Purchases and Sales Made in Q1 2023 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 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 17, 2023 Q1 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
579
+ 7.06%
$48K - $54.8K
8.78K $1.18M
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
569
New
$47.2K - $53.9K
569 $76.4K
Apr 06, 2023 Q1 2023
Taylor & Morgan Wealth Management, LLC

BUY
 -
552
+ 5.0%
$45.8K - $52.3K
11.6K $1.56M
Apr 11, 2023 Q1 2023
Gen Wealth Group, Inc.

BUY
 -
540
+ 0.34%
$44.8K - $51.1K
158K $21.2M
May 11, 2023 Q1 2023
Rmb Capital Management, LLC

BUY
 -
534
+ 0.5%
$44.3K - $50.6K
108K $14.5M
Apr 25, 2023 Q1 2023
First Merchants Corp

BUY
 -
530
+ 0.87%
$43.9K - $50.2K
61.4K $8.25M
Apr 26, 2024 Q1 2023
Prestige Wealth Management Group LLC

BUY
 -
518
+ 11.37%
$42.9K - $49K
5.07K $681K
Apr 12, 2023 Q1 2023
Jmg Financial Group, Ltd.

BUY
 -
515
+ 0.4%
$42.7K - $48.8K
130K $17.5M
May 11, 2023 Q1 2023
Tag Stone Capital, Inc.

BUY
 -
515
+ 1.48%
$42.7K - $48.8K
35.3K $4.74M
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
494
New
$40.9K - $46.8K
494 $66.3K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
476
+ 1.43%
$39.5K - $45.1K
33.8K $4.54M
May 10, 2023 Q1 2023
Hamilton Point Investment Advisors, LLC

BUY
 -
472
New
$39.1K - $44.7K
472 $63.4K
May 02, 2023 Q1 2023
Bedel Financial Consulting, Inc.

BUY
 -
425
+ 7.69%
$35.2K - $40.2K
5.95K $799K
May 10, 2023 Q1 2023
Pittenger & Anderson Inc

BUY
 -
400
New
$33.2K - $37.9K
400 $53.7K
Apr 17, 2023 Q1 2023
Tennessee Valley Asset Management Partners

BUY
 -
387
+ 2.19%
$32.1K - $36.6K
18.1K $2.43M
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
370
+ 1.04%
$30.7K - $35K
36.1K $4.84M
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
366
+ 62.46%
$30.3K - $34.7K
952 $128K
May 10, 2023 Q1 2023
Powell Investment Advisors, LLC

BUY
 -
358
+ 0.64%
$29.7K - $33.9K
56.6K $7.6M
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
350
+ 10.93%
$29K - $33.1K
3.55K $477K
Apr 13, 2023 Q1 2023
Leavell Investment Management, Inc.

BUY
 -
350
+ 10.45%
$29K - $33.1K
3.7K $497K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
325
+ 0.93%
$26.9K - $30.8K
35.1K $4.72M
Apr 24, 2023 Q1 2023
Dominguez Wealth Management Solutions, Inc.

Williamsburg, VA
BUY
 -
309
+ 2.3%
$25.6K - $29.3K
13.7K $1.84M
Apr 12, 2023 Q1 2023
National Bank Of Canada

BUY
 -
295
+ 71.08%
$24.5K - $27.9K
710 $95.3K
May 15, 2023 Q1 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
293
+ 197.97%
$24.3K - $27.7K
441 $59.2K
May 13, 2024 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
274
+ 71.17%
$22.7K - $25.9K
659 $88.5K
May 09, 2023 Q1 2023
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
270
+ 1.52%
$22.4K - $25.6K
18.1K $2.42M
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
268
+ 59.82%
$22.2K - $25.4K
716 $96.1K
Apr 17, 2023 Q1 2023
Parsons Capital Management Inc

BUY
 -
242
+ 8.89%
$20.1K - $22.9K
2.97K $398K
Apr 13, 2023 Q1 2023
Prosperity Planning, Inc.

BUY
 -
239
+ 8.47%
$19.8K - $22.6K
3.06K $411K
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
237
+ 4.94%
$19.6K - $22.4K
5.04K $677K
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
232
New
$19.2K - $22K
232 $31.2K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
230
New
$19.1K - $21.8K
230 $30.9K
May 12, 2023 Q1 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
228
+ 7.71%
$18.9K - $21.6K
3.19K $428K
Apr 19, 2023 Q1 2023
Carnegie Capital Asset Management, LLC

BUY
 -
227
+ 4.64%
$18.8K - $21.5K
5.12K $688K
May 15, 2023 Q1 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
221
+ 1.51%
$18.3K - $20.9K
14.8K $1.99M
Apr 21, 2023 Q1 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
220
+ 4.53%
$18.2K - $20.8K
5.08K $682K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
217
New
$18K - $20.5K
217 $29.1K
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
214
+ 6.12%
$17.7K - $20.3K
3.71K $498K
Apr 20, 2023 Q1 2023
Accel Wealth Management

BUY
 -
210
+ 105.53%
$17.4K - $19.9K
409 $54.9K
May 22, 2023 Q1 2023
American Trust

Lexington, KY
BUY
 -
203
+ 3.35%
$16.8K - $19.2K
6.27K $841K
May 08, 2023 Q1 2023
Investment Partners, Ltd.

BUY
 -
170
+ 0.4%
$14.1K - $16.1K
42.4K $5.69M
May 08, 2023 Q1 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
169
+ 4.03%
$14K - $16K
4.36K $586K
Apr 24, 2023 Q1 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
167
+ 1.35%
$13.8K - $15.8K
12.5K $1.68M
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
167
New
$13.8K - $15.8K
167 $22.4K
Apr 18, 2023 Q1 2023
Connecticut Wealth Management, LLC

BUY
 -
156
+ 0.15%
$12.9K - $14.8K
102K $13.7M
May 15, 2023 Q1 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
140
New
$11.6K - $13.3K
140 $18.8K
Apr 06, 2023 Q1 2023
Cra Financial Services, LLC

BUY
 -
129
+ 5.0%
$10.7K - $12.2K
2.71K $364K
Oct 13, 2023 Q1 2023
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
118
New
$9.78K - $11.2K
118 $15.8K
May 05, 2023 Q1 2023
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
105
+ 1.63%
$8.7K - $9.94K
6.53K $877K

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