Purchases and Sales Made in Q4 2021 in Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
10.6KNew |
$1.16M - $1.3M
|
10.6K
$1.27M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.4K+ 26.54% |
$1.14M - $1.28M
|
49.5K
$5.96M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
10.3KNew |
$1.14M - $1.27M
|
10.3K
$1.24M
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
10KNew |
$1.1M - $1.23M
|
10K
$1.21M
|
|
|
Feb 15, 2022
Q4 2021
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
9.36KNew |
$1.03M - $1.15M
|
9.36K
$1.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
9.23K+ 242.95% |
$1.01M - $1.14M
|
13K
$1.57M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.1K+ 14.01% |
$999K - $1.12M
|
74K
$8.91M
|
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
9.09KNew |
$998K - $1.12M
|
9.09K
$1.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9.03K+ 34.21% |
$991K - $1.11M
|
35.4K
$4.26M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.64K+ 21.97% |
$948K - $1.06M
|
48K
$5.77M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.64K+ 1.5% |
$948K - $1.06M
|
583K
$70.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Eastern Bank
|
BUY
|
- |
8.59K+ 2.58% |
$944K - $1.06M
|
342K
$41.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
8.37KNew |
$919K - $1.03M
|
8.37K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
8.3K+ 0.32% |
$911K - $1.02M
|
2.61M
$314M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
7.96KNew |
$873K - $981K
|
7.96K
$957K
|
|
|
Feb 14, 2022
Q4 2021
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
7.56KNew |
$830K - $932K
|
7.56K
$910K
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
7.46K+ 6.12% |
$819K - $920K
|
129K
$15.6M
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
7.26KNew |
$797K - $895K
|
7.26K
$873K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.2K+ 203.47% |
$791K - $888K
|
10.7K
$1.29M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
7.12K+ 2.01% |
$782K - $878K
|
361K
$43.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
7.03K+ 41.01% |
$772K - $866K
|
24.2K
$2.91M
|
|
|
Aug 02, 2022
Q4 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
6.9KNew |
$757K - $850K
|
6.9K
$830K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.88K+ 6.35% |
$756K - $849K
|
115K
$13.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
6.72K+ 294.48% |
$738K - $828K
|
9K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
6.7KNew |
$736K - $826K
|
6.7K
$806K
|
|
|
Jan 14, 2022
Q4 2021
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
6.59KNew |
$723K - $812K
|
6.59K
$793K
|
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
6.56KNew |
$720K - $809K
|
6.56K
$789K
|
|
|
Jan 24, 2022
Q4 2021
|
Falcon Wealth Planning
|
BUY
|
- |
6.5K+ 7.42% |
$713K - $801K
|
94K
$11.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
6.49K+ 28.35% |
$712K - $799K
|
29.4K
$3.53M
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
6.26K+ 13.75% |
$687K - $772K
|
51.8K
$6.23M
|
|
|
Jan 27, 2022
Q4 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
6.24KNew |
$685K - $769K
|
6.24K
$751K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.16K+ 10.29% |
$677K - $760K
|
66.1K
$7.95M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.16K+ 25.24% |
$676K - $759K
|
30.6K
$3.68M
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.11K+ 3.26% |
$670K - $753K
|
193K
$23.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
6KNew |
$659K - $740K
|
6K
$722K
|
|
|
Feb 17, 2022
Q4 2021
|
Intergy Private Wealth, LLC
|
BUY
|
- |
5.98KNew |
$656K - $737K
|
5.98K
$719K
|
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5.79KNew |
$636K - $714K
|
5.79K
$697K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
5.78K+ 14.9% |
$635K - $713K
|
44.6K
$5.37M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.76K+ 8.98% |
$632K - $710K
|
69.9K
$8.41M
|
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
5.58KNew |
$612K - $687K
|
5.58K
$671K
|
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
5.56KNew |
$610K - $685K
|
5.56K
$669K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.44K+ 11.35% |
$597K - $670K
|
53.3K
$6.42M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.37K+ 41.19% |
$590K - $662K
|
18.4K
$2.22M
|
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
5.24KNew |
$575K - $646K
|
5.24K
$630K
|
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5.24KNew |
$575K - $645K
|
5.24K
$630K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
5.17KNew |
$567K - $637K
|
5.17K
$622K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.99K+ 51.11% |
$548K - $616K
|
14.8K
$1.78M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.97K+ 2.12% |
$546K - $613K
|
240K
$28.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.93K+ 0.13% |
$541K - $608K
|
3.73M
$449M
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.91KNew |
$539K - $606K
|
4.91K
$591K
|