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
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
143+ 1.93% |
$11.2K - $13.5K
|
7.54K
$1.01M
|
|
|
Oct 14, 2022
Q3 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
143+ 3.04% |
$11.2K - $13.5K
|
4.84K
$650K
|
|
|
Nov 01, 2022
Q3 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
141+ 5.13% |
$11K - $13.3K
|
2.89K
$388K
|
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
BUY
|
- |
132+ 2.36% |
$10.3K - $12.5K
|
5.73K
$769K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
127+ 4.45% |
$9.91K - $12K
|
2.98K
$400K
|
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
BUY
|
- |
124New |
$9.67K - $11.7K
|
124
$16.6K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
121+ 4.88% |
$9.44K - $11.4K
|
2.6K
$349K
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
120New |
$9.36K - $11.3K
|
120
$16.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
118+ 0.94% |
$9.21K - $11.1K
|
12.7K
$1.71M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
110+ 18.84% |
$8.58K - $10.4K
|
694
$93.2K
|
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
109+ 2.9% |
$8.5K - $10.3K
|
3.87K
$519K
|
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
105+ 0.9% |
$8.19K - $9.91K
|
11.8K
$1.59M
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
101+ 1.5% |
$7.88K - $9.53K
|
6.82K
$916K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
94+ 0.49% |
$7.33K - $8.87K
|
19.5K
$2.61M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
92New |
$7.18K - $8.68K
|
92
$12.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
90+ 5.58% |
$7.02K - $8.49K
|
1.7K
$229K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
76New |
$5.93K - $7.17K
|
76
$10.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
71+ 0.91% |
$5.54K - $6.7K
|
7.86K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
67+ 2.36% |
$5.23K - $6.32K
|
2.91K
$390K
|
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
65+ 1.01% |
$5.07K - $6.13K
|
6.51K
$874K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
58+ 0.7% |
$4.53K - $5.47K
|
8.34K
$1.12M
|
|
|
Oct 31, 2022
Q3 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
50+ 0.3% |
$3.9K - $4.72K
|
16.6K
$2.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
50+ 1.19% |
$3.9K - $4.72K
|
4.24K
$569K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
46New |
$3.59K - $4.34K
|
46
$6.18K
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
43+ 0.46% |
$3.35K - $4.06K
|
9.49K
$1.27M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
37+ 6.95% |
$2.89K - $3.49K
|
569
$76.4K
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
BUY
|
- |
36+ 1.32% |
$2.81K - $3.4K
|
2.76K
$371K
|
|
|
Nov 01, 2022
Q3 2022
|
Brickley Wealth Management
|
BUY
|
- |
31+ 0.3% |
$2.42K - $2.93K
|
10.3K
$1.38M
|
|
|
Nov 15, 2022
Q3 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
30New |
$2.34K - $2.83K
|
30
$4.03K
|
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
27+ 0.68% |
$2.11K - $2.55K
|
4.01K
$538K
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
BUY
|
- |
26+ 0.61% |
$2.03K - $2.45K
|
4.26K
$572K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
18+ 0.06% |
$1.4K - $1.7K
|
28.1K
$3.78M
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
18+ 0.22% |
$1.4K - $1.7K
|
8.22K
$1.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
16+ 0.12% |
$1.25K - $1.51K
|
13.7K
$1.84M
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
15+ 0.51% |
$1.17K - $1.42K
|
2.94K
$394K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
15+ 0.21% |
$1.17K - $1.42K
|
7.31K
$981K
|
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
BUY
|
- |
15+ 0.09% |
$1.17K - $1.42K
|
17K
$2.28M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
14+ 0.54% |
$1.09K - $1.32K
|
2.62K
$352K
|
|
|
Oct 24, 2022
Q3 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
11+ 0.36% |
$858 - $1.04K
|
3.05K
$409K
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
8+ 0.26% |
$624 - $755
|
3.1K
$416K
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
5+ 0.18% |
$390 - $472
|
2.85K
$382K
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5+ 0.09% |
$390 - $472
|
5.88K
$790K
|
|
|
Oct 12, 2022
Q3 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
5+ 0.14% |
$390 - $472
|
3.62K
$486K
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
4+ 0.04% |
$312 - $378
|
10.2K
$1.37M
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$234 - $283
|
6.95K
$933K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.24% |
$156 - $189
|
829
$111K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.24% |
$156 - $189
|
827
$111K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2+ 0.05% |
$156 - $189
|
3.8K
$511K
|
|
|
Oct 26, 2022
Q3 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2+ 0.05% |
$156 - $189
|
4.02K
$540K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.39% |
$78 - $94.4
|
257
$34.5K
|