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
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
482+ 3442.86% |
$50.1K - $56.7K
|
496
$58.3K
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
459+ 19.57% |
$47.7K - $54K
|
2.81K
$330K
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
437+ 3.72% |
$45.4K - $51.4K
|
12.2K
$1.43M
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
437+ 0.44% |
$45.4K - $51.4K
|
99.6K
$11.7M
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
417+ 34.04% |
$43.3K - $49K
|
1.64K
$193K
|
|
Nov 12, 2024
Q3 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
416+ 2.15% |
$43.2K - $48.9K
|
19.7K
$2.32M
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
412+ 11.16% |
$42.8K - $48.4K
|
4.1K
$483K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
405+ 4.99% |
$42.1K - $47.6K
|
8.53K
$1M
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
402+ 5.43% |
$41.8K - $47.3K
|
7.8K
$918K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
399+ 5.46% |
$41.4K - $46.9K
|
7.71K
$907K
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
393+ 1.48% |
$40.8K - $46.2K
|
26.9K
$3.16M
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
385+ 1.87% |
$40K - $45.3K
|
21K
$2.46M
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
371+ 1325.0% |
$38.5K - $43.6K
|
399
$46.9K
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
350+ 5.96% |
$36.4K - $41.2K
|
6.23K
$732K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
344+ 157.8% |
$35.7K - $40.5K
|
562
$66.1K
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
339+ 1.43% |
$35.2K - $39.9K
|
24K
$2.83M
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
336+ 13.9% |
$34.9K - $39.5K
|
2.75K
$324K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
334+ 3.86% |
$34.7K - $39.3K
|
8.98K
$1.06M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
333+ 1.09% |
$34.6K - $39.2K
|
30.9K
$3.64M
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
323+ 10.4% |
$33.6K - $38K
|
3.43K
$403K
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
303+ 5.55% |
$31.5K - $35.6K
|
5.76K
$678K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
299+ 1.06% |
$31.1K - $35.2K
|
28.4K
$3.34M
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
294+ 1.63% |
$30.5K - $34.6K
|
18.3K
$2.16M
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
293+ 0.31% |
$30.4K - $34.5K
|
93.4K
$11M
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
289+ 6.55% |
$30K - $34K
|
4.7K
$553K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
277+ 0.47% |
$28.8K - $32.6K
|
59.8K
$7.04M
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
276+ 5.15% |
$28.7K - $32.5K
|
5.64K
$663K
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
276+ 3.75% |
$28.7K - $32.5K
|
7.63K
$897K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
266New |
$27.6K - $31.3K
|
266
$31.3K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
265+ 2.38% |
$27.5K - $31.2K
|
11.4K
$1.34M
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
264+ 63.16% |
$27.4K - $31K
|
682
$80.2K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
258+ 105.31% |
$26.8K - $30.3K
|
503
$59.2K
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
255+ 5.81% |
$26.5K - $30K
|
4.64K
$546K
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
247+ 2.27% |
$25.7K - $29K
|
11.1K
$1.31M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
244+ 2.22% |
$25.3K - $28.7K
|
11.2K
$1.32M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
244New |
$25.3K - $28.7K
|
244
$28.7K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
240New |
$24.9K - $28.2K
|
240
$28.2K
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
240+ 1.51% |
$24.9K - $28.2K
|
16.1K
$1.9M
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
239+ 4.97% |
$24.8K - $28.1K
|
5.05K
$594K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
236+ 251.06% |
$24.5K - $27.8K
|
330
$38.8K
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
234+ 7.88% |
$24.3K - $27.5K
|
3.2K
$377K
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
232+ 4.37% |
$24.1K - $27.3K
|
5.54K
$651K
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
227+ 0.67% |
$23.6K - $26.7K
|
33.9K
$3.99M
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
225+ 0.77% |
$23.4K - $26.5K
|
29.5K
$3.47M
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
212+ 8.4% |
$22K - $24.9K
|
2.74K
$322K
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
208+ 9.23% |
$21.6K - $24.5K
|
2.46K
$289K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
200New |
$20.8K - $23.5K
|
200
$23.5K
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
190+ 1.24% |
$19.7K - $22.3K
|
15.5K
$1.82M
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
180+ 5.08% |
$18.7K - $21.2K
|
3.72K
$438K
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
164+ 0.52% |
$17K - $19.3K
|
32K
$3.76M
|