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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9+ 0.08% |
$771 - $946
|
11.6K
$1.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8+ 0.12% |
$685 - $841
|
6.42K
$853K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
8+ 0.27% |
$685 - $841
|
2.93K
$390K
|
|
|
Feb 01, 2024
Q4 2023
|
Cohen Capital Management, Inc.
|
BUY
|
- |
8+ 0.16% |
$685 - $841
|
5.08K
$676K
|
|
|
Feb 13, 2025
Q4 2023
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
8+ 0.35% |
$685 - $841
|
2.33K
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
8+ 0.22% |
$685 - $841
|
3.68K
$490K
|
|
|
Jan 09, 2024
Q4 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
7+ 0.05% |
$600 - $736
|
13.9K
$1.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
7+ 0.16% |
$600 - $736
|
4.43K
$589K
|
|
|
Feb 08, 2024
Q4 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
7+ 0.25% |
$600 - $736
|
2.86K
$380K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6+ 0.05% |
$514 - $631
|
13.3K
$1.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5+ 0.16% |
$428 - $526
|
3.2K
$425K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
5+ 0.14% |
$428 - $526
|
3.58K
$476K
|
|
|
Feb 06, 2024
Q4 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
4+ 0.28% |
$343 - $420
|
1.45K
$193K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4New |
$343 - $420
|
4
$532
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
BUY
|
- |
4+ 0.11% |
$343 - $420
|
3.72K
$495K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
4+ 0.29% |
$343 - $420
|
1.36K
$181K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 0.13% |
$343 - $420
|
3.07K
$408K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
4+ 0.13% |
$343 - $420
|
3.08K
$410K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4+ 0.02% |
$343 - $420
|
16.9K
$2.25M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.36% |
$257 - $315
|
837
$111K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
3+ 0.04% |
$257 - $315
|
7.97K
$1.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3+ 0.09% |
$257 - $315
|
3.31K
$439K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3+ 0.08% |
$257 - $315
|
3.69K
$491K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2+ 0.04% |
$171 - $210
|
4.66K
$620K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2+ 0.02% |
$171 - $210
|
11.3K
$1.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.32% |
$171 - $210
|
623
$82.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.14% |
$171 - $210
|
1.41K
$187K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2+ 0.01% |
$171 - $210
|
24K
$3.2M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$171 - $210
|
2.31K
$308K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.35% |
$171 - $210
|
573
$76.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1+ 0.03% |
$85.7 - $105
|
3.64K
$484K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.15% |
$85.7 - $105
|
676
$89.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
1+ 0.04% |
$85.7 - $105
|
2.7K
$359K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1+ 0.04% |
$85.7 - $105
|
2.57K
$342K
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.06% |
$85.7 - $105
|
1.66K
$221K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 1.05% |
$85.7 - $105
|
96
$12.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1+ 0.03% |
$85.7 - $105
|
3.63K
$482K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.04% |
$85.7 - $105
|
2.72K
$361K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.04% |
$85.7 - $105
|
2.44K
$325K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1+ 0.03% |
$85.7 - $105
|
3.87K
$514K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.12% |
$85.7 - $105
|
834
$111K
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$85.7 - $105
|
10.5K
$1.39M
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.39% |
$85.7 - $105
|
259
$34.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$85.7 - $105
|
8.27K
$1.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.02% |
$85.7 - $105
|
5.97K
$794K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1+ 0.26% |
$85.7 - $105
|
382
$50.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1+ 0.03% |
$85.7 - $105
|
2.95K
$392K
|
|
|
Jan 22, 2024
Q4 2023
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-3- 0.03% |
$257 - $315
|
10K
$1.33M
|
|
|
Feb 26, 2025
Q4 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-4- 0.12% |
$343 - $420
|
3.4K
$452K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-6- 0.85% |
$514 - $631
|
701
$93.2K
|