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 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-767- 5.14% |
$79.7K - $90.2K
|
14.2K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-792- 3.45% |
$82.3K - $93.1K
|
22.1K
$2.6M
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-793- 34.01% |
$82.4K - $93.2K
|
1.54K
$181K
|
|
|
Nov 01, 2024
Q3 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-795- 3.03% |
$82.6K - $93.5K
|
25.5K
$2.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-809- 21.01% |
$84K - $95.1K
|
3.04K
$358K
|
|
|
Apr 01, 2025
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-821- 12.61% |
$85.3K - $96.5K
|
5.69K
$669K
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-841- 1.23% |
$87.4K - $98.9K
|
67.3K
$7.92M
|
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-860- 5.68% |
$89.3K - $101K
|
14.3K
$1.68M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-884- 14.04% |
$91.8K - $104K
|
5.41K
$637K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-892- 7.31% |
$92.7K - $105K
|
11.3K
$1.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-892- 52.56% |
$92.7K - $105K
|
805
$94.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-899- 13.58% |
$93.4K - $106K
|
5.72K
$673K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-900- 30.54% |
$93.5K - $106K
|
2.05K
$241K
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-907- 13.37% |
$94.2K - $107K
|
5.88K
$691K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-914- 18.08% |
$94.9K - $107K
|
4.14K
$487K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1K- 33.92% |
$104K - $118K
|
1.95K
$229K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.04K- 13.62% |
$108K - $122K
|
6.59K
$775K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.05K- 36.74% |
$109K - $124K
|
1.81K
$213K
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1.09K- 1.9% |
$113K - $128K
|
56.4K
$6.64M
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
SELL
|
- |
-1.1K- 3.24% |
$114K - $129K
|
32.7K
$3.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-1.1K- 0.45% |
$114K - $129K
|
242K
$28.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.12K- 33.99% |
$117K - $132K
|
2.18K
$257K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.13K- 29.67% |
$117K - $132K
|
2.67K
$314K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.14K- 4.86% |
$119K - $134K
|
22.4K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.17K- 0.87% |
$122K - $138K
|
133K
$15.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 13.19% |
$123K - $139K
|
7.8K
$917K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.2K- 29.79% |
$124K - $141K
|
2.82K
$331K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.23K- 1.04% |
$128K - $145K
|
117K
$13.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.23K- 3.45% |
$128K - $145K
|
34.5K
$4.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.25K- 68.6% |
$129K - $146K
|
570
$67K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.26K- 26.34% |
$131K - $148K
|
3.52K
$413K
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-1.3K- 1.11% |
$135K - $152K
|
115K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.46K- 3.78% |
$152K - $172K
|
37.2K
$4.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.47K- 30.61% |
$153K - $173K
|
3.33K
$392K
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-1.58K- 19.01% |
$164K - $185K
|
6.72K
$790K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.61K- 6.12% |
$167K - $189K
|
24.6K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.65K- 1.14% |
$172K - $194K
|
143K
$16.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.66K- 3.52% |
$172K - $195K
|
45.5K
$5.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.77K- 2.0% |
$183K - $208K
|
86.5K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.77K- 35.93% |
$184K - $208K
|
3.15K
$371K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.85K- 13.29% |
$192K - $218K
|
12.1K
$1.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.88K- 2.96% |
$195K - $220K
|
61.4K
$7.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.91K- 3.22% |
$199K - $225K
|
57.6K
$6.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-2K- 8.03% |
$207K - $235K
|
22.9K
$2.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2.02K- 4.36% |
$209K - $237K
|
44.2K
$5.2M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.02K- 4.51% |
$209K - $237K
|
42.7K
$5.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.09K- 10.76% |
$218K - $246K
|
17.4K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-2.12K- 41.66% |
$220K - $250K
|
2.97K
$350K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.26K- 46.5% |
$235K - $266K
|
2.6K
$306K
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
SELL
|
- |
-2.35K- 5.79% |
$244K - $276K
|
38.2K
$4.5M
|