Purchases and Sales Made in Q4 2022 in Ishares Russell Mid Cap Growth (IWP)
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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
736New |
$57K - $66.2K
|
736
$93.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
731+ 2.02% |
$56.6K - $65.7K
|
37K
$4.69M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
704+ 24.61% |
$54.5K - $63.3K
|
3.57K
$453K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
660+ 21.99% |
$51.1K - $59.3K
|
3.66K
$465K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
659New |
$51K - $59.2K
|
659
$83.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
630+ 18.86% |
$48.8K - $56.6K
|
3.97K
$504K
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
601+ 17.44% |
$46.5K - $54K
|
4.05K
$514K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
576+ 6.37% |
$44.6K - $51.8K
|
9.61K
$1.22M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
572+ 0.29% |
$44.3K - $51.4K
|
196K
$24.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
565+ 13.72% |
$43.7K - $50.8K
|
4.68K
$595K
|
|
|
Feb 09, 2023
Q4 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
560+ 3.25% |
$43.3K - $50.3K
|
17.8K
$2.26M
|
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
530+ 8.73% |
$41K - $47.6K
|
6.6K
$838K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
527+ 6.32% |
$40.8K - $47.4K
|
8.87K
$1.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
526+ 92.44% |
$40.7K - $47.3K
|
1.1K
$139K
|
|
|
Jan 08, 2025
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
520+ 42.11% |
$40.2K - $46.7K
|
1.76K
$223K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
520+ 74.93% |
$40.2K - $46.7K
|
1.21K
$154K
|
|
|
Feb 10, 2023
Q4 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
504+ 1.2% |
$39K - $45.3K
|
42.4K
$5.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
463+ 13.12% |
$35.8K - $41.6K
|
3.99K
$507K
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
460New |
$35.6K - $41.3K
|
460
$58.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
459New |
$35.5K - $41.3K
|
459
$58.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
452+ 3.95% |
$35K - $40.6K
|
11.9K
$1.51M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
425+ 3.0% |
$32.9K - $38.2K
|
14.6K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
400+ 2.57% |
$31K - $36K
|
16K
$2.03M
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
400+ 2.43% |
$31K - $36K
|
16.9K
$2.14M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
400+ 44.1% |
$31K - $36K
|
1.31K
$166K
|
|
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
378+ 1.56% |
$29.3K - $34K
|
24.6K
$3.12M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
349+ 8.49% |
$27K - $31.4K
|
4.46K
$566K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
348New |
$26.9K - $31.3K
|
348
$44.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
330New |
$25.5K - $29.7K
|
330
$41.9K
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
328+ 1.02% |
$25.4K - $29.5K
|
32.4K
$4.12M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
326New |
$25.2K - $29.3K
|
326
$41.4K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
316+ 0.49% |
$24.5K - $28.4K
|
64.2K
$8.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
292+ 1.22% |
$22.6K - $26.2K
|
24.2K
$3.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
284New |
$22K - $25.5K
|
284
$36.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
284New |
$22K - $25.5K
|
284
$36.1K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
264New |
$20.4K - $23.7K
|
264
$33.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
250+ 7.59% |
$19.4K - $22.5K
|
3.55K
$450K
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
237+ 7.48% |
$18.3K - $21.3K
|
3.4K
$432K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
226New |
$17.5K - $20.3K
|
226
$28.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
225New |
$17.4K - $20.2K
|
225
$28.6K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
220+ 108.91% |
$17K - $19.8K
|
422
$53.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
209+ 1.02% |
$16.2K - $18.8K
|
20.7K
$2.63M
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
200+ 33.33% |
$15.5K - $18K
|
800
$102K
|
|
|
Jan 12, 2023
Q4 2022
|
Corundum Group, Inc.
|
BUY
|
- |
200+ 0.35% |
$15.5K - $18K
|
58.1K
$7.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
185+ 4.4% |
$14.3K - $16.6K
|
4.39K
$557K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
184New |
$14.2K - $16.5K
|
184
$23.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
180New |
$13.9K - $16.2K
|
180
$22.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
173+ 3.64% |
$13.4K - $15.5K
|
4.93K
$626K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
169+ 2.65% |
$13.1K - $15.2K
|
6.55K
$832K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
162+ 22.28% |
$12.5K - $14.6K
|
889
$113K
|