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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
648New |
$55.5K - $68.1K
|
648
$82.6K
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
623+ 0.82% |
$53.4K - $65.5K
|
76.4K
$9.74M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
620+ 2.02% |
$53.1K - $65.2K
|
31.3K
$3.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
617+ 6.3% |
$52.9K - $64.9K
|
10.4K
$1.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
615+ 2.93% |
$52.7K - $64.6K
|
21.6K
$2.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
606+ 13.04% |
$51.9K - $63.7K
|
5.25K
$670K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
604+ 15.05% |
$51.7K - $63.5K
|
4.62K
$588K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
599+ 7.65% |
$51.3K - $63K
|
8.43K
$1.07M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
595+ 15.68% |
$51K - $62.5K
|
4.39K
$559K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
590+ 18.85% |
$50.5K - $62K
|
3.72K
$474K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
583+ 53.39% |
$49.9K - $61.3K
|
1.68K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
572+ 4.28% |
$49K - $60.1K
|
13.9K
$1.78M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
546+ 8.6% |
$46.8K - $57.4K
|
6.89K
$879K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
535New |
$45.8K - $56.2K
|
535
$68.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
530+ 8.3% |
$45.4K - $55.7K
|
6.92K
$881K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
520+ 9.24% |
$44.5K - $54.7K
|
6.15K
$784K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
520New |
$44.5K - $54.7K
|
520
$66.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
501+ 1.41% |
$42.9K - $52.7K
|
36.1K
$4.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
488+ 4.22% |
$41.8K - $51.3K
|
12K
$1.53M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
487+ 4.19% |
$41.7K - $51.2K
|
12.1K
$1.54M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
466New |
$39.9K - $49K
|
466
$59.4K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
466+ 5.75% |
$39.9K - $49K
|
8.58K
$1.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
456+ 14.81% |
$39.1K - $47.9K
|
3.53K
$450K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
456+ 14.81% |
$39.1K - $47.9K
|
3.53K
$450K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
450+ 15.13% |
$38.5K - $47.3K
|
3.42K
$436K
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
433+ 1.29% |
$37.1K - $45.5K
|
34K
$4.33M
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
422+ 2.1% |
$36.1K - $44.4K
|
20.6K
$2.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
400New |
$34.3K - $42K
|
400
$51K
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
391+ 2.01% |
$33.5K - $41.1K
|
19.8K
$2.53M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
388+ 0.43% |
$33.2K - $40.8K
|
91.2K
$11.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
385+ 0.8% |
$33K - $40.5K
|
48.3K
$6.15M
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
383+ 1.22% |
$32.8K - $40.3K
|
31.7K
$4.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
382+ 16.24% |
$32.7K - $40.2K
|
2.73K
$349K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
382+ 2.64% |
$32.7K - $40.2K
|
14.9K
$1.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
381+ 6.1% |
$32.6K - $40.1K
|
6.63K
$845K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
358New |
$30.7K - $37.6K
|
358
$45.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
343+ 3.54% |
$29.4K - $36.1K
|
10K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
329+ 14.46% |
$28.2K - $34.6K
|
2.6K
$332K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
318+ 7.99% |
$27.2K - $33.4K
|
4.3K
$548K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
308New |
$26.4K - $32.4K
|
308
$39.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
304+ 1.11% |
$26K - $32K
|
27.7K
$3.54M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
304New |
$26K - $32K
|
304
$38.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
300+ 0.27% |
$25.7K - $31.5K
|
110K
$14M
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
287+ 1.01% |
$24.6K - $30.2K
|
28.7K
$3.65M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
285New |
$24.4K - $30K
|
285
$36.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
285New |
$24.4K - $30K
|
285
$36.3K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
285+ 4.78% |
$24.4K - $30K
|
6.25K
$796K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
283+ 5.98% |
$24.2K - $29.7K
|
5.02K
$640K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
279+ 0.74% |
$23.9K - $29.3K
|
38K
$4.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
273New |
$23.4K - $28.7K
|
273
$34.8K
|