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 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-193- 9.38% |
$20K - $22.7K
|
1.87K
$242K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-196- 25.62% |
$20.4K - $23K
|
569
$73.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-199- 2.01% |
$20.7K - $23.4K
|
9.7K
$1.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-200- 1.5% |
$20.8K - $23.5K
|
13.1K
$1.7M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-200- 5.61% |
$20.8K - $23.5K
|
3.37K
$437K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-200- 5.95% |
$20.8K - $23.5K
|
3.16K
$410K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-200- 4.59% |
$20.8K - $23.5K
|
4.16K
$541K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-200- 5.16% |
$20.8K - $23.5K
|
3.68K
$478K
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-201- 0.2% |
$20.9K - $23.6K
|
102K
$13.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-204- 50.5% |
$21.2K - $24K
|
200
$26K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-207- 0.17% |
$21.5K - $24.3K
|
120K
$15.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-207- 0.14% |
$21.5K - $24.3K
|
148K
$19.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-210- 9.19% |
$21.8K - $24.7K
|
2.07K
$269K
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-211- 10.19% |
$21.9K - $24.8K
|
1.86K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-225- 4.24% |
$23.4K - $26.5K
|
5.08K
$660K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-226- 1.99% |
$23.5K - $26.6K
|
11.1K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-246- 1.89% |
$25.6K - $28.9K
|
12.8K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-257- 3.71% |
$26.7K - $30.2K
|
6.68K
$867K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-270- 1.76% |
$28K - $31.7K
|
15.1K
$1.96M
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-271- 0.75% |
$28.1K - $31.9K
|
35.9K
$4.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-281- 4.38% |
$29.2K - $33K
|
6.14K
$798K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-292- 0.61% |
$30.3K - $34.3K
|
47.2K
$6.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-294- 7.6% |
$30.5K - $34.6K
|
3.57K
$464K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-301- 1.45% |
$31.3K - $35.4K
|
20.4K
$2.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-305- 4.04% |
$31.7K - $35.9K
|
7.25K
$942K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-307- 6.72% |
$31.9K - $36.1K
|
4.26K
$553K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-313- 5.44% |
$32.5K - $36.8K
|
5.45K
$707K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-313- 2.86% |
$32.5K - $36.8K
|
10.6K
$1.38M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-314- 2.83% |
$32.6K - $36.9K
|
10.8K
$1.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-314- 0.26% |
$32.6K - $36.9K
|
122K
$15.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-315- 3.37% |
$32.7K - $37K
|
9.03K
$1.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-329- 2.65% |
$34.2K - $38.7K
|
12.1K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-330- 2.23% |
$34.3K - $38.8K
|
14.5K
$1.88M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-333- 15.11% |
$34.6K - $39.2K
|
1.87K
$243K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-339- 6.23% |
$35.2K - $39.9K
|
5.1K
$663K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-342- 1.26% |
$35.5K - $40.2K
|
26.9K
$3.49M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-346- 11.71% |
$35.9K - $40.7K
|
2.61K
$339K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-348- 3.53% |
$36.1K - $40.9K
|
9.51K
$1.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-351- 76.3% |
$36.5K - $41.3K
|
109
$14.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-358- 2.78% |
$37.2K - $42.1K
|
12.5K
$1.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-364- 5.11% |
$37.8K - $42.8K
|
6.76K
$878K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-371- 5.47% |
$38.5K - $43.6K
|
6.41K
$833K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-384- 2.59% |
$39.9K - $45.2K
|
14.5K
$1.88M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-387- 0.74% |
$40.2K - $45.5K
|
51.8K
$6.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-390- 16.45% |
$40.5K - $45.9K
|
1.98K
$257K
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-400- 16.33% |
$41.5K - $47K
|
2.05K
$266K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-400- 0.99% |
$41.5K - $47K
|
40.1K
$5.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-400- 9.59% |
$41.5K - $47K
|
3.77K
$490K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-416- 7.3% |
$43.2K - $48.9K
|
5.28K
$686K
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-426- 1.2% |
$44.2K - $50.1K
|
35K
$4.55M
|