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 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.12K- 18.35% |
$214K - $242K
|
9.45K
$1.24M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-2.18K- 3.62% |
$219K - $248K
|
58K
$7.57M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.2K- 3.48% |
$221K - $251K
|
61.1K
$7.99M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.33K- 17.22% |
$234K - $265K
|
11.2K
$1.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.34K- 1.81% |
$235K - $267K
|
127K
$16.6M
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-2.37K- 2.7% |
$239K - $271K
|
85.3K
$11.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.45K- 15.45% |
$246K - $279K
|
13.4K
$1.75M
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-2.48K- 9.44% |
$249K - $283K
|
23.8K
$3.11M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.54K- 25.74% |
$255K - $289K
|
7.32K
$957K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.57K- 13.85% |
$259K - $293K
|
16K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2.61K- 0.96% |
$263K - $298K
|
269K
$35.2M
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-2.93K- 2.78% |
$295K - $334K
|
103K
$13.4M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.95K- 3.23% |
$297K - $336K
|
88.3K
$11.5M
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-3K- 49.12% |
$302K - $342K
|
3.11K
$406K
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-3.01K- 54.4% |
$303K - $344K
|
2.53K
$330K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.08K- 60.39% |
$310K - $352K
|
2.02K
$264K
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-3.09K- 27.47% |
$311K - $353K
|
8.17K
$1.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-3.15K- 9.78% |
$317K - $360K
|
29.1K
$3.8M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-3.25K- 7.84% |
$328K - $371K
|
38.2K
$5M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.33K- 58.12% |
$335K - $380K
|
2.4K
$314K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.46K- 1.5% |
$348K - $394K
|
228K
$29.8M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.55K- 10.53% |
$357K - $405K
|
30.2K
$3.94M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-3.57K- 14.47% |
$359K - $407K
|
21.1K
$2.76M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.63K- 7.19% |
$365K - $414K
|
46.8K
$6.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.67K- 0.56% |
$370K - $419K
|
651K
$85.1M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-4.1K- 6.94% |
$412K - $467K
|
54.9K
$7.18M
|
|
|
Nov 18, 2024
Q1 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-4.34K- 61.39% |
$437K - $496K
|
2.73K
$357K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.46K- 8.52% |
$449K - $509K
|
47.9K
$6.26M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.47K- 15.03% |
$450K - $510K
|
25.3K
$3.31M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.69K- 10.28% |
$472K - $536K
|
40.9K
$5.35M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4.9KClosed |
$493K - $559K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.16K- 39.99% |
$519K - $588K
|
7.74K
$1.01M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5.28K- 4.01% |
$531K - $602K
|
126K
$16.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-5.56K- 28.06% |
$559K - $634K
|
14.2K
$1.86M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-5.6K- 2.1% |
$563K - $639K
|
261K
$34.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-5.65K- 5.05% |
$569K - $645K
|
106K
$13.9M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.68K- 18.03% |
$571K - $648K
|
25.8K
$3.37M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-5.92K- 2.42% |
$596K - $676K
|
238K
$31.2M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-6.28K- 52.38% |
$632K - $716K
|
5.71K
$746K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.29K- 10.77% |
$633K - $717K
|
52.1K
$6.81M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.53K- 4.57% |
$657K - $745K
|
136K
$17.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-6.55K- 19.92% |
$659K - $748K
|
26.3K
$3.44M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-6.82K- 1.57% |
$686K - $778K
|
427K
$55.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-7.16K- 44.84% |
$721K - $817K
|
8.81K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.28K- 22.98% |
$732K - $830K
|
24.4K
$3.19M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-7.52K- 2.91% |
$757K - $858K
|
251K
$32.8M
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-7.55K- 17.21% |
$760K - $861K
|
36.3K
$4.75M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-8.04K- 80.7% |
$809K - $918K
|
1.92K
$251K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.15K- 67.45% |
$820K - $930K
|
3.93K
$514K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.32K- 5.43% |
$838K - $950K
|
145K
$19M
|