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 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.47K+ 2.94% |
$148K - $168K
|
51.6K
$6.74M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.45K+ 1.63% |
$146K - $166K
|
90.3K
$11.8M
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.44KNew |
$145K - $165K
|
1.44K
$188K
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.42K+ 52.6% |
$143K - $163K
|
4.13K
$540K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.33K+ 749.44% |
$134K - $152K
|
1.51K
$198K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.22K+ 1.15% |
$122K - $139K
|
107K
$13.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.19K+ 14.16% |
$120K - $136K
|
9.63K
$1.26M
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.15KNew |
$115K - $131K
|
1.15K
$150K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.15K+ 0.43% |
$115K - $131K
|
267K
$34.8M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
1.14K+ 1.84% |
$114K - $130K
|
62.7K
$8.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.12K+ 57.12% |
$113K - $128K
|
3.09K
$404K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1.1KNew |
$111K - $126K
|
1.1K
$144K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.1K+ 1.14% |
$111K - $126K
|
97.8K
$12.8M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.1K+ 28.83% |
$110K - $125K
|
4.9K
$641K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.07K+ 2.24% |
$108K - $122K
|
49K
$6.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.06K+ 7.2% |
$106K - $121K
|
15.7K
$2.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.05K+ 87.17% |
$105K - $119K
|
2.25K
$294K
|
|
|
Apr 16, 2024
Q1 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.02K+ 4.07% |
$103K - $116K
|
26.1K
$3.41M
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.01KNew |
$102K - $116K
|
1.01K
$132K
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.01K+ 5.91% |
$101K - $115K
|
18K
$2.35M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1KNew |
$101K - $114K
|
1K
$131K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
974+ 6.41% |
$98K - $111K
|
16.2K
$2.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
973+ 36.58% |
$97.9K - $111K
|
3.63K
$475K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
BUY
|
- |
951+ 1.59% |
$95.7K - $109K
|
60.8K
$7.94M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
949New |
$95.5K - $108K
|
949
$124K
|
|
|
May 14, 2024
Q1 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
938+ 36.61% |
$94.4K - $107K
|
3.5K
$457K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
919+ 50.83% |
$92.5K - $105K
|
2.73K
$356K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
900+ 40.72% |
$90.6K - $103K
|
3.11K
$407K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
864+ 23.29% |
$87K - $98.6K
|
4.57K
$598K
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
848+ 3.72% |
$85.4K - $96.8K
|
23.6K
$3.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
800+ 43.24% |
$80.5K - $91.3K
|
2.65K
$346K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
792New |
$79.7K - $90.4K
|
792
$104K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
789+ 6.62% |
$79.4K - $90.1K
|
12.7K
$1.66M
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
773+ 2.7% |
$77.8K - $88.2K
|
29.4K
$3.85M
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
762+ 19.56% |
$76.7K - $87K
|
4.66K
$609K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
761+ 29.22% |
$76.6K - $86.9K
|
3.37K
$440K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
745+ 64.45% |
$75K - $85K
|
1.9K
$248K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
736+ 2.69% |
$74.1K - $84K
|
28.1K
$3.67M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
736+ 23.84% |
$74.1K - $84K
|
3.82K
$500K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
725+ 7.1% |
$73K - $82.8K
|
10.9K
$1.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
720+ 6.97% |
$72.5K - $82.2K
|
11.1K
$1.45M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
720+ 310.34% |
$72.5K - $82.2K
|
952
$124K
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
712+ 1.02% |
$71.7K - $81.3K
|
70.3K
$9.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
694+ 14.41% |
$69.9K - $79.2K
|
5.51K
$720K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
686+ 3.89% |
$69.1K - $78.3K
|
18.3K
$2.4M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
663+ 11.73% |
$66.7K - $75.7K
|
6.32K
$825K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
659+ 6.67% |
$66.3K - $75.2K
|
10.5K
$1.38M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
659+ 0.73% |
$66.3K - $75.2K
|
91.4K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
654+ 0.77% |
$65.8K - $74.6K
|
86.1K
$11.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
650+ 7.32% |
$65.4K - $74.2K
|
9.53K
$1.25M
|