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 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
27K+ 1.34% |
$2.31M - $2.84M
|
2.03M
$259M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
26.5K+ 10.76% |
$2.27M - $2.78M
|
272K
$34.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
26.2KNew |
$2.25M - $2.76M
|
26.2K
$3.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
25.1K+ 12.92% |
$2.15M - $2.64M
|
219K
$28M
|
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
25.1KNew |
$2.15M - $2.64M
|
25.1K
$3.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
25K+ 7.12% |
$2.14M - $2.63M
|
376K
$47.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
24.9KNew |
$2.13M - $2.61M
|
24.9K
$3.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
24.6KNew |
$2.11M - $2.59M
|
24.6K
$3.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.3K+ 14.9% |
$2.08M - $2.55M
|
187K
$23.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.8K+ 7.28% |
$2.04M - $2.5M
|
351K
$44.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
23.5K+ 106.51% |
$2.02M - $2.47M
|
45.6K
$5.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
20.8K+ 7.27% |
$1.78M - $2.19M
|
307K
$39.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Disciplined Growth Investors Inc
Minneapolis, MN |
BUY
|
- |
20.6KNew |
$1.76M - $2.16M
|
20.6K
$2.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
20.1KNew |
$1.72M - $2.11M
|
20.1K
$2.56M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
19.7K+ 77.82% |
$1.69M - $2.07M
|
45.1K
$5.75M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
19K+ 17.43% |
$1.63M - $2M
|
128K
$16.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19K+ 14.44% |
$1.63M - $2M
|
150K
$19.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
18.9KNew |
$1.62M - $1.99M
|
18.9K
$2.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
18.4K+ 230.79% |
$1.58M - $1.94M
|
26.4K
$3.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
17.9K+ 9.12% |
$1.53M - $1.88M
|
214K
$27.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
17K+ 8.26% |
$1.45M - $1.78M
|
222K
$28.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
16.7K+ 12.23% |
$1.43M - $1.76M
|
153K
$19.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16.5K+ 8.94% |
$1.41M - $1.73M
|
201K
$25.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15.7K+ 31.88% |
$1.34M - $1.65M
|
64.9K
$8.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
15.7K+ 32.2% |
$1.34M - $1.65M
|
64.3K
$8.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
15.2K+ 108.05% |
$1.31M - $1.6M
|
29.3K
$3.74M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
15.1K+ 106.15% |
$1.3M - $1.59M
|
29.4K
$3.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
14.4K+ 14.38% |
$1.24M - $1.52M
|
115K
$14.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.1K+ 53.89% |
$1.21M - $1.48M
|
40.3K
$5.14M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
14.1KNew |
$1.2M - $1.48M
|
14.1K
$1.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
14KNew |
$1.2M - $1.47M
|
14K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.7K+ 42.18% |
$1.17M - $1.44M
|
46K
$5.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.8K+ 0.12% |
$1.09M - $1.34M
|
10.9M
$1.39B
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
12.7K+ 89.77% |
$1.08M - $1.33M
|
26.8K
$3.41M
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
12.5KNew |
$1.07M - $1.32M
|
12.5K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
12.1KNew |
$1.03M - $1.27M
|
12.1K
$1.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
11.9K+ 4.84% |
$1.02M - $1.25M
|
258K
$32.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$1M - $1.23M
|
11.7K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
11.4KNew |
$979K - $1.2M
|
11.4K
$1.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
BUY
|
- |
11.4KNew |
$973K - $1.19M
|
11.4K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11K+ 121.79% |
$941K - $1.16M
|
20K
$2.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
10.6K+ 3.24% |
$908K - $1.11M
|
338K
$43.1M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.4K+ 3.91% |
$893K - $1.1M
|
277K
$35.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
10.3KNew |
$884K - $1.08M
|
10.3K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10K+ 331.58% |
$858K - $1.05M
|
13K
$1.66M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
9.39K+ 81.2% |
$804K - $987K
|
20.9K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9.2K+ 249.13% |
$788K - $967K
|
12.9K
$1.64M
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
9.16K+ 17.07% |
$784K - $963K
|
62.8K
$8.01M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
9.05K+ 253.11% |
$775K - $951K
|
12.6K
$1.61M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
9K+ 16.65% |
$771K - $946K
|
63K
$8.04M
|