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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
14+ 0.49% |
$1.08K - $1.26K
|
2.85K
$361K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
13New |
$1.01K - $1.17K
|
13
$1.65K
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
11+ 0.27% |
$851 - $989
|
4.15K
$527K
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
8New |
$619 - $719
|
8
$1.02K
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
7+ 0.52% |
$542 - $629
|
1.35K
$172K
|
|
|
Feb 03, 2023
Q4 2022
|
Performa LTD (Us), LLC
|
BUY
|
- |
7+ 0.49% |
$542 - $629
|
1.44K
$183K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6+ 7.69% |
$464 - $539
|
84
$10.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
6+ 0.17% |
$464 - $539
|
3.62K
$460K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6+ 0.19% |
$464 - $539
|
3.15K
$399K
|
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
BUY
|
- |
6+ 0.16% |
$464 - $539
|
3.72K
$472K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
5+ 0.07% |
$387 - $449
|
7.65K
$971K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5New |
$387 - $449
|
5
$635
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4+ 0.02% |
$310 - $360
|
21.4K
$2.72M
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
3+ 0.45% |
$232 - $270
|
673
$85.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.36% |
$232 - $270
|
832
$106K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3+ 0.08% |
$232 - $270
|
3.81K
$483K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.21% |
$232 - $270
|
1.4K
$178K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3+ 0.09% |
$232 - $270
|
3.16K
$402K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.49% |
$232 - $270
|
620
$78.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
3+ 0.01% |
$232 - $270
|
23.8K
$3.02M
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.04% |
$232 - $270
|
8.22K
$1.04M
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.24% |
$155 - $180
|
829
$105K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.35% |
$155 - $180
|
570
$72.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 0.42% |
$155 - $180
|
480
$60.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
2New |
$155 - $180
|
2
$254
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
2+ 0.06% |
$155 - $180
|
3.37K
$428K
|
|
|
Feb 28, 2023
Q4 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$77.4 - $89.9
|
11K
$1.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1+ 0.24% |
$77.4 - $89.9
|
420
$53.3K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.45% |
$77.4 - $89.9
|
223
$28.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.84% |
$77.4 - $89.9
|
120
$15.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
SELL
|
- |
-1- 0.02% |
$77.4 - $89.9
|
5.19K
$659K
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-2- 0.02% |
$155 - $180
|
10.1K
$1.28M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-5- 0.05% |
$387 - $449
|
10.2K
$1.29M
|
|
|
Feb 09, 2024
Q4 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-8- 0.23% |
$619 - $719
|
3.45K
$437K
|
|
|
Jan 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-12- 0.11% |
$929 - $1.08K
|
11K
$1.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-12- 11.11% |
$929 - $1.08K
|
96
$12.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-12- 40.0% |
$929 - $1.08K
|
18
$2.29K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-14- 6.57% |
$1.08K - $1.26K
|
199
$25.3K
|
|
|
Feb 22, 2023
Q4 2022
|
Ims Capital Management
|
SELL
|
- |
-15- 0.05% |
$1.16K - $1.35K
|
28.6K
$3.63M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-20- 8.33% |
$1.55K - $1.8K
|
220
$27.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-22- 0.42% |
$1.7K - $1.98K
|
5.24K
$665K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-22- 0.85% |
$1.7K - $1.98K
|
2.58K
$327K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-25- 0.41% |
$1.94K - $2.25K
|
6.07K
$770K
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
SELL
|
- |
-36- 0.23% |
$2.79K - $3.24K
|
15.8K
$2M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-40- 0.51% |
$3.1K - $3.6K
|
7.82K
$992K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-40- 0.54% |
$3.1K - $3.6K
|
7.39K
$938K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-43- 0.69% |
$3.33K - $3.86K
|
6.19K
$786K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-46- 0.59% |
$3.56K - $4.13K
|
7.78K
$987K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-48- 2.01% |
$3.72K - $4.31K
|
2.34K
$298K
|