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 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
854New |
$88.7K - $100K
|
854
$111K
|
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
844+ 7.52% |
$87.7K - $99.2K
|
12.1K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
825+ 17.3% |
$85.7K - $97K
|
5.59K
$727K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
801+ 42.54% |
$83.2K - $94.2K
|
2.68K
$349K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
792New |
$82.3K - $93.1K
|
792
$103K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
791+ 9.22% |
$82.2K - $93K
|
9.37K
$1.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
780+ 5.77% |
$81K - $91.7K
|
14.3K
$1.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
776+ 10.13% |
$80.6K - $91.2K
|
8.44K
$1.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
774+ 6.77% |
$80.4K - $91K
|
12.2K
$1.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
763+ 1.62% |
$79.3K - $89.7K
|
47.8K
$6.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
754+ 2.32% |
$78.3K - $88.7K
|
33.2K
$4.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
749+ 14.4% |
$77.8K - $88.1K
|
5.95K
$773K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
739+ 12.4% |
$76.8K - $86.9K
|
6.7K
$870K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
712+ 2.93% |
$74K - $83.7K
|
25K
$3.25M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
700+ 11.35% |
$72.7K - $82.3K
|
6.87K
$892K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
693+ 9.73% |
$72K - $81.5K
|
7.81K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
688+ 2.69% |
$71.5K - $80.9K
|
26.3K
$3.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
673+ 0.55% |
$69.9K - $79.1K
|
124K
$16.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
661+ 2.86% |
$68.7K - $77.7K
|
23.8K
$3.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
652New |
$67.7K - $76.7K
|
652
$84.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
652+ 3.06% |
$67.7K - $76.7K
|
22K
$2.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
644+ 146.7% |
$66.9K - $75.7K
|
1.08K
$141K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
635+ 17.58% |
$66K - $74.7K
|
4.25K
$552K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
615+ 5.35% |
$63.9K - $72.3K
|
12.1K
$1.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
603+ 6.97% |
$62.6K - $70.9K
|
9.25K
$1.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
598+ 0.44% |
$62.1K - $70.3K
|
136K
$17.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
562+ 278.22% |
$58.4K - $66.1K
|
764
$99.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
562+ 19.21% |
$58.4K - $66.1K
|
3.49K
$453K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
557+ 5.23% |
$57.9K - $65.5K
|
11.2K
$1.46M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
538+ 2.88% |
$55.9K - $63.3K
|
19.2K
$2.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
538+ 0.69% |
$55.9K - $63.3K
|
78.8K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
528+ 1.75% |
$54.8K - $62.1K
|
30.8K
$3.99M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
525+ 535.71% |
$54.5K - $61.7K
|
623
$80.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
525+ 3.28% |
$54.5K - $61.7K
|
16.5K
$2.15M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
525+ 28.49% |
$54.5K - $61.7K
|
2.37K
$308K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
502+ 15.72% |
$52.1K - $59K
|
3.7K
$480K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
498+ 16.12% |
$51.7K - $58.6K
|
3.59K
$466K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
492+ 9.29% |
$51.1K - $57.9K
|
5.79K
$752K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
489+ 19.65% |
$50.8K - $57.5K
|
2.98K
$387K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
487+ 16.07% |
$50.6K - $57.3K
|
3.52K
$457K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
482+ 3442.86% |
$50.1K - $56.7K
|
496
$64.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
459+ 19.57% |
$47.7K - $54K
|
2.81K
$364K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
437+ 0.44% |
$45.4K - $51.4K
|
99.6K
$12.9M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
437+ 3.72% |
$45.4K - $51.4K
|
12.2K
$1.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
417+ 34.04% |
$43.3K - $49K
|
1.64K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
416+ 2.15% |
$43.2K - $48.9K
|
19.7K
$2.56M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
412+ 11.16% |
$42.8K - $48.4K
|
4.1K
$533K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
405+ 4.99% |
$42.1K - $47.6K
|
8.53K
$1.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
402+ 5.43% |
$41.8K - $47.3K
|
7.8K
$1.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
399+ 5.46% |
$41.4K - $46.9K
|
7.71K
$1M
|