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 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-3K- 63.16% |
$232K - $270K
|
1.75K
$222K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-3.08K- 81.06% |
$238K - $277K
|
720
$91.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.1K- 42.88% |
$240K - $279K
|
4.13K
$525K
|
|
|
Feb 06, 2023
Q4 2022
|
Amarillo National Bank
|
SELL
|
- |
-3.18K- 8.49% |
$246K - $286K
|
34.3K
$4.36M
|
|
|
Jan 10, 2023
Q4 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-3.31K- 5.59% |
$256K - $298K
|
55.9K
$7.09M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-3.41K- 7.6% |
$264K - $307K
|
41.5K
$5.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.45K- 49.7% |
$267K - $310K
|
3.5K
$444K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-3.5K- 25.55% |
$271K - $315K
|
10.2K
$1.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-3.53K- 11.14% |
$273K - $317K
|
28.1K
$3.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.54K- 30.62% |
$274K - $318K
|
8.03K
$1.02M
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-3.63K- 7.92% |
$281K - $326K
|
42.2K
$5.36M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.64K- 2.31% |
$282K - $327K
|
154K
$19.5M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.64K- 2.31% |
$282K - $327K
|
154K
$19.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.86K- 3.15% |
$298K - $347K
|
118K
$15M
|
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-3.92K- 3.38% |
$304K - $353K
|
112K
$14.2M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-3.94K- 20.88% |
$305K - $354K
|
14.9K
$1.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.12K- 3.33% |
$319K - $370K
|
119K
$15.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.24K- 42.65% |
$328K - $381K
|
5.7K
$724K
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-4.26K- 7.05% |
$330K - $383K
|
56.2K
$7.14M
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-4.37K- 7.56% |
$338K - $392K
|
53.4K
$6.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-4.57K- 8.96% |
$353K - $410K
|
46.4K
$5.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-4.97K- 63.48% |
$385K - $447K
|
2.86K
$363K
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-4.98K- 7.56% |
$386K - $448K
|
60.9K
$7.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-5.04K- 9.79% |
$390K - $453K
|
46.5K
$5.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-5.47K- 67.61% |
$424K - $492K
|
2.62K
$333K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.75K- 26.57% |
$445K - $517K
|
15.9K
$2.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-5.79K- 41.5% |
$448K - $520K
|
8.16K
$1.04M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.39K- 2.65% |
$494K - $574K
|
235K
$29.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Geneva Capital Management LLC
|
SELL
|
- |
-6.85K- 14.14% |
$530K - $616K
|
41.6K
$5.28M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-6.86K- 5.2% |
$531K - $617K
|
125K
$15.9M
|
|
|
Nov 13, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
SELL
|
- |
-6.9K- 50.0% |
$534K - $620K
|
6.9K
$875K
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-6.92K- 17.35% |
$536K - $622K
|
33K
$4.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-7.13K- 13.37% |
$552K - $641K
|
46.2K
$5.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-7.23K- 8.24% |
$560K - $650K
|
80.6K
$10.2M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-7.27K- 16.51% |
$562K - $653K
|
36.7K
$4.66M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-7.28K- 73.73% |
$563K - $654K
|
2.59K
$329K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-7.31K- 3.35% |
$566K - $657K
|
211K
$26.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-7.35K- 24.8% |
$569K - $661K
|
22.3K
$2.83M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-7.6K- 15.82% |
$588K - $683K
|
40.4K
$5.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-8.34K- 1.77% |
$646K - $750K
|
462K
$58.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.56K- 16.11% |
$662K - $769K
|
44.6K
$5.66M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-8.67K- 19.44% |
$671K - $779K
|
35.9K
$4.56M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-8.94K- 9.56% |
$692K - $803K
|
84.5K
$10.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-8.97K- 87.57% |
$694K - $806K
|
1.27K
$162K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.97K- 15.02% |
$695K - $806K
|
50.8K
$6.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-9.1K- 37.76% |
$704K - $818K
|
15K
$1.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.63K- 29.31% |
$745K - $866K
|
23.2K
$2.95M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.93K- 2.77% |
$769K - $893K
|
348K
$44.2M
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-10.7K- 26.45% |
$829K - $963K
|
29.8K
$3.78M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.1K- 1.96% |
$859K - $998K
|
556K
$70.5M
|