Purchases and Sales Made in Q3 2022 in Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3.85K+ 6.8% |
$300K - $363K
|
60.5K
$8.29M
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.8K+ 1.98% |
$296K - $358K
|
195K
$26.8M
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.77K+ 11778.13% |
$294K - $356K
|
3.8K
$521K
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
3.72K+ 93100.0% |
$291K - $351K
|
3.73K
$511K
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.69KNew |
$288K - $349K
|
3.69K
$506K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.66K+ 3.35% |
$286K - $345K
|
113K
$15.5M
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
3.56K+ 55.35% |
$278K - $336K
|
10K
$1.37M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.41K+ 11.67% |
$266K - $321K
|
32.6K
$4.47M
|
|
Oct 20, 2022
Q3 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
3.3K+ 3.11% |
$258K - $312K
|
110K
$15M
|
|
Nov 14, 2022
Q3 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
3.3KNew |
$257K - $311K
|
3.3K
$452K
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.3KNew |
$257K - $311K
|
3.3K
$452K
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3.23K+ 8.4% |
$252K - $305K
|
41.7K
$5.72M
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.16KNew |
$247K - $298K
|
3.16K
$433K
|
|
Nov 14, 2022
Q3 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
3.15K+ 4.47% |
$245K - $297K
|
73.5K
$10.1M
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
3.13K+ 28.89% |
$244K - $295K
|
14K
$1.91M
|
|
Oct 17, 2022
Q3 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.08K+ 2.42% |
$241K - $291K
|
130K
$17.9M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.06K+ 6.97% |
$239K - $289K
|
46.9K
$6.44M
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.04K+ 69.68% |
$237K - $287K
|
7.4K
$1.01M
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
3KNew |
$234K - $283K
|
3K
$411K
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.99K+ 8.32% |
$233K - $282K
|
38.9K
$5.33M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.97K+ 9.16% |
$231K - $280K
|
35.4K
$4.85M
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.95KNew |
$230K - $278K
|
2.95K
$405K
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
2.85K+ 2.13% |
$223K - $269K
|
137K
$18.8M
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.82KNew |
$220K - $266K
|
2.82K
$387K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.82K+ 42.5% |
$220K - $266K
|
9.45K
$1.3M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
2.74KNew |
$214K - $259K
|
2.74K
$376K
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
2.74KNew |
$214K - $258K
|
2.74K
$375K
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.71KNew |
$211K - $255K
|
2.71K
$371K
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
BUY
|
- |
2.67K+ 16.96% |
$208K - $252K
|
18.4K
$2.53M
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.63KNew |
$205K - $249K
|
2.63K
$361K
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
2.61K+ 4.35% |
$204K - $247K
|
62.6K
$8.59M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.59KNew |
$202K - $244K
|
2.59K
$355K
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.49K+ 18.01% |
$194K - $235K
|
16.3K
$2.24M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.45K+ 12.23% |
$191K - $232K
|
22.5K
$3.09M
|
|
Feb 04, 2025
Q3 2022
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
2.4K+ 7.01% |
$187K - $227K
|
36.7K
$5.03M
|
|
Oct 25, 2022
Q3 2022
|
Rovin Capital
|
BUY
|
- |
2.24K+ 76.41% |
$175K - $212K
|
5.17K
$709K
|
|
Nov 14, 2022
Q3 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
2.21K+ 7.29% |
$172K - $208K
|
32.5K
$4.45M
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.13K+ 2.99% |
$166K - $201K
|
73.5K
$10.1M
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.12KNew |
$166K - $200K
|
2.12K
$291K
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.04K+ 5.77% |
$159K - $192K
|
37.4K
$5.12M
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.02K+ 15.99% |
$157K - $190K
|
14.6K
$2.01M
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2K+ 5.66% |
$156K - $189K
|
37.4K
$5.13M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.99K+ 2.63% |
$155K - $188K
|
77.5K
$10.6M
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.93K+ 56.1% |
$151K - $182K
|
5.37K
$736K
|
|
Oct 28, 2022
Q3 2022
|
Eukles Asset Management
|
BUY
|
- |
1.83K+ 5.22% |
$143K - $173K
|
36.9K
$5.06M
|
|
Oct 18, 2022
Q3 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
1.82KNew |
$142K - $171K
|
1.82K
$249K
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.81K+ 10.6% |
$141K - $171K
|
18.9K
$2.59M
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.78K+ 31.02% |
$139K - $168K
|
7.51K
$1.03M
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.75KNew |
$137K - $165K
|
1.75K
$240K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.74K+ 6.09% |
$136K - $164K
|
30.3K
$4.16M
|