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 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
8.79K+ 275.67% |
$753K - $924K
|
12K
$1.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
8.63K+ 8.18% |
$739K - $907K
|
114K
$15.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.19K+ 12.81% |
$701K - $861K
|
72.1K
$9.54M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
BUY
|
- |
8.17K+ 32.04% |
$700K - $859K
|
33.7K
$4.45M
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
8.03K+ 112.01% |
$688K - $844K
|
15.2K
$2.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.99K+ 41.73% |
$685K - $840K
|
27.1K
$3.59M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.92KNew |
$679K - $833K
|
7.92K
$1.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.79K+ 39.12% |
$667K - $819K
|
27.7K
$3.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.78K+ 5.02% |
$667K - $818K
|
163K
$21.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.7K+ 8750.0% |
$660K - $809K
|
7.79K
$1.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.7K+ 32.36% |
$659K - $809K
|
31.5K
$4.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
7.6K+ 2.88% |
$651K - $799K
|
272K
$35.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
7.47K+ 14.27% |
$640K - $786K
|
59.8K
$7.92M
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
7.47KNew |
$640K - $785K
|
7.47K
$988K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.37K+ 4.39% |
$631K - $774K
|
175K
$23.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.33K+ 29.75% |
$628K - $771K
|
32K
$4.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.29K+ 5.06% |
$624K - $766K
|
151K
$20M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
7.28KNew |
$623K - $765K
|
7.28K
$963K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.26K+ 1.51% |
$622K - $764K
|
489K
$64.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.23K+ 0.76% |
$619K - $760K
|
953K
$126M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.08K+ 5.6% |
$606K - $744K
|
133K
$17.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.95K+ 5.86% |
$595K - $730K
|
126K
$16.6M
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
6.9K+ 33.51% |
$591K - $726K
|
27.5K
$3.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
6.52KNew |
$558K - $685K
|
6.52K
$862K
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
6.31K+ 107.26% |
$540K - $663K
|
12.2K
$1.61M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
6.26K+ 17.62% |
$537K - $658K
|
41.8K
$5.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
6.2K+ 29.1% |
$531K - $652K
|
27.5K
$3.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
6.11KNew |
$523K - $642K
|
6.11K
$808K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6K+ 11.46% |
$514K - $631K
|
58.4K
$7.72M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.97K+ 41.53% |
$511K - $627K
|
20.3K
$2.69M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.87K+ 6.35% |
$503K - $617K
|
98.4K
$13M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.73KNew |
$491K - $602K
|
5.73K
$758K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
5.65KNew |
$484K - $594K
|
5.65K
$748K
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
5.64K+ 21.51% |
$483K - $592K
|
31.8K
$4.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.32KNew |
$455K - $559K
|
5.32K
$703K
|
|
|
Feb 06, 2024
Q4 2023
|
Geneva Capital Management LLC
|
BUY
|
- |
5.3K+ 38.31% |
$454K - $558K
|
19.2K
$2.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
5.3KNew |
$454K - $557K
|
5.3K
$701K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.15K+ 46.47% |
$441K - $542K
|
16.2K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.98K+ 12.61% |
$427K - $523K
|
44.5K
$5.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.97K+ 3.97% |
$426K - $523K
|
130K
$17.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
BUY
|
- |
4.87K+ 85.43% |
$417K - $512K
|
10.6K
$1.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
4.87K+ 10.04% |
$417K - $512K
|
53.4K
$7.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
4.83K+ 113.78% |
$414K - $508K
|
9.08K
$1.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
4.7K+ 11.75% |
$402K - $494K
|
44.7K
$5.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
4.64K+ 37.48% |
$397K - $487K
|
17K
$2.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.59K+ 9.45% |
$393K - $482K
|
53.1K
$7.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.55K+ 3.54% |
$390K - $478K
|
133K
$17.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
4.55K+ 7.11% |
$389K - $478K
|
68.5K
$9.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.5K+ 249.94% |
$385K - $473K
|
6.3K
$833K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
4.43K+ 27.12% |
$380K - $466K
|
20.8K
$2.75M
|