8K
$10.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
4.66KNew |
$511K - $574K
|
4.66K
$605K
|
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
4.65K+ 200.0% |
$510K - $573K
|
6.97K
$906K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.57K+ 10.91% |
$502K - $564K
|
46.5K
$6.04M
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
4.5KNew |
$494K - $555K
|
4.5K
$585K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
4.49K+ 10.09% |
$493K - $553K
|
49K
$6.36M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.49KNew |
$493K - $553K
|
4.49K
$583K
|
|
|
Feb 08, 2022
Q4 2021
|
Jennison Associates LLC
|
BUY
|
- |
4.47KNew |
$491K - $551K
|
4.47K
$581K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
4.44K+ 107.71% |
$488K - $548K
|
8.57K
$1.11M
|
|
|
Feb 07, 2022
Q4 2021
|
Gfg Capital, LLC
|
BUY
|
- |
4.44KNew |
$488K - $548K
|
4.44K
$577K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.35K+ 1.5% |
$478K - $536K
|
294K
$38.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
4.31K+ 166.72% |
$473K - $531K
|
6.89K
$895K
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.25KNew |
$467K - $524K
|
4.25K
$552K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust Bank
|
BUY
|
- |
4.21KNew |
$463K - $519K
|
4.21K
$547K
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.19KNew |
$461K - $517K
|
4.19K
$545K
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.06KNew |
$445K - $500K
|
4.06K
$527K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.8K+ 2.91% |
$418K - $469K
|
134K
$17.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.64K+ 3.09% |
$399K - $448K
|
121K
$15.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
3.6KNew |
$395K - $444K
|
3.6K
$468K
|
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
3.53K+ 55.14% |
$387K - $435K
|
9.92K
$1.29M
|
|
|
Feb 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
3.44KNew |
$377K - $423K
|
3.44K
$446K
|
|
|
Feb 14, 2022
Q4 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
3.38K+ 14.2% |
$371K - $417K
|
27.2K
$3.53M
|
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
3.28KNew |
$360K - $404K
|
3.28K
$426K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.21K+ 22.06% |
$352K - $395K
|
17.7K
$2.3M
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.17KNew |
$349K - $391K
|
3.17K
$412K
|
|
|
Feb 09, 2022
Q4 2021
|
Stiles Financial Services Inc
|
BUY
|
- |
3.16KNew |
$347K - $389K
|
3.16K
$410K
|
|
|
Feb 14, 2022
Q4 2021
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
3.13KNew |
$344K - $386K
|
3.13K
$407K
|
|
|
Feb 15, 2022
Q4 2021
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.13KNew |
$343K - $385K
|
3.13K
$406K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.1K+ 43.58% |
$341K - $383K
|
10.2K
$1.33M
|
|
|
Feb 17, 2022
Q4 2021
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
3.04KNew |
$334K - $375K
|
3.04K
$395K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.01K+ 3.11% |
$331K - $372K
|
100K
$13M
|
|
|
Mar 10, 2022
Q4 2021
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
3.01K+ 7.52% |
$331K - $372K
|
43.1K
$5.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.98KNew |
$327K - $367K
|
2.98K
$387K
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.97KNew |
$327K - $367K
|
2.97K
$386K
|
|
|
Feb 10, 2022
Q4 2021
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.94K+ 93.44% |
$322K - $362K
|
6.08K
$789K
|
|
|
Feb 09, 2022
Q4 2021
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
2.92KNew |
$321K - $360K
|
2.92K
$379K
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.89K+ 2.1% |
$317K - $356K
|
141K
$18.3M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
2.89K+ 2.1% |
$317K - $356K
|
141K
$18.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
2.87K+ 4.23% |
$315K - $354K
|
70.6K
$9.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.83KNew |
$311K - $349K
|
2.83K
$368K
|
|
|
May 03, 2023
Q4 2021
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
2.82KNew |
$310K - $348K
|
2.82K
$367K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.81KNew |
$309K - $346K
|
2.81K
$365K
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
2.8K+ 2800.0% |
$307K - $345K
|
2.9K
$377K
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
BUY
|
- |
2.72KNew |
$299K - $336K
|
2.72K
$354K
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.69KNew |
$296K - $332K
|
2.69K
$350K
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.68K+ 23.74% |
$294K - $330K
|
14K
$1.81M
|
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.67KNew |
$293K - $329K
|
2.67K
$346K
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.67KNew |
$293K - $329K
|
2.67K
$346K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.65KNew |
$290K - $326K
|
2.65K
$344K
|