Purchases and Sales Made in Q1 2024 in Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q1 2024. 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 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-32- 0.14% |
$3.22K - $3.65K
|
22.7K
$3.12M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-32- 0.58% |
$3.22K - $3.65K
|
5.46K
$749K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-34- 0.11% |
$3.42K - $3.88K
|
30.5K
$4.18M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-39- 0.49% |
$3.93K - $4.45K
|
7.98K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-41- 1.82% |
$4.13K - $4.68K
|
2.21K
$302K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-44- 0.31% |
$4.43K - $5.02K
|
13.9K
$1.91M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-45- 18.37% |
$4.53K - $5.14K
|
200
$27.4K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-46- 0.65% |
$4.63K - $5.25K
|
6.98K
$958K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-46- 0.65% |
$4.63K - $5.25K
|
7.08K
$971K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-47- 0.83% |
$4.73K - $5.36K
|
5.62K
$770K
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-48- 0.21% |
$4.83K - $5.48K
|
22.3K
$3.06M
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-49- 1.13% |
$4.93K - $5.59K
|
4.3K
$589K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-50- 0.83% |
$5.03K - $5.71K
|
5.95K
$816K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-56- 1.2% |
$5.64K - $6.39K
|
4.61K
$632K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-57- 0.27% |
$5.74K - $6.51K
|
21.2K
$2.91M
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
SELL
|
- |
-58- 0.29% |
$5.84K - $6.62K
|
19.7K
$2.7M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-58- 2.6% |
$5.84K - $6.62K
|
2.17K
$297K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-60- 1.44% |
$6.04K - $6.85K
|
4.09K
$561K
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-61- 2.07% |
$6.14K - $6.96K
|
2.88K
$395K
|
|
|
May 10, 2024
Q1 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-62- 2.17% |
$6.24K - $7.08K
|
2.8K
$384K
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-64- 1.76% |
$6.44K - $7.3K
|
3.57K
$490K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-65- 2.81% |
$6.54K - $7.42K
|
2.25K
$309K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
SELL
|
- |
-66- 1.64% |
$6.64K - $7.53K
|
3.97K
$544K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-67- 0.11% |
$6.74K - $7.65K
|
63K
$8.64M
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
SELL
|
- |
-67- 0.18% |
$6.74K - $7.65K
|
36.5K
$5M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-71- 0.66% |
$7.15K - $8.1K
|
10.7K
$1.47M
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-74- 0.77% |
$7.45K - $8.45K
|
9.58K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-76- 0.62% |
$7.65K - $8.67K
|
12.3K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-77- 46.95% |
$7.75K - $8.79K
|
87
$11.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-77- 1.4% |
$7.75K - $8.79K
|
5.43K
$745K
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-78- 0.62% |
$7.85K - $8.9K
|
12.4K
$1.71M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-80- 32.26% |
$8.05K - $9.13K
|
168
$23K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-87- 0.92% |
$8.76K - $9.93K
|
9.39K
$1.29M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-88- 1.46% |
$8.86K - $10K
|
5.96K
$817K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-91- 3.05% |
$9.16K - $10.4K
|
2.89K
$396K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-93- 0.33% |
$9.36K - $10.6K
|
28.5K
$3.91M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-96- 1.96% |
$9.66K - $11K
|
4.8K
$658K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-100- 1.63% |
$10.1K - $11.4K
|
6.03K
$826K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-100- 4.13% |
$10.1K - $11.4K
|
2.32K
$318K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-100- 0.76% |
$10.1K - $11.4K
|
13.1K
$1.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-103- 23.79% |
$10.4K - $11.8K
|
330
$45.2K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-104- 5.09% |
$10.5K - $11.9K
|
1.94K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-114- 5.04% |
$11.5K - $13K
|
2.15K
$295K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-114- 1.06% |
$11.5K - $13K
|
10.7K
$1.46M
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-117- 2.85% |
$11.8K - $13.4K
|
3.99K
$547K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-121- 0.79% |
$12.2K - $13.8K
|
15.1K
$2.07M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-122- 1.69% |
$12.3K - $13.9K
|
7.08K
$970K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-122- 2.43% |
$12.3K - $13.9K
|
4.9K
$671K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-123- 3.66% |
$12.4K - $14K
|
3.24K
$444K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-125- 8.76% |
$12.6K - $14.3K
|
1.3K
$179K
|