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
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
272+ 4.02% |
$23.3K - $28.6K
|
7.03K
$896K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
271+ 1.88% |
$23.2K - $28.5K
|
14.7K
$1.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
253+ 1.47% |
$21.7K - $26.6K
|
17.5K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
252+ 13.59% |
$21.6K - $26.5K
|
2.11K
$268K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
245+ 5.58% |
$21K - $25.8K
|
4.63K
$591K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
245+ 15.67% |
$21K - $25.8K
|
1.81K
$230K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
238+ 2.3% |
$20.4K - $25K
|
10.6K
$1.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
216+ 7.27% |
$18.5K - $22.7K
|
3.19K
$406K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
201New |
$17.2K - $21.1K
|
201
$25.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
200+ 14.66% |
$17.1K - $21K
|
1.56K
$199K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
196+ 13.74% |
$16.8K - $20.6K
|
1.62K
$207K
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
179+ 0.81% |
$15.3K - $18.8K
|
22.2K
$2.83M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
178New |
$15.2K - $18.7K
|
178
$22.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
173+ 0.99% |
$14.8K - $18.2K
|
17.7K
$2.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
172+ 1.46% |
$14.7K - $18.1K
|
11.9K
$1.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
172+ 6.8% |
$14.7K - $18.1K
|
2.7K
$344K
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
169+ 2.04% |
$14.5K - $17.8K
|
8.44K
$1.08M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
168New |
$14.4K - $17.7K
|
168
$21.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
168+ 3.37% |
$14.4K - $17.7K
|
5.15K
$656K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
166New |
$14.2K - $17.4K
|
166
$21.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
164New |
$14K - $17.2K
|
164
$20.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
163+ 5.86% |
$14K - $17.1K
|
2.94K
$375K
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
160+ 3.86% |
$13.7K - $16.8K
|
4.31K
$549K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
156+ 2.17% |
$13.4K - $16.4K
|
7.36K
$938K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
151+ 6.44% |
$12.9K - $15.9K
|
2.5K
$318K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
145+ 1.81% |
$12.4K - $15.2K
|
8.14K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
141+ 1.01% |
$12.1K - $14.8K
|
14.1K
$1.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
140+ 6.72% |
$12K - $14.7K
|
2.22K
$283K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
140+ 0.75% |
$12K - $14.7K
|
18.8K
$2.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
140+ 2.7% |
$12K - $14.7K
|
5.32K
$678K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
134+ 1.26% |
$11.5K - $14.1K
|
10.8K
$1.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
134+ 3.91% |
$11.5K - $14.1K
|
3.56K
$454K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
133+ 0.52% |
$11.4K - $14K
|
25.8K
$3.29M
|
|
|
Jan 22, 2024
Q4 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
132+ 130.69% |
$11.3K - $13.9K
|
233
$29.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
130+ 1.32% |
$11.1K - $13.7K
|
9.95K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
124+ 0.95% |
$10.6K - $13K
|
13.2K
$1.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
122+ 5.28% |
$10.5K - $12.8K
|
2.43K
$310K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
120+ 16.9% |
$10.3K - $12.6K
|
830
$106K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
118+ 0.28% |
$10.1K - $12.4K
|
41.7K
$5.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
117+ 1.68% |
$10K - $12.3K
|
7.1K
$905K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
116+ 73.42% |
$9.94K - $12.2K
|
274
$34.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
115+ 0.18% |
$9.85K - $12.1K
|
64.4K
$8.2M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
114+ 5.31% |
$9.77K - $12K
|
2.26K
$288K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
110+ 10.04% |
$9.42K - $11.6K
|
1.21K
$154K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
107+ 5.82% |
$9.17K - $11.2K
|
1.95K
$248K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
106+ 1.76% |
$9.08K - $11.1K
|
6.11K
$779K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
104New |
$8.91K - $10.9K
|
104
$13.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
103+ 0.68% |
$8.82K - $10.8K
|
15.3K
$1.95M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
102+ 1.12% |
$8.74K - $10.7K
|
9.18K
$1.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
96+ 2.08% |
$8.22K - $10.1K
|
4.71K
$600K
|