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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-308- 6.67% |
$31K - $35.2K
|
4.31K
$563K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-313- 8.93% |
$31.5K - $35.7K
|
3.19K
$417K
|
|
|
Aug 28, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-313- 6.93% |
$31.5K - $35.7K
|
4.21K
$550K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-319- 1.88% |
$32.1K - $36.4K
|
16.7K
$2.18M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-321- 44.46% |
$32.3K - $36.6K
|
401
$52.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-331- 5.55% |
$33.3K - $37.8K
|
5.64K
$737K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-334- 62.43% |
$33.6K - $38.1K
|
201
$26.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-335- 0.96% |
$33.7K - $38.2K
|
34.6K
$4.52M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-337- 6.89% |
$33.9K - $38.5K
|
4.55K
$595K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-350- 8.7% |
$35.2K - $39.9K
|
3.67K
$480K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-354- 1.66% |
$35.6K - $40.4K
|
20.9K
$2.74M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-354- 16.65% |
$35.6K - $40.4K
|
1.77K
$232K
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-359- 1.62% |
$36.1K - $41K
|
21.9K
$2.86M
|
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-360- 15.88% |
$36.2K - $41.1K
|
1.91K
$249K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-362- 1.5% |
$36.4K - $41.3K
|
23.8K
$3.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-375- 64.99% |
$37.7K - $42.8K
|
202
$26.4K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-380- 9.19% |
$38.3K - $43.4K
|
3.76K
$491K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-387- 2.49% |
$39K - $44.2K
|
15.2K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-388- 0.72% |
$39.1K - $44.3K
|
53.7K
$7.02M
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-388- 3.31% |
$39.1K - $44.3K
|
11.4K
$1.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-391- 12.11% |
$39.4K - $44.6K
|
2.84K
$371K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-408- 11.14% |
$41.1K - $46.6K
|
3.25K
$425K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-440- 0.68% |
$44.3K - $50.2K
|
63.9K
$8.36M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-442- 2.73% |
$44.5K - $50.4K
|
15.7K
$2.06M
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-451- 0.84% |
$45.4K - $51.5K
|
52.9K
$6.92M
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-456- 12.9% |
$45.9K - $52K
|
3.08K
$402K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-468- 14.16% |
$47.1K - $53.4K
|
2.84K
$371K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-474- 3.69% |
$47.7K - $54.1K
|
12.4K
$1.62M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-491- 17.25% |
$49.4K - $56K
|
2.36K
$308K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
SELL
|
- |
-502- 1.45% |
$50.5K - $57.3K
|
34K
$4.45M
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-503- 1.35% |
$50.6K - $57.4K
|
36.8K
$4.81M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-512- 7.04% |
$51.5K - $58.4K
|
6.76K
$884K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-515- 15.73% |
$51.8K - $58.8K
|
2.76K
$361K
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-550- 7.93% |
$55.4K - $62.8K
|
6.39K
$835K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-562- 28.51% |
$56.6K - $64.1K
|
1.41K
$184K
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-565- 4.64% |
$56.9K - $64.5K
|
11.6K
$1.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-566- 7.41% |
$57K - $64.6K
|
7.08K
$925K
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-582- 7.46% |
$58.6K - $66.4K
|
7.22K
$944K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-600- 8.0% |
$60.4K - $68.5K
|
6.9K
$902K
|
|
|
Apr 26, 2024
Q1 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-618- 23.61% |
$62.2K - $70.5K
|
2K
$261K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-634- 23.19% |
$63.8K - $72.4K
|
2.1K
$274K
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-636- 21.48% |
$64K - $72.6K
|
2.33K
$304K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-639- 13.72% |
$64.3K - $72.9K
|
4.02K
$525K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-642- 31.06% |
$64.6K - $73.3K
|
1.43K
$186K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-651- 3.71% |
$65.5K - $74.3K
|
16.9K
$2.21M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-653- 13.9% |
$65.7K - $74.5K
|
4.05K
$529K
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-654- 3.73% |
$65.8K - $74.6K
|
16.9K
$2.2M
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-674- 8.92% |
$67.8K - $76.9K
|
6.89K
$900K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-689- 1.55% |
$69.4K - $78.6K
|
43.8K
$5.72M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-691- 2.74% |
$69.6K - $78.9K
|
24.5K
$3.2M
|