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 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-15.5K- 40.23% |
$1.4M - $1.56M
|
23.1K
$3M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-16.7K- 99.48% |
$1.5M - $1.68M
|
88
$11.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-20.1K- 2.24% |
$1.81M - $2.02M
|
880K
$114M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-21.1K- 5.21% |
$1.9M - $2.11M
|
383K
$49.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-22.1K- 3.06% |
$1.99M - $2.22M
|
700K
$90.9M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-22.7K- 21.94% |
$2.04M - $2.27M
|
80.6K
$10.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-35.3K- 71.48% |
$3.18M - $3.55M
|
14.1K
$1.83M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-36K- 21.5% |
$3.24M - $3.61M
|
131K
$17.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-38.1K- 22.26% |
$3.43M - $3.83M
|
133K
$17.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-41.6K- 4.49% |
$3.74M - $4.17M
|
885K
$115M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-46.5K- 63.88% |
$4.18M - $4.66M
|
26.3K
$3.41M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-49.7K- 88.04% |
$4.47M - $4.99M
|
6.76K
$878K
|
|
|
Oct 06, 2023
Q3 2023
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-58.6K- 10.99% |
$5.27M - $5.88M
|
474K
$61.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-70.4K- 2.97% |
$6.33M - $7.06M
|
2.3M
$298M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-83.4K- 25.85% |
$7.5M - $8.36M
|
239K
$31.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-100K- 89.69% |
$9.02M - $10.1M
|
11.5K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-114K- 3.61% |
$10.2M - $11.4M
|
3.04M
$394M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-134K- 10.64% |
$12.1M - $13.4M
|
1.13M
$146M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-192KClosed |
$17.3M - $19.3M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-295K- 4.85% |
$26.5M - $29.6M
|
5.78M
$751M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-339K- 23.67% |
$30.5M - $34M
|
1.09M
$142M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-413K- 99.78% |
$37.2M - $41.5M
|
920
$120K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.27M- 37.04% |
$115M - $128M
|
2.17M
$281M
|
|
|
Nov 13, 2023
Q3 2023
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-22.8MClosed |
$2.05B - $2.29B
|
0
$0
|