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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-122- 2.43% |
$12.3K - $13.9K
|
4.9K
$589K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-123- 3.66% |
$12.4K - $14K
|
3.24K
$390K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-125- 8.76% |
$12.6K - $14.3K
|
1.3K
$157K
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
SELL
|
- |
-131- 3.03% |
$13.2K - $15K
|
4.2K
$505K
|
|
|
May 09, 2024
Q1 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-132- 56.65% |
$13.3K - $15.1K
|
101
$12.2K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-139- 1.06% |
$14K - $15.9K
|
13K
$1.57M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-140- 0.39% |
$14.1K - $16K
|
36K
$4.33M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-140- 3.76% |
$14.1K - $16K
|
3.58K
$431K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-150- 7.61% |
$15.1K - $17.1K
|
1.82K
$219K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-151- 2.13% |
$15.2K - $17.2K
|
6.94K
$835K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-158- 6.7% |
$15.9K - $18K
|
2.2K
$265K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
SELL
|
- |
-168- 0.53% |
$16.9K - $19.2K
|
31.6K
$3.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-170- 5.34% |
$17.1K - $19.4K
|
3.02K
$363K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-172- 6.37% |
$17.3K - $19.6K
|
2.53K
$304K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-173- 1.27% |
$17.4K - $19.7K
|
13.4K
$1.62M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-174- 4.71% |
$17.5K - $19.9K
|
3.52K
$424K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-175- 8.54% |
$17.6K - $20K
|
1.87K
$225K
|
|
|
Jan 08, 2025
Q1 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-178- 11.86% |
$17.9K - $20.3K
|
1.32K
$159K
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-183- 8.59% |
$18.4K - $20.9K
|
1.95K
$234K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-184- 6.24% |
$18.5K - $21K
|
2.77K
$333K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-190- 20.93% |
$19.1K - $21.7K
|
718
$86.4K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-191- 0.57% |
$19.2K - $21.8K
|
33.1K
$3.99M
|
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-195- 8.21% |
$19.6K - $22.3K
|
2.18K
$262K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-195- 0.76% |
$19.6K - $22.3K
|
25.6K
$3.08M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-196- 12.08% |
$19.7K - $22.4K
|
1.43K
$172K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-197- 9.74% |
$19.8K - $22.5K
|
1.83K
$220K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-198- 3.01% |
$19.9K - $22.6K
|
6.37K
$767K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-200- 33.11% |
$20.1K - $22.8K
|
404
$48.6K
|
|
|
Feb 04, 2025
Q1 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-200- 0.71% |
$20.1K - $22.8K
|
27.8K
$3.35M
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-200- 6.02% |
$20.1K - $22.8K
|
3.12K
$376K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-209- 31.71% |
$21K - $23.9K
|
450
$54.2K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-212- 9.58% |
$21.3K - $24.2K
|
2K
$241K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-213- 7.81% |
$21.4K - $24.3K
|
2.51K
$302K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-213- 0.96% |
$21.4K - $24.3K
|
21.9K
$2.63M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-217- 1.98% |
$21.8K - $24.8K
|
10.8K
$1.3M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-222- 1.45% |
$22.3K - $25.3K
|
15.1K
$1.82M
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-226- 8.33% |
$22.7K - $25.8K
|
2.49K
$299K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-228- 3.45% |
$23K - $26K
|
6.38K
$768K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-230- 8.07% |
$23.2K - $26.3K
|
2.62K
$315K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-230- 4.08% |
$23.2K - $26.3K
|
5.4K
$650K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-232- 81.4% |
$23.4K - $26.5K
|
53
$6.38K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-236- 0.12% |
$23.8K - $26.9K
|
196K
$23.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-248- 0.09% |
$25K - $28.3K
|
270K
$32.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-249- 11.64% |
$25.1K - $28.4K
|
1.89K
$228K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-250- 7.16% |
$25.2K - $28.5K
|
3.24K
$390K
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-250- 3.4% |
$25.2K - $28.5K
|
7.11K
$856K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-253- 12.26% |
$25.5K - $28.9K
|
1.81K
$218K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-258- 3.38% |
$26K - $29.4K
|
7.38K
$888K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-271- 0.67% |
$27.3K - $30.9K
|
40.3K
$4.85M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-271- 7.34% |
$27.3K - $30.9K
|
3.42K
$412K
|