Purchases and Sales Made in Q3 2022 in Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
569+ 13.59% |
$44.4K - $53.7K
|
4.76K
$622K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
524+ 6.17% |
$40.9K - $49.5K
|
9.02K
$1.18M
|
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
514+ 8.62% |
$40.1K - $48.5K
|
6.48K
$847K
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
507+ 2.74% |
$39.6K - $47.9K
|
19K
$2.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
496+ 73.81% |
$38.7K - $46.8K
|
1.17K
$153K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
494New |
$38.5K - $46.6K
|
494
$64.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
476+ 1.66% |
$37.1K - $44.9K
|
29.1K
$3.81M
|
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
BUY
|
- |
455+ 6.66% |
$35.5K - $42.9K
|
7.28K
$952K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
454+ 83.15% |
$35.4K - $42.8K
|
1K
$131K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
441+ 1.04% |
$34.4K - $41.6K
|
42.9K
$5.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
409+ 1.69% |
$31.9K - $38.6K
|
24.7K
$3.22M
|
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
406+ 0.4% |
$31.7K - $38.3K
|
101K
$13.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
393+ 30.82% |
$30.7K - $37.1K
|
1.67K
$218K
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
393+ 6.04% |
$30.7K - $37.1K
|
6.9K
$901K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
386+ 0.32% |
$30.1K - $36.4K
|
120K
$15.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
383New |
$29.9K - $36.1K
|
383
$50.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
378+ 9.94% |
$29.5K - $35.7K
|
4.18K
$546K
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
364+ 3.57% |
$28.4K - $34.4K
|
10.6K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
363+ 0.87% |
$28.3K - $34.3K
|
41.9K
$5.47M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
348+ 3.32% |
$27.2K - $32.8K
|
10.8K
$1.42M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
327+ 1.47% |
$25.5K - $30.9K
|
22.6K
$2.95M
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
324New |
$25.3K - $30.6K
|
324
$42.4K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
318+ 3.86% |
$24.8K - $30K
|
8.56K
$1.12M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
318New |
$24.8K - $30K
|
318
$41.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
314+ 8.08% |
$24.5K - $29.6K
|
4.2K
$549K
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
312+ 10.93% |
$24.3K - $29.4K
|
3.17K
$414K
|
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
311+ 2.16% |
$24.3K - $29.4K
|
14.7K
$1.93M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
301+ 3.26% |
$23.5K - $28.4K
|
9.55K
$1.25M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
BUY
|
- |
301+ 3.26% |
$23.5K - $28.4K
|
9.55K
$1.25M
|
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
300+ 8.22% |
$23.4K - $28.3K
|
3.95K
$516K
|
|
|
Oct 24, 2022
Q3 2022
|
Willner & Heller, LLC
|
BUY
|
- |
262+ 2.67% |
$20.4K - $24.7K
|
10.1K
$1.32M
|
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
247+ 1.92% |
$19.3K - $23.3K
|
13.1K
$1.71M
|
|
|
Oct 12, 2022
Q3 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
246+ 2.28% |
$19.2K - $23.2K
|
11K
$1.44M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
242+ 5.05% |
$18.9K - $22.8K
|
5.03K
$658K
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
210+ 1.37% |
$16.4K - $19.8K
|
15.6K
$2.03M
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
203+ 5.31% |
$15.8K - $19.2K
|
4.02K
$526K
|
|
|
Nov 03, 2022
Q3 2022
|
America First Investment Advisors, LLC
|
BUY
|
- |
202New |
$15.8K - $19.1K
|
202
$26.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
202+ 3.43% |
$15.8K - $19.1K
|
6.09K
$797K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
200+ 6.69% |
$15.6K - $18.9K
|
3.19K
$417K
|
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
197+ 6.06% |
$15.4K - $18.6K
|
3.45K
$451K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
182+ 1.88% |
$14.2K - $17.2K
|
9.87K
$1.29M
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
180+ 545.45% |
$14K - $17K
|
213
$27.8K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
177+ 0.33% |
$13.8K - $16.7K
|
54.5K
$7.13M
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
BUY
|
- |
175+ 4.34% |
$13.7K - $16.5K
|
4.21K
$550K
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
171+ 1.85% |
$13.3K - $16.1K
|
9.41K
$1.23M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
171+ 6.36% |
$13.3K - $16.1K
|
2.86K
$374K
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
170+ 1.77% |
$13.3K - $16K
|
9.76K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
153+ 2.0% |
$11.9K - $14.4K
|
7.79K
$1.02M
|
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
150+ 2.98% |
$11.7K - $14.2K
|
5.18K
$678K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
144+ 0.01% |
$11.2K - $13.6K
|
1.4M
$183M
|