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
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.73K+ 20.04% |
$366K - $425K
|
28.3K
$3.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
4.72K+ 14.6% |
$365K - $424K
|
37K
$4.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4.72KNew |
$365K - $424K
|
4.72K
$599K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
4.64K+ 174.38% |
$359K - $417K
|
7.3K
$927K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
4.54KNew |
$352K - $408K
|
4.54K
$577K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.5K+ 60.91% |
$349K - $405K
|
11.9K
$1.51M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
4.5K+ 0.86% |
$348K - $404K
|
526K
$66.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
BUY
|
- |
4.43KNew |
$343K - $399K
|
4.43K
$563K
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
4.37KNew |
$339K - $393K
|
4.37K
$555K
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
4.36KNew |
$338K - $392K
|
4.36K
$554K
|
|
|
Feb 14, 2023
Q4 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
4.2KNew |
$325K - $377K
|
4.2K
$533K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
4.19K+ 20.38% |
$324K - $377K
|
24.7K
$3.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.17KNew |
$322K - $374K
|
4.17K
$529K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.15K+ 12.76% |
$321K - $373K
|
36.7K
$4.65M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
4.1KNew |
$317K - $368K
|
4.1K
$520K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.08K+ 7.94% |
$315K - $366K
|
55.4K
$7.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.9K+ 36.48% |
$302K - $351K
|
14.6K
$1.85M
|
|
|
Feb 13, 2023
Q4 2022
|
True North Advisors, LLC
|
BUY
|
- |
3.82KNew |
$295K - $343K
|
3.82K
$485K
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
3.8KNew |
$294K - $341K
|
3.8K
$482K
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.77KNew |
$292K - $339K
|
3.77K
$479K
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
3.76KNew |
$291K - $338K
|
3.76K
$477K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.76KNew |
$291K - $337K
|
3.76K
$477K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.69K+ 126.68% |
$286K - $332K
|
6.6K
$838K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.64KNew |
$281K - $327K
|
3.64K
$462K
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3.44KNew |
$266K - $309K
|
3.44K
$436K
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.42KNew |
$264K - $307K
|
3.42K
$434K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.35KNew |
$259K - $301K
|
3.35K
$425K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.2KNew |
$248K - $288K
|
3.2K
$406K
|
|
|
Jan 17, 2023
Q4 2022
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
3.15KNew |
$244K - $283K
|
3.15K
$400K
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.14KNew |
$243K - $282K
|
3.14K
$399K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
3.04K+ 38.61% |
$235K - $273K
|
10.9K
$1.38M
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.04KNew |
$235K - $273K
|
3.04K
$386K
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.95KNew |
$228K - $265K
|
2.95K
$375K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.79K+ 5.94% |
$216K - $251K
|
49.7K
$6.31M
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
2.78KNew |
$215K - $250K
|
2.78K
$353K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.76KNew |
$214K - $248K
|
2.76K
$351K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2.76KNew |
$214K - $248K
|
2.76K
$350K
|
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.7K+ 18.48% |
$209K - $243K
|
17.3K
$2.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
2.7K+ 216.69% |
$209K - $243K
|
3.95K
$501K
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.66K+ 83.13% |
$206K - $239K
|
5.85K
$743K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.66K+ 91.4% |
$206K - $239K
|
5.56K
$706K
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.65KNew |
$205K - $238K
|
2.65K
$337K
|
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
2.62K+ 1.58% |
$203K - $235K
|
169K
$21.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.53KNew |
$196K - $227K
|
2.53K
$321K
|
|
|
Feb 02, 2023
Q4 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.5KNew |
$194K - $225K
|
2.5K
$317K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.5KNew |
$194K - $225K
|
2.5K
$317K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.5KNew |
$193K - $225K
|
2.5K
$317K
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.48KNew |
$192K - $222K
|
2.48K
$314K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
2.46KNew |
$191K - $221K
|
2.46K
$313K
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.45KNew |
$190K - $220K
|
2.45K
$311K
|