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 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-12.4K- 11.76% |
$957K - $1.11M
|
92.9K
$11.9M
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-12.6K- 47.17% |
$979K - $1.14M
|
14.2K
$1.81M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-12.8K- 50.95% |
$991K - $1.15M
|
12.3K
$1.58M
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-13.7K- 9.13% |
$1.06M - $1.23M
|
137K
$17.5M
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-14K- 9.94% |
$1.08M - $1.25M
|
126K
$16.2M
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-14K- 71.91% |
$1.08M - $1.26M
|
5.47K
$700K
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-14.4K- 50.77% |
$1.12M - $1.3M
|
14K
$1.79M
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-14.6K- 62.76% |
$1.13M - $1.32M
|
8.69K
$1.11M
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-14.7K- 5.25% |
$1.13M - $1.32M
|
265K
$33.9M
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-14.9K- 49.1% |
$1.15M - $1.34M
|
15.4K
$1.97M
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-15.1K- 42.85% |
$1.17M - $1.36M
|
20.2K
$2.58M
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-16.4K- 1.11% |
$1.27M - $1.47M
|
1.46M
$186M
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-18.6K- 45.74% |
$1.44M - $1.67M
|
22K
$2.82M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-19.1K- 10.94% |
$1.48M - $1.71M
|
155K
$19.9M
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-21.8K- 49.87% |
$1.68M - $1.96M
|
21.9K
$2.8M
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-22.4K- 7.99% |
$1.74M - $2.01M
|
258K
$33M
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
SELL
|
- |
-28.1K- 9.88% |
$2.18M - $2.53M
|
257K
$32.8M
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-29.9K- 27.26% |
$2.31M - $2.69M
|
79.8K
$10.2M
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-31.8K- 99.72% |
$2.46M - $2.86M
|
88
$11.3K
|
|
Jan 04, 2023
Q4 2022
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-33.9K- 18.06% |
$2.62M - $3.05M
|
154K
$19.7M
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-34.8K- 6.13% |
$2.69M - $3.13M
|
532K
$68.1M
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-59.4K- 21.24% |
$4.6M - $5.34M
|
220K
$28.2M
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-64K- 17.75% |
$4.95M - $5.75M
|
296K
$37.9M
|
|
Feb 14, 2023
Q4 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-71.4K- 26.0% |
$5.52M - $6.41M
|
203K
$26M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-87.4K- 10.96% |
$6.76M - $7.85M
|
710K
$90.8M
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-94.2K- 10.95% |
$7.29M - $8.47M
|
766K
$98M
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-101K- 90.68% |
$7.82M - $9.09M
|
10.4K
$1.33M
|
|
Feb 10, 2023
Q4 2022
|
American Family Insurance Mutual Holding CO
|
SELL
|
- |
-117K- 4.61% |
$9.06M - $10.5M
|
2.42M
$310M
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-121K- 3.55% |
$9.34M - $10.8M
|
3.28M
$420M
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-124K- 9.33% |
$9.63M - $11.2M
|
1.21M
$155M
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-124K- 9.33% |
$9.63M - $11.2M
|
1.21M
$155M
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
SELL
|
- |
-131K- 67.75% |
$10.1M - $11.7M
|
62.2K
$7.96M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-149K- 7.4% |
$11.5M - $13.4M
|
1.86M
$238M
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-153K- 5.42% |
$11.9M - $13.8M
|
2.67M
$342M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-168K- 49.13% |
$13M - $15.1M
|
174K
$22.2M
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-176K- 42.14% |
$13.6M - $15.8M
|
241K
$30.9M
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-369K- 3.06% |
$28.6M - $33.2M
|
11.7M
$1.49B
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-715K- 48.85% |
$55.3M - $64.2M
|
748K
$95.7M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-972K- 10.21% |
$75.2M - $87.3M
|
8.54M
$1.09B
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-1.11M- 99.37% |
$85.6M - $99.5M
|
6.96K
$891K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.29M- 15.66% |
$99.9M - $116M
|
6.95M
$889M
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-91.8M- 100.0% |
$7.1B - $8.25B
|
1.58K
$202K
|