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 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.29K+ 128.08% |
$432K - $490K
|
7.64K
$999K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
4.16KNew |
$419K - $475K
|
4.16K
$544K
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
4.08KNew |
$411K - $466K
|
4.08K
$533K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
3.87K+ 64550.0% |
$390K - $442K
|
3.88K
$507K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.85K+ 8.1% |
$387K - $439K
|
51.4K
$6.71M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.78K+ 16.07% |
$380K - $431K
|
27.3K
$3.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.73KNew |
$376K - $426K
|
3.73K
$488K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.66K+ 58.56% |
$368K - $417K
|
9.9K
$1.29M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.54KNew |
$356K - $404K
|
3.54K
$463K
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
3.48KNew |
$350K - $397K
|
3.48K
$455K
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
3.42K+ 9.42% |
$344K - $390K
|
39.7K
$5.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.39K+ 145.16% |
$341K - $387K
|
5.72K
$748K
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
3.31K+ 36.52% |
$334K - $378K
|
12.4K
$1.62M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.3K+ 71.39% |
$333K - $377K
|
7.93K
$1.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.25K+ 9.89% |
$327K - $371K
|
36.2K
$4.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
3.2K+ 6.5% |
$322K - $365K
|
52.3K
$6.84M
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3.16K+ 71.28% |
$318K - $361K
|
7.59K
$992K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
3.13KNew |
$315K - $357K
|
3.13K
$408K
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
3.09KNew |
$311K - $353K
|
3.09K
$404K
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3.08K+ 20.22% |
$310K - $352K
|
18.3K
$2.4M
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.06K+ 7.33% |
$308K - $349K
|
44.8K
$5.85M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.04K+ 24.68% |
$306K - $346K
|
15.3K
$2M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.04KNew |
$306K - $346K
|
3.04K
$397K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3K+ 16.59% |
$302K - $342K
|
21.1K
$2.75M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.97K+ 13.83% |
$299K - $339K
|
24.4K
$3.19M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.83KNew |
$285K - $323K
|
2.83K
$370K
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.81KNew |
$283K - $321K
|
2.81K
$367K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
2.81K+ 6.28% |
$283K - $320K
|
47.5K
$6.21M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.8K+ 48.82% |
$282K - $319K
|
8.53K
$1.11M
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
2.77K+ 6.46% |
$279K - $317K
|
45.7K
$5.97M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.76KNew |
$278K - $315K
|
2.76K
$361K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
2.71KNew |
$273K - $309K
|
2.71K
$354K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
2.7K+ 3.39% |
$272K - $308K
|
82.4K
$10.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
2.7K+ 73.64% |
$272K - $308K
|
6.36K
$832K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.66K+ 2.12% |
$268K - $304K
|
128K
$16.8M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.61K+ 12.84% |
$263K - $298K
|
22.9K
$3M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.51KNew |
$252K - $286K
|
2.51K
$328K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.47K+ 1.11% |
$249K - $282K
|
225K
$29.3M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.47K+ 19.55% |
$248K - $282K
|
15.1K
$1.97M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.42K+ 68.35% |
$243K - $276K
|
5.96K
$779K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
2.37KNew |
$239K - $271K
|
2.37K
$310K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.36KNew |
$237K - $269K
|
2.36K
$308K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.35KNew |
$237K - $268K
|
2.35K
$307K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.32KNew |
$234K - $265K
|
2.32K
$304K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.32K+ 1.76% |
$233K - $265K
|
134K
$17.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
2.29K+ 0.51% |
$231K - $262K
|
456K
$59.6M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.28K+ 35.12% |
$230K - $260K
|
8.78K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.25KNew |
$227K - $257K
|
2.25K
$294K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.25KNew |
$226K - $257K
|
2.25K
$294K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.22K+ 18.4% |
$223K - $253K
|
14.3K
$1.86M
|