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 |
|---|---|---|---|---|---|---|---|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1+ 0.23% |
$78 - $94.4
|
444
$58K
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$78 - $94.4
|
1
$131
|
|
|
Oct 13, 2022
Q3 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$78 - $94.4
|
11K
$1.44M
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.18% |
$78 - $94.4
|
568
$74.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.21% |
$78 - $94.4
|
478
$62.5K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1- 0.04% |
$78 - $94.4
|
2.64K
$345K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-1- 0.02% |
$78 - $94.4
|
5.42K
$708K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 1.27% |
$78 - $94.4
|
78
$10.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-2Closed |
$156 - $189
|
0
$0
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2- 0.83% |
$156 - $189
|
240
$31.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-5- 0.05% |
$390 - $472
|
9.09K
$1.19M
|
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
SELL
|
- |
-6- 0.89% |
$468 - $566
|
670
$87.6K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-7- 5.07% |
$546 - $661
|
131
$17.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-7- 0.1% |
$546 - $661
|
7.3K
$955K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-11- 0.13% |
$858 - $1.04K
|
8.41K
$1.1M
|
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
SELL
|
- |
-13- 2.06% |
$1.01K - $1.23K
|
617
$80.6K
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-13- 0.11% |
$1.01K - $1.23K
|
11.6K
$1.51M
|
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-17- 0.27% |
$1.33K - $1.6K
|
6.36K
$831K
|
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-19- 0.37% |
$1.48K - $1.79K
|
5.07K
$663K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-20- 1.26% |
$1.56K - $1.89K
|
1.57K
$205K
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-27- 1.02% |
$2.11K - $2.55K
|
2.61K
$341K
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-28- 3.02% |
$2.18K - $2.64K
|
900
$118K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-30- 0.42% |
$2.34K - $2.83K
|
7.1K
$929K
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-34- 14.23% |
$2.65K - $3.21K
|
205
$26.8K
|
|
|
Oct 14, 2022
Q3 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-35- 0.72% |
$2.73K - $3.3K
|
4.84K
$632K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-35- 0.93% |
$2.73K - $3.3K
|
3.72K
$487K
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-38- 0.49% |
$2.96K - $3.59K
|
7.64K
$999K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-40- 0.77% |
$3.12K - $3.78K
|
5.18K
$677K
|
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-40- 1.09% |
$3.12K - $3.78K
|
3.62K
$473K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-40- 0.81% |
$3.12K - $3.78K
|
4.88K
$638K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-42- 1.44% |
$3.28K - $3.96K
|
2.87K
$375K
|
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
SELL
|
- |
-43- 1.26% |
$3.35K - $4.06K
|
3.37K
$440K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-43- 0.47% |
$3.35K - $4.06K
|
9.04K
$1.18M
|
|
|
Oct 11, 2022
Q3 2022
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-45- 0.01% |
$3.51K - $4.25K
|
484K
$63.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-46- 1.06% |
$3.59K - $4.34K
|
4.31K
$563K
|
|
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
SELL
|
- |
-48- 1.07% |
$3.74K - $4.53K
|
4.46K
$583K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-53- 5.5% |
$4.14K - $5K
|
911
$119K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-56- 4.62% |
$4.37K - $5.29K
|
1.16K
$151K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-59- 13.72% |
$4.6K - $5.57K
|
371
$48.5K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-60- 4.59% |
$4.68K - $5.66K
|
1.25K
$163K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-64- 1.53% |
$4.99K - $6.04K
|
4.11K
$537K
|
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-64- 2.49% |
$4.99K - $6.04K
|
2.51K
$328K
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-65- 1.65% |
$5.07K - $6.13K
|
3.87K
$506K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-67- 7.39% |
$5.23K - $6.32K
|
840
$110K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-69- 1.92% |
$5.38K - $6.51K
|
3.53K
$461K
|
|
|
Nov 14, 2022
Q3 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-70- 0.29% |
$5.46K - $6.61K
|
24.2K
$3.16M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-77- 1.6% |
$6.01K - $7.27K
|
4.74K
$619K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-81- 11.84% |
$6.32K - $7.64K
|
603
$78.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-93- 2.3% |
$7.26K - $8.78K
|
3.96K
$517K
|
|
|
Oct 03, 2022
Q3 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-95- 0.29% |
$7.41K - $8.97K
|
32.1K
$4.2M
|