Purchases and Sales Made in Q3 2024 in Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
883K+ 14.14% |
$91.7M - $104M
|
7.13M
$926M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
318K+ 156.48% |
$33.1M - $37.4M
|
522K
$67.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
287K+ 12.35% |
$29.8M - $33.7M
|
2.61M
$339M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
218K+ 10150.09% |
$22.7M - $25.7M
|
221K
$28.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
213K+ 1501.52% |
$22.2M - $25.1M
|
228K
$29.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
BUY
|
- |
203K+ 122.8% |
$21.1M - $23.9M
|
368K
$47.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
195KNew |
$20.3M - $22.9M
|
195K
$25.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
195K+ 4.63% |
$20.2M - $22.9M
|
4.4M
$572M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
185K+ 104.38% |
$19.2M - $21.8M
|
362K
$47.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
182K+ 11.12% |
$18.9M - $21.3M
|
1.81M
$236M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
92.3K+ 1159.57% |
$9.59M - $10.9M
|
100K
$13M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
78.5KNew |
$8.15M - $9.23M
|
78.5K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
69.6K+ 153.59% |
$7.23M - $8.18M
|
115K
$14.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
59.5K+ 1414.8% |
$6.19M - $7M
|
63.8K
$8.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
53K+ 62.01% |
$5.51M - $6.24M
|
139K
$18M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
47.3K+ 2.27% |
$4.92M - $5.57M
|
2.13M
$277M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
33.5K+ 442.2% |
$3.48M - $3.94M
|
41K
$5.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
31.4K+ 1.39% |
$3.26M - $3.69M
|
2.29M
$297M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
29.7K+ 9.17% |
$3.08M - $3.49M
|
354K
$45.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
29.1K+ 35.06% |
$3.02M - $3.42M
|
112K
$14.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
29.1KNew |
$3.02M - $3.42M
|
29.1K
$3.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
28.3K+ 187.12% |
$2.94M - $3.33M
|
43.4K
$5.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.9K+ 4.99% |
$2.8M - $3.17M
|
567K
$73.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
22.9KNew |
$2.38M - $2.69M
|
22.9K
$2.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
21.6KNew |
$2.24M - $2.54M
|
21.6K
$2.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
21.6KNew |
$2.24M - $2.54M
|
21.6K
$2.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21.4K+ 2.46% |
$2.23M - $2.52M
|
893K
$116M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
20.7K+ 58.21% |
$2.15M - $2.44M
|
56.3K
$7.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.5K+ 299.13% |
$2.13M - $2.41M
|
27.4K
$3.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
18.8K+ 84.0% |
$1.95M - $2.21M
|
41.1K
$5.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16.8KNew |
$1.75M - $1.98M
|
16.8K
$2.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
16.7K+ 89.32% |
$1.73M - $1.96M
|
35.4K
$4.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
15.6K+ 14.62% |
$1.62M - $1.84M
|
122K
$15.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
15.5K+ 23.08% |
$1.61M - $1.83M
|
82.9K
$10.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
15.5K+ 5.0% |
$1.61M - $1.82M
|
324K
$42.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
15KNew |
$1.56M - $1.76M
|
15K
$1.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
14KNew |
$1.46M - $1.65M
|
14K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.4K+ 55.71% |
$1.4M - $1.58M
|
37.6K
$4.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.3K+ 6.39% |
$1.28M - $1.45M
|
205K
$26.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
12K+ 2.9% |
$1.25M - $1.41M
|
427K
$55.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
11.7K+ 6.3% |
$1.22M - $1.38M
|
198K
$25.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
11.5K+ 39.13% |
$1.2M - $1.35M
|
40.9K
$5.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
10.8KNew |
$1.12M - $1.27M
|
10.8K
$1.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
10.6KNew |
$1.1M - $1.25M
|
10.6K
$1.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
9.67KNew |
$1M - $1.14M
|
9.67K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
9.64K+ 127.68% |
$1M - $1.13M
|
17.2K
$2.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
9.48KNew |
$985K - $1.11M
|
9.48K
$1.23M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.24K+ 3.58% |
$960K - $1.09M
|
267K
$34.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
9.21K+ 1.25% |
$956K - $1.08M
|
747K
$97M
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
9.12KNew |
$947K - $1.07M
|
9.12K
$1.18M
|