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 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
622+ 2.25% |
$62.6K - $71K
|
28.3K
$3.7M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
597+ 15.43% |
$60.1K - $68.1K
|
4.47K
$584K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
587+ 30.27% |
$59.1K - $67K
|
2.53K
$330K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
587+ 19566.67% |
$59.1K - $67K
|
590
$77.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
585+ 4.19% |
$58.9K - $66.8K
|
14.6K
$1.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
584+ 7.94% |
$58.8K - $66.7K
|
7.94K
$1.04M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
583+ 4.84% |
$58.7K - $66.5K
|
12.6K
$1.65M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
552+ 6.97% |
$55.6K - $63K
|
8.47K
$1.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
550+ 20.55% |
$55.4K - $62.8K
|
3.23K
$422K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
527+ 144.78% |
$53K - $60.2K
|
891
$116K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
523+ 6.91% |
$52.6K - $59.7K
|
8.09K
$1.06M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
520+ 1.49% |
$52.3K - $59.4K
|
35.4K
$4.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
519+ 5.37% |
$52.2K - $59.2K
|
10.2K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
508+ 43.05% |
$51.1K - $58K
|
1.69K
$221K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
460+ 7.76% |
$46.3K - $52.5K
|
6.39K
$835K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
445+ 3.85% |
$44.8K - $50.8K
|
12K
$1.57M
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
441+ 2.97% |
$44.4K - $50.3K
|
15.3K
$2M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
434+ 4.09% |
$43.7K - $49.5K
|
11K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
430+ 5.05% |
$43.3K - $49.1K
|
8.94K
$1.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
405+ 2.16% |
$40.8K - $46.2K
|
19.2K
$2.51M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
401+ 4.93% |
$40.4K - $45.8K
|
8.54K
$1.12M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
400New |
$40.3K - $45.7K
|
400
$52.3K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
400+ 13.89% |
$40.3K - $45.7K
|
3.28K
$429K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
395+ 5.7% |
$39.8K - $45.1K
|
7.33K
$958K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
395+ 15.32% |
$39.8K - $45.1K
|
2.97K
$389K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
377+ 4.54% |
$37.9K - $43K
|
8.67K
$1.13M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
357+ 162.27% |
$35.9K - $40.7K
|
577
$75.4K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
351+ 10.44% |
$35.3K - $40.1K
|
3.71K
$485K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
348+ 17.65% |
$35K - $39.7K
|
2.32K
$303K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
342+ 4.51% |
$34.4K - $39K
|
7.92K
$1.04M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
339+ 14.86% |
$34.1K - $38.7K
|
2.62K
$343K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
338+ 10.1% |
$34K - $38.6K
|
3.69K
$482K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
320+ 3.57% |
$32.2K - $36.5K
|
9.29K
$1.21M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
318+ 33.79% |
$32K - $36.3K
|
1.26K
$165K
|
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
307+ 2.21% |
$30.9K - $35K
|
14.2K
$1.85M
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
296+ 2.82% |
$29.8K - $33.8K
|
10.8K
$1.41M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
293+ 7.18% |
$29.5K - $33.4K
|
4.37K
$571K
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
292+ 3.87% |
$29.4K - $33.3K
|
7.84K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
284+ 3.75% |
$28.6K - $32.4K
|
7.86K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
281+ 1.42% |
$28.3K - $32.1K
|
20.1K
$2.63M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
270+ 2.59% |
$27.2K - $30.8K
|
10.7K
$1.4M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
258New |
$26K - $29.4K
|
258
$33.7K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
255+ 11.86% |
$25.7K - $29.1K
|
2.41K
$314K
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
251+ 6.74% |
$25.3K - $28.6K
|
3.98K
$520K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
248New |
$25K - $28.3K
|
248
$32.4K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
246+ 0.65% |
$24.8K - $28.1K
|
38.2K
$4.99M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
246+ 1.02% |
$24.8K - $28.1K
|
24.3K
$3.17M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
234+ 5.05% |
$23.6K - $26.7K
|
4.87K
$636K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
233+ 970.83% |
$23.5K - $26.6K
|
257
$33.6K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
222New |
$22.3K - $25.3K
|
222
$29K
|