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 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
180+ 8.96% |
$19.8K - $22.2K
|
2.19K
$280K
|
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
BUY
|
- |
179+ 1.7% |
$19.7K - $22.1K
|
10.7K
$1.37M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
176+ 1.96% |
$19.3K - $21.7K
|
9.17K
$1.17M
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
170New |
$18.7K - $21K
|
170
$21.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
161New |
$17.7K - $19.8K
|
161
$20.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
151+ 0.02% |
$16.6K - $18.6K
|
963K
$123M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
BUY
|
- |
148+ 1.25% |
$16.3K - $18.2K
|
12K
$1.54M
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
147+ 27.48% |
$16.1K - $18.1K
|
682
$87.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Buckhead Capital Management LLC
|
BUY
|
- |
146+ 7.83% |
$16K - $18K
|
2.01K
$257K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
146+ 0.38% |
$16K - $18K
|
38.2K
$4.89M
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
145New |
$15.9K - $17.9K
|
145
$18.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
141+ 4.88% |
$15.5K - $17.4K
|
3.03K
$388K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
136+ 2.43% |
$14.9K - $16.8K
|
5.73K
$733K
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
136+ 4.68% |
$14.9K - $16.8K
|
3.04K
$389K
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
BUY
|
- |
135+ 32.3% |
$14.8K - $16.6K
|
553
$70.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
130+ 0.5% |
$14.3K - $16K
|
26.1K
$3.34M
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
129+ 1.92% |
$14.2K - $15.9K
|
6.84K
$875K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
122+ 3.09% |
$13.4K - $15K
|
4.07K
$521K
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
122+ 3.19% |
$13.4K - $15K
|
3.94K
$504K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
112+ 3733.33% |
$12.3K - $13.8K
|
115
$14.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
104+ 1.04% |
$11.4K - $12.8K
|
10.1K
$1.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
102+ 0.91% |
$11.2K - $12.6K
|
11.3K
$1.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Eukles Asset Management
|
BUY
|
- |
102+ 0.29% |
$11.2K - $12.6K
|
35.4K
$4.53M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
102+ 0.91% |
$11.2K - $12.6K
|
11.3K
$1.45M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$11K - $12.3K
|
100
$12.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100New |
$11K - $12.3K
|
100
$12.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
100New |
$11K - $12.3K
|
100
$12.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
100New |
$11K - $12.3K
|
100
$12.8K
|
|
|
Jan 13, 2022
Q4 2021
|
Northern Capital Management, Inc.
|
BUY
|
- |
91+ 0.1% |
$9.99K - $11.2K
|
92.8K
$11.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
87New |
$9.55K - $10.7K
|
87
$11.1K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
86New |
$9.44K - $10.6K
|
86
$11K
|
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
83+ 0.22% |
$9.11K - $10.2K
|
37.1K
$4.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
82+ 0.08% |
$9K - $10.1K
|
99.3K
$12.7M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
82+ 1.3% |
$9K - $10.1K
|
6.37K
$815K
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
80+ 2.89% |
$8.78K - $9.86K
|
2.85K
$364K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
79+ 0.98% |
$8.67K - $9.74K
|
8.12K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
74+ 0.78% |
$8.13K - $9.12K
|
9.62K
$1.23M
|
|
|
Feb 07, 2022
Q4 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
74+ 1.31% |
$8.13K - $9.12K
|
5.71K
$730K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
72New |
$7.91K - $8.88K
|
72
$9.21K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
72New |
$7.91K - $8.88K
|
72
$9.21K
|
|
|
Feb 04, 2022
Q4 2021
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
66+ 3.37% |
$7.25K - $8.14K
|
2.03K
$259K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
64+ 0.34% |
$7.03K - $7.89K
|
19K
$2.44M
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
61+ 0.61% |
$6.7K - $7.52K
|
10K
$1.28M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
60New |
$6.59K - $7.4K
|
60
$7.68K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
60+ 0.71% |
$6.59K - $7.4K
|
8.48K
$1.09M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
59+ 2.08% |
$6.48K - $7.27K
|
2.9K
$371K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
53+ 1.81% |
$5.82K - $6.53K
|
2.98K
$381K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
52+ 0.07% |
$5.71K - $6.41K
|
69.9K
$8.95M
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
48+ 0.7% |
$5.27K - $5.92K
|
6.87K
$879K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
48+ 5.71% |
$5.27K - $5.92K
|
888
$114K
|