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 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
46New |
$5.05K - $5.67K
|
46
$5.98K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
42New |
$4.61K - $5.18K
|
42
$5.46K
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
42+ 35.29% |
$4.61K - $5.18K
|
161
$20.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Middleton & CO Inc
|
BUY
|
- |
42+ 1.14% |
$4.61K - $5.18K
|
3.74K
$486K
|
|
|
Jan 18, 2022
Q4 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
40+ 0.67% |
$4.39K - $4.93K
|
6.05K
$786K
|
|
|
Jan 18, 2022
Q4 2021
|
Capital Square, LLC
|
BUY
|
- |
40+ 0.53% |
$4.39K - $4.93K
|
7.56K
$982K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
40+ 2.01% |
$4.39K - $4.93K
|
2.03K
$264K
|
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
37+ 0.09% |
$4.06K - $4.56K
|
41.2K
$5.36M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
37+ 1.01% |
$4.06K - $4.56K
|
3.71K
$482K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
36+ 0.44% |
$3.95K - $4.44K
|
8.24K
$1.07M
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
36New |
$3.95K - $4.44K
|
36
$4.68K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
36+ 0.44% |
$3.95K - $4.44K
|
8.24K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
33New |
$3.62K - $4.07K
|
33
$4.29K
|
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
30+ 0.76% |
$3.29K - $3.7K
|
3.97K
$516K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
30+ 0.63% |
$3.29K - $3.7K
|
4.82K
$626K
|
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
BUY
|
- |
30+ 1.6% |
$3.29K - $3.7K
|
1.91K
$248K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
28New |
$3.07K - $3.45K
|
28
$3.64K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
25+ 0.31% |
$2.75K - $3.08K
|
8.21K
$1.07M
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
BUY
|
- |
19+ 0.33% |
$2.09K - $2.34K
|
5.75K
$746K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
14+ 4.27% |
$1.54K - $1.73K
|
342
$44.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10+ 0.51% |
$1.1K - $1.23K
|
1.96K
$254K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
9+ 0.16% |
$988 - $1.11K
|
5.55K
$721K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9+ 0.43% |
$988 - $1.11K
|
2.09K
$271K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
8+ 0.09% |
$878 - $986
|
8.94K
$1.16M
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8+ 0.08% |
$878 - $986
|
9.62K
$1.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
7+ 0.06% |
$769 - $863
|
12.4K
$1.61M
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7+ 0.17% |
$769 - $863
|
4.05K
$526K
|
|
|
Feb 04, 2022
Q4 2021
|
Cohen Capital Management, Inc.
|
BUY
|
- |
7+ 0.11% |
$769 - $863
|
6.46K
$839K
|
|
|
Jan 27, 2022
Q4 2021
|
Fullen Financial Group
|
BUY
|
- |
6+ 0.08% |
$659 - $740
|
7.12K
$925K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
6+ 75.0% |
$659 - $740
|
14
$1.82K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6+ 0.07% |
$659 - $740
|
9.21K
$1.2M
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
4+ 0.19% |
$439 - $493
|
2.08K
$270K
|
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
4+ 0.05% |
$439 - $493
|
7.37K
$958K
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
BUY
|
- |
3+ 0.22% |
$329 - $370
|
1.34K
$174K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3+ 0.07% |
$329 - $370
|
4.37K
$568K
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2+ 0.02% |
$220 - $247
|
9.54K
$1.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2+ 0.08% |
$220 - $247
|
2.46K
$319K
|
|
|
Jan 31, 2022
Q4 2021
|
Performa LTD (Us), LLC
|
BUY
|
- |
2+ 0.15% |
$220 - $247
|
1.31K
$170K
|
|
|
Feb 11, 2022
Q4 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$110 - $123
|
2.31K
$300K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.07% |
$110 - $123
|
1.47K
$191K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1+ 0.23% |
$110 - $123
|
442
$57.4K
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$110 - $123
|
101K
$13.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.12% |
$110 - $123
|
823
$107K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$110 - $123
|
1.77K
$229K
|
|
|
Feb 07, 2022
Q4 2021
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$110 - $123
|
12.3K
$1.59M
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$110 - $123
|
825
$107K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
1+ 0.37% |
$110 - $123
|
274
$35.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
BUY
|
- |
1+ 0.02% |
$110 - $123
|
5K
$649K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$110 - $123
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$110 - $123
|
3.44K
$447K
|