Purchases and Sales Made in Q4 2022 in Ishares Russell Mid Cap Growth (IWP)

IWP Quotes by TradingView

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
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
148
New
$11.5K - $13.3K
148 $18.8K
Jan 31, 2023 Q4 2022
Clean Yield Group

BUY
 -
147
New
$11.4K - $13.2K
147 $18.7K
Jan 19, 2023 Q4 2022
Kovitz Investment Group Partners, LLC

BUY
 -
136
+ 1.28%
$10.5K - $12.2K
10.8K $1.37M
Jan 10, 2023 Q4 2022
Jdm Financial Group LLC

Encino, CA
BUY
 -
133
New
$10.3K - $12K
133 $16.9K
Feb 14, 2023 Q4 2022
Rathbones Group PLC

Liverpool, X0
BUY
 -
130
+ 0.73%
$10.1K - $11.7K
17.9K $2.27M
Feb 06, 2023 Q4 2022
Hills Bank & Trust CO

BUY
 -
130
+ 7.63%
$10.1K - $11.7K
1.83K $233K
Feb 14, 2023 Q4 2022
West Hill Financial Advisors, Inc.

BUY
 -
128
+ 0.17%
$9.91K - $11.5K
73.6K $9.35M
Feb 08, 2023 Q4 2022
Arcadia Investment Management Corp

BUY
 -
125
+ 5.72%
$9.68K - $11.2K
2.31K $293K
Jan 24, 2023 Q4 2022
National Bank Of Canada

BUY
 -
115
+ 38.33%
$8.9K - $10.3K
415 $52.7K
Feb 28, 2023 Q4 2022
Investments & Financial Planning, LLC

Lexington, KY
BUY
 -
115
+ 0.5%
$8.9K - $10.3K
23.2K $2.95M
Jan 26, 2023 Q4 2022
York Bridge Wealth Partners, LLC

BUY
 -
105
+ 1.65%
$8.13K - $9.44K
6.47K $821K
Feb 10, 2023 Q4 2022
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
102
New
$7.89K - $9.17K
102 $12.9K
Feb 08, 2023 Q4 2022
Sierra Capital LLC

BUY
 -
97
+ 0.46%
$7.51K - $8.72K
21.1K $2.68M
Feb 07, 2023 Q4 2022
Bedel Financial Consulting, Inc.

BUY
 -
94
+ 1.73%
$7.28K - $8.45K
5.53K $702K
Jul 24, 2024 Q4 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
89
+ 1.85%
$6.89K - $8K
4.89K $621K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
88
New
$6.81K - $7.91K
88 $11.2K
Feb 03, 2023 Q4 2022
Archer Investment Corp

BUY
 -
87
+ 19.16%
$6.73K - $7.82K
541 $68.7K
Jan 17, 2023 Q4 2022
Connecticut Wealth Management, LLC

BUY
 -
78
+ 0.08%
$6.04K - $7.01K
102K $12.9M
Jan 26, 2023 Q4 2022
Vision Capital Management, Inc.

Portland, OR
BUY
 -
76
+ 0.24%
$5.88K - $6.83K
31.7K $4.02M
Feb 02, 2023 Q4 2022
Montag A & Associates Inc

Atlanta, GA
BUY
 -
74
+ 6.93%
$5.73K - $6.65K
1.14K $145K
Feb 10, 2023 Q4 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
71
+ 18.54%
$5.5K - $6.38K
454 $57.6K
Feb 23, 2023 Q4 2022
Tandem Wealth Advisors LLC

Phoenix, AZ
BUY
 -
71
New
$5.5K - $6.38K
71 $9.01K
Feb 13, 2023 Q4 2022
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
67
+ 2.32%
$5.19K - $6.02K
2.96K $376K
Feb 13, 2023 Q4 2022
1 St Source Bank

BUY
 -
66
+ 0.97%
$5.11K - $5.93K
6.88K $873K
Feb 10, 2023 Q4 2022
Assetmark, Inc

BUY
 -
66
+ 6.73%
$5.11K - $5.93K
1.05K $133K
Jan 24, 2023 Q4 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
65
+ 0.2%
$5.03K - $5.84K
33.3K $4.23M
Feb 14, 2023 Q4 2022
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
64
+ 1.62%
$4.95K - $5.75K
4.02K $510K
Feb 03, 2023 Q4 2022
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
60
+ 0.61%
$4.64K - $5.39K
9.82K $1.25M
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
58
+ 0.59%
$4.49K - $5.21K
9.92K $1.26M
Feb 14, 2023 Q4 2022
Old Mission Capital LLC

BUY
 -
49
New
$3.79K - $4.4K
49 $6.22K
Feb 03, 2023 Q4 2022
Capital Investment Advisory Services, LLC

BUY
 -
47
+ 54.65%
$3.64K - $4.22K
133 $16.9K
Feb 14, 2023 Q4 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
47
+ 0.5%
$3.64K - $4.22K
9.5K $1.21M
Jan 02, 2024 Q4 2022
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
46
New
$3.56K - $4.13K
46 $5.84K
Jan 25, 2023 Q4 2022
Versant Capital Management, Inc

BUY
 -
42
New
$3.25K - $3.77K
42 $5.33K
Feb 07, 2023 Q4 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
36
+ 4.29%
$2.79K - $3.24K
876 $111K
Feb 01, 2023 Q4 2022
Endurance Wealth Management, Inc.

BUY
 -
31
New
$2.4K - $2.79K
31 $3.94K
Jan 18, 2023 Q4 2022
Retirement Financial Solutions, LLC

Knoxville, TN
BUY
 -
30
New
$2.32K - $2.7K
30 $3.81K
Jan 30, 2023 Q4 2022
Simon Quick Advisors, LLC

BUY
 -
25
+ 0.29%
$1.94K - $2.25K
8.79K $1.12M
Feb 10, 2023 Q4 2022
Jackson Hole Capital Partners, LLC

BUY
 -
23
+ 0.5%
$1.78K - $2.07K
4.59K $582K
Feb 01, 2023 Q4 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
22
+ 0.08%
$1.7K - $1.98K
28.1K $3.57M
Feb 03, 2023 Q4 2022
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
22
+ 0.29%
$1.7K - $1.98K
7.64K $970K
Oct 10, 2024 Q4 2022
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
21
New
$1.63K - $1.89K
21 $2.67K
Jan 31, 2023 Q4 2022
Cohen Capital Management, Inc.

BUY
 -
19
+ 0.29%
$1.47K - $1.71K
6.49K $824K
Feb 06, 2023 Q4 2022
Wittenberg Investment Management, Inc.

Carlisle, MA
BUY
 -
18
+ 0.53%
$1.39K - $1.62K
3.45K $437K
Aug 26, 2024 Q4 2022
Centennial Bank/Ar/

Conway, AR
BUY
 -
18
New
$1.39K - $1.62K
18 $2.29K
Feb 02, 2023 Q4 2022
Magnus Financial Group LLC

New York, NY
BUY
 -
17
+ 0.29%
$1.32K - $1.53K
5.9K $749K
Feb 01, 2023 Q4 2022
Private Portfolio Partners LLC

BUY
 -
17
+ 0.27%
$1.32K - $1.53K
6.21K $788K
Jan 30, 2023 Q4 2022
Cahaba Wealth Management, Inc.

BUY
 -
16
+ 0.25%
$1.24K - $1.44K
6.49K $824K
Feb 09, 2023 Q4 2022
Corrado Advisors, LLC

Ramsey, NJ
BUY
 -
14
New
$1.08K - $1.26K
14 $1.78K

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