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 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
211+ 1.37% |
$21.2K - $24.1K
|
15.7K
$2.05M
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
204+ 7.93% |
$20.5K - $23.3K
|
2.78K
$363K
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
200+ 0.59% |
$20.1K - $22.8K
|
33.9K
$4.44M
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
187+ 2.6% |
$18.8K - $21.3K
|
7.38K
$964K
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
186+ 0.46% |
$18.7K - $21.2K
|
41K
$5.36M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
184+ 22.47% |
$18.5K - $21K
|
1K
$131K
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
184+ 1.39% |
$18.5K - $21K
|
13.5K
$1.76M
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
180+ 5.39% |
$18.1K - $20.5K
|
3.52K
$460K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
178New |
$17.9K - $20.3K
|
178
$23.3K
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
175+ 1.26% |
$17.6K - $20K
|
14.1K
$1.84M
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
171New |
$17.2K - $19.5K
|
171
$22.4K
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
168+ 0.51% |
$16.9K - $19.2K
|
32.9K
$4.31M
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
155+ 4.79% |
$15.6K - $17.7K
|
3.39K
$444K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
153+ 23.08% |
$15.4K - $17.5K
|
816
$107K
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
150New |
$15.1K - $17.1K
|
150
$19.6K
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
147+ 0.43% |
$14.8K - $16.8K
|
34.2K
$4.46M
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
145New |
$14.6K - $16.6K
|
145
$19K
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
145+ 4.56% |
$14.6K - $16.6K
|
3.33K
$435K
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
143+ 1.25% |
$14.4K - $16.3K
|
11.6K
$1.51M
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
142+ 3.3% |
$14.3K - $16.2K
|
4.45K
$582K
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
140+ 1.16% |
$14.1K - $16K
|
12.2K
$1.6M
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
139New |
$14K - $15.9K
|
139
$18.2K
|
|
Apr 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
139+ 0.31% |
$14K - $15.9K
|
44.5K
$5.82M
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
134+ 0.52% |
$13.5K - $15.3K
|
25.7K
$3.36M
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
133+ 0.79% |
$13.4K - $15.2K
|
16.9K
$2.21M
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
129+ 6.53% |
$13K - $14.7K
|
2.1K
$275K
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
124+ 5.6% |
$12.5K - $14.2K
|
2.34K
$306K
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
121+ 3.51% |
$12.2K - $13.8K
|
3.57K
$467K
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
121+ 0.29% |
$12.2K - $13.8K
|
41.7K
$5.45M
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
BUY
|
- |
120+ 0.21% |
$12.1K - $13.7K
|
58.1K
$7.6M
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
117+ 1.39% |
$11.8K - $13.4K
|
8.56K
$1.12M
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
113+ 3.21% |
$11.4K - $12.9K
|
3.63K
$475K
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
107+ 1.56% |
$10.8K - $12.2K
|
6.97K
$911K
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
106+ 1.99% |
$10.7K - $12.1K
|
5.43K
$709K
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
105+ 375.0% |
$10.6K - $12K
|
133
$17.4K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100New |
$10.1K - $11.4K
|
100
$13.1K
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
98+ 1.64% |
$9.86K - $11.2K
|
6.07K
$793K
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
96+ 9.6% |
$9.66K - $11K
|
1.1K
$143K
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
90+ 0.83% |
$9.06K - $10.3K
|
10.9K
$1.42M
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
85+ 3.08% |
$8.56K - $9.7K
|
2.85K
$372K
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
78New |
$7.85K - $8.9K
|
78
$10.2K
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
77+ 1.02% |
$7.75K - $8.79K
|
7.62K
$996K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
75+ 7.05% |
$7.55K - $8.56K
|
1.14K
$149K
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
74+ 1.21% |
$7.45K - $8.45K
|
6.19K
$809K
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
69New |
$6.95K - $7.88K
|
69
$9.02K
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
67+ 1.35% |
$6.74K - $7.65K
|
5.04K
$659K
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
63+ 5.61% |
$6.34K - $7.19K
|
1.19K
$155K
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
63+ 0.02% |
$6.34K - $7.19K
|
272K
$35.6M
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
63+ 1.22% |
$6.34K - $7.19K
|
5.21K
$681K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
63+ 40.38% |
$6.34K - $7.19K
|
219
$28.6K
|