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 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.46K- 9.43% |
$255K - $289K
|
23.6K
$2.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-2.58K- 1.35% |
$267K - $303K
|
188K
$22.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.67K- 0.83% |
$277K - $313K
|
319K
$37.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-2.67K- 11.99% |
$277K - $314K
|
19.6K
$2.31M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.92K- 6.16% |
$304K - $344K
|
44.5K
$5.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.25K- 17.1% |
$338K - $383K
|
15.8K
$1.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-3.26K- 6.27% |
$338K - $383K
|
48.7K
$5.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.33K- 1.63% |
$345K - $391K
|
201K
$23.6M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.42K- 92.02% |
$356K - $403K
|
297
$34.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-3.62K- 48.38% |
$375K - $425K
|
3.86K
$454K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-3.62K- 29.87% |
$376K - $425K
|
8.49K
$999K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-3.99K- 6.1% |
$415K - $469K
|
61.5K
$7.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-4.02K- 11.53% |
$418K - $473K
|
30.9K
$3.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4.1K- 6.39% |
$426K - $483K
|
60.2K
$7.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-4.29K- 55.89% |
$445K - $504K
|
3.39K
$398K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.78K- 27.98% |
$497K - $562K
|
12.3K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.79K- 2.67% |
$498K - $564K
|
175K
$20.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-5.16K- 32.61% |
$536K - $606K
|
10.7K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.29K- 91.55% |
$549K - $622K
|
488
$57.4K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-5.34K- 10.3% |
$554K - $627K
|
46.5K
$5.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-5.39K- 10.15% |
$559K - $633K
|
47.7K
$5.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.54K- 6.47% |
$575K - $651K
|
80.1K
$9.42M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.7K- 0.4% |
$592K - $670K
|
1.43M
$168M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-5.85K- 18.75% |
$607K - $688K
|
25.3K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-5.91K- 48.04% |
$614K - $695K
|
6.39K
$752K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.06K- 54.06% |
$629K - $712K
|
5.15K
$606K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-6.17K- 5.17% |
$641K - $725K
|
113K
$13.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-6.81K- 1.5% |
$707K - $800K
|
447K
$52.6M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.85K- 2.81% |
$712K - $806K
|
237K
$27.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.07K- 1.01% |
$734K - $831K
|
692K
$81.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.16K- 22.24% |
$744K - $842K
|
25K
$2.95M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-7.47K- 30.64% |
$776K - $878K
|
16.9K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-7.62K- 20.15% |
$791K - $896K
|
30.2K
$3.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-8.12K- 3.05% |
$843K - $955K
|
258K
$30.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-8.33K- 6.45% |
$865K - $980K
|
121K
$14.2M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-9.03K- 2.57% |
$938K - $1.06M
|
342K
$40.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-9.3K- 29.58% |
$966K - $1.09M
|
22.1K
$2.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-9.39K- 62.07% |
$975K - $1.1M
|
5.74K
$675K
|
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-10.8K- 39.86% |
$1.12M - $1.27M
|
16.3K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-11.5K- 68.12% |
$1.2M - $1.36M
|
5.4K
$635K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-11.9K- 53.62% |
$1.23M - $1.39M
|
10.2K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-11.9K- 4.33% |
$1.23M - $1.39M
|
262K
$30.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.8K- 56.39% |
$1.33M - $1.51M
|
9.93K
$1.17M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-14.1K- 14.54% |
$1.46M - $1.65M
|
82.7K
$9.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-15.8K- 68.4% |
$1.64M - $1.86M
|
7.3K
$859K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-16.1K- 10.27% |
$1.67M - $1.89M
|
141K
$16.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-17.8K- 9.49% |
$1.85M - $2.09M
|
169K
$19.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
SELL
|
- |
-17.9K- 49.87% |
$1.86M - $2.1M
|
18K
$2.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-18.7K- 10.96% |
$1.95M - $2.2M
|
152K
$17.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-19.5K- 7.5% |
$2.03M - $2.3M
|
241K
$28.3M
|