Purchases and Sales Made in Q2 2022 in Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-231- 4.87% |
$17.4K - $23.7K
|
4.51K
$573K
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-236Closed |
$17.8K - $24.2K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-240Closed |
$18.1K - $24.6K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-242- 3.54% |
$18.2K - $24.8K
|
6.6K
$838K
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-246- 6.15% |
$18.6K - $25.2K
|
3.76K
$477K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-257- 2.92% |
$19.4K - $26.3K
|
8.56K
$1.09M
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-259- 0.94% |
$19.5K - $26.5K
|
27.4K
$3.48M
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-260- 2.64% |
$19.6K - $26.6K
|
9.59K
$1.22M
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-262- 0.78% |
$19.8K - $26.8K
|
33.3K
$4.22M
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-272- 2.94% |
$20.5K - $27.9K
|
8.98K
$1.14M
|
|
Aug 04, 2022
Q2 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-277- 12.31% |
$20.9K - $28.4K
|
1.97K
$250K
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-278- 2.12% |
$21K - $28.5K
|
12.9K
$1.63M
|
|
Jul 27, 2022
Q2 2022
|
Covenant Partners, LLC
|
SELL
|
- |
-285Closed |
$21.5K - $29.2K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-287- 0.4% |
$21.6K - $29.4K
|
70.9K
$9M
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-290- 4.26% |
$21.9K - $29.7K
|
6.52K
$827K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-298- 8.72% |
$22.5K - $30.5K
|
3.12K
$396K
|
|
Jul 21, 2022
Q2 2022
|
Legacy Bridge, LLC
|
SELL
|
- |
-300- 4.96% |
$22.6K - $30.7K
|
5.75K
$730K
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-300Closed |
$22.6K - $30.7K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-301- 1.84% |
$22.7K - $30.8K
|
16K
$2.04M
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-301- 11.66% |
$22.7K - $30.8K
|
2.28K
$290K
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-306- 11.34% |
$23.1K - $31.4K
|
2.39K
$304K
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-317- 1.83% |
$23.9K - $32.5K
|
17.1K
$2.16M
|
|
Jul 25, 2022
Q2 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-327- 0.15% |
$24.7K - $33.5K
|
211K
$26.8M
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-327- 0.15% |
$24.7K - $33.5K
|
211K
$26.8M
|
|
Jul 18, 2022
Q2 2022
|
First United Bank & Trust
|
SELL
|
- |
-330- 4.61% |
$24.9K - $33.8K
|
6.83K
$867K
|
|
Jul 11, 2022
Q2 2022
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-330- 7.97% |
$24.9K - $33.8K
|
3.81K
$484K
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-339- 2.12% |
$25.6K - $34.7K
|
15.7K
$1.99M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-364Closed |
$27.4K - $37.3K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-375- 5.55% |
$28.3K - $38.4K
|
6.38K
$810K
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-384- 5.24% |
$29K - $39.3K
|
6.95K
$882K
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
SELL
|
- |
-384- 8.31% |
$29K - $39.3K
|
4.24K
$538K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-385- 12.42% |
$29K - $39.5K
|
2.72K
$345K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-392Closed |
$29.6K - $40.2K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-400- 13.16% |
$30.2K - $41K
|
2.64K
$335K
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-400- 2.54% |
$30.2K - $41K
|
15.3K
$1.95M
|
|
Aug 01, 2022
Q2 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-402- 3.79% |
$30.3K - $41.2K
|
10.2K
$1.3M
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-404- 0.34% |
$30.5K - $41.4K
|
120K
$15.2M
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-411Closed |
$31K - $42.1K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-438- 4.82% |
$33K - $44.9K
|
8.65K
$1.1M
|
|
Aug 04, 2022
Q2 2022
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-449- 3.67% |
$33.9K - $46K
|
11.8K
$1.49M
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-454- 0.15% |
$34.2K - $46.5K
|
302K
$38.4M
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-470- 1.97% |
$35.4K - $48.2K
|
23.4K
$2.98M
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-478Closed |
$36K - $49K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-489- 20.89% |
$36.9K - $50.1K
|
1.85K
$235K
|
|
Jul 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-497- 3.04% |
$37.5K - $50.9K
|
15.8K
$2.01M
|
|
Aug 10, 2022
Q2 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-518- 1.54% |
$39.1K - $53.1K
|
33.1K
$4.2M
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-532- 4.96% |
$40.1K - $54.5K
|
10.2K
$1.29M
|
|
Aug 12, 2022
Q2 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-539- 4.87% |
$40.6K - $55.2K
|
10.5K
$1.34M
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-540- 5.41% |
$40.7K - $55.3K
|
9.44K
$1.2M
|
|
Jul 27, 2022
Q2 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-553- 7.5% |
$41.7K - $56.7K
|
6.82K
$866K
|