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
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-351- 76.3% |
$36.5K - $41.3K
|
109
$12.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-358- 2.78% |
$37.2K - $42.1K
|
12.5K
$1.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-364- 5.11% |
$37.8K - $42.8K
|
6.76K
$795K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-371- 5.47% |
$38.5K - $43.6K
|
6.41K
$754K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-384- 2.59% |
$39.9K - $45.2K
|
14.5K
$1.7M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-387- 0.74% |
$40.2K - $45.5K
|
51.8K
$6.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-390- 16.45% |
$40.5K - $45.9K
|
1.98K
$233K
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-400- 16.33% |
$41.5K - $47K
|
2.05K
$241K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-400- 9.59% |
$41.5K - $47K
|
3.77K
$443K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-400- 0.99% |
$41.5K - $47K
|
40.1K
$4.72M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-416- 7.3% |
$43.2K - $48.9K
|
5.28K
$621K
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-426- 1.2% |
$44.2K - $50.1K
|
35K
$4.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-429- 1.37% |
$44.6K - $50.4K
|
30.8K
$3.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-429- 10.82% |
$44.6K - $50.4K
|
3.54K
$416K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-435- 9.78% |
$45.2K - $51.2K
|
4.01K
$472K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-450- 3.43% |
$46.7K - $52.9K
|
12.7K
$1.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-452- 3.91% |
$46.9K - $53.2K
|
11.1K
$1.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-464- 1.95% |
$48.2K - $54.6K
|
23.4K
$2.75M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-475- 4.22% |
$49.3K - $55.9K
|
10.8K
$1.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-480- 15.32% |
$49.9K - $56.4K
|
2.65K
$312K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-482- 17.23% |
$50.1K - $56.7K
|
2.32K
$272K
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-499- 2.73% |
$51.8K - $58.7K
|
17.8K
$2.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-539- 2.89% |
$56K - $63.4K
|
18.1K
$2.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-542- 1.13% |
$56.3K - $63.7K
|
47.4K
$5.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-546- 3.18% |
$56.7K - $64.2K
|
16.6K
$1.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-552- 10.57% |
$57.3K - $64.9K
|
4.67K
$549K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-558- 73.61% |
$58K - $65.6K
|
200
$23.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-575- 1.07% |
$59.7K - $67.6K
|
53K
$6.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-588- 1.71% |
$61.1K - $69.1K
|
33.9K
$3.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-591- 6.42% |
$61.4K - $69.5K
|
8.62K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-600- 14.62% |
$62.3K - $70.6K
|
3.5K
$412K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-609- 1.39% |
$63.3K - $71.6K
|
43.2K
$5.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-612- 6.65% |
$63.6K - $72K
|
8.59K
$1.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-618- 23.61% |
$64.2K - $72.7K
|
2K
$235K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-618- 34.11% |
$64.2K - $72.7K
|
1.19K
$140K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-630- 0.96% |
$65.4K - $74.1K
|
65K
$7.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-631- 24.18% |
$65.5K - $74.2K
|
1.98K
$233K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-661- 2.56% |
$68.7K - $77.7K
|
25.2K
$2.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-670- 46.46% |
$69.6K - $78.8K
|
772
$90.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-675- 20.61% |
$70.1K - $79.4K
|
2.6K
$306K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-681- 1.23% |
$70.7K - $80.1K
|
54.5K
$6.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-689- 1.89% |
$71.6K - $81K
|
35.8K
$4.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-692- 10.05% |
$71.9K - $81.4K
|
6.19K
$728K
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-698- 2.12% |
$72.5K - $82.1K
|
32.2K
$3.78M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-701- 1.51% |
$72.8K - $82.4K
|
45.7K
$5.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-722- 1.37% |
$75K - $84.9K
|
51.8K
$6.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-740- 9.73% |
$76.9K - $87K
|
6.86K
$807K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-762- 2.74% |
$79.1K - $89.6K
|
27.1K
$3.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-765- 6.76% |
$79.5K - $90K
|
10.6K
$1.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-767- 5.14% |
$79.7K - $90.2K
|
14.2K
$1.67M
|