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 |
---|---|---|---|---|---|---|---|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
534New |
$58.6K - $65.8K
|
534
$73.2K
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
526New |
$57.8K - $64.8K
|
526
$72.1K
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
520New |
$57.1K - $64.1K
|
520
$71.3K
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
502+ 0.61% |
$55.1K - $61.9K
|
82.5K
$11.3M
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
500+ 5.51% |
$54.9K - $61.6K
|
9.57K
$1.31M
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
475+ 1.28% |
$52.2K - $58.6K
|
37.5K
$5.14M
|
|
Jan 20, 2022
Q4 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
452+ 6.85% |
$49.6K - $55.7K
|
7.05K
$967K
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
450+ 1.83% |
$49.4K - $55.5K
|
25K
$3.43M
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
432+ 17.28% |
$47.4K - $53.3K
|
2.93K
$402K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
432+ 35.56% |
$47.4K - $53.3K
|
1.65K
$226K
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
427+ 4.3% |
$46.9K - $52.6K
|
10.4K
$1.42M
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
411+ 790.38% |
$45.1K - $50.7K
|
463
$63.5K
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
409+ 7.84% |
$44.9K - $50.4K
|
5.62K
$771K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
409+ 3.01% |
$44.9K - $50.4K
|
14K
$1.92M
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
392New |
$43K - $48.3K
|
392
$53.8K
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
391+ 11.44% |
$42.9K - $48.2K
|
3.81K
$522K
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
382+ 15.41% |
$41.9K - $47.1K
|
2.86K
$392K
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
374+ 1206.45% |
$41.1K - $46.1K
|
405
$55.5K
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
369+ 2.27% |
$40.5K - $45.5K
|
16.6K
$2.28M
|
|
Jan 24, 2022
Q4 2021
|
Dagco, Inc.
|
BUY
|
- |
368+ 5.6% |
$40.4K - $45.4K
|
6.94K
$952K
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
356+ 13.44% |
$39.1K - $43.9K
|
3K
$412K
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
356+ 1.53% |
$39.1K - $43.9K
|
23.6K
$3.24M
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
350New |
$38.4K - $43.1K
|
350
$48K
|
|
Feb 02, 2022
Q4 2021
|
Pathway Financial Advisors LLC
|
BUY
|
- |
350+ 6.25% |
$38.4K - $43.1K
|
5.95K
$816K
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
347+ 3.12% |
$38.1K - $42.8K
|
11.5K
$1.57M
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
339+ 0.93% |
$37.2K - $41.8K
|
37K
$5.07M
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
330+ 4.54% |
$36.2K - $40.7K
|
7.6K
$1.04M
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
330New |
$36.2K - $40.7K
|
330
$45.2K
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
327+ 3.25% |
$35.9K - $40.3K
|
10.4K
$1.43M
|
|
Feb 04, 2022
Q4 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
317+ 0.4% |
$34.8K - $39.1K
|
78.6K
$10.8M
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
BUY
|
- |
315+ 0.45% |
$34.6K - $38.8K
|
70.6K
$9.68M
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
303+ 100.66% |
$33.3K - $37.4K
|
604
$82.8K
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
BUY
|
- |
300+ 2.43% |
$32.9K - $37K
|
12.6K
$1.73M
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
300New |
$32.9K - $37K
|
300
$41.1K
|
|
Feb 11, 2022
Q4 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
292New |
$32.1K - $36K
|
292
$40K
|
|
Feb 04, 2022
Q4 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
286+ 5.09% |
$31.4K - $35.3K
|
5.91K
$810K
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
283+ 12.18% |
$31.1K - $34.9K
|
2.61K
$357K
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
281+ 1.42% |
$30.9K - $34.6K
|
20.1K
$2.76M
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
278+ 2.75% |
$30.5K - $34.3K
|
10.4K
$1.43M
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
275+ 2.84% |
$30.2K - $33.9K
|
9.95K
$1.36M
|
|
Jan 03, 2022
Q4 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
275+ 1.01% |
$30.2K - $33.9K
|
27.6K
$3.78M
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
256New |
$28.1K - $31.6K
|
256
$35.1K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
254New |
$27.9K - $31.3K
|
254
$34.8K
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
238+ 3.23% |
$26.1K - $29.3K
|
7.62K
$1.04M
|
|
Feb 14, 2022
Q4 2021
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
237+ 0.27% |
$26K - $29.2K
|
87.1K
$11.9M
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
230New |
$25.3K - $28.4K
|
230
$31.5K
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
225+ 0.06% |
$24.7K - $27.7K
|
389K
$53.3M
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
224+ 15.65% |
$24.6K - $27.6K
|
1.66K
$227K
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
221New |
$24.3K - $27.2K
|
221
$30.3K
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
220New |
$24.2K - $27.1K
|
220
$30.2K
|