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
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
8.85K+ 8.77% |
$685K - $795K
|
110K
$13.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.81K+ 197.4% |
$682K - $792K
|
13.3K
$1.68M
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
8.64KNew |
$668K - $776K
|
8.64K
$1.1M
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
8.51KNew |
$659K - $765K
|
8.51K
$1.08M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
8.47K+ 4.87% |
$656K - $762K
|
182K
$23.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
8.46KNew |
$655K - $761K
|
8.46K
$1.07M
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
8.38K+ 122.29% |
$649K - $753K
|
15.2K
$1.93M
|
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
8.36KNew |
$647K - $752K
|
8.36K
$1.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
8.34K+ 72.74% |
$645K - $749K
|
19.8K
$2.51M
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
8.3K+ 153.7% |
$642K - $746K
|
13.7K
$1.74M
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
8.21KNew |
$635K - $737K
|
8.21K
$1.04M
|
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
8.2KNew |
$635K - $737K
|
8.2K
$1.04M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
8.2KNew |
$635K - $737K
|
8.2K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
8.17KNew |
$632K - $734K
|
8.17K
$1.04M
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
8.07K+ 9.25% |
$624K - $725K
|
95.3K
$12.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
7.99KNew |
$618K - $718K
|
7.99K
$1.01M
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
7.89K+ 2.92% |
$610K - $709K
|
278K
$35.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
BUY
|
- |
7.84K+ 30.34% |
$607K - $705K
|
33.7K
$4.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
7.58K+ 43.54% |
$587K - $681K
|
25K
$3.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
7.29KNew |
$564K - $655K
|
7.29K
$926K
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
7.16K+ 80.82% |
$554K - $644K
|
16K
$2.03M
|
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
7.05KNew |
$546K - $634K
|
7.05K
$896K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.9K+ 29982.61% |
$534K - $620K
|
6.92K
$878K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.72K+ 7.63% |
$520K - $604K
|
94.7K
$12M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.55K+ 88.55% |
$507K - $589K
|
13.9K
$1.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
6.52KNew |
$505K - $586K
|
6.52K
$828K
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
6.5KNew |
$503K - $584K
|
6.5K
$825K
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
6.43KNew |
$498K - $578K
|
6.43K
$816K
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
6.42KNew |
$497K - $577K
|
6.42K
$815K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
6.26K+ 109.23% |
$484K - $563K
|
12K
$1.52M
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
5.74K+ 1.23% |
$444K - $516K
|
473K
$60.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.7K+ 83.82% |
$441K - $512K
|
12.5K
$1.59M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.61K+ 50.51% |
$434K - $504K
|
16.7K
$2.12M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
5.52KNew |
$428K - $496K
|
5.52K
$701K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.5K+ 100.0% |
$426K - $494K
|
11K
$1.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.45K+ 7.02% |
$422K - $490K
|
83K
$10.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5.38K+ 203.98% |
$416K - $483K
|
8.01K
$1.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
5.18KNew |
$401K - $466K
|
5.18K
$658K
|
|
|
Jan 23, 2023
Q4 2022
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
5.14K+ 2.23% |
$398K - $462K
|
235K
$29.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
5.13KNew |
$397K - $461K
|
5.13K
$651K
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
5.13KNew |
$397K - $461K
|
5.13K
$651K
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
5.09KNew |
$394K - $457K
|
5.09K
$646K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
5.08K+ 140.46% |
$393K - $457K
|
8.7K
$1.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
5.06K+ 24.54% |
$392K - $455K
|
25.7K
$3.26M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5.04KNew |
$390K - $453K
|
5.04K
$640K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4.93KNew |
$382K - $443K
|
4.93K
$626K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.93K+ 1.79% |
$381K - $443K
|
281K
$35.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
4.89KNew |
$378K - $439K
|
4.89K
$621K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.88K+ 36.04% |
$378K - $439K
|
18.4K
$2.34M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.83KNew |
$374K - $434K
|
4.83K
$613K
|