Purchases and Sales Made in Q4 2023 in Ishares Russell Mid Cap Growth (IWP)

IWP Quotes by TradingView

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 11, 2024 Q4 2023
Brookstone Capital Management

BUY
 -
1.82K
+ 17.33%
$156K - $191K
12.3K $1.57M
Feb 08, 2024 Q4 2023
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
1.78K
+ 19.78%
$152K - $187K
10.8K $1.37M
Feb 13, 2024 Q4 2023
Proficio Capital Partners LLC

Newton, MA
BUY
 -
1.72K
+ 0.76%
$148K - $181K
230K $29.3M
Mar 01, 2024 Q4 2023
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
1.72K
New
$147K - $180K
1.72K $219K
Feb 09, 2024 Q4 2023
Gyl Financial Synergies, LLC

BUY
 -
1.65K
+ 69.56%
$141K - $173K
4.02K $513K
Feb 13, 2024 Q4 2023
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
1.61K
+ 17.53%
$138K - $169K
10.8K $1.37M
Aug 28, 2024 Q4 2023
Peterson Financial Group, Inc.

BUY
 -
1.58K
+ 53.97%
$136K - $167K
4.52K $576K
Feb 14, 2024 Q4 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
1.58K
+ 2.23%
$135K - $166K
72.2K $9.21M
Feb 09, 2024 Q4 2023
Thoroughbred Financial Services, LLC

BUY
 -
1.56K
+ 43.95%
$133K - $164K
5.1K $650K
Feb 12, 2024 Q4 2023
Peterson Financial Group, Inc.

BUY
 -
1.53K
+ 66.16%
$131K - $161K
3.85K $491K
Feb 06, 2024 Q4 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
1.5K
+ 9.08%
$129K - $158K
18.1K $2.3M
Feb 16, 2024 Q4 2023
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
1.44K
+ 59.57%
$124K - $152K
3.87K $493K
Feb 02, 2024 Q4 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.35K
+ 4.74%
$115K - $142K
29.8K $3.79M
Aug 16, 2024 Q4 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
1.33K
+ 2.6%
$114K - $139K
52.3K $6.67M
Feb 09, 2024 Q4 2023
D.A. Davidson & Co.

BUY
 -
1.28K
+ 10.48%
$110K - $135K
13.5K $1.72M
Jan 29, 2024 Q4 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.26K
+ 35.59%
$108K - $133K
4.82K $614K
Jan 10, 2024 Q4 2023
City Holding CO

BUY
 -
1.23K
+ 80.65%
$106K - $130K
2.76K $352K
Jan 18, 2024 Q4 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
1.16K
+ 126.89%
$99K - $122K
2.07K $263K
Feb 08, 2024 Q4 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
1.15K
+ 27.16%
$98.3K - $121K
5.37K $685K
Feb 08, 2024 Q4 2023
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
1.14K
New
$97.7K - $120K
1.14K $145K
Feb 13, 2024 Q4 2023
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
1.13K
New
$96.8K - $119K
1.13K $144K
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
1.06K
New
$91.1K - $112K
1.06K $136K
Jan 24, 2024 Q4 2023
Cypress Capital Group

BUY
 -
1.06K
+ 11.91%
$90.8K - $111K
9.96K $1.27M
Feb 12, 2024 Q4 2023
Stone X Group Inc.

BUY
 -
1.06K
+ 8.81%
$90.6K - $111K
13.1K $1.66M
Feb 09, 2024 Q4 2023
Parallel Advisors, LLC

BUY
 -
1.05K
+ 14.46%
$89.8K - $110K
8.3K $1.06M
Jan 18, 2024 Q4 2023
Occidental Asset Management, LLC

BUY
 -
1.01K
+ 1.15%
$86.3K - $106K
88.9K $11.3M
Feb 06, 2024 Q4 2023
Spire Wealth Management

BUY
 -
998
+ 15.16%
$85.5K - $105K
7.58K $966K
Feb 07, 2024 Q4 2023
First Western Trust Bank

Denver, CO
BUY
 -
973
+ 20.68%
$83.3K - $102K
5.68K $724K
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
961
+ 6.17%
$82.3K - $101K
16.5K $2.11M
Feb 12, 2024 Q4 2023
Tag Stone Capital, Inc.

BUY
 -
941
+ 2.66%
$80.6K - $98.9K
36.3K $4.62M
Feb 08, 2024 Q4 2023
Argent Advisors, Inc.

Monroe, LA
BUY
 -
940
+ 14.64%
$80.5K - $98.8K
7.36K $938K
Feb 07, 2024 Q4 2023
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
892
+ 18.7%
$76.4K - $93.8K
5.66K $722K
Mar 06, 2024 Q4 2023
Willner & Heller, LLC

BUY
 -
876
+ 9.1%
$75K - $92.1K
10.5K $1.34M
Jan 31, 2024 Q4 2023
Eukles Asset Management

BUY
 -
868
+ 2.58%
$74.4K - $91.2K
34.5K $4.4M
Jan 25, 2024 Q4 2023
First Merchants Corp

BUY
 -
831
+ 1.37%
$71.2K - $87.4K
61.6K $7.85M
Apr 03, 2024 Q4 2023
Wealth Collab, LLC

Bellevue, WA
BUY
 -
824
New
$70.6K - $86.6K
824 $105K
Feb 26, 2024 Q4 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
814
+ 20.95%
$69.7K - $85.6K
4.7K $599K
Jan 19, 2024 Q4 2023
Blb&B Advisors, LLC

BUY
 -
801
+ 9.92%
$68.6K - $84.2K
8.88K $1.13M
Feb 09, 2024 Q4 2023
Assetmark, Inc

BUY
 -
792
+ 1.09%
$67.8K - $83.3K
73.8K $9.4M
Jan 22, 2024 Q4 2023
Southern Capital Advisors, LLC

BUY
 -
790
+ 0.91%
$67.7K - $83K
87.6K $11.2M
Feb 06, 2024 Q4 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
774
+ 11.51%
$66.3K - $81.4K
7.5K $956K
Feb 14, 2024 Q4 2023
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
BUY
 -
773
+ 1.93%
$66.2K - $81.3K
40.8K $5.2M
Jan 09, 2024 Q4 2023
Ifp Advisors, Inc

BUY
 -
765
+ 3.7%
$65.5K - $80.4K
21.4K $2.73M
Jan 25, 2024 Q4 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
718
+ 14.96%
$61.5K - $75.5K
5.52K $704K
Jan 31, 2024 Q4 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
717
+ 9.29%
$61.4K - $75.4K
8.44K $1.08M
Feb 08, 2024 Q4 2023
Bedel Financial Consulting, Inc.

BUY
 -
704
+ 10.3%
$60.3K - $74K
7.54K $961K
Feb 12, 2024 Q4 2023
Madison Wealth Partners, Inc

BUY
 -
678
+ 30.96%
$58.1K - $71.3K
2.87K $366K
Feb 05, 2024 Q4 2023
Total Wealth Planning, LLC

BUY
 -
671
+ 12.67%
$57.5K - $70.5K
5.97K $761K
Feb 02, 2024 Q4 2023
Citizens Financial Group Inc

BUY
 -
670
+ 28.99%
$57.4K - $70.4K
2.98K $380K

Track Institutional and Insider Activities on IWP

Follow ISHARES RUSSELL MID-CAP GROWTH and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells IWP shares.

Notify only if

Insider Trading

Get notified when an Ishares Russell Mid Cap Growth insider buys or sells IWP shares.

Notify only if

News

Receive news related to ISHARES RUSSELL MID-CAP GROWTH

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on IWP