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 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
50+ 1.62% |
$4.5K - $5.02K
|
3.13K
$407K
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
48+ 1.58% |
$4.32K - $4.82K
|
3.08K
$400K
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
43+ 0.54% |
$3.87K - $4.31K
|
8.08K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
36+ 0.34% |
$3.24K - $3.61K
|
10.8K
$1.4M
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
33New |
$2.97K - $3.31K
|
33
$4.29K
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
30New |
$2.7K - $3.01K
|
30
$3.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
30+ 0.14% |
$2.7K - $3.01K
|
21.6K
$2.81M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
27+ 0.16% |
$2.43K - $2.71K
|
16.7K
$2.16M
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
25New |
$2.25K - $2.51K
|
25
$3.25K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
24New |
$2.16K - $2.41K
|
24
$3.12K
|
|
|
Oct 18, 2023
Q3 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
23+ 0.17% |
$2.07K - $2.31K
|
13.9K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
21New |
$1.89K - $2.11K
|
21
$2.73K
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
19New |
$1.71K - $1.91K
|
19
$2.47K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
18+ 0.01% |
$1.62K - $1.81K
|
351K
$45.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
18+ 0.03% |
$1.62K - $1.81K
|
54K
$7.02M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
17New |
$1.53K - $1.71K
|
17
$2.21K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
12+ 0.14% |
$1.08K - $1.2K
|
8.46K
$1.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
10+ 0.14% |
$900 - $1K
|
7.2K
$935K
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
8+ 0.15% |
$720 - $803
|
5.3K
$689K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.2% |
$540 - $602
|
3.06K
$398K
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
6+ 0.26% |
$540 - $602
|
2.36K
$306K
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
6+ 0.25% |
$540 - $602
|
2.41K
$313K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6+ 1.0% |
$540 - $602
|
605
$78.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.24% |
$180 - $201
|
833
$108K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2+ 0.09% |
$180 - $201
|
2.32K
$301K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.11% |
$90 - $100
|
911
$118K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1- 0.23% |
$90 - $100
|
433
$56.2K
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1- 0.03% |
$90 - $100
|
3.45K
$448K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1- 0.69% |
$90 - $100
|
144
$18.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-5- 0.08% |
$450 - $502
|
5.96K
$774K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-6- 15.38% |
$540 - $602
|
33
$4.29K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7- 0.31% |
$630 - $702
|
2.26K
$294K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-8- 0.29% |
$720 - $803
|
2.75K
$357K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
SELL
|
- |
-9- 0.21% |
$810 - $903
|
4.22K
$548K
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-11- 0.23% |
$990 - $1.1K
|
4.7K
$610K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-12- 0.12% |
$1.08K - $1.2K
|
9.8K
$1.27M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-13- 0.11% |
$1.17K - $1.3K
|
11.6K
$1.51M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-16- 7.41% |
$1.44K - $1.61K
|
200
$26K
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-18- 0.25% |
$1.62K - $1.81K
|
7.16K
$930K
|
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-20- 0.08% |
$1.8K - $2.01K
|
26.2K
$3.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.74% |
$1.8K - $2.01K
|
2.69K
$349K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-20- 0.12% |
$1.8K - $2.01K
|
16.9K
$2.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-20- 0.39% |
$1.8K - $2.01K
|
5.05K
$655K
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-21- 0.19% |
$1.89K - $2.11K
|
10.9K
$1.42M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-23- 0.18% |
$2.07K - $2.31K
|
12.9K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-26- 0.61% |
$2.34K - $2.61K
|
4.21K
$547K
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-26- 0.22% |
$2.34K - $2.61K
|
11.6K
$1.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-29- 0.69% |
$2.61K - $2.91K
|
4.2K
$546K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-33- 1.31% |
$2.97K - $3.31K
|
2.49K
$323K
|