Purchases and Sales Made in Q1 2023 in Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-239- 0.21% |
$19.8K - $22.6K
|
115K
$15.1M
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-240- 6.03% |
$19.9K - $22.7K
|
3.74K
$489K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-240- 0.48% |
$19.9K - $22.7K
|
50K
$6.54M
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-240- 45.63% |
$19.9K - $22.7K
|
286
$37.4K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-248- 3.61% |
$20.6K - $23.5K
|
6.61K
$865K
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-249- 3.5% |
$20.6K - $23.6K
|
6.86K
$897K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-250- 3.38% |
$20.7K - $23.7K
|
7.14K
$934K
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-255- 1.97% |
$21.1K - $24.1K
|
12.7K
$1.66M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-274- 1.49% |
$22.7K - $25.9K
|
18.2K
$2.37M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-275- 6.84% |
$22.8K - $26K
|
3.75K
$490K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-275- 5.87% |
$22.8K - $26K
|
4.41K
$576K
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-292- 7.21% |
$24.2K - $27.6K
|
3.76K
$491K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-295- 1.32% |
$24.5K - $27.9K
|
22K
$2.87M
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-321- 17.5% |
$26.6K - $30.4K
|
1.51K
$198K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-322- 3.89% |
$26.7K - $30.5K
|
7.96K
$1.04M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-327- 0.3% |
$27.1K - $31K
|
109K
$14.3M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-328- 0.46% |
$27.2K - $31.1K
|
71.4K
$9.34M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-352- 46.93% |
$29.2K - $33.3K
|
398
$52K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-358- 25.64% |
$29.7K - $33.9K
|
1.04K
$136K
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-377- 1.19% |
$31.2K - $35.7K
|
31.3K
$4.09M
|
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-383- 10.72% |
$31.7K - $36.3K
|
3.19K
$417K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-384- 3.5% |
$31.8K - $36.4K
|
10.6K
$1.38M
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-396- 20.78% |
$32.8K - $37.5K
|
1.51K
$197K
|
|
|
Apr 28, 2023
Q1 2023
|
Brickley Wealth Management
|
SELL
|
- |
-398- 3.92% |
$33K - $37.7K
|
9.75K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-400- 3.67% |
$33.2K - $37.9K
|
10.5K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-403- 0.66% |
$33.4K - $38.2K
|
60.2K
$7.87M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-405- 8.22% |
$33.6K - $38.3K
|
4.53K
$591K
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-406- 2.66% |
$33.7K - $38.4K
|
14.8K
$1.94M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-416- 7.05% |
$34.5K - $39.4K
|
5.49K
$717K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-418- 1.9% |
$34.6K - $39.6K
|
21.6K
$2.82M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-421- 5.05% |
$34.9K - $39.9K
|
7.92K
$1.03M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-421- 5.05% |
$34.9K - $39.9K
|
7.92K
$1.03M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-423- 1.17% |
$35.1K - $40K
|
35.6K
$4.66M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-424- 3.02% |
$35.1K - $40.1K
|
13.6K
$1.78M
|
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-430- 0.74% |
$35.6K - $40.7K
|
57.6K
$7.53M
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-440- 2.41% |
$36.5K - $41.7K
|
17.8K
$2.33M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-444- 3.88% |
$36.8K - $42K
|
11K
$1.44M
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-445- 1.81% |
$36.9K - $42.1K
|
24.1K
$3.16M
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-450- 11.98% |
$37.3K - $42.6K
|
3.31K
$432K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-459- 2.08% |
$38K - $43.5K
|
21.7K
$2.83M
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-460- 19.91% |
$38.1K - $43.6K
|
1.85K
$242K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-471- 6.09% |
$39K - $44.6K
|
7.27K
$950K
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-477- 4.34% |
$39.5K - $45.2K
|
10.5K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-491- 3.65% |
$40.7K - $46.5K
|
13K
$1.7M
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-493- 7.59% |
$40.9K - $46.7K
|
6K
$784K
|
|
|
Apr 27, 2023
Q1 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-494- 7.37% |
$40.9K - $46.8K
|
6.21K
$812K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-494- 3.33% |
$40.9K - $46.8K
|
14.3K
$1.87M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-500- 14.1% |
$41.4K - $47.3K
|
3.05K
$398K
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-500- 8.87% |
$41.4K - $47.3K
|
5.13K
$671K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-537- 6.69% |
$44.5K - $50.8K
|
7.49K
$979K
|