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 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-390- 3.01% |
$30.2K - $35.1K
|
12.6K
$1.59M
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-396- 5.2% |
$30.7K - $35.6K
|
7.22K
$916K
|
|
|
Feb 10, 2023
Q4 2022
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-396- 2.27% |
$30.7K - $35.6K
|
17K
$2.16M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-399- 2.33% |
$30.9K - $35.9K
|
16.7K
$2.13M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-402- 1.0% |
$31.1K - $36.1K
|
39.7K
$5.04M
|
|
|
Dec 19, 2024
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-410- 18.94% |
$31.7K - $36.9K
|
1.76K
$223K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-414- 11.11% |
$32K - $37.2K
|
3.31K
$421K
|
|
|
Feb 13, 2023
Q4 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-425- 2.49% |
$32.9K - $38.2K
|
16.6K
$2.11M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-443- 43.05% |
$34.3K - $39.8K
|
586
$74.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-443- 5.9% |
$34.3K - $39.8K
|
7.07K
$898K
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-469- 4.65% |
$36.3K - $42.2K
|
9.62K
$1.22M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-476- 2.11% |
$36.8K - $42.8K
|
22.1K
$2.81M
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-497- 0.37% |
$38.5K - $44.7K
|
133K
$16.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-524- 3.46% |
$40.6K - $47.1K
|
14.6K
$1.86M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-529- 7.42% |
$40.9K - $47.5K
|
6.6K
$838K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-534- 1.15% |
$41.3K - $48K
|
45.9K
$5.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-538- 4.03% |
$41.6K - $48.4K
|
12.8K
$1.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-550- 13.16% |
$42.6K - $49.4K
|
3.63K
$461K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-554- 1.95% |
$42.9K - $49.8K
|
27.8K
$3.54M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-570- 1.61% |
$44.1K - $51.2K
|
34.8K
$4.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-570- 2.53% |
$44.1K - $51.2K
|
22K
$2.79M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-581- 4.24% |
$45K - $52.2K
|
13.1K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-595- 2.41% |
$46.1K - $53.5K
|
24.1K
$3.05M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-618- 8.55% |
$47.8K - $55.5K
|
6.61K
$839K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-630- 15.66% |
$48.8K - $56.6K
|
3.39K
$431K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-635- 20.92% |
$49.1K - $57.1K
|
2.4K
$305K
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-637- 14.21% |
$49.3K - $57.3K
|
3.85K
$488K
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-638- 1.7% |
$49.4K - $57.3K
|
36.9K
$4.68M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-658- 1.61% |
$50.9K - $59.1K
|
40.2K
$5.11M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-659- 0.91% |
$51K - $59.2K
|
71.7K
$9.11M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-669- 73.44% |
$51.8K - $60.1K
|
242
$30.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-694- 10.21% |
$53.7K - $62.4K
|
6.1K
$775K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-694- 60.77% |
$53.7K - $62.4K
|
448
$56.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-711- 10.01% |
$55K - $63.9K
|
6.39K
$812K
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-728- 4.94% |
$56.3K - $65.4K
|
14K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-752- 3.01% |
$58.2K - $67.6K
|
24.2K
$3.07M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-781- 2.68% |
$60.4K - $70.2K
|
28.3K
$3.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Eukles Asset Management
|
SELL
|
- |
-784- 2.12% |
$60.7K - $70.5K
|
36.1K
$4.59M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-790- 0.66% |
$61.1K - $71K
|
120K
$15.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-793- 22.79% |
$61.4K - $71.3K
|
2.69K
$341K
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-822- 6.75% |
$63.6K - $73.9K
|
11.4K
$1.44M
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-839- 13.01% |
$64.9K - $75.4K
|
5.61K
$712K
|
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-863- 4.45% |
$66.8K - $77.6K
|
18.5K
$2.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-882- 0.64% |
$68.3K - $79.3K
|
138K
$17.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-887- 8.85% |
$68.7K - $79.7K
|
9.13K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-897- 8.39% |
$69.4K - $80.6K
|
9.79K
$1.24M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-915- 6.86% |
$70.8K - $82.2K
|
12.4K
$1.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-930- 0.46% |
$72K - $83.6K
|
203K
$25.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-944- 12.67% |
$73.1K - $84.8K
|
6.5K
$826K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-956- 4.97% |
$74K - $85.9K
|
18.3K
$2.32M
|