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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.97K+ 1.52% |
$246K - $281K
|
199K
$23.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
2.96KNew |
$245K - $280K
|
2.96K
$356K
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
2.92K+ 9.81% |
$242K - $277K
|
32.7K
$3.94M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.76K+ 12.4% |
$229K - $261K
|
25K
$3.01M
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2.73KNew |
$226K - $258K
|
2.73K
$328K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
2.73KNew |
$226K - $258K
|
2.73K
$328K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.72KNew |
$225K - $257K
|
2.72K
$327K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.71KNew |
$224K - $256K
|
2.71K
$326K
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
2.7KNew |
$224K - $256K
|
2.7K
$325K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.61KNew |
$217K - $247K
|
2.61K
$314K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.56KNew |
$212K - $243K
|
2.56K
$308K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.52K+ 21.2% |
$209K - $239K
|
14.4K
$1.74M
|
|
|
May 08, 2023
Q1 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
2.49K+ 1.06% |
$207K - $236K
|
238K
$28.6M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.46K+ 10.17% |
$204K - $233K
|
26.7K
$3.21M
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.44KNew |
$202K - $231K
|
2.44K
$294K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
2.42K+ 295.48% |
$201K - $229K
|
3.24K
$390K
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.41K+ 2647.25% |
$200K - $228K
|
2.5K
$301K
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
2.38KNew |
$197K - $225K
|
2.38K
$286K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.37K+ 12.9% |
$197K - $225K
|
20.8K
$2.5M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
2.37KNew |
$196K - $224K
|
2.37K
$285K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
2.36KNew |
$195K - $223K
|
2.36K
$284K
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.35KNew |
$195K - $223K
|
2.35K
$283K
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.35KNew |
$195K - $223K
|
2.35K
$283K
|
|
|
May 11, 2023
Q1 2023
|
Kendall Capital Management
|
BUY
|
- |
2.34KNew |
$194K - $222K
|
2.34K
$282K
|
|
|
Feb 13, 2025
Q1 2023
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
2.32KNew |
$192K - $219K
|
2.32K
$279K
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
BUY
|
- |
2.31KNew |
$192K - $219K
|
2.31K
$278K
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
2.31KNew |
$192K - $219K
|
2.31K
$278K
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.31KNew |
$192K - $219K
|
2.31K
$278K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.31KNew |
$191K - $219K
|
2.31K
$278K
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
2.31KNew |
$191K - $219K
|
2.31K
$278K
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.29K+ 67.15% |
$190K - $217K
|
5.71K
$687K
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.29KNew |
$190K - $217K
|
2.29K
$276K
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
BUY
|
- |
2.28KNew |
$189K - $216K
|
2.28K
$274K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.27K+ 40.76% |
$188K - $215K
|
7.83K
$942K
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2.26KNew |
$187K - $214K
|
2.26K
$272K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.26K+ 6.68% |
$187K - $214K
|
36.1K
$4.34M
|
|
|
Apr 25, 2023
Q1 2023
|
Monarch Capital Management Inc
|
BUY
|
- |
2.26KNew |
$187K - $214K
|
2.26K
$271K
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
BUY
|
- |
2.25K+ 6.56% |
$187K - $213K
|
36.6K
$4.4M
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.25KNew |
$187K - $213K
|
2.25K
$271K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.24KNew |
$185K - $212K
|
2.24K
$269K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.22K+ 6.05% |
$184K - $210K
|
38.9K
$4.68M
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.2KNew |
$182K - $208K
|
2.2K
$265K
|
|
|
Apr 26, 2023
Q1 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.2KNew |
$182K - $208K
|
2.2K
$265K
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.15K+ 0.45% |
$178K - $203K
|
476K
$57.2M
|
|
|
May 11, 2023
Q1 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
2.02K+ 11.86% |
$168K - $191K
|
19.1K
$2.29M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2K+ 56.96% |
$166K - $189K
|
5.51K
$663K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.92K+ 43.05% |
$159K - $182K
|
6.38K
$767K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.87K+ 3.17% |
$155K - $177K
|
60.8K
$7.32M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.84K+ 4.98% |
$153K - $174K
|
38.8K
$4.67M
|
|
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.83K+ 83.97% |
$152K - $174K
|
4.02K
$483K
|