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 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-380- 22.96% |
$32.6K - $39.9K
|
1.28K
$169K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-390- 5.14% |
$33.4K - $41K
|
7.2K
$952K
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-393- 1.73% |
$33.7K - $41.3K
|
22.4K
$2.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-398- 4.85% |
$34.1K - $41.8K
|
7.81K
$1.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-400- 12.2% |
$34.3K - $42K
|
2.88K
$381K
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-402- 1.85% |
$34.4K - $42.3K
|
21.3K
$2.81M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-415- 5.74% |
$35.5K - $43.6K
|
6.81K
$901K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-420- 1.29% |
$36K - $44.2K
|
32.2K
$4.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-425- 0.8% |
$36.4K - $44.7K
|
52.8K
$6.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-434- 9.79% |
$37.2K - $45.6K
|
4K
$529K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-436- 27.98% |
$37.3K - $45.8K
|
1.12K
$148K
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-440- 9.67% |
$37.7K - $46.3K
|
4.11K
$543K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-446- 38.18% |
$38.2K - $46.9K
|
722
$95.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-446- 73.72% |
$38.2K - $46.9K
|
159
$21K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-456- 6.17% |
$39.1K - $47.9K
|
6.94K
$918K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-462- 2.9% |
$39.6K - $48.6K
|
15.4K
$2.04M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-500- 3.64% |
$42.8K - $52.6K
|
13.2K
$1.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-500- 3.18% |
$42.8K - $52.6K
|
15.2K
$2.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-514- 1.45% |
$44K - $54K
|
34.9K
$4.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-529- 20.73% |
$45.3K - $55.6K
|
2.02K
$268K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-555- 6.47% |
$47.5K - $58.3K
|
8.02K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-555- 4.62% |
$47.5K - $58.3K
|
11.5K
$1.52M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-561- 10.66% |
$48.1K - $59K
|
4.7K
$622K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-589- 23.15% |
$50.5K - $61.9K
|
1.96K
$259K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-590- 4.38% |
$50.5K - $62K
|
12.9K
$1.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-598- 1.09% |
$51.2K - $62.9K
|
54.1K
$7.16M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-635- 32.05% |
$54.4K - $66.8K
|
1.35K
$178K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-636- 15.3% |
$54.5K - $66.9K
|
3.52K
$466K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-655- 1.84% |
$56.1K - $68.9K
|
34.9K
$4.62M
|
|
|
Jan 25, 2024
Q4 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-662- 14.41% |
$56.7K - $69.6K
|
3.93K
$520K
|
|
|
Jan 29, 2024
Q4 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-664- 7.72% |
$56.9K - $69.8K
|
7.94K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-671- 0.25% |
$57.5K - $70.5K
|
265K
$35.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-671- 0.63% |
$57.5K - $70.5K
|
105K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-674- 1.21% |
$57.7K - $70.9K
|
54.9K
$7.26M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-691- 11.93% |
$59.2K - $72.6K
|
5.1K
$675K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-725- 2.03% |
$62.1K - $76.2K
|
34.9K
$4.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-742- 14.3% |
$63.6K - $78K
|
4.45K
$588K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-749- 0.87% |
$64.2K - $78.7K
|
85.5K
$11.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-752- 1.48% |
$64.4K - $79.1K
|
50.1K
$6.63M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-767- 24.88% |
$65.7K - $80.6K
|
2.32K
$306K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-774- 1.83% |
$66.3K - $81.4K
|
41.6K
$5.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-789- 1.22% |
$67.6K - $82.9K
|
63.7K
$8.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-798- 8.12% |
$68.4K - $83.9K
|
9.03K
$1.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-801- 1.62% |
$68.6K - $84.2K
|
48.5K
$6.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-812- 6.34% |
$69.6K - $85.4K
|
12K
$1.59M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-891- 15.4% |
$76.3K - $93.7K
|
4.89K
$647K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-896- 23.32% |
$76.8K - $94.2K
|
2.95K
$390K
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-905- 3.33% |
$77.5K - $95.1K
|
26.3K
$3.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-916- 8.14% |
$78.5K - $96.3K
|
10.3K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-948- 0.45% |
$81.2K - $99.7K
|
210K
$27.8M
|