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 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
4.38K+ 10.05% |
$375K - $460K
|
47.9K
$6.11M
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
4.27KNew |
$366K - $449K
|
4.27K
$544K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
4.14KNew |
$354K - $435K
|
4.14K
$527K
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
3.99KNew |
$341K - $419K
|
3.99K
$508K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.91K+ 2.94% |
$335K - $411K
|
137K
$17.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.81K+ 46.25% |
$326K - $400K
|
12K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.8K+ 38.14% |
$325K - $399K
|
13.8K
$1.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
3.77K+ 10.42% |
$323K - $396K
|
39.9K
$5.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.77K+ 2.86% |
$323K - $396K
|
136K
$17.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3.66K+ 54.09% |
$313K - $384K
|
10.4K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.62KNew |
$310K - $381K
|
3.62K
$461K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.62K+ 156.67% |
$310K - $380K
|
5.93K
$756K
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.56KNew |
$305K - $374K
|
3.56K
$454K
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
3.54KNew |
$304K - $373K
|
3.54K
$452K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.54KNew |
$303K - $372K
|
3.54K
$451K
|
|
|
Aug 13, 2024
Q4 2023
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
3.41KNew |
$292K - $358K
|
3.41K
$435K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.4KNew |
$291K - $357K
|
3.4K
$433K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
3.36KNew |
$288K - $353K
|
3.36K
$428K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
3.35K+ 8.38% |
$287K - $352K
|
43.3K
$5.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.35KNew |
$287K - $352K
|
3.35K
$427K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.33K+ 138.75% |
$285K - $350K
|
5.73K
$730K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3.28KNew |
$281K - $344K
|
3.28K
$417K
|
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
3.21K+ 7.81% |
$275K - $338K
|
44.4K
$5.66M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.13K+ 12.23% |
$268K - $329K
|
28.7K
$3.66M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
3.1K+ 22.48% |
$266K - $326K
|
16.9K
$2.15M
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
3.09KNew |
$265K - $325K
|
3.09K
$394K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.09KNew |
$264K - $325K
|
3.09K
$393K
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
3.05KNew |
$261K - $321K
|
3.05K
$389K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.01K+ 76.51% |
$258K - $316K
|
6.94K
$884K
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
2.96KNew |
$254K - $311K
|
2.96K
$377K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.89K+ 9.65% |
$248K - $304K
|
32.9K
$4.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.86K+ 233.52% |
$245K - $300K
|
4.08K
$520K
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.85KNew |
$244K - $300K
|
2.85K
$364K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.84KNew |
$243K - $299K
|
2.84K
$362K
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
BUY
|
- |
2.81KNew |
$241K - $295K
|
2.81K
$358K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.75K+ 5.71% |
$236K - $290K
|
51K
$6.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.74KNew |
$235K - $288K
|
2.74K
$350K
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
BUY
|
- |
2.73KNew |
$234K - $287K
|
2.73K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.71KNew |
$232K - $285K
|
2.71K
$346K
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.71KNew |
$232K - $285K
|
2.71K
$345K
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.69KNew |
$230K - $283K
|
2.69K
$343K
|
|
|
Feb 13, 2024
Q4 2023
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
2.62KNew |
$224K - $275K
|
2.62K
$334K
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
2.62KNew |
$224K - $275K
|
2.62K
$334K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.58K+ 24.0% |
$221K - $271K
|
13.3K
$1.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.57KNew |
$220K - $270K
|
2.57K
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
2.56KNew |
$219K - $269K
|
2.56K
$327K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
2.5KNew |
$214K - $263K
|
2.5K
$318K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.49K+ 3.92% |
$213K - $262K
|
66K
$8.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.48K+ 17.95% |
$213K - $261K
|
16.3K
$2.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.47K+ 8.17% |
$212K - $260K
|
32.8K
$4.18M
|