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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-5- 0.16% |
$519 - $588
|
3.08K
$400K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-6- 0.18% |
$623 - $706
|
3.24K
$421K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-7- 0.34% |
$727 - $823
|
2.05K
$266K
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-9- 0.38% |
$935 - $1.06K
|
2.38K
$309K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9- 0.32% |
$935 - $1.06K
|
2.84K
$369K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-9- 0.21% |
$935 - $1.06K
|
4.33K
$563K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-10- 0.34% |
$1.04K - $1.18K
|
2.89K
$375K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-10- 0.23% |
$1.04K - $1.18K
|
4.29K
$557K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-11- 2.79% |
$1.14K - $1.29K
|
383
$49.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-12- 0.51% |
$1.25K - $1.41K
|
2.35K
$306K
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-13- 0.04% |
$1.35K - $1.53K
|
29.2K
$3.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-14- 0.34% |
$1.45K - $1.65K
|
4.11K
$534K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-15- 1.79% |
$1.56K - $1.76K
|
822
$107K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16- 0.1% |
$1.66K - $1.88K
|
16.5K
$2.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
SELL
|
- |
-17- 0.47% |
$1.77K - $2K
|
3.57K
$464K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-19- 14.96% |
$1.97K - $2.23K
|
108
$14K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-19- 0.19% |
$1.97K - $2.23K
|
9.98K
$1.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-20- 0.5% |
$2.08K - $2.35K
|
4K
$520K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-20- 8.62% |
$2.08K - $2.35K
|
212
$27.5K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-20- 0.03% |
$2.08K - $2.35K
|
66.8K
$8.68M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-20- 0.17% |
$2.08K - $2.35K
|
12K
$1.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-22- 1.12% |
$2.29K - $2.59K
|
1.94K
$252K
|
|
|
Nov 04, 2024
Q3 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-24- 0.82% |
$2.49K - $2.82K
|
2.9K
$376K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-24- 0.19% |
$2.49K - $2.82K
|
12.7K
$1.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-24- 0.67% |
$2.49K - $2.82K
|
3.56K
$463K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-27- 0.36% |
$2.8K - $3.17K
|
7.45K
$968K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-27- 0.24% |
$2.8K - $3.17K
|
11K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-28- 21.05% |
$2.91K - $3.29K
|
105
$13.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-30- 1.05% |
$3.12K - $3.53K
|
2.83K
$368K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-30- 0.44% |
$3.12K - $3.53K
|
6.83K
$887K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-31- 1.02% |
$3.22K - $3.65K
|
3.02K
$392K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-32- 4.72% |
$3.32K - $3.76K
|
646
$83.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-33- 0.26% |
$3.43K - $3.88K
|
12.6K
$1.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-34- 0.38% |
$3.53K - $4K
|
8.94K
$1.16M
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-35- 1.52% |
$3.64K - $4.12K
|
2.27K
$295K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-40- 1.32% |
$4.15K - $4.7K
|
2.98K
$387K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-43- 3.25% |
$4.47K - $5.06K
|
1.28K
$166K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-44- 2.74% |
$4.57K - $5.17K
|
1.56K
$203K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-44- 0.47% |
$4.57K - $5.17K
|
9.32K
$1.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-46- 0.77% |
$4.78K - $5.41K
|
5.96K
$774K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-49- 1.57% |
$5.09K - $5.76K
|
3.08K
$400K
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-50- 0.34% |
$5.19K - $5.88K
|
14.7K
$1.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-50- 0.78% |
$5.19K - $5.88K
|
6.33K
$822K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-50- 1.4% |
$5.19K - $5.88K
|
3.53K
$459K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-52- 0.25% |
$5.4K - $6.11K
|
20.9K
$2.71M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-54- 5.63% |
$5.61K - $6.35K
|
905
$118K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-58- 2.38% |
$6.02K - $6.82K
|
2.38K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-61- 2.64% |
$6.34K - $7.17K
|
2.25K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-62- 1.77% |
$6.44K - $7.29K
|
3.44K
$447K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-62- 5.68% |
$6.44K - $7.29K
|
1.03K
$134K
|