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 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.03K+ 2.02% |
$314K - $356K
|
153K
$19.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3KNew |
$311K - $353K
|
3K
$389K
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
2.98K+ 3.92% |
$309K - $350K
|
79K
$10.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
2.96K+ 5.53% |
$307K - $348K
|
56.5K
$7.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2.94K+ 3.43% |
$305K - $346K
|
88.7K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.94K+ 27.03% |
$305K - $345K
|
13.8K
$1.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.9K+ 9.69% |
$301K - $341K
|
32.9K
$4.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.84K+ 2.03% |
$295K - $334K
|
143K
$18.6M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.84K+ 16.98% |
$295K - $334K
|
19.5K
$2.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
2.82K+ 75.69% |
$292K - $331K
|
6.53K
$849K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.81K+ 3.59% |
$292K - $331K
|
81.2K
$10.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2.78K+ 14.65% |
$288K - $326K
|
21.7K
$2.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.76K+ 51.55% |
$287K - $325K
|
8.11K
$1.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.74K+ 7.74% |
$284K - $322K
|
38.1K
$4.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.73K+ 14.66% |
$283K - $321K
|
21.3K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.58KNew |
$268K - $303K
|
2.58K
$335K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.54K+ 8.8% |
$264K - $299K
|
31.5K
$4.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
2.53KNew |
$263K - $298K
|
2.53K
$329K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.48KNew |
$257K - $292K
|
2.48K
$322K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.39KNew |
$248K - $281K
|
2.39K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.34KNew |
$243K - $275K
|
2.34K
$304K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.34KNew |
$243K - $275K
|
2.34K
$304K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.26K+ 19.8% |
$235K - $266K
|
13.7K
$1.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
2.2KNew |
$229K - $259K
|
2.2K
$286K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.18K+ 1.75% |
$226K - $256K
|
126K
$16.4M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
2.17KNew |
$225K - $255K
|
2.17K
$282K
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.16KNew |
$224K - $254K
|
2.16K
$280K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
2.13K+ 17.83% |
$221K - $250K
|
14.1K
$1.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2.11K+ 4.44% |
$219K - $248K
|
49.6K
$6.45M
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
2.09KNew |
$218K - $246K
|
2.09K
$272K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.09KNew |
$217K - $246K
|
2.09K
$271K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.98K+ 7.58% |
$206K - $233K
|
28.2K
$3.66M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.96K+ 20.75% |
$203K - $230K
|
11.4K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.89K+ 60.54% |
$196K - $222K
|
5.01K
$651K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.89K+ 3.45% |
$196K - $222K
|
56.6K
$7.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.88K+ 1.55% |
$196K - $222K
|
123K
$16M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.86KNew |
$193K - $219K
|
1.86K
$242K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.81K+ 1.18% |
$188K - $212K
|
154K
$20.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.81KNew |
$188K - $212K
|
1.81K
$235K
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
1.8KNew |
$187K - $212K
|
1.8K
$234K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
1.8K+ 1.61% |
$187K - $212K
|
114K
$14.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.8KNew |
$187K - $212K
|
1.8K
$234K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
1.79K+ 4.14% |
$186K - $210K
|
44.9K
$5.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.78K+ 14.12% |
$185K - $209K
|
14.4K
$1.87M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.77K+ 4.82% |
$184K - $208K
|
38.6K
$5.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.76KNew |
$183K - $207K
|
1.76K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.75K+ 6.47% |
$182K - $206K
|
28.9K
$3.75M
|
|
|
Nov 06, 2024
Q3 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
1.75KNew |
$181K - $205K
|
1.75K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.75KNew |
$181K - $205K
|
1.75K
$227K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.74KNew |
$181K - $205K
|
1.74K
$226K
|