Purchases and Sales Made in Q4 2022 in Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q4 2022. 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 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
91.7M+ 124827.48% |
$7.1B - $8.24B
|
91.8M
$11.7B
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.79MNew |
$139M - $161M
|
1.79M
$228M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
665K+ 83.29% |
$51.4M - $59.7M
|
1.46M
$186M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
557K+ 7.61% |
$43.1M - $50M
|
7.87M
$999M
|
|
|
Feb 14, 2023
Q4 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
487K+ 90.16% |
$37.7M - $43.8M
|
1.03M
$130M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
422KNew |
$32.6M - $37.9M
|
422K
$53.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
349K+ 76.91% |
$27M - $31.4M
|
804K
$102M
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
BUY
|
- |
261K+ 107.29% |
$20.2M - $23.5M
|
505K
$64.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
255K+ 298.21% |
$19.7M - $22.9M
|
340K
$43.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
244K+ 41.87% |
$18.9M - $21.9M
|
827K
$105M
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
177K+ 177.0% |
$13.7M - $15.9M
|
277K
$35.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
158K+ 11.59% |
$12.2M - $14.2M
|
1.52M
$193M
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
157KNew |
$12.2M - $14.1M
|
157K
$19.9M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
143K+ 59.33% |
$11.1M - $12.9M
|
384K
$48.8M
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
136KNew |
$10.5M - $12.2M
|
136K
$17.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
133K+ 6.2% |
$10.3M - $12M
|
2.29M
$290M
|
|
|
Feb 14, 2023
Q4 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
123K+ 30.75% |
$9.52M - $11.1M
|
523K
$66.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
121K+ 590.37% |
$9.38M - $10.9M
|
142K
$18M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
115K+ 3.27% |
$8.87M - $10.3M
|
3.62M
$460M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
114K+ 42.33% |
$8.86M - $10.3M
|
385K
$48.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
109KNew |
$8.41M - $9.77M
|
109K
$13.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
102K+ 170.21% |
$7.9M - $9.17M
|
162K
$20.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
100K+ 78497.66% |
$7.78M - $9.03M
|
101K
$12.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
85.5KNew |
$6.62M - $7.69M
|
85.5K
$10.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
83.1K+ 277.49% |
$6.43M - $7.47M
|
113K
$14.3M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
82.5K+ 311.46% |
$6.39M - $7.42M
|
109K
$13.8M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
74.7K+ 4719.72% |
$5.78M - $6.71M
|
76.2K
$9.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
64.2KNew |
$4.97M - $5.77M
|
64.2K
$8.15M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
57.9K+ 6.06% |
$4.48M - $5.21M
|
1.01M
$129M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.3K+ 1.06% |
$4.28M - $4.97M
|
5.28M
$670M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
54.2K+ 182.53% |
$4.19M - $4.87M
|
83.8K
$10.6M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
54.2K+ 182.53% |
$4.19M - $4.87M
|
83.8K
$10.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
53.4K+ 2.0% |
$4.13M - $4.8M
|
2.72M
$345M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
52.2K+ 82.57% |
$4.04M - $4.69M
|
115K
$14.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42.3K+ 129.79% |
$3.27M - $3.8M
|
74.9K
$9.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
41.2K+ 14.88% |
$3.19M - $3.7M
|
318K
$40.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
39.5K+ 12.57% |
$3.06M - $3.55M
|
354K
$45M
|
|
|
Jan 31, 2023
Q4 2022
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
37.7KNew |
$2.92M - $3.39M
|
37.7K
$4.79M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
37.1K+ 15.57% |
$2.87M - $3.33M
|
275K
$34.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
36.7KNew |
$2.84M - $3.3M
|
36.7K
$4.66M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
34K+ 1312.64% |
$2.63M - $3.05M
|
36.6K
$4.64M
|
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
33KNew |
$2.56M - $2.97M
|
33K
$4.19M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
32.9KNew |
$2.55M - $2.96M
|
32.9K
$4.17M
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
32.9KNew |
$2.54M - $2.95M
|
32.9K
$4.17M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
32.3K+ 28.63% |
$2.5M - $2.91M
|
145K
$18.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
32.3K+ 10.07% |
$2.5M - $2.9M
|
353K
$44.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
32.1K+ 17.51% |
$2.49M - $2.89M
|
216K
$27.4M
|
|
|
Feb 21, 2023
Q4 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
32.1KNew |
$2.49M - $2.89M
|
32.1K
$4.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30K+ 2.95% |
$2.32M - $2.69M
|
1.05M
$133M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
29.3K+ 104.03% |
$2.27M - $2.63M
|
57.4K
$7.29M
|