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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-313- 2.5% |
$28.2K - $31.4K
|
12.2K
$1.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-315- 6.94% |
$28.3K - $31.6K
|
4.22K
$549K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-317- 2.57% |
$28.5K - $31.8K
|
12K
$1.56M
|
|
|
Oct 25, 2023
Q3 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-323- 1.03% |
$29.1K - $32.4K
|
30.9K
$4.01M
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-327- 8.57% |
$29.4K - $32.8K
|
3.49K
$453K
|
|
|
Oct 18, 2023
Q3 2023
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-331- 3.2% |
$29.8K - $33.2K
|
10K
$1.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-358- 10.25% |
$32.2K - $35.9K
|
3.14K
$407K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-378- 8.96% |
$34K - $37.9K
|
3.84K
$499K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-384- 5.38% |
$34.5K - $38.5K
|
6.76K
$878K
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-390- 1.18% |
$35.1K - $39.1K
|
32.7K
$4.24M
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-398- 7.26% |
$35.8K - $39.9K
|
5.09K
$661K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-399- 5.0% |
$35.9K - $40K
|
7.59K
$986K
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-400- 4.86% |
$36K - $40.1K
|
7.82K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-407- 6.76% |
$36.6K - $40.8K
|
5.62K
$729K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-410- 3.42% |
$36.9K - $41.1K
|
11.6K
$1.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-422- 1.5% |
$38K - $42.3K
|
27.8K
$3.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-425- 7.73% |
$38.2K - $42.6K
|
5.07K
$659K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-437- 14.28% |
$39.3K - $43.8K
|
2.62K
$341K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-442- 3.1% |
$39.8K - $44.3K
|
13.8K
$1.8M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-446- 0.69% |
$40.1K - $44.7K
|
64.5K
$8.38M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-456- 24.22% |
$41K - $45.7K
|
1.43K
$185K
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-464- 8.97% |
$41.7K - $46.5K
|
4.71K
$611K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-470- 1.09% |
$42.3K - $47.2K
|
42.7K
$5.54M
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-474- 7.88% |
$42.6K - $47.6K
|
5.55K
$720K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-485- 1.87% |
$43.6K - $48.7K
|
25.5K
$3.31M
|
|
|
Nov 03, 2023
Q3 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-492- 9.67% |
$44.3K - $49.4K
|
4.59K
$597K
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-500- 10.13% |
$45K - $50.2K
|
4.43K
$576K
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-507- 13.68% |
$45.6K - $50.9K
|
3.2K
$415K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-509- 4.2% |
$45.8K - $51.1K
|
11.6K
$1.51M
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-513- 4.46% |
$46.2K - $51.5K
|
11K
$1.43M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-537- 3.99% |
$48.3K - $53.9K
|
12.9K
$1.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-540- 3.39% |
$48.6K - $54.2K
|
15.4K
$2M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-549- 1.3% |
$49.4K - $55.1K
|
41.7K
$5.42M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-574- 39.7% |
$51.6K - $57.6K
|
872
$113K
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-575- 7.68% |
$51.7K - $57.7K
|
6.91K
$898K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-600- 14.07% |
$54K - $60.2K
|
3.66K
$476K
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-601- 8.6% |
$54.1K - $60.3K
|
6.39K
$829K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-610- 21.14% |
$54.9K - $61.2K
|
2.28K
$296K
|
|
|
Nov 13, 2023
Q3 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-625- 0.67% |
$56.2K - $62.7K
|
93.2K
$12.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-644- 5.74% |
$57.9K - $64.6K
|
10.6K
$1.37M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-651- 12.38% |
$58.6K - $65.3K
|
4.61K
$599K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-656- 6.38% |
$59K - $65.8K
|
9.63K
$1.25M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-658- 1.62% |
$59.2K - $66K
|
40K
$5.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-665- 2.92% |
$59.8K - $66.7K
|
22.1K
$2.87M
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-667- 3.68% |
$60K - $66.9K
|
17.5K
$2.27M
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-675- 23.08% |
$60.7K - $67.7K
|
2.25K
$292K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-720- 3.2% |
$64.8K - $72.2K
|
21.8K
$2.83M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-732- 0.27% |
$65.9K - $73.4K
|
267K
$34.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-737- 1.07% |
$66.3K - $73.9K
|
67.9K
$8.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-757- 3.08% |
$68.1K - $75.9K
|
23.8K
$3.09M
|