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 |
|---|---|---|---|---|---|---|---|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-8.94K- 22.6% |
$900K - $1.02M
|
30.6K
$4M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-9.2K- 2.84% |
$926K - $1.05M
|
314K
$41M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-9.25K- 2.57% |
$931K - $1.06M
|
351K
$45.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.31K- 34.28% |
$937K - $1.06M
|
17.8K
$2.33M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.38K- 7.06% |
$944K - $1.07M
|
124K
$16.1M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.58K- 16.8% |
$964K - $1.09M
|
47.5K
$6.2M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-10.8K- 35.53% |
$1.09M - $1.23M
|
19.6K
$2.56M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-11.1K- 65.68% |
$1.12M - $1.27M
|
5.8K
$758K
|
|
|
May 07, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-11.4K- 3.81% |
$1.15M - $1.3M
|
288K
$37.6M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-11.4K- 3.81% |
$1.15M - $1.3M
|
288K
$37.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.9K- 16.53% |
$1.2M - $1.36M
|
60.2K
$7.87M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.2K- 15.24% |
$1.33M - $1.51M
|
73.7K
$9.63M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-14.9K- 1.62% |
$1.5M - $1.7M
|
906K
$118M
|
|
|
Apr 16, 2024
Q1 2024
|
Strategic Equity Management
|
SELL
|
- |
-15.1K- 31.43% |
$1.52M - $1.73M
|
33K
$4.31M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-16.2K- 7.7% |
$1.63M - $1.84M
|
194K
$25.3M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-16.6K- 48.51% |
$1.68M - $1.9M
|
17.7K
$2.31M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-16.7K- 58.2% |
$1.68M - $1.91M
|
12K
$1.57M
|
|
|
May 03, 2024
Q1 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-16.9K- 88.38% |
$1.7M - $1.93M
|
2.23K
$291K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-17.4K- 20.38% |
$1.75M - $1.99M
|
68.1K
$8.9M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-17.5K- 9.35% |
$1.76M - $2M
|
170K
$22.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-17.8K- 8.78% |
$1.79M - $2.03M
|
185K
$24.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.9K- 5.68% |
$2.01M - $2.27M
|
331K
$43.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-20.8K- 12.72% |
$2.09M - $2.37M
|
143K
$18.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-21.6K- 76.58% |
$2.18M - $2.47M
|
6.61K
$864K
|
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-23.4K- 20.32% |
$2.35M - $2.67M
|
91.6K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-23.8K- 32.89% |
$2.39M - $2.71M
|
48.5K
$6.33M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-24.1K- 1.09% |
$2.42M - $2.75M
|
2.19M
$286M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-26K- 12.15% |
$2.61M - $2.96M
|
188K
$24.6M
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-26.5K- 5.69% |
$2.67M - $3.02M
|
439K
$57.4M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-28.5K- 63.45% |
$2.87M - $3.25M
|
16.4K
$2.15M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-29.6K- 13.5% |
$2.98M - $3.38M
|
190K
$24.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-31.4K- 89.83% |
$3.16M - $3.58M
|
3.55K
$464K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-31.8K- 11.46% |
$3.2M - $3.63M
|
246K
$32.1M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-32.2K- 17.68% |
$3.24M - $3.68M
|
150K
$19.6M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-34.2K- 88.29% |
$3.45M - $3.91M
|
4.54K
$594K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-35.6K- 28.52% |
$3.59M - $4.07M
|
89.3K
$11.7M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-43.3K- 99.99% |
$4.36M - $4.95M
|
4
$523
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-47.2K- 15.35% |
$4.75M - $5.38M
|
260K
$34M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-48.7K- 24.27% |
$4.9M - $5.56M
|
152K
$19.9M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-49.5K- 5.43% |
$4.98M - $5.65M
|
862K
$113M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-50.4K- 2.14% |
$5.07M - $5.75M
|
2.3M
$300M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-51.1K- 6.79% |
$5.14M - $5.83M
|
701K
$91.7M
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-52.3K- 94.77% |
$5.26M - $5.96M
|
2.89K
$377K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-53.5K- 6.36% |
$5.38M - $6.1M
|
787K
$103M
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-58.2K- 58.0% |
$5.86M - $6.64M
|
42.1K
$5.51M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-61.8K- 8.4% |
$6.22M - $7.05M
|
674K
$88.1M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-70.6K- 62.64% |
$7.11M - $8.06M
|
42.1K
$5.51M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-71.7K- 7.69% |
$7.22M - $8.19M
|
861K
$113M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-76.8K- 15.03% |
$7.73M - $8.76M
|
434K
$56.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-82.9K- 35.22% |
$8.35M - $9.46M
|
152K
$19.9M
|