Purchases and Sales Made in Q3 2023 in Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
11.1MNew |
$997M - $1.11B
|
11.1M
$1.44B
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.17MNew |
$105M - $117M
|
1.17M
$152M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
845K+ 509.12% |
$76M - $84.8M
|
1.01M
$131M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
531K+ 665.78% |
$47.8M - $53.3M
|
611K
$79.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
353K+ 727.48% |
$31.8M - $35.4M
|
402K
$52.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
308K+ 26.86% |
$27.7M - $30.9M
|
1.45M
$189M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
264KNew |
$23.8M - $26.5M
|
264K
$34.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
237K+ 2.22% |
$21.3M - $23.8M
|
10.9M
$1.42B
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
228KNew |
$20.5M - $22.9M
|
228K
$29.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
226K+ 9.13% |
$20.3M - $22.6M
|
2.7M
$351M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
193K+ 3030.74% |
$17.4M - $19.3M
|
199K
$25.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
102K+ 2776.63% |
$9.22M - $10.3M
|
106K
$13.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
101K+ 6.77% |
$9.12M - $10.2M
|
1.6M
$208M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
93.4K+ 55.14% |
$8.4M - $9.37M
|
263K
$34.1M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
82.3K+ 972.52% |
$7.41M - $8.26M
|
90.8K
$11.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
81.3K+ 481.13% |
$7.31M - $8.15M
|
98.2K
$12.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
79.2K+ 2.11% |
$7.12M - $7.94M
|
3.83M
$497M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
75.7K+ 10.6% |
$6.81M - $7.59M
|
789K
$103M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
74.2K+ 67.6% |
$6.68M - $7.45M
|
184K
$23.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
73.3K+ 99036.49% |
$6.59M - $7.35M
|
73.4K
$9.53M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
67.6K+ 82.28% |
$6.08M - $6.78M
|
150K
$19.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
62.7K+ 12.96% |
$5.65M - $6.29M
|
547K
$71.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Rock Advisors, LP
|
BUY
|
- |
61.5K+ 11.33% |
$5.53M - $6.17M
|
604K
$78.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
56.7KNew |
$5.1M - $5.69M
|
56.7K
$7.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
56K+ 50.12% |
$5.04M - $5.62M
|
168K
$21.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
54.5KNew |
$4.9M - $5.46M
|
54.5K
$7.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
BUY
|
- |
51.9K+ 56.44% |
$4.67M - $5.21M
|
144K
$18.7M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
48.8K+ 722.69% |
$4.39M - $4.9M
|
55.6K
$7.22M
|
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
48.5KNew |
$4.36M - $4.87M
|
48.5K
$6.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
41.8KNew |
$3.76M - $4.19M
|
41.8K
$5.43M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
37.8KNew |
$3.4M - $3.79M
|
37.8K
$4.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
35.9K+ 176.68% |
$3.23M - $3.6M
|
56.2K
$7.3M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
35.7K+ 28.91% |
$3.21M - $3.58M
|
159K
$20.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.9K+ 1.22% |
$3.05M - $3.4M
|
2.81M
$365M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
30.1K+ 62.34% |
$2.71M - $3.02M
|
78.4K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
28.2KNew |
$2.54M - $2.83M
|
28.2K
$3.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
27K+ 342.82% |
$2.43M - $2.7M
|
34.8K
$4.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
26.9K+ 1.29% |
$2.42M - $2.7M
|
2.11M
$274M
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
26.2K+ 70.5% |
$2.36M - $2.63M
|
63.3K
$8.23M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
25.6KNew |
$2.3M - $2.56M
|
25.6K
$3.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
24.5K+ 53.09% |
$2.2M - $2.46M
|
70.6K
$9.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24.4K+ 2.63% |
$2.19M - $2.44M
|
952K
$124M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
22K+ 540.35% |
$1.98M - $2.21M
|
26.1K
$3.39M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.9K+ 8.92% |
$1.97M - $2.19M
|
267K
$34.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.6K+ 174.48% |
$1.85M - $2.07M
|
32.4K
$4.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.1K+ 3.3% |
$1.81M - $2.02M
|
629K
$81.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
19.3K+ 28.17% |
$1.74M - $1.94M
|
87.9K
$11.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
18.5K+ 1.28% |
$1.66M - $1.85M
|
1.46M
$190M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
17.5K+ 19.05% |
$1.57M - $1.75M
|
109K
$14.2M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
17.3K+ 309.39% |
$1.56M - $1.74M
|
22.9K
$2.98M
|