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 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1K- 33.92% |
$104K - $118K
|
1.95K
$250K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.04K- 13.62% |
$108K - $122K
|
6.59K
$845K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.05K- 36.74% |
$109K - $124K
|
1.81K
$232K
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1.09K- 1.9% |
$113K - $128K
|
56.4K
$7.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
SELL
|
- |
-1.1K- 3.24% |
$114K - $129K
|
32.7K
$4.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-1.1K- 0.45% |
$114K - $129K
|
242K
$31.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.12K- 33.99% |
$117K - $132K
|
2.18K
$280K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.13K- 29.67% |
$117K - $132K
|
2.67K
$342K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.14K- 4.86% |
$119K - $134K
|
22.4K
$2.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.17K- 0.87% |
$122K - $138K
|
133K
$17M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 13.19% |
$123K - $139K
|
7.8K
$1M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.2K- 29.79% |
$124K - $141K
|
2.82K
$361K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.23K- 1.04% |
$128K - $145K
|
117K
$15M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.23K- 3.45% |
$128K - $145K
|
34.5K
$4.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.25K- 68.6% |
$129K - $146K
|
570
$73.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.26K- 26.34% |
$131K - $148K
|
3.52K
$451K
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-1.3K- 1.11% |
$135K - $152K
|
115K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.46K- 3.78% |
$152K - $172K
|
37.2K
$4.77M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.47K- 30.61% |
$153K - $173K
|
3.33K
$427K
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-1.58K- 19.01% |
$164K - $185K
|
6.72K
$862K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.61K- 6.12% |
$167K - $189K
|
24.6K
$3.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.65K- 1.14% |
$172K - $194K
|
143K
$18.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.66K- 3.52% |
$172K - $195K
|
45.5K
$5.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.77K- 2.0% |
$183K - $208K
|
86.5K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.77K- 35.93% |
$184K - $208K
|
3.15K
$404K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.85K- 13.29% |
$192K - $218K
|
12.1K
$1.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.88K- 2.96% |
$195K - $220K
|
61.4K
$7.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.91K- 3.22% |
$199K - $225K
|
57.6K
$7.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-2K- 8.03% |
$207K - $235K
|
22.9K
$2.93M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.02K- 4.51% |
$209K - $237K
|
42.7K
$5.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2.02K- 4.36% |
$209K - $237K
|
44.2K
$5.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.09K- 10.76% |
$218K - $246K
|
17.4K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-2.12K- 41.66% |
$220K - $250K
|
2.97K
$381K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.26K- 46.5% |
$235K - $266K
|
2.6K
$334K
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
SELL
|
- |
-2.35K- 5.79% |
$244K - $276K
|
38.2K
$4.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-2.43K- 6.01% |
$253K - $286K
|
38.1K
$4.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.46K- 9.43% |
$255K - $289K
|
23.6K
$3.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-2.58K- 1.35% |
$267K - $303K
|
188K
$24.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.67K- 0.83% |
$277K - $313K
|
319K
$40.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-2.67K- 11.99% |
$277K - $314K
|
19.6K
$2.52M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.92K- 6.16% |
$304K - $344K
|
44.5K
$5.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.25K- 17.1% |
$338K - $383K
|
15.8K
$2.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-3.26K- 6.27% |
$338K - $383K
|
48.7K
$6.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.33K- 1.63% |
$345K - $391K
|
201K
$25.7M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.42K- 92.02% |
$356K - $403K
|
297
$38.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-3.62K- 48.38% |
$375K - $425K
|
3.86K
$495K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-3.62K- 29.87% |
$376K - $425K
|
8.49K
$1.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-3.99K- 6.1% |
$415K - $469K
|
61.5K
$7.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-4.02K- 11.53% |
$418K - $473K
|
30.9K
$3.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4.1K- 6.39% |
$426K - $483K
|
60.2K
$7.72M
|