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 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.15KNew |
$217K - $246K
|
2.15K
$281K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.14KNew |
$215K - $244K
|
2.14K
$280K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.12K+ 5.26% |
$213K - $242K
|
42.4K
$5.54M
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2.1KNew |
$212K - $240K
|
2.1K
$275K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.09KNew |
$210K - $238K
|
2.09K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.07KNew |
$208K - $236K
|
2.07K
$270K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.06K+ 1116.85% |
$207K - $235K
|
2.24K
$293K
|
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
2.02K+ 25.42% |
$203K - $230K
|
9.95K
$1.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2K+ 12.03% |
$202K - $229K
|
18.7K
$2.44M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.99KNew |
$201K - $227K
|
1.99K
$261K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.95KNew |
$196K - $223K
|
1.95K
$255K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.95KNew |
$196K - $223K
|
1.95K
$255K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.94KNew |
$195K - $221K
|
1.94K
$253K
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.92KNew |
$193K - $219K
|
1.92K
$251K
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.9KNew |
$191K - $217K
|
1.9K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.9K+ 13.47% |
$191K - $217K
|
16K
$2.09M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.9K+ 7.62% |
$191K - $216K
|
26.8K
$3.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
1.86KNew |
$187K - $212K
|
1.86K
$243K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.86KNew |
$187K - $212K
|
1.86K
$243K
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.85KNew |
$186K - $211K
|
1.85K
$241K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.85KNew |
$186K - $211K
|
1.85K
$241K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
1.85KNew |
$186K - $211K
|
1.85K
$241K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.84KNew |
$185K - $210K
|
1.84K
$241K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.84KNew |
$185K - $210K
|
1.84K
$240K
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.83KNew |
$184K - $209K
|
1.83K
$239K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
1.83KNew |
$184K - $209K
|
1.83K
$239K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.83K+ 66.59% |
$184K - $208K
|
4.57K
$597K
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
1.83KNew |
$184K - $208K
|
1.83K
$239K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.83KNew |
$184K - $208K
|
1.83K
$239K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.82KNew |
$183K - $207K
|
1.82K
$237K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.82KNew |
$183K - $207K
|
1.82K
$237K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.81KNew |
$182K - $206K
|
1.81K
$236K
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.8KNew |
$181K - $205K
|
1.8K
$235K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.79KNew |
$180K - $205K
|
1.79K
$234K
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
1.79KNew |
$180K - $205K
|
1.79K
$234K
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
1.78KNew |
$179K - $203K
|
1.78K
$232K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.77K+ 15.11% |
$178K - $202K
|
13.5K
$1.76M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.76K+ 29.52% |
$177K - $201K
|
7.73K
$1.01M
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.76KNew |
$177K - $201K
|
1.76K
$230K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
1.73K+ 4.14% |
$174K - $197K
|
43.6K
$5.69M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.69K+ 15.68% |
$170K - $193K
|
12.5K
$1.63M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.63K+ 26.09% |
$164K - $186K
|
7.87K
$1.03M
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
BUY
|
- |
1.62K+ 4.81% |
$163K - $185K
|
35.3K
$4.61M
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.59K+ 66.68% |
$160K - $182K
|
3.98K
$520K
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.54K+ 4.85% |
$155K - $176K
|
33.4K
$4.36M
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.53K+ 1.12% |
$154K - $175K
|
138K
$18.1M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.53K+ 34.29% |
$154K - $174K
|
5.97K
$781K
|
|
|
May 08, 2024
Q1 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
1.5K+ 15.35% |
$151K - $171K
|
11.3K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.49K+ 0.78% |
$150K - $170K
|
192K
$25.1M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.49K+ 2.92% |
$150K - $170K
|
52.5K
$6.86M
|