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 14, 2024
Q1 2024
|
American Family Insurance Mutual Holding CO
|
SELL
|
- |
-93.3K- 12.36% |
$9.39M - $10.6M
|
661K
$86.5M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-122K- 5.86% |
$12.2M - $13.9M
|
1.95M
$255M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-125K- 92.15% |
$12.6M - $14.3M
|
10.6K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-134K- 5.45% |
$13.5M - $15.3M
|
2.33M
$305M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-156K- 97.73% |
$15.7M - $17.8M
|
3.63K
$474K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-188K- 21.78% |
$18.9M - $21.4M
|
674K
$88.1M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-247K- 56.48% |
$24.9M - $28.2M
|
190K
$24.9M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-313K- 5.56% |
$31.5M - $35.7M
|
5.32M
$695M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-377K- 32.84% |
$38M - $43.1M
|
771K
$101M
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-457K- 77.59% |
$46M - $52.1M
|
132K
$17.3M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-526K- 4.77% |
$53M - $60.1M
|
10.5M
$1.37B
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-724K- 11.0% |
$72.9M - $82.7M
|
5.86M
$766M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-945K- 86.49% |
$95.1M - $108M
|
148K
$19.3M
|