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
Feb 14, 2024 Q4 2023
Resources Management Corp

West Hartford, CT
BUY
 -
96
+ 92.31%
$8.22K - $10.1K
200 $25.5K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
89
+ 0.7%
$7.62K - $9.36K
12.8K $1.64M
Jan 30, 2024 Q4 2023
Sierra Capital LLC

BUY
 -
89
+ 0.45%
$7.62K - $9.36K
19.8K $2.52M
Feb 05, 2024 Q4 2023
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
87
+ 0.93%
$7.45K - $9.15K
9.48K $1.21M
Feb 05, 2024 Q4 2023
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
82
+ 0.17%
$7.02K - $8.62K
49.1K $6.26M
Jan 05, 2024 Q4 2023
Pacifica Partners Inc.

BUY
 -
82
New
$7.02K - $8.62K
82 $10.5K
Feb 09, 2024 Q4 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
79
+ 0.58%
$6.77K - $8.3K
13.6K $1.73M
Jan 31, 2024 Q4 2023
Dt Investment Partners, LLC

BUY
 -
73
+ 3.44%
$6.25K - $7.67K
2.2K $280K
Feb 05, 2024 Q4 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
71
+ 0.92%
$6.08K - $7.46K
7.76K $990K
Jan 29, 2024 Q4 2023
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
70
+ 1.47%
$6K - $7.36K
4.82K $614K
Jan 23, 2024 Q4 2023
Cahaba Wealth Management, Inc.

BUY
 -
66
+ 1.1%
$5.65K - $6.94K
6.04K $770K
Jan 12, 2024 Q4 2023
Gps Wealth Strategies Group, LLC

BUY
 -
60
+ 19.74%
$5.14K - $6.31K
364 $46.4K
Feb 14, 2024 Q4 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
58
+ 0.11%
$4.97K - $6.1K
52.6K $6.7M
Aug 06, 2024 Q4 2023
American Financial & Tax Strategies Inc

New York, NY
BUY
 -
56
+ 1.81%
$4.8K - $5.89K
3.15K $401K
Feb 01, 2024 Q4 2023
Element Wealth, LLC

BUY
 -
52
+ 1.39%
$4.45K - $5.47K
3.81K $485K
Feb 05, 2024 Q4 2023
Plante Moran Financial Advisors, LLC

BUY
 -
45
+ 22.5%
$3.85K - $4.73K
245 $31.2K
Feb 14, 2024 Q4 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
44
+ 0.38%
$3.77K - $4.63K
11.5K $1.47M
Feb 13, 2024 Q4 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
44
+ 1.14%
$3.77K - $4.63K
3.9K $496K
Feb 06, 2024 Q4 2023
Founders Financial Securities LLC

BUY
 -
41
+ 1.3%
$3.51K - $4.31K
3.18K $406K
Feb 05, 2024 Q4 2023
Mission Wealth Management, LP

BUY
 -
41
+ 0.43%
$3.51K - $4.31K
9.67K $1.23M
Feb 09, 2024 Q4 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
38
+ 0.33%
$3.26K - $3.99K
11.6K $1.47M
Feb 01, 2024 Q4 2023
Aspire Private Capital, LLC

BUY
 -
33
New
$2.83K - $3.47K
33 $4.21K
Feb 14, 2024 Q4 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
32
+ 1.01%
$2.74K - $3.36K
3.19K $406K
Feb 14, 2024 Q4 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
32
+ 9.07%
$2.74K - $3.36K
385 $49.1K
Feb 06, 2024 Q4 2023
Meadow Brook Investment Advisors LLC

Livonia, MI
BUY
 -
30
New
$2.57K - $3.15K
30 $3.82K
Feb 09, 2024 Q4 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
30
+ 2.61%
$2.57K - $3.15K
1.18K $150K
Jan 11, 2024 Q4 2023
Orgel Wealth Management, LLC

BUY
 -
30
+ 0.94%
$2.57K - $3.15K
3.23K $411K
Jan 30, 2024 Q4 2023
Wealth Alliance

Mellville, NY
BUY
 -
25
+ 0.98%
$2.14K - $2.63K
2.58K $329K
Jan 26, 2024 Q4 2023
Morton Brown Family Wealth, LLC

BUY
 -
22
New
$1.88K - $2.31K
22 $2.8K
Feb 07, 2024 Q4 2023
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
22
+ 0.29%
$1.88K - $2.31K
7.67K $978K
Feb 09, 2024 Q4 2023
L.M. Kohn & Company

BUY
 -
21
+ 0.35%
$1.8K - $2.21K
6.09K $776K
Feb 05, 2024 Q4 2023
Owen La Rue, LLC

Elizabethtown, KY
BUY
 -
20
+ 0.34%
$1.71K - $2.1K
5.98K $762K
Jan 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
20
New
$1.71K - $2.1K
20 $2.55K
Feb 29, 2024 Q4 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
20
New
$1.71K - $2.1K
20 $2.55K
Jan 16, 2024 Q4 2023
Hb Wealth Management, LLC

BUY
 -
19
+ 0.82%
$1.63K - $2K
2.33K $298K
Jan 31, 2024 Q4 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
18
+ 0.34%
$1.54K - $1.89K
5.32K $678K
Jan 25, 2024 Q4 2023
Tfc Financial Management

BUY
 -
15
+ 2.67%
$1.28K - $1.58K
577 $73.6K
Jan 26, 2024 Q4 2023
Fingerlakes Wealth Management, Inc.

BUY
 -
14
+ 0.34%
$1.2K - $1.47K
4.16K $530K
Feb 06, 2024 Q4 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
14
+ 1.57%
$1.2K - $1.47K
908 $116K
Jan 09, 2024 Q4 2023
Lion Street Advisors, LLC

BUY
 -
14
+ 0.11%
$1.2K - $1.47K
12.9K $1.65M
Feb 08, 2024 Q4 2023
Asset Dedication, LLC

BUY
 -
13
+ 2.42%
$1.11K - $1.37K
550 $70.1K
Feb 01, 2024 Q4 2023
Capital Investment Advisory Services, LLC

BUY
 -
12
+ 8.33%
$1.03K - $1.26K
156 $19.9K
Feb 15, 2024 Q4 2023
Main Street Group, LTD

Glen Allen, VA
BUY
 -
12
New
$1.03K - $1.26K
12 $1.53K
Feb 02, 2024 Q4 2023
Jackson Hole Capital Partners, LLC

BUY
 -
9
+ 0.2%
$771 - $946
4.61K $587K
Jan 22, 2024 Q4 2023
Miracle Mile Advisors, LLC

BUY
 -
9
+ 0.08%
$771 - $946
11.6K $1.48M
Feb 01, 2024 Q4 2023
Cohen Capital Management, Inc.

BUY
 -
8
+ 0.16%
$685 - $841
5.08K $648K
Feb 14, 2024 Q4 2023
Cynosure Management, LLC

Salt Lake City, UT
BUY
 -
8
+ 0.22%
$685 - $841
3.68K $469K
Feb 05, 2024 Q4 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
8
+ 0.12%
$685 - $841
6.42K $818K
Jan 12, 2024 Q4 2023
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
8
+ 0.27%
$685 - $841
2.93K $374K

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