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 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
2.58K+ 50.64% |
$283K - $318K
|
7.68K
$1.03M
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.58K+ 7.88% |
$283K - $318K
|
35.3K
$4.74M
|
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
2.57KNew |
$282K - $317K
|
2.57K
$345K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
2.52K+ 0.67% |
$277K - $311K
|
378K
$50.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.5KNew |
$275K - $308K
|
2.5K
$336K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
2.46K+ 8.24% |
$270K - $303K
|
32.3K
$4.34M
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
2.43KNew |
$267K - $300K
|
2.43K
$327K
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
2.41K+ 228.22% |
$265K - $297K
|
3.47K
$465K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.41KNew |
$264K - $297K
|
2.41K
$323K
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.4K+ 10.42% |
$264K - $296K
|
25.5K
$3.42M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.35K+ 7.2% |
$257K - $289K
|
34.9K
$4.69M
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
2.33K+ 2349.49% |
$255K - $287K
|
2.43K
$326K
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
2.33KNew |
$255K - $287K
|
2.33K
$312K
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
2.29KNew |
$251K - $282K
|
2.29K
$307K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.26K+ 5.23% |
$248K - $279K
|
45.5K
$6.11M
|
|
|
Feb 03, 2022
Q4 2021
|
Neumann Capital Management, LLC
|
BUY
|
- |
2.22KNew |
$244K - $274K
|
2.22K
$298K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.22K+ 54.67% |
$244K - $274K
|
6.28K
$843K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.06K+ 28.48% |
$226K - $254K
|
9.29K
$1.25M
|
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.06KNew |
$226K - $254K
|
2.06K
$277K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2KNew |
$220K - $247K
|
2K
$269K
|
|
|
Mar 24, 2022
Q4 2021
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.99KNew |
$218K - $245K
|
1.99K
$267K
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.98KNew |
$218K - $244K
|
1.98K
$266K
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.98K+ 16.16% |
$218K - $244K
|
14.2K
$1.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.96KNew |
$215K - $242K
|
1.96K
$263K
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
1.94KNew |
$213K - $239K
|
1.94K
$261K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.84KNew |
$202K - $227K
|
1.84K
$248K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
1.82K+ 3.45% |
$200K - $225K
|
54.7K
$7.34M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.82KNew |
$200K - $224K
|
1.82K
$244K
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.81K+ 1.83% |
$198K - $223K
|
101K
$13.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.8KNew |
$198K - $222K
|
1.8K
$242K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.78K+ 30.6% |
$195K - $219K
|
7.6K
$1.02M
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.77K+ 3.85% |
$195K - $219K
|
47.8K
$6.42M
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.77K+ 30.99% |
$194K - $218K
|
7.48K
$1M
|
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.76KNew |
$194K - $217K
|
1.76K
$237K
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1.76KNew |
$194K - $217K
|
1.76K
$237K
|
|
|
Apr 12, 2022
Q4 2021
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
1.76KNew |
$193K - $217K
|
1.76K
$236K
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.75KNew |
$192K - $216K
|
1.75K
$235K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.75KNew |
$192K - $216K
|
1.75K
$235K
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.75KNew |
$192K - $216K
|
1.75K
$235K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.75KNew |
$192K - $215K
|
1.75K
$234K
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.74KNew |
$191K - $215K
|
1.74K
$234K
|
|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.74KNew |
$191K - $214K
|
1.74K
$233K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.71K+ 25.51% |
$188K - $211K
|
8.41K
$1.13M
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.7K+ 20.43% |
$187K - $210K
|
10K
$1.35M
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
1.65K+ 154.4% |
$181K - $203K
|
2.72K
$365K
|
|
|
Jan 12, 2022
Q4 2021
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
1.52K+ 0.98% |
$167K - $188K
|
157K
$21.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.52K+ 0.56% |
$166K - $187K
|
274K
$36.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.48K+ 1.89% |
$163K - $183K
|
79.9K
$10.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.47K+ 17.39% |
$162K - $181K
|
9.93K
$1.33M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.44KNew |
$159K - $178K
|
1.44K
$194K
|