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 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
12.8K+ 18.39% |
$1.29M - $1.46M
|
82.3K
$10.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
12.4K+ 47.33% |
$1.25M - $1.42M
|
38.6K
$5.05M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
12.4KNew |
$1.25M - $1.41M
|
12.4K
$1.62M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.1K+ 120.23% |
$1.22M - $1.38M
|
22.1K
$2.89M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12K+ 90.16% |
$1.21M - $1.37M
|
25.4K
$3.31M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
11.8K+ 29.64% |
$1.19M - $1.35M
|
51.8K
$6.77M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
11.4K+ 333.53% |
$1.15M - $1.3M
|
14.8K
$1.94M
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
11.3K+ 3.97% |
$1.14M - $1.29M
|
296K
$38.7M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
11.3KNew |
$1.13M - $1.29M
|
11.3K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
11.2K+ 42.58% |
$1.13M - $1.28M
|
37.6K
$4.92M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.8K+ 7.15% |
$1.08M - $1.23M
|
161K
$21.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
10.7K+ 65.26% |
$1.08M - $1.23M
|
27.2K
$3.55M
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
10.5K+ 7.13% |
$1.06M - $1.2M
|
158K
$20.7M
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
10.3K+ 49.18% |
$1.04M - $1.18M
|
31.3K
$4.08M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.72K+ 286.0% |
$979K - $1.11M
|
13.1K
$1.72M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.55K+ 791.96% |
$961K - $1.09M
|
10.8K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
9.37K+ 219.44% |
$943K - $1.07M
|
13.6K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.27K+ 5.29% |
$933K - $1.06M
|
184K
$24.1M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9K+ 13.87% |
$906K - $1.03M
|
73.9K
$9.65M
|
|
|
May 14, 2024
Q1 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
8.92KNew |
$898K - $1.02M
|
8.92K
$1.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
8.6K+ 13.69% |
$866K - $982K
|
71.4K
$9.33M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
8.19KNew |
$825K - $935K
|
8.19K
$1.07M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
7.9K+ 36.55% |
$795K - $901K
|
29.5K
$3.86M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
7.15K+ 265.91% |
$720K - $816K
|
9.84K
$1.29M
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
6.92K+ 42.36% |
$696K - $789K
|
23.2K
$3.04M
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
6.86KNew |
$690K - $783K
|
6.86K
$896K
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
BUY
|
- |
6.28K+ 59.39% |
$632K - $717K
|
16.9K
$2.2M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.23K+ 9.7% |
$627K - $711K
|
70.5K
$9.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
6.17KNew |
$621K - $704K
|
6.17K
$806K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
6.12KNew |
$616K - $698K
|
6.12K
$800K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.08K+ 4.66% |
$612K - $694K
|
136K
$17.8M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.03K+ 0.39% |
$607K - $689K
|
1.53M
$201M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.03K+ 5.51% |
$607K - $689K
|
116K
$15.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
6KNew |
$604K - $685K
|
6K
$785K
|
|
|
May 14, 2024
Q1 2024
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
5.78KNew |
$582K - $660K
|
5.78K
$755K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
5.55K+ 4.84% |
$559K - $633K
|
120K
$15.7M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5.48K+ 8.43% |
$552K - $625K
|
70.5K
$9.22M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.47K+ 253.78% |
$551K - $624K
|
7.62K
$997K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
5.36K+ 62.45% |
$539K - $611K
|
13.9K
$1.82M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
5.31KNew |
$534K - $606K
|
5.31K
$693K
|
|
|
Apr 02, 2024
Q1 2024
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
5.19K+ 3.83% |
$522K - $592K
|
141K
$18.4M
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
5.15KNew |
$518K - $587K
|
5.15K
$673K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.1K+ 5.19% |
$513K - $582K
|
103K
$13.5M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
5.06K+ 7.38% |
$509K - $577K
|
73.6K
$9.62M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
4.9KNew |
$493K - $559K
|
4.9K
$640K
|
|
|
May 07, 2024
Q1 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
4.86K+ 249.28% |
$489K - $554K
|
6.8K
$889K
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
BUY
|
- |
4.82K+ 171.62% |
$485K - $550K
|
7.63K
$997K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.8KNew |
$483K - $548K
|
4.8K
$627K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
4.54K+ 16.51% |
$457K - $518K
|
32K
$4.19M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.36K+ 2.2% |
$439K - $498K
|
203K
$26.5M
|