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 |
---|---|---|---|---|---|---|---|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-174- 2.39% |
$13.5K - $15.6K
|
7.11K
$902K
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-184- 4.72% |
$14.2K - $16.5K
|
3.71K
$471K
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-186- 4.75% |
$14.4K - $16.7K
|
3.73K
$473K
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-187- 58.99% |
$14.5K - $16.8K
|
130
$16.5K
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-189- 6.59% |
$14.6K - $17K
|
2.68K
$340K
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-200- 1.05% |
$15.5K - $18K
|
18.8K
$2.38M
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-200- 16.42% |
$15.5K - $18K
|
1.02K
$129K
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-202- 11.88% |
$15.6K - $18.2K
|
1.5K
$190K
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-210- 4.08% |
$16.3K - $18.9K
|
4.93K
$626K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-212Closed |
$16.4K - $19.1K
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-214- 7.6% |
$16.6K - $19.2K
|
2.6K
$330K
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-225- 5.28% |
$17.4K - $20.2K
|
4.04K
$512K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-226- 9.61% |
$17.5K - $20.3K
|
2.13K
$270K
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-230- 2.92% |
$17.8K - $20.7K
|
7.64K
$970K
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
SELL
|
- |
-234- 3.51% |
$18.1K - $21K
|
6.43K
$816K
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-238- 5.87% |
$18.4K - $21.4K
|
3.81K
$484K
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-246- 1.46% |
$19K - $22.1K
|
16.6K
$2.1M
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-250- 3.94% |
$19.4K - $22.5K
|
6.09K
$774K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-253- 3.23% |
$19.6K - $22.7K
|
7.59K
$963K
|
|
Mar 10, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-259- 0.86% |
$20K - $23.3K
|
30K
$3.81M
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-266- 3.64% |
$20.6K - $23.9K
|
7.04K
$894K
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-268- 3.13% |
$20.7K - $24.1K
|
8.29K
$1.05M
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-273- 9.6% |
$21.1K - $24.5K
|
2.57K
$327K
|
|
Jan 31, 2023
Q4 2022
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-287- 4.1% |
$22.2K - $25.8K
|
6.71K
$851K
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-288- 88.89% |
$22.3K - $25.9K
|
36
$4.57K
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-289- 1.79% |
$22.4K - $26K
|
15.9K
$2.02M
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-290- 2.45% |
$22.4K - $26.1K
|
11.5K
$1.47M
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
SELL
|
- |
-293- 4.2% |
$22.7K - $26.3K
|
6.69K
$849K
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-298- 4.81% |
$23.1K - $26.8K
|
5.9K
$749K
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
SELL
|
- |
-302- 5.09% |
$23.4K - $27.1K
|
5.63K
$715K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-312- 3.37% |
$24.1K - $28K
|
8.95K
$1.14M
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-313- 10.5% |
$24.2K - $28.1K
|
2.67K
$339K
|
|
Feb 10, 2023
Q4 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-314- 2.47% |
$24.3K - $28.2K
|
12.4K
$1.57M
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-328- 5.17% |
$25.4K - $29.5K
|
6.01K
$763K
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-330- 8.53% |
$25.5K - $29.7K
|
3.54K
$449K
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-331- 1.22% |
$25.6K - $29.8K
|
26.8K
$3.4M
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-333- 1.77% |
$25.8K - $29.9K
|
18.5K
$2.35M
|
|
Feb 13, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-333- 0.12% |
$25.8K - $29.9K
|
271K
$34.5M
|
|
Feb 14, 2023
Q4 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-333- 5.15% |
$25.8K - $29.9K
|
6.13K
$778K
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-335- 0.66% |
$25.9K - $30.1K
|
50.3K
$6.38M
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-350- 4.37% |
$27.1K - $31.5K
|
7.66K
$972K
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-356- 22.5% |
$27.6K - $32K
|
1.23K
$156K
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-360- 7.6% |
$27.9K - $32.4K
|
4.38K
$555K
|
|
Feb 14, 2023
Q4 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-360- 6.67% |
$27.9K - $32.4K
|
5.04K
$639K
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-364- 3.44% |
$28.2K - $32.7K
|
10.2K
$1.3M
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-366- 0.59% |
$28.3K - $32.9K
|
61.5K
$7.81M
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-366- 8.11% |
$28.3K - $32.9K
|
4.15K
$526K
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-370- 2.71% |
$28.6K - $33.3K
|
13.3K
$1.68M
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-377- 0.09% |
$29.2K - $33.9K
|
413K
$52.4M
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-387- 0.3% |
$30K - $34.8K
|
130K
$16.5M
|