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 03, 2022
Q3 2022
|
Private Capital Management LLC
|
SELL
|
- |
-96- 2.27% |
$7.49K - $9.06K
|
4.13K
$540K
|
|
|
Oct 31, 2022
Q3 2022
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-97- 1.37% |
$7.57K - $9.15K
|
6.99K
$914K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-101- 10.02% |
$7.88K - $9.53K
|
907
$119K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-101- 81.45% |
$7.88K - $9.53K
|
23
$3.01K
|
|
|
Nov 14, 2022
Q3 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-102- 1.55% |
$7.96K - $9.63K
|
6.46K
$844K
|
|
|
Nov 10, 2022
Q3 2022
|
Fullen Financial Group
|
SELL
|
- |
-104- 1.47% |
$8.11K - $9.82K
|
6.98K
$912K
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-126- 1.99% |
$9.83K - $11.9K
|
6.2K
$810K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-127- 10.99% |
$9.91K - $12K
|
1.03K
$135K
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-130- 0.32% |
$10.1K - $12.3K
|
40.1K
$5.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-135- 3.84% |
$10.5K - $12.7K
|
3.38K
$442K
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-136- 1.26% |
$10.6K - $12.8K
|
10.6K
$1.39M
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
SELL
|
- |
-143- 0.49% |
$11.2K - $13.5K
|
29.2K
$3.82M
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-150- 5.39% |
$11.7K - $14.2K
|
2.64K
$344K
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-152- 0.68% |
$11.9K - $14.3K
|
22.3K
$2.91M
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-171- 2.62% |
$13.3K - $16.1K
|
6.34K
$829K
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-174- 1.72% |
$13.6K - $16.4K
|
9.95K
$1.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
SELL
|
- |
-180- 1.73% |
$14K - $17K
|
10.2K
$1.34M
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-186- 1.87% |
$14.5K - $17.6K
|
9.78K
$1.28M
|
|
|
Nov 08, 2022
Q3 2022
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-188- 1.07% |
$14.7K - $17.7K
|
17.4K
$2.28M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-191- 1.59% |
$14.9K - $18K
|
11.8K
$1.55M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-191- 1.59% |
$14.9K - $18K
|
11.8K
$1.55M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-192- 2.58% |
$15K - $18.1K
|
7.24K
$946K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-195- 11.09% |
$15.2K - $18.4K
|
1.56K
$204K
|
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-200- 11.22% |
$15.6K - $18.9K
|
1.58K
$207K
|
|
|
Nov 02, 2022
Q3 2022
|
Legacy Bridge, LLC
|
SELL
|
- |
-200- 3.48% |
$15.6K - $18.9K
|
5.55K
$726K
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-205- 1.47% |
$16K - $19.3K
|
13.7K
$1.79M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-211- 0.15% |
$16.5K - $19.9K
|
140K
$18.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
SELL
|
- |
-224- 0.63% |
$17.5K - $21.1K
|
35.3K
$4.61M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-224- 1.19% |
$17.5K - $21.1K
|
18.6K
$2.43M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-227- 1.33% |
$17.7K - $21.4K
|
16.8K
$2.2M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-227- 50.56% |
$17.7K - $21.4K
|
222
$29K
|
|
|
Nov 17, 2022
Q3 2022
|
Ims Capital Management
|
SELL
|
- |
-249- 0.86% |
$19.4K - $23.5K
|
28.6K
$3.74M
|
|
|
Nov 01, 2022
Q3 2022
|
Dagco, Inc.
|
SELL
|
- |
-261- 6.49% |
$20.4K - $24.6K
|
3.76K
$491K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-267- 1.93% |
$20.8K - $25.2K
|
13.6K
$1.77M
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
SELL
|
- |
-270- 0.71% |
$21.1K - $25.5K
|
37.5K
$4.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-275- 0.92% |
$21.5K - $26K
|
29.6K
$3.87M
|
|
|
Oct 20, 2022
Q3 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-277- 3.42% |
$21.6K - $26.1K
|
7.82K
$1.02M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-280- 2.12% |
$21.8K - $26.4K
|
13K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-286- 15.44% |
$22.3K - $27K
|
1.57K
$205K
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-286- 4.94% |
$22.3K - $27K
|
5.5K
$719K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-289- 0.51% |
$22.5K - $27.3K
|
56.8K
$7.43M
|
|
|
Mar 24, 2023
Q3 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-297- 1.12% |
$23.2K - $28K
|
26.2K
$3.42M
|
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-300- 7.23% |
$23.4K - $28.3K
|
3.85K
$503K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-309- 4.41% |
$24.1K - $29.2K
|
6.7K
$875K
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-332- 8.71% |
$25.9K - $31.3K
|
3.48K
$455K
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
SELL
|
- |
-333- 4.23% |
$26K - $31.4K
|
7.53K
$984K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-339- 2.87% |
$26.4K - $32K
|
11.5K
$1.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-340- 1.88% |
$26.5K - $32.1K
|
17.7K
$2.32M
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
SELL
|
- |
-342- 5.72% |
$26.7K - $32.3K
|
5.64K
$737K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-345- 1.8% |
$26.9K - $32.6K
|
18.8K
$2.46M
|