Purchases and Sales Made in Q4 2023 in Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2023
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
8+ 0.35% |
$685 - $841
|
2.33K
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
8+ 0.22% |
$685 - $841
|
3.68K
$417K
|
|
|
Feb 01, 2024
Q4 2023
|
Cohen Capital Management, Inc.
|
BUY
|
- |
8+ 0.16% |
$685 - $841
|
5.08K
$576K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8+ 0.12% |
$685 - $841
|
6.42K
$727K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
8+ 0.27% |
$685 - $841
|
2.93K
$332K
|
|
|
Feb 08, 2024
Q4 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
7+ 0.25% |
$600 - $736
|
2.86K
$324K
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
7+ 0.16% |
$600 - $736
|
4.43K
$502K
|
|
|
Jan 09, 2024
Q4 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
7+ 0.05% |
$600 - $736
|
13.9K
$1.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6+ 0.05% |
$514 - $631
|
13.3K
$1.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5+ 0.16% |
$428 - $526
|
3.2K
$362K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
5+ 0.14% |
$428 - $526
|
3.58K
$406K
|
|
|
Feb 06, 2024
Q4 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
4+ 0.28% |
$343 - $420
|
1.45K
$164K
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
BUY
|
- |
4+ 0.11% |
$343 - $420
|
3.72K
$422K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4New |
$343 - $420
|
4
$453
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4+ 0.02% |
$343 - $420
|
16.9K
$1.92M
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
4+ 0.13% |
$343 - $420
|
3.08K
$349K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 0.13% |
$343 - $420
|
3.07K
$347K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
4+ 0.29% |
$343 - $420
|
1.36K
$154K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3+ 0.09% |
$257 - $315
|
3.31K
$375K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
3+ 0.04% |
$257 - $315
|
7.97K
$903K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3+ 0.08% |
$257 - $315
|
3.69K
$419K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.36% |
$257 - $315
|
837
$94.8K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2+ 0.02% |
$171 - $210
|
11.3K
$1.28M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.35% |
$171 - $210
|
573
$64.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.32% |
$171 - $210
|
623
$70.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.14% |
$171 - $210
|
1.41K
$159K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2+ 0.04% |
$171 - $210
|
4.66K
$528K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2+ 0.01% |
$171 - $210
|
24K
$2.73M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$171 - $210
|
2.31K
$262K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
1+ 0.04% |
$85.7 - $105
|
2.7K
$306K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1+ 0.03% |
$85.7 - $105
|
3.87K
$438K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.12% |
$85.7 - $105
|
834
$94.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.04% |
$85.7 - $105
|
2.44K
$277K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.39% |
$85.7 - $105
|
259
$29.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$85.7 - $105
|
10.5K
$1.18M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1+ 0.26% |
$85.7 - $105
|
382
$43.3K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 1.05% |
$85.7 - $105
|
96
$10.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.15% |
$85.7 - $105
|
676
$76.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.04% |
$85.7 - $105
|
2.72K
$308K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1+ 0.04% |
$85.7 - $105
|
2.57K
$292K
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.06% |
$85.7 - $105
|
1.66K
$188K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$85.7 - $105
|
8.27K
$937K
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1+ 0.03% |
$85.7 - $105
|
3.64K
$412K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.02% |
$85.7 - $105
|
5.97K
$677K
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1+ 0.03% |
$85.7 - $105
|
3.63K
$411K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1+ 0.03% |
$85.7 - $105
|
2.95K
$334K
|
|
|
Jan 22, 2024
Q4 2023
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-3- 0.03% |
$257 - $315
|
10K
$1.13M
|
|
|
Feb 26, 2025
Q4 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-4- 0.12% |
$343 - $420
|
3.4K
$386K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-6- 0.85% |
$514 - $631
|
701
$79.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-7- 0.02% |
$600 - $736
|
30.9K
$3.5M
|