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 |
|---|---|---|---|---|---|---|---|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1+ 0.1% |
$104 - $118
|
1.05K
$139K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.07% |
$104 - $118
|
1.41K
$187K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1+ 0.03% |
$104 - $118
|
3.28K
$436K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1+ 0.05% |
$104 - $118
|
2.07K
$275K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1- 0.02% |
$104 - $118
|
4.17K
$554K
|
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.02% |
$104 - $118
|
5.33K
$708K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1- 0.04% |
$104 - $118
|
2.77K
$368K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1- 0.05% |
$104 - $118
|
1.95K
$259K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-3- 9.68% |
$312 - $353
|
28
$3.72K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-4- 0.08% |
$415 - $470
|
5.31K
$706K
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-4- 0.12% |
$415 - $470
|
3.41K
$454K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-5- 0.16% |
$519 - $588
|
3.08K
$410K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-5- 0.13% |
$519 - $588
|
3.8K
$505K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-6- 0.18% |
$623 - $706
|
3.24K
$430K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-7- 0.34% |
$727 - $823
|
2.05K
$272K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-9- 0.21% |
$935 - $1.06K
|
4.33K
$576K
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-9- 0.38% |
$935 - $1.06K
|
2.38K
$316K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9- 0.32% |
$935 - $1.06K
|
2.84K
$378K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-10- 0.23% |
$1.04K - $1.18K
|
4.29K
$570K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-10- 0.34% |
$1.04K - $1.18K
|
2.89K
$384K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-11- 2.79% |
$1.14K - $1.29K
|
383
$50.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-12- 0.51% |
$1.25K - $1.41K
|
2.35K
$313K
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-13- 0.04% |
$1.35K - $1.53K
|
29.2K
$3.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-14- 0.34% |
$1.45K - $1.65K
|
4.11K
$547K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-15- 1.79% |
$1.56K - $1.76K
|
822
$109K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16- 0.1% |
$1.66K - $1.88K
|
16.5K
$2.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
SELL
|
- |
-17- 0.47% |
$1.77K - $2K
|
3.57K
$475K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-19- 0.19% |
$1.97K - $2.23K
|
9.98K
$1.33M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-19- 14.96% |
$1.97K - $2.23K
|
108
$14.4K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-20- 0.03% |
$2.08K - $2.35K
|
66.8K
$8.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-20- 8.62% |
$2.08K - $2.35K
|
212
$28.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-20- 0.5% |
$2.08K - $2.35K
|
4K
$532K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-20- 0.17% |
$2.08K - $2.35K
|
12K
$1.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-22- 1.12% |
$2.29K - $2.59K
|
1.94K
$258K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-24- 0.67% |
$2.49K - $2.82K
|
3.56K
$474K
|
|
|
Nov 04, 2024
Q3 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-24- 0.82% |
$2.49K - $2.82K
|
2.9K
$385K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-24- 0.19% |
$2.49K - $2.82K
|
12.7K
$1.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-27- 0.24% |
$2.8K - $3.17K
|
11K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-27- 0.36% |
$2.8K - $3.17K
|
7.45K
$991K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-28- 21.05% |
$2.91K - $3.29K
|
105
$14K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-30- 1.05% |
$3.12K - $3.53K
|
2.83K
$376K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-30- 0.44% |
$3.12K - $3.53K
|
6.83K
$908K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-31- 1.02% |
$3.22K - $3.65K
|
3.02K
$401K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-32- 4.72% |
$3.32K - $3.76K
|
646
$85.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-33- 0.26% |
$3.43K - $3.88K
|
12.6K
$1.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-34- 0.38% |
$3.53K - $4K
|
8.94K
$1.19M
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-35- 1.52% |
$3.64K - $4.12K
|
2.27K
$302K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-40- 1.32% |
$4.15K - $4.7K
|
2.98K
$396K
|