Purchases and Sales Made in Q1 2023 in Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-11.2K- 2.42% |
$926K - $1.06M
|
451K
$61.8M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12K- 8.27% |
$995K - $1.14M
|
133K
$18.3M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.2K- 5.61% |
$1.01M - $1.16M
|
206K
$28.2M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-13.6K- 3.54% |
$1.13M - $1.29M
|
371K
$50.9M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-14.2K- 20.32% |
$1.18M - $1.35M
|
55.8K
$7.65M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.8K- 8.11% |
$1.23M - $1.4M
|
168K
$23M
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-15K- 26.21% |
$1.25M - $1.42M
|
42.3K
$5.8M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-15.8K- 7.5% |
$1.31M - $1.5M
|
195K
$26.8M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-15.9K- 14.07% |
$1.32M - $1.51M
|
97.1K
$13.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-16K- 12.8% |
$1.33M - $1.52M
|
109K
$15M
|
|
|
May 04, 2023
Q1 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-16K- 37.83% |
$1.33M - $1.52M
|
26.3K
$3.61M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.3K- 19.52% |
$1.43M - $1.63M
|
71.2K
$9.76M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-18.4K- 3.31% |
$1.53M - $1.74M
|
537K
$73.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-18.7K- 46.06% |
$1.55M - $1.77M
|
22K
$3.01M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-19K- 44.74% |
$1.58M - $1.8M
|
23.5K
$3.23M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-20.1K- 46.64% |
$1.66M - $1.9M
|
23K
$3.15M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-21.4K- 24.33% |
$1.78M - $2.03M
|
66.7K
$9.14M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-22.9K- 19.18% |
$1.9M - $2.17M
|
96.7K
$13.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-23.2K- 71.54% |
$1.93M - $2.2M
|
9.25K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-24.7K- 31.79% |
$2.05M - $2.34M
|
53K
$7.26M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-24.9K- 3.33% |
$2.06M - $2.36M
|
723K
$99.2M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-25.4K- 47.59% |
$2.1M - $2.4M
|
28K
$3.83M
|
|
|
May 12, 2023
Q1 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-29.3K- 70.38% |
$2.43M - $2.77M
|
12.3K
$1.69M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-33.2K- 57.85% |
$2.75M - $3.15M
|
24.2K
$3.32M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-33.8K- 63.34% |
$2.8M - $3.2M
|
19.6K
$2.68M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-34.1K- 12.38% |
$2.82M - $3.22M
|
241K
$33M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-34.3K- 2.4% |
$2.84M - $3.24M
|
1.39M
$191M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-35.3K- 1.08% |
$2.92M - $3.34M
|
3.24M
$445M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-43.5K- 12.33% |
$3.61M - $4.12M
|
310K
$42.5M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-45.2K- 29.13% |
$3.75M - $4.28M
|
110K
$15.1M
|
|
|
May 15, 2023
Q1 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-54K- 26.62% |
$4.48M - $5.12M
|
149K
$20.4M
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
SELL
|
- |
-55.3K- 86.16% |
$4.59M - $5.24M
|
8.89K
$1.22M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-58.9K- 25.07% |
$4.88M - $5.57M
|
176K
$24.1M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-61.5K- 4.05% |
$5.1M - $5.82M
|
1.46M
$200M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-62K- 20.9% |
$5.14M - $5.87M
|
234K
$32.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-67.2K- 89.74% |
$5.57M - $6.37M
|
7.69K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-75.3K- 3.12% |
$6.24M - $7.13M
|
2.34M
$321M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-77K- 74.41% |
$6.38M - $7.29M
|
26.5K
$3.63M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-92.2K- 9.1% |
$7.64M - $8.73M
|
921K
$126M
|
|
|
May 15, 2023
Q1 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-92.8K- 68.39% |
$7.69M - $8.79M
|
42.9K
$5.88M
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-100K- 36.1% |
$8.29M - $9.47M
|
177K
$24.3M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-111K- 4.84% |
$9.17M - $10.5M
|
2.18M
$298M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-118K- 73.0% |
$9.8M - $11.2M
|
43.7K
$6M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-136K- 95.66% |
$11.2M - $12.8M
|
6.15K
$843K
|
|
|
Apr 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-162K- 95.97% |
$13.4M - $15.3M
|
6.8K
$933K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-172K- 32.79% |
$14.3M - $16.3M
|
353K
$48.5M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-179K- 89.62% |
$14.8M - $16.9M
|
20.7K
$2.84M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-199K- 2.86% |
$16.5M - $18.8M
|
6.75M
$926M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-227K- 18.76% |
$18.8M - $21.5M
|
981K
$135M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-227K- 18.76% |
$18.8M - $21.5M
|
981K
$135M
|