Purchases and Sales Made in Q1 2024 in Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q1 2024. 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 09, 2024
Q1 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-132- 56.65% |
$13.3K - $15.1K
|
101
$13.2K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-139- 1.06% |
$14K - $15.9K
|
13K
$1.7M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-140- 3.76% |
$14.1K - $16K
|
3.58K
$468K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-140- 0.39% |
$14.1K - $16K
|
36K
$4.71M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-150- 7.61% |
$15.1K - $17.1K
|
1.82K
$238K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-151- 2.13% |
$15.2K - $17.2K
|
6.94K
$907K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-158- 6.7% |
$15.9K - $18K
|
2.2K
$288K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
SELL
|
- |
-168- 0.53% |
$16.9K - $19.2K
|
31.6K
$4.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-170- 5.34% |
$17.1K - $19.4K
|
3.02K
$394K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-172- 6.37% |
$17.3K - $19.6K
|
2.53K
$331K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-173- 1.27% |
$17.4K - $19.7K
|
13.4K
$1.76M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-174- 4.71% |
$17.5K - $19.9K
|
3.52K
$461K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-175- 8.54% |
$17.6K - $20K
|
1.87K
$245K
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-183- 8.59% |
$18.4K - $20.9K
|
1.95K
$254K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-184- 6.24% |
$18.5K - $21K
|
2.77K
$362K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-190- 20.93% |
$19.1K - $21.7K
|
718
$93.8K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-191- 0.57% |
$19.2K - $21.8K
|
33.1K
$4.33M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-195- 0.76% |
$19.6K - $22.3K
|
25.6K
$3.35M
|
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-195- 8.21% |
$19.6K - $22.3K
|
2.18K
$285K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-196- 12.08% |
$19.7K - $22.4K
|
1.43K
$187K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-197- 9.74% |
$19.8K - $22.5K
|
1.83K
$239K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-198- 3.01% |
$19.9K - $22.6K
|
6.37K
$833K
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-200- 6.02% |
$20.1K - $22.8K
|
3.12K
$408K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-200- 33.11% |
$20.1K - $22.8K
|
404
$52.8K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-209- 31.71% |
$21K - $23.9K
|
450
$58.8K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-212- 9.58% |
$21.3K - $24.2K
|
2K
$262K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-213- 7.81% |
$21.4K - $24.3K
|
2.51K
$328K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-213- 0.96% |
$21.4K - $24.3K
|
21.9K
$2.86M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-217- 1.98% |
$21.8K - $24.8K
|
10.8K
$1.41M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-222- 1.45% |
$22.3K - $25.3K
|
15.1K
$1.98M
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-226- 8.33% |
$22.7K - $25.8K
|
2.49K
$325K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-228- 3.45% |
$23K - $26K
|
6.38K
$834K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-230- 8.07% |
$23.2K - $26.3K
|
2.62K
$342K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-230- 4.08% |
$23.2K - $26.3K
|
5.4K
$706K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-232- 81.4% |
$23.4K - $26.5K
|
53
$6.93K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-236- 0.12% |
$23.8K - $26.9K
|
196K
$25.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-248- 0.09% |
$25K - $28.3K
|
270K
$35.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-249- 11.64% |
$25.1K - $28.4K
|
1.89K
$247K
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-250- 3.4% |
$25.2K - $28.5K
|
7.11K
$929K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-250- 7.16% |
$25.2K - $28.5K
|
3.24K
$424K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-253- 12.26% |
$25.5K - $28.9K
|
1.81K
$237K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-258- 3.38% |
$26K - $29.4K
|
7.38K
$964K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-271- 7.34% |
$27.3K - $30.9K
|
3.42K
$447K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-271- 0.67% |
$27.3K - $30.9K
|
40.3K
$5.27M
|
|
|
May 14, 2024
Q1 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-279- 10.65% |
$28.1K - $31.8K
|
2.34K
$306K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-287- 6.19% |
$28.9K - $32.8K
|
4.35K
$568K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-293- 6.23% |
$29.5K - $33.4K
|
4.41K
$577K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-300- 2.3% |
$30.2K - $34.2K
|
12.7K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-302- 1.22% |
$30.4K - $34.5K
|
24.4K
$3.19M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-308- 1.49% |
$31K - $35.2K
|
20.4K
$2.67M
|