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 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.5K- 18.66% |
$299K - $367K
|
15.2K
$2.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-3.64K- 13.1% |
$311K - $382K
|
24.1K
$3.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-3.75K- 3.42% |
$321K - $394K
|
106K
$14M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3.75K- 5.11% |
$321K - $394K
|
69.6K
$9.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4K- 0.91% |
$343K - $421K
|
434K
$57.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4.04K- 69.15% |
$346K - $424K
|
1.8K
$238K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.12K- 7.6% |
$353K - $433K
|
50.1K
$6.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-4.28K- 17.21% |
$367K - $450K
|
20.6K
$2.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.34K- 15.31% |
$372K - $456K
|
24K
$3.18M
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-4.35K- 61.4% |
$372K - $457K
|
2.73K
$361K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-4.38K- 6.79% |
$375K - $461K
|
60.1K
$7.95M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-4.59K- 1.95% |
$393K - $483K
|
231K
$30.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-4.83K- 64.86% |
$414K - $508K
|
2.62K
$346K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.89K- 9.34% |
$419K - $514K
|
47.5K
$6.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.08K- 19.34% |
$435K - $534K
|
21.2K
$2.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.09K- 2.61% |
$436K - $535K
|
190K
$25.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.25K- 4.03% |
$450K - $552K
|
125K
$16.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.3K- 16.83% |
$454K - $557K
|
26.2K
$3.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-5.43K- 19.24% |
$465K - $571K
|
22.8K
$3.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-5.49K- 73.81% |
$470K - $577K
|
1.95K
$258K
|
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-5.82K- 98.54% |
$498K - $611K
|
86
$11.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.61K- 28.85% |
$566K - $695K
|
16.3K
$2.16M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.88K- 4.59% |
$589K - $723K
|
143K
$18.9M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-7.35KClosed |
$630K - $773K
|
0
$0
|
|
|
Jan 03, 2024
Q4 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-7.47K- 5.22% |
$640K - $785K
|
136K
$17.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.63K- 1.99% |
$653K - $802K
|
376K
$49.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.65K- 5.49% |
$655K - $804K
|
132K
$17.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-8.33K- 33.62% |
$714K - $876K
|
16.5K
$2.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-10.7K- 20.51% |
$917K - $1.13M
|
41.5K
$5.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-11K- 24.53% |
$939K - $1.15M
|
33.7K
$4.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-11.3K- 20.04% |
$964K - $1.18M
|
44.9K
$5.94M
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-12.3K- 7.7% |
$1.05M - $1.29M
|
148K
$19.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-12.8K- 5.95% |
$1.1M - $1.35M
|
203K
$26.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-13.6K- 13.69% |
$1.16M - $1.43M
|
85.5K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-14.6K- 64.62% |
$1.25M - $1.53M
|
7.97K
$1.05M
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-14.6K- 87.48% |
$1.25M - $1.54M
|
2.09K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-14.7K- 4.69% |
$1.26M - $1.54M
|
299K
$39.6M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-14.7K- 4.69% |
$1.26M - $1.54M
|
299K
$39.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-14.9K- 25.37% |
$1.28M - $1.57M
|
43.9K
$5.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-15.3K- 47.77% |
$1.31M - $1.61M
|
16.7K
$2.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19K- 1.99% |
$1.63M - $1.99M
|
933K
$123M
|
|
|
Jan 12, 2024
Q4 2023
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-20.7K- 4.36% |
$1.77M - $2.17M
|
453K
$60M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-26.2K- 41.35% |
$2.24M - $2.75M
|
37.1K
$4.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-28.7K- 17.9% |
$2.46M - $3.01M
|
131K
$17.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-28.7K- 17.9% |
$2.46M - $3.01M
|
131K
$17.4M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-30K- 48.69% |
$2.57M - $3.16M
|
31.7K
$4.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-40K- 1.9% |
$3.43M - $4.21M
|
2.07M
$274M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-43.2K- 94.7% |
$3.7M - $4.54M
|
2.42K
$320K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-44.7K- 5.05% |
$3.83M - $4.7M
|
841K
$111M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-50.2K- 31.51% |
$4.3M - $5.27M
|
109K
$14.4M
|