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 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
124New |
$12.9K - $14.6K
|
124
$16.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
116+ 1.59% |
$12K - $13.6K
|
7.43K
$965K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
115+ 1.62% |
$11.9K - $13.5K
|
7.23K
$939K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
112+ 2.14% |
$11.6K - $13.2K
|
5.34K
$693K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
108+ 2.02% |
$11.2K - $12.7K
|
5.45K
$708K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
107+ 5.0% |
$11.1K - $12.6K
|
2.25K
$292K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
105+ 29.75% |
$10.9K - $12.3K
|
458
$59.5K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
105+ 0.23% |
$10.9K - $12.3K
|
45.8K
$5.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
102+ 1.44% |
$10.6K - $12K
|
7.18K
$933K
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
102+ 0.93% |
$10.6K - $12K
|
11.1K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
97+ 2.34% |
$10.1K - $11.4K
|
4.24K
$551K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
96+ 0.89% |
$9.97K - $11.3K
|
10.9K
$1.42M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
93+ 3.45% |
$9.66K - $10.9K
|
2.79K
$363K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
92+ 3.85% |
$9.56K - $10.8K
|
2.48K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
90+ 10.0% |
$9.35K - $10.6K
|
990
$129K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
90+ 13.18% |
$9.35K - $10.6K
|
773
$100K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
76+ 4.12% |
$7.89K - $8.94K
|
1.92K
$250K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
76+ 0.77% |
$7.89K - $8.94K
|
9.94K
$1.29M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
75+ 136.36% |
$7.79K - $8.82K
|
130
$16.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
73+ 0.25% |
$7.58K - $8.58K
|
29.9K
$3.88M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
70+ 8.03% |
$7.27K - $8.23K
|
942
$122K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
69+ 1.09% |
$7.17K - $8.11K
|
6.41K
$833K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
67+ 0.86% |
$6.96K - $7.88K
|
7.86K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
65+ 2.79% |
$6.75K - $7.64K
|
2.39K
$311K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
61+ 1.09% |
$6.34K - $7.17K
|
5.66K
$735K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
61+ 1.34% |
$6.34K - $7.17K
|
4.6K
$598K
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
60+ 1.49% |
$6.23K - $7.06K
|
4.1K
$532K
|
|
|
Nov 12, 2024
Q3 2024
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
46+ 1.9% |
$4.78K - $5.41K
|
2.46K
$320K
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
46+ 0.05% |
$4.78K - $5.41K
|
97.9K
$12.7M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
46+ 6.67% |
$4.78K - $5.41K
|
736
$95.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
45+ 2.48% |
$4.67K - $5.29K
|
1.86K
$241K
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
BUY
|
- |
42+ 1.85% |
$4.36K - $4.94K
|
2.32K
$301K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
40+ 0.36% |
$4.15K - $4.7K
|
11.2K
$1.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
37+ 1.15% |
$3.84K - $4.35K
|
3.26K
$423K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
35New |
$3.64K - $4.12K
|
35
$4.55K
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
30+ 0.27% |
$3.12K - $3.53K
|
10.9K
$1.42M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
29+ 1.34% |
$3.01K - $3.41K
|
2.2K
$285K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
28+ 2.32% |
$2.91K - $3.29K
|
1.24K
$161K
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
26+ 0.76% |
$2.7K - $3.06K
|
3.45K
$448K
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
26+ 0.16% |
$2.7K - $3.06K
|
16.4K
$2.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
22+ 3.85% |
$2.29K - $2.59K
|
593
$77K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
19+ 55.88% |
$1.97K - $2.23K
|
53
$6.88K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18New |
$1.87K - $2.12K
|
18
$2.34K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
18+ 0.32% |
$1.87K - $2.12K
|
5.62K
$730K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
18+ 0.89% |
$1.87K - $2.12K
|
2.03K
$264K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
18New |
$1.87K - $2.12K
|
18
$2.34K
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
17+ 0.62% |
$1.77K - $2K
|
2.75K
$358K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
12New |
$1.25K - $1.41K
|
12
$1.56K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
11+ 0.07% |
$1.14K - $1.29K
|
16.7K
$2.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
11+ 2.24% |
$1.14K - $1.29K
|
503
$65.3K
|