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 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-980- 3.33% |
$75.9K - $88.1K
|
28.5K
$3.61M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.06K- 0.04% |
$81.7K - $94.8K
|
2.42M
$307M
|
|
|
Feb 14, 2023
Q4 2022
|
Disciplined Growth Investors Inc
Minneapolis, MN |
SELL
|
- |
-1.07K- 20.34% |
$83K - $96.4K
|
4.2K
$533K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-1.09K- 23.41% |
$84.5K - $98.1K
|
3.57K
$453K
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.11K- 3.78% |
$85.8K - $99.7K
|
28.2K
$3.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.13K- 14.94% |
$87.2K - $101K
|
6.41K
$814K
|
|
|
Mar 24, 2023
Q4 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-1.15K- 4.39% |
$89K - $103K
|
25K
$3.18M
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.18K- 6.27% |
$91.6K - $106K
|
17.7K
$2.24M
|
|
|
Jan 19, 2023
Q4 2022
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-1.21K- 10.34% |
$93.3K - $108K
|
10.5K
$1.33M
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-1.21K- 12.65% |
$93.5K - $109K
|
8.34K
$1.06M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-1.21K- 12.65% |
$93.5K - $109K
|
8.34K
$1.06M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.21K- 19.81% |
$93.6K - $109K
|
4.9K
$621K
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.22K- 13.44% |
$94.5K - $110K
|
7.86K
$998K
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.27K- 7.87% |
$98.1K - $114K
|
14.8K
$1.88M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.32K- 9.72% |
$102K - $118K
|
12.2K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.36K- 5.78% |
$105K - $122K
|
22.1K
$2.81M
|
|
|
Feb 07, 2023
Q4 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.36K- 1.77% |
$105K - $122K
|
75.6K
$9.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-1.38K- 10.32% |
$107K - $124K
|
12K
$1.52M
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.38K- 20.22% |
$107K - $124K
|
5.44K
$691K
|
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1.46K- 15.45% |
$113K - $131K
|
7.96K
$1.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.46K- 16.23% |
$113K - $132K
|
7.56K
$959K
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.52K- 10.25% |
$118K - $137K
|
13.3K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.6K- 2.64% |
$124K - $144K
|
59K
$7.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.6K- 3.17% |
$124K - $144K
|
49K
$6.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.67K- 4.47% |
$129K - $150K
|
35.7K
$4.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.7K- 2.69% |
$131K - $152K
|
61.2K
$7.78M
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-1.71K- 2.21% |
$132K - $154K
|
75.7K
$9.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.75K- 9.74% |
$135K - $157K
|
16.2K
$2.06M
|
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-1.76K- 26.88% |
$136K - $158K
|
4.78K
$606K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.79K- 2.47% |
$139K - $161K
|
70.9K
$9.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 0.76% |
$149K - $172K
|
250K
$31.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-1.93K- 33.9% |
$149K - $173K
|
3.76K
$478K
|
|
|
Feb 02, 2023
Q4 2022
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-1.94K- 17.25% |
$150K - $174K
|
9.3K
$1.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.08K- 9.24% |
$161K - $187K
|
20.4K
$2.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.14K- 22.49% |
$166K - $192K
|
7.38K
$937K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-2.25K- 22.08% |
$174K - $203K
|
7.96K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-2.32K- 10.43% |
$180K - $209K
|
20K
$2.53M
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-2.35K- 17.73% |
$182K - $211K
|
10.9K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.37K- 2.16% |
$184K - $213K
|
107K
$13.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.4K- 1.71% |
$185K - $215K
|
138K
$17.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.41K- 4.24% |
$186K - $216K
|
54.4K
$6.91M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.45K- 6.98% |
$189K - $220K
|
32.6K
$4.14M
|
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2.53K- 0.92% |
$196K - $227K
|
272K
$34.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.65K- 7.08% |
$205K - $238K
|
34.8K
$4.41M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.79K- 3.7% |
$216K - $251K
|
72.7K
$9.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-2.86K- 17.49% |
$221K - $257K
|
13.5K
$1.71M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.87K- 4.14% |
$222K - $258K
|
66.5K
$8.44M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-2.91K- 10.58% |
$225K - $262K
|
24.6K
$3.12M
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2.92K- 4.59% |
$226K - $262K
|
60.6K
$7.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.94K- 33.31% |
$227K - $264K
|
5.88K
$746K
|