Purchases and Sales Made in Q4 2022 in Ishares Russell Mid Cap Growth (IWP)

IWP Quotes by TradingView

This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q4 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
Feb 09, 2023 Q4 2022
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
2.42K
New
$188K - $218K
2.42K $308K
Feb 08, 2023 Q4 2022
Pioneer Trust Bank N A

Salem, OR
BUY
 -
2.4K
New
$186K - $216K
2.4K $305K
Feb 14, 2023 Q4 2022
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
2.32K
+ 4.55%
$180K - $209K
53.3K $6.77M
Jan 27, 2023 Q4 2022
Natixis Advisors, L.P.

Boston, MA
BUY
 -
2.27K
+ 15.63%
$176K - $204K
16.8K $2.13M
Jan 09, 2024 Q4 2022
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
2.21K
+ 11621.05%
$171K - $198K
2.23K $283K
Feb 10, 2023 Q4 2022
Argent Trust CO

Nashville, TN
BUY
 -
2.08K
+ 12.74%
$161K - $187K
18.4K $2.34M
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
1.95K
New
$151K - $175K
1.95K $247K
Jun 13, 2023 Q4 2022
Windsor Advisory Group, LLC

Columbus, OH
BUY
 -
1.91K
New
$148K - $171K
1.91K $242K
Aug 30, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.83K
+ 5.43%
$142K - $165K
35.6K $4.52M
Feb 14, 2023 Q4 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
1.78K
New
$138K - $160K
1.78K $226K
Sep 04, 2024 Q4 2022
Mas Advisors LLC

Miami, FL
BUY
 -
1.68K
+ 50.0%
$130K - $151K
5.03K $639K
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

BUY
 -
1.67K
+ 6.31%
$129K - $150K
28.1K $3.57M
Feb 21, 2023 Q4 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
1.66K
+ 1.27%
$129K - $150K
133K $16.9M
Feb 08, 2023 Q4 2022
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
1.66K
+ 16.99%
$129K - $149K
11.4K $1.45M
Jan 11, 2023 Q4 2022
Arkadios Wealth Advisors

BUY
 -
1.61K
+ 14.5%
$125K - $145K
12.7K $1.61M
Feb 14, 2023 Q4 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
1.57K
+ 1.81%
$121K - $141K
88.1K $11.2M
Feb 14, 2023 Q4 2022
Claro Advisors LLC

Boston, MA
BUY
 -
1.55K
+ 5.42%
$120K - $140K
30.3K $3.84M
Feb 14, 2023 Q4 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
1.38K
+ 20.07%
$107K - $124K
8.28K $1.05M
Jan 27, 2023 Q4 2022
Concord Wealth Partners

BUY
 -
1.36K
New
$105K - $122K
1.36K $173K
Jan 27, 2023 Q4 2022
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
1.36K
+ 3.69%
$105K - $122K
38.1K $4.84M
Jan 19, 2023 Q4 2022
Tsfg, LLC

BUY
 -
1.35K
+ 6.54%
$105K - $122K
22K $2.8M
Jan 31, 2023 Q4 2022
Great Valley Advisor Group, Inc.

BUY
 -
1.3K
+ 3.03%
$101K - $117K
44.2K $5.61M
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
1.21K
+ 28.86%
$93.8K - $109K
5.41K $687K
Feb 14, 2023 Q4 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
1.21K
+ 10.67%
$93.5K - $109K
12.5K $1.59M
Feb 03, 2023 Q4 2022
Grove Bank & Trust

BUY
 -
1.2K
New
$92.9K - $108K
1.2K $152K
Feb 13, 2023 Q4 2022
Fiduciary Trust CO

Boston, MA
BUY
 -
1.18K
+ 12.13%
$91.6K - $106K
10.9K $1.39M
Mar 15, 2023 Q4 2022
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
1.16K
New
$89.6K - $104K
1.16K $147K
Feb 14, 2023 Q4 2022
Patriot Investment Management Inc.

BUY
 -
1.16K
New
$89.5K - $104K
1.16K $147K
Feb 14, 2023 Q4 2022
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
1.08K
New
$83.9K - $97.4K
1.08K $138K
Jan 09, 2023 Q4 2022
Dentgroup LLC

BUY
 -
1.05K
+ 5.7%
$81.3K - $94.4K
19.5K $2.47M
Feb 01, 2023 Q4 2022
Financial Advisory Service, Inc.

BUY
 -
1.05K
+ 10.54%
$81K - $94K
11K $1.39M
Feb 15, 2023 Q4 2022
Retirement Group, LLC

BUY
 -
1.03K
+ 3976.92%
$80K - $92.9K
1.06K $135K
Feb 14, 2023 Q4 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
1.03K
+ 2.07%
$79.8K - $92.7K
50.7K $6.44M
Feb 27, 2023 Q4 2022
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
1.01K
New
$78.1K - $90.7K
1.01K $128K
Feb 07, 2023 Q4 2022
Condor Capital Management

Martinsville, NJ
BUY
 -
1K
+ 2.41%
$77.7K - $90.2K
42.7K $5.42M
Feb 09, 2023 Q4 2022
Dagco, Inc.

BUY
 -
991
+ 26.36%
$76.7K - $89.1K
4.75K $603K
May 16, 2023 Q4 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
961
+ 12.43%
$74.4K - $86.4K
8.7K $1.1M
Feb 03, 2023 Q4 2022
Old National Bancorp

BUY
 -
897
+ 2.82%
$69.4K - $80.6K
32.7K $4.15M
Feb 10, 2023 Q4 2022
Centaurus Financial, Inc.

BUY
 -
886
+ 33.83%
$68.6K - $79.6K
3.51K $445K
Feb 13, 2023 Q4 2022
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
849
+ 13.04%
$65.7K - $76.3K
7.36K $934K
Feb 02, 2023 Q4 2022
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
830
+ 6.57%
$64.2K - $74.6K
13.5K $1.71M
Feb 09, 2023 Q4 2022
Xml Financial, LLC

BUY
 -
820
+ 1.31%
$63.5K - $73.7K
63.4K $8.05M
Feb 06, 2023 Q4 2022
Stegner Investment Associates Inc.

BUY
 -
819
+ 17.75%
$63.4K - $73.6K
5.43K $690K
Feb 13, 2023 Q4 2022
Tag Stone Capital, Inc.

BUY
 -
813
+ 2.39%
$62.9K - $73.1K
34.8K $4.42M
Feb 06, 2023 Q4 2022
Widmann Financial Services, Inc.

BUY
 -
806
+ 2.48%
$62.4K - $72.4K
33.3K $4.23M
Jan 25, 2023 Q4 2022
Fifth Third Bancorp

BUY
 -
778
+ 0.3%
$60.2K - $69.9K
260K $33M
Feb 14, 2023 Q4 2022
1832 Asset Management L.P.

Toronto, A6
BUY
 -
768
New
$59.4K - $69K
768 $97.5K
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
743
+ 5.46%
$57.5K - $66.8K
14.4K $1.82M
Jan 20, 2023 Q4 2022
Clear Harbor Asset Management, LLC

BUY
 -
741
+ 1.91%
$57.4K - $66.6K
39.6K $5.03M

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