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 |
---|---|---|---|---|---|---|---|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-49- 0.88% |
$3.79K - $4.4K
|
5.51K
$699K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-50- 0.64% |
$3.87K - $4.49K
|
7.74K
$982K
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-50- 14.2% |
$3.87K - $4.49K
|
302
$38.3K
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-51- 0.67% |
$3.95K - $4.58K
|
7.51K
$954K
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-53- 0.19% |
$4.1K - $4.76K
|
27.8K
$3.53M
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-55- 0.09% |
$4.26K - $4.94K
|
64.2K
$8.15M
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-55- 41.98% |
$4.26K - $4.94K
|
76
$9.65K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-57- 0.02% |
$4.41K - $5.12K
|
230K
$29.3M
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-58- 0.67% |
$4.49K - $5.21K
|
8.54K
$1.08M
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-58- 1.51% |
$4.49K - $5.21K
|
3.79K
$481K
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-62- 0.77% |
$4.8K - $5.57K
|
7.95K
$1.01M
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-64- 12.31% |
$4.95K - $5.75K
|
456
$57.9K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-66- 20.75% |
$5.11K - $5.93K
|
252
$32K
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-68- 2.44% |
$5.26K - $6.11K
|
2.72K
$346K
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-70- 18.87% |
$5.42K - $6.29K
|
301
$38.2K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-73- 1.87% |
$5.65K - $6.56K
|
3.83K
$486K
|
|
Feb 10, 2023
Q4 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-74- 1.34% |
$5.73K - $6.65K
|
5.44K
$690K
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-75- 1.77% |
$5.81K - $6.74K
|
4.16K
$528K
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-78- 2.66% |
$6.04K - $7.01K
|
2.86K
$363K
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-85- 0.5% |
$6.58K - $7.64K
|
16.9K
$2.14M
|
|
Aug 27, 2024
Q4 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-88- 2.14% |
$6.81K - $7.91K
|
4.02K
$510K
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-88- 3.42% |
$6.81K - $7.91K
|
2.49K
$316K
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-89- 12.26% |
$6.89K - $8K
|
637
$80.9K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-93- 0.86% |
$7.2K - $8.36K
|
10.7K
$1.36M
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-93- 0.79% |
$7.2K - $8.36K
|
11.7K
$1.49M
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-99- 3.66% |
$7.66K - $8.9K
|
2.61K
$331K
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-100- 1.47% |
$7.74K - $8.99K
|
6.72K
$854K
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-101- 2.61% |
$7.82K - $9.08K
|
3.76K
$478K
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-102- 1.52% |
$7.89K - $9.17K
|
6.59K
$837K
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-103- 1.41% |
$7.97K - $9.26K
|
7.2K
$914K
|
|
Feb 02, 2023
Q4 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-105- 2.61% |
$8.13K - $9.44K
|
3.92K
$497K
|
|
Jan 25, 2023
Q4 2022
|
Brickley Wealth Management
|
SELL
|
- |
-106- 1.03% |
$8.2K - $9.53K
|
10.1K
$1.29M
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-107- 2.07% |
$8.28K - $9.62K
|
5.07K
$644K
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-110- 0.95% |
$8.51K - $9.89K
|
11.5K
$1.45M
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-114- 2.65% |
$8.82K - $10.2K
|
4.19K
$532K
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-116- 1.22% |
$8.98K - $10.4K
|
9.37K
$1.19M
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-119- 1.52% |
$9.21K - $10.7K
|
7.7K
$977K
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-125- 2.09% |
$9.68K - $11.2K
|
5.87K
$745K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-129- 1.83% |
$9.98K - $11.6K
|
6.94K
$881K
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-129- 2.67% |
$9.98K - $11.6K
|
4.71K
$598K
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-135- 55.1% |
$10.4K - $12.1K
|
110
$14K
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-140- 3.54% |
$10.8K - $12.6K
|
3.81K
$484K
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-141- 2.27% |
$10.9K - $12.7K
|
6.06K
$770K
|
|
Jan 11, 2023
Q4 2022
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-146- 0.03% |
$11.3K - $13.1K
|
484K
$61.4M
|
|
Feb 14, 2023
Q4 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-150- 2.89% |
$11.6K - $13.5K
|
5.03K
$639K
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-150- 3.97% |
$11.6K - $13.5K
|
3.63K
$460K
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-155- 2.86% |
$12K - $13.9K
|
5.26K
$668K
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-166- 4.51% |
$12.8K - $14.9K
|
3.51K
$446K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-168- 10.74% |
$13K - $15.1K
|
1.4K
$177K
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-170Closed |
$13.2K - $15.3K
|
0
$0
|