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 14, 2022
Q4 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.42K+ 2.54% |
$156K - $176K
|
57.4K
$7.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.37K+ 10.04% |
$150K - $169K
|
15K
$1.92M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
1.35K+ 9.68% |
$148K - $167K
|
15.3K
$1.96M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
1.34K+ 7.83% |
$148K - $166K
|
18.5K
$2.37M
|
|
|
Jan 10, 2022
Q4 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.34K+ 8.13% |
$147K - $165K
|
17.8K
$2.28M
|
|
|
Jan 14, 2022
Q4 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.32K+ 12.52% |
$145K - $163K
|
11.9K
$1.52M
|
|
|
Feb 03, 2022
Q4 2021
|
Hms Capital Management, LLC
|
BUY
|
- |
1.32K+ 4.17% |
$145K - $162K
|
32.9K
$4.21M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.3K+ 6.49% |
$143K - $161K
|
21.4K
$2.74M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.28K+ 3.9% |
$141K - $158K
|
34.1K
$4.36M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.28K+ 0.6% |
$141K - $158K
|
214K
$27.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.25K+ 6.68% |
$138K - $154K
|
20K
$2.56M
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.25K+ 57.29% |
$137K - $154K
|
3.43K
$439K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.2KNew |
$132K - $148K
|
1.2K
$154K
|
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.15K+ 3.28% |
$126K - $142K
|
36.3K
$4.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.15KNew |
$126K - $142K
|
1.15K
$147K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.12K+ 3.94% |
$123K - $139K
|
29.7K
$3.79M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.12K+ 17.04% |
$123K - $138K
|
7.69K
$984K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
1.09K+ 7.06% |
$119K - $134K
|
16.5K
$2.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
1.05K+ 18.46% |
$116K - $130K
|
6.75K
$864K
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
1.01K+ 3.13% |
$110K - $124K
|
33.2K
$4.25M
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
988+ 17.53% |
$108K - $122K
|
6.62K
$847K
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
920+ 1.18% |
$101K - $113K
|
79.2K
$10.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
908+ 7.62% |
$99.7K - $112K
|
12.8K
$1.64M
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
880+ 4.57% |
$96.6K - $108K
|
20.2K
$2.58M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
877+ 10.48% |
$96.3K - $108K
|
9.25K
$1.18M
|
|
|
Jan 05, 2022
Q4 2021
|
Ims Capital Management
|
BUY
|
- |
869+ 3.16% |
$95.4K - $107K
|
28.3K
$3.62M
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
833New |
$91.5K - $103K
|
833
$107K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
818+ 35.64% |
$89.8K - $101K
|
3.11K
$398K
|
|
|
Feb 10, 2022
Q4 2021
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
803+ 1.19% |
$88.2K - $99K
|
68.2K
$8.73M
|
|
|
Feb 08, 2022
Q4 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
785+ 10.32% |
$86.2K - $96.8K
|
8.39K
$1.07M
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
771+ 2.54% |
$84.7K - $95K
|
31.2K
$3.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
741+ 7.97% |
$81.4K - $91.4K
|
10K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
725+ 358.91% |
$79.6K - $89.4K
|
927
$119K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
719+ 7.88% |
$78.9K - $88.6K
|
9.84K
$1.26M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
690New |
$75.8K - $85.1K
|
690
$88.3K
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
659+ 6.73% |
$72.4K - $81.2K
|
10.5K
$1.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
646+ 5.87% |
$70.9K - $79.6K
|
11.7K
$1.49M
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
640+ 220.69% |
$70.3K - $78.9K
|
930
$119K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
634+ 5.48% |
$69.6K - $78.2K
|
12.2K
$1.56M
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
632+ 3.0% |
$69.4K - $77.9K
|
21.7K
$2.78M
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
631+ 9.36% |
$69.3K - $77.8K
|
7.38K
$944K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
625New |
$68.6K - $77.1K
|
625
$80K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
625+ 1.16% |
$68.6K - $77.1K
|
54.5K
$6.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
614+ 7.3% |
$67.4K - $75.7K
|
9.02K
$1.15M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
610New |
$67K - $75.2K
|
610
$78K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
578+ 4.23% |
$63.5K - $71.3K
|
14.2K
$1.82M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
572New |
$62.8K - $70.5K
|
572
$73.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
561+ 4.69% |
$61.6K - $69.2K
|
12.5K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
558New |
$61.3K - $68.8K
|
558
$71.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
534New |
$58.6K - $65.8K
|
534
$68.3K
|