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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-46- 0.77% |
$4.78K - $5.41K
|
5.96K
$701K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-49- 1.57% |
$5.09K - $5.76K
|
3.08K
$362K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-50- 1.4% |
$5.19K - $5.88K
|
3.53K
$415K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-50- 0.78% |
$5.19K - $5.88K
|
6.33K
$745K
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-50- 0.34% |
$5.19K - $5.88K
|
14.7K
$1.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-52- 0.25% |
$5.4K - $6.11K
|
20.9K
$2.45M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-54- 5.63% |
$5.61K - $6.35K
|
905
$106K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-58- 2.38% |
$6.02K - $6.82K
|
2.38K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-61- 2.64% |
$6.34K - $7.17K
|
2.25K
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-62- 1.77% |
$6.44K - $7.29K
|
3.44K
$405K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-62- 5.68% |
$6.44K - $7.29K
|
1.03K
$121K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-64- 1.54% |
$6.65K - $7.53K
|
4.1K
$483K
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-67- 1.33% |
$6.96K - $7.88K
|
4.98K
$585K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-69- 0.51% |
$7.17K - $8.11K
|
13.4K
$1.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-70- 1.1% |
$7.27K - $8.23K
|
6.31K
$742K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-72- 3.39% |
$7.48K - $8.47K
|
2.05K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-72- 0.53% |
$7.48K - $8.47K
|
13.6K
$1.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-74- 5.29% |
$7.69K - $8.7K
|
1.33K
$156K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-75- 8.29% |
$7.79K - $8.82K
|
830
$97.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-75- 0.65% |
$7.79K - $8.82K
|
11.4K
$1.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-75- 0.29% |
$7.79K - $8.82K
|
25.6K
$3.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-80- 0.69% |
$8.31K - $9.41K
|
11.5K
$1.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-85- 2.31% |
$8.83K - $10K
|
3.6K
$424K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-86- 39.27% |
$8.93K - $10.1K
|
133
$15.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-87- 0.55% |
$9.04K - $10.2K
|
15.8K
$1.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-88- 0.29% |
$9.14K - $10.3K
|
30.8K
$3.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-90- 1.67% |
$9.35K - $10.6K
|
5.3K
$623K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-92- 0.78% |
$9.56K - $10.8K
|
11.8K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-100- 1.25% |
$10.4K - $11.8K
|
7.88K
$927K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-100- 1.33% |
$10.4K - $11.8K
|
7.4K
$871K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-101- 0.49% |
$10.5K - $11.9K
|
20.7K
$2.44M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-102- 5.39% |
$10.6K - $12K
|
1.79K
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-102- 0.05% |
$10.6K - $12K
|
216K
$25.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-104- 0.29% |
$10.8K - $12.2K
|
35.9K
$4.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-104- 0.37% |
$10.8K - $12.2K
|
28K
$3.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-105- 0.81% |
$10.9K - $12.3K
|
12.9K
$1.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-108- 0.98% |
$11.2K - $12.7K
|
10.9K
$1.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-110- 4.46% |
$11.4K - $12.9K
|
2.36K
$277K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-112- 27.86% |
$11.6K - $13.2K
|
290
$34.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-114- 1.44% |
$11.8K - $13.4K
|
7.79K
$916K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-118- 4.44% |
$12.3K - $13.9K
|
2.54K
$299K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-126- 9.07% |
$13.1K - $14.8K
|
1.26K
$149K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-128- 5.32% |
$13.3K - $15.1K
|
2.28K
$268K
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-136- 3.49% |
$14.1K - $16K
|
3.76K
$442K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-139- 0.03% |
$14.4K - $16.3K
|
399K
$46.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-139- 6.21% |
$14.4K - $16.3K
|
2.1K
$247K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-143- 10.83% |
$14.9K - $16.8K
|
1.18K
$138K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-143- 1.33% |
$14.9K - $16.8K
|
10.6K
$1.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-144- 14.29% |
$15K - $16.9K
|
864
$102K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-145- 0.48% |
$15.1K - $17.1K
|
30.3K
$3.56M
|