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 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.8K+ 6.17% |
$2.15M - $2.5M
|
478K
$60.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
26.9K+ 476.52% |
$2.08M - $2.41M
|
32.5K
$4.12M
|
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
25.5KNew |
$1.98M - $2.3M
|
25.5K
$3.24M
|
|
|
Feb 15, 2023
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
25.4K+ 12.49% |
$1.96M - $2.28M
|
229K
$29M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
25.4K+ 12.49% |
$1.96M - $2.28M
|
229K
$29M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.2K+ 1.8% |
$1.95M - $2.26M
|
1.43M
$181M
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
25KNew |
$1.94M - $2.25M
|
25K
$3.18M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
24.9K+ 3.44% |
$1.93M - $2.24M
|
748K
$95M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
23.1K+ 42.41% |
$1.79M - $2.08M
|
77.7K
$9.86M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
22.4KNew |
$1.74M - $2.02M
|
22.4K
$2.85M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
22.4KNew |
$1.74M - $2.02M
|
22.4K
$2.85M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
21.1K+ 98.05% |
$1.63M - $1.89M
|
42.6K
$5.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
21KNew |
$1.63M - $1.89M
|
21K
$2.67M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.8K+ 30.85% |
$1.61M - $1.87M
|
88.4K
$11.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
20.3KNew |
$1.57M - $1.82M
|
20.3K
$2.57M
|
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
19.8KNew |
$1.53M - $1.78M
|
19.8K
$2.51M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
19.8K+ 620.19% |
$1.53M - $1.78M
|
23K
$2.92M
|
|
|
Feb 01, 2023
Q4 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
19.3K+ 31.57% |
$1.5M - $1.74M
|
80.6K
$10.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
18.4KNew |
$1.42M - $1.65M
|
18.4K
$2.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
18K+ 15.28% |
$1.39M - $1.62M
|
136K
$17.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
17.9K+ 957.52% |
$1.39M - $1.61M
|
19.8K
$2.52M
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
17.9KNew |
$1.39M - $1.61M
|
17.9K
$2.27M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.7K+ 12.59% |
$1.37M - $1.59M
|
158K
$20.1M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
16.9K+ 8.07% |
$1.31M - $1.52M
|
227K
$28.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
16.8K+ 9.2% |
$1.3M - $1.51M
|
199K
$25.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15.9K+ 64.15% |
$1.23M - $1.43M
|
40.7K
$5.17M
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
BUY
|
- |
15.2K+ 10.44% |
$1.18M - $1.37M
|
161K
$20.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
15.2K+ 52.1% |
$1.18M - $1.37M
|
44.4K
$5.64M
|
|
|
Mar 30, 2023
Q4 2022
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
14.9KNew |
$1.15M - $1.34M
|
14.9K
$1.89M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
14.6K+ 51.13% |
$1.13M - $1.31M
|
43K
$5.46M
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
14.5KNew |
$1.12M - $1.3M
|
14.5K
$1.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
14.4KNew |
$1.11M - $1.29M
|
14.4K
$1.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.3K+ 7.02% |
$1.11M - $1.29M
|
218K
$27.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
14KNew |
$1.09M - $1.26M
|
14K
$1.78M
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
13.9K+ 24.65% |
$1.07M - $1.25M
|
70.1K
$8.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
13.4KNew |
$1.04M - $1.21M
|
13.4K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
12.9KNew |
$1M - $1.16M
|
12.9K
$1.64M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
12.6KNew |
$975K - $1.13M
|
12.6K
$1.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
12.6KNew |
$975K - $1.13M
|
12.6K
$1.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
12.4KNew |
$958K - $1.11M
|
12.4K
$1.57M
|
|
|
Jan 12, 2023
Q4 2022
|
Next Capital Management LLC
|
BUY
|
- |
12KNew |
$930K - $1.08M
|
12K
$1.52M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11K+ 17.14% |
$849K - $985K
|
74.9K
$9.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.8K+ 9.6% |
$837K - $973K
|
124K
$15.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.6K+ 88.03% |
$823K - $955K
|
22.7K
$2.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
10.6KNew |
$821K - $954K
|
10.6K
$1.35M
|
|
|
Feb 09, 2023
Q4 2022
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
10.6KNew |
$818K - $950K
|
10.6K
$1.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.3KNew |
$801K - $930K
|
10.3K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.8K+ 100.6% |
$759K - $881K
|
19.5K
$2.48M
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
BUY
|
- |
9.79K+ 17.97% |
$758K - $880K
|
64.2K
$8.15M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
9.09K+ 9.9% |
$704K - $817K
|
101K
$12.8M
|