Purchases and Sales Made in Q2 2022 in Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.65K+ 11.85% |
$351K - $476K
|
43.9K
$5.83M
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.64KNew |
$350K - $475K
|
4.64K
$616K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.59K+ 9.16% |
$346K - $470K
|
54.6K
$7.26M
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
4.46KNew |
$337K - $457K
|
4.46K
$593K
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.43K+ 36.85% |
$334K - $454K
|
16.5K
$2.19M
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.39KNew |
$331K - $450K
|
4.39K
$584K
|
|
Feb 13, 2025
Q2 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
4.37K+ 20.15% |
$329K - $447K
|
26K
$3.46M
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.32K+ 7.99% |
$326K - $443K
|
58.4K
$7.77M
|
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
4.26KNew |
$322K - $437K
|
4.26K
$567K
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.19K+ 9.71% |
$316K - $429K
|
47.3K
$6.28M
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
4.16K+ 57.93% |
$314K - $426K
|
11.3K
$1.51M
|
|
Aug 11, 2022
Q2 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
4.15KNew |
$313K - $425K
|
4.15K
$551K
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.01K+ 40.82% |
$302K - $411K
|
13.8K
$1.84M
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.98KNew |
$300K - $408K
|
3.98K
$529K
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.89KNew |
$293K - $398K
|
3.89K
$517K
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.87K+ 9.53% |
$292K - $397K
|
44.5K
$5.91M
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.84K+ 29.4% |
$289K - $393K
|
16.9K
$2.24M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.8K+ 0.7% |
$287K - $390K
|
544K
$72.3M
|
|
Aug 15, 2022
Q2 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.8KNew |
$287K - $389K
|
3.8K
$505K
|
|
Jul 20, 2022
Q2 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
3.79K+ 3.7% |
$286K - $389K
|
106K
$14.1M
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
3.67KNew |
$276K - $376K
|
3.67K
$487K
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.59K+ 34.51% |
$271K - $368K
|
14K
$1.86M
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
3.58K+ 40.48% |
$270K - $367K
|
12.4K
$1.65M
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.57K+ 8.7% |
$269K - $366K
|
44.6K
$5.93M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
3.53K+ 8.48% |
$266K - $361K
|
45.1K
$6M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.48K+ 34.34% |
$262K - $357K
|
13.6K
$1.81M
|
|
Aug 01, 2022
Q2 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
3.39K+ 11.37% |
$256K - $347K
|
33.2K
$4.42M
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.32K+ 121.45% |
$250K - $340K
|
6.05K
$804K
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
3.17K+ 11.02% |
$239K - $325K
|
31.9K
$4.24M
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
3.13K+ 18.28% |
$236K - $320K
|
20.2K
$2.69M
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
3.13K+ 18.28% |
$236K - $320K
|
20.2K
$2.69M
|
|
Aug 12, 2022
Q2 2022
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
3.12KNew |
$235K - $320K
|
3.12K
$415K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.07K+ 2.0% |
$231K - $314K
|
156K
$20.8M
|
|
Aug 08, 2022
Q2 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
3.02K+ 49.68% |
$228K - $309K
|
9.1K
$1.21M
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.92K+ 66.85% |
$220K - $299K
|
7.29K
$970K
|
|
Feb 10, 2025
Q2 2022
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
2.89K+ 3.77% |
$218K - $296K
|
79.6K
$10.6M
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
2.83KNew |
$213K - $290K
|
2.83K
$376K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.81K+ 0.56% |
$212K - $288K
|
509K
$67.7M
|
|
Jul 29, 2022
Q2 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
2.77K+ 4.1% |
$209K - $284K
|
70.3K
$9.35M
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.75KNew |
$208K - $282K
|
2.75K
$366K
|
|
Jul 13, 2022
Q2 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.75K+ 27.89% |
$207K - $282K
|
12.6K
$1.68M
|
|
Aug 12, 2022
Q2 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
2.74KNew |
$207K - $281K
|
2.74K
$365K
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.71K+ 37.9% |
$205K - $278K
|
9.87K
$1.31M
|
|
Aug 05, 2022
Q2 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
2.66K+ 26.73% |
$200K - $272K
|
12.6K
$1.68M
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.65KNew |
$200K - $271K
|
2.65K
$352K
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.64K+ 58.67% |
$199K - $270K
|
7.13K
$948K
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
2.58KNew |
$194K - $264K
|
2.58K
$342K
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.57K+ 9.85% |
$194K - $263K
|
28.6K
$3.81M
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
2.54K+ 4.41% |
$191K - $260K
|
60K
$7.98M
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
BUY
|
- |
2.53K+ 19.17% |
$191K - $260K
|
15.8K
$2.09M
|