Purchases and Sales Made in Q3 2021 in Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.31MNew |
$1.02B - $1.11B
|
9.31M
$1.21B
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.57MNew |
$281M - $307M
|
2.57M
$334M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
975KNew |
$107M - $117M
|
975K
$127M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
933KNew |
$102M - $111M
|
933K
$121M
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
717K+ 77906.41% |
$78.4M - $85.6M
|
718K
$93.2M
|
|
Nov 15, 2021
Q3 2021
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
482KNew |
$52.7M - $57.5M
|
482K
$62.6M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
257K+ 19.89% |
$28.1M - $30.7M
|
1.55M
$201M
|
|
Nov 29, 2021
Q3 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
187KNew |
$20.5M - $22.3M
|
187K
$24.3M
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
142K+ 115526.02% |
$15.5M - $17M
|
142K
$18.5M
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
97.9K+ 932.55% |
$10.7M - $11.7M
|
108K
$14.1M
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
91.6K+ 131.79% |
$10M - $10.9M
|
161K
$20.9M
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
83.4K+ 27795.0% |
$9.12M - $9.96M
|
83.7K
$10.9M
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
78.4KNew |
$8.58M - $9.37M
|
78.4K
$10.2M
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
76.1KNew |
$8.33M - $9.09M
|
76.1K
$9.89M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
66.8K+ 35.8% |
$7.31M - $7.99M
|
254K
$32.9M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
63K+ 27.54% |
$6.89M - $7.53M
|
292K
$37.9M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
50.5K+ 3.22% |
$5.52M - $6.03M
|
1.62M
$210M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
50KNew |
$5.47M - $5.97M
|
50K
$6.5M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
48.6KNew |
$5.31M - $5.8M
|
48.6K
$6.31M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
47.3K+ 3.44% |
$5.17M - $5.65M
|
1.42M
$185M
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
44.5K+ 156.12% |
$4.87M - $5.32M
|
73K
$9.48M
|
|
Nov 08, 2021
Q3 2021
|
Congress Asset Management CO
|
BUY
|
- |
39.8K+ 44.52% |
$4.35M - $4.75M
|
129K
$16.8M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
38.2K+ 1.58% |
$4.17M - $4.56M
|
2.45M
$318M
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
34.7K+ 156.17% |
$3.8M - $4.15M
|
56.9K
$7.4M
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
34.7KNew |
$3.79M - $4.14M
|
34.7K
$4.5M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
33.9K+ 21.49% |
$3.71M - $4.05M
|
192K
$24.9M
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
33.7K+ 6.01% |
$3.68M - $4.02M
|
594K
$77.2M
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
BUY
|
- |
32.2K+ 241.68% |
$3.52M - $3.85M
|
45.5K
$5.91M
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30.7K+ 89.68% |
$3.36M - $3.67M
|
64.9K
$8.43M
|
|
Dec 08, 2021
Q3 2021
|
Jb Capital LLC
|
BUY
|
- |
30.4KNew |
$3.33M - $3.63M
|
30.4K
$3.95M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
29.9KNew |
$3.27M - $3.57M
|
29.9K
$3.88M
|
|
Oct 14, 2021
Q3 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
27KNew |
$2.96M - $3.23M
|
27K
$3.51M
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
26.3K+ 1.68% |
$2.88M - $3.14M
|
1.59M
$207M
|
|
Nov 03, 2021
Q3 2021
|
Estate Counselors, LLC
|
BUY
|
- |
25.4KNew |
$2.78M - $3.04M
|
25.4K
$3.3M
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
24.5K+ 13.0% |
$2.68M - $2.93M
|
213K
$27.7M
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
24.1K+ 3.67% |
$2.63M - $2.88M
|
680K
$88.3M
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.7K+ 14.11% |
$2.37M - $2.59M
|
175K
$22.8M
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
19.5K+ 9.74% |
$2.14M - $2.33M
|
220K
$28.6M
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.3K+ 490.65% |
$2.11M - $2.31M
|
23.2K
$3.02M
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
18.8K+ 72.45% |
$2.06M - $2.24M
|
44.7K
$5.81M
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17.8K+ 82.87% |
$1.95M - $2.13M
|
39.3K
$5.11M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.4K+ 3.12% |
$1.9M - $2.08M
|
574K
$74.6M
|
|
Nov 12, 2021
Q3 2021
|
Castle Ark Alternatives, LLC
Chicago, IL |
BUY
|
- |
16KNew |
$1.75M - $1.91M
|
16K
$2.08M
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
15.9K+ 526.76% |
$1.74M - $1.9M
|
19K
$2.46M
|
|
Nov 08, 2021
Q3 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
15.2KNew |
$1.66M - $1.81M
|
15.2K
$1.97M
|
|
Nov 03, 2021
Q3 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
14.5KNew |
$1.59M - $1.74M
|
14.5K
$1.89M
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
14.2K+ 174.68% |
$1.55M - $1.7M
|
22.3K
$2.9M
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.2K+ 0.44% |
$1.45M - $1.58M
|
3M
$389M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.1K+ 11.24% |
$1.44M - $1.57M
|
130K
$16.9M
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13KNew |
$1.43M - $1.56M
|
13K
$1.69M
|