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 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-674- 8.92% |
$67.8K - $76.9K
|
6.89K
$944K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-689- 1.55% |
$69.4K - $78.6K
|
43.8K
$6M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-691- 2.74% |
$69.6K - $78.9K
|
24.5K
$3.36M
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-744- 0.97% |
$74.9K - $84.9K
|
75.7K
$10.4M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-748- 15.9% |
$75.3K - $85.4K
|
3.96K
$543K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-763- 8.16% |
$76.8K - $87.1K
|
8.58K
$1.18M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-768- 1.16% |
$77.3K - $87.7K
|
65.5K
$8.98M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-770- 2.41% |
$77.5K - $87.9K
|
31.2K
$4.28M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-786- 4.82% |
$79.1K - $89.7K
|
15.5K
$2.13M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-799- 34.44% |
$80.4K - $91.2K
|
1.52K
$209K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-799- 10.51% |
$80.4K - $91.2K
|
6.8K
$932K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-836- 3.12% |
$84.2K - $95.4K
|
25.9K
$3.56M
|
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-847- 21.54% |
$85.3K - $96.7K
|
3.09K
$423K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-850- 12.83% |
$85.6K - $97K
|
5.78K
$792K
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-852- 14.25% |
$85.8K - $97.2K
|
5.13K
$703K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-852- 31.36% |
$85.8K - $97.2K
|
1.87K
$256K
|
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-872- 3.32% |
$87.8K - $99.5K
|
25.4K
$3.48M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-880- 5.19% |
$88.6K - $100K
|
16.1K
$2.2M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-905- 1.99% |
$91.1K - $103K
|
44.5K
$6.11M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-915- 8.29% |
$92.1K - $104K
|
10.1K
$1.39M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-939- 5.24% |
$94.5K - $107K
|
17K
$2.33M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-941- 7.85% |
$94.7K - $107K
|
11.1K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-969- 1.52% |
$97.5K - $111K
|
62.7K
$8.6M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-971- 19.04% |
$97.7K - $111K
|
4.13K
$566K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.02K- 1.85% |
$102K - $116K
|
53.9K
$7.39M
|
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-1.03K- 10.32% |
$104K - $118K
|
8.96K
$1.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-1.04K- 2.44% |
$104K - $118K
|
41.5K
$5.68M
|
|
|
May 03, 2024
Q1 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-1.05K- 20.58% |
$105K - $119K
|
4.04K
$553K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.06K- 17.13% |
$106K - $121K
|
5.11K
$700K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.06K- 2.01% |
$107K - $121K
|
51.5K
$7.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.06K- 3.39% |
$107K - $121K
|
30.2K
$4.15M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.07K- 2.19% |
$107K - $122K
|
47.5K
$6.51M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.08K- 1.63% |
$108K - $123K
|
64.9K
$8.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.09K- 2.89% |
$110K - $125K
|
36.7K
$5.04M
|
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.12K- 1.13% |
$113K - $128K
|
98K
$13.4M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.2K- 0.88% |
$121K - $137K
|
136K
$18.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.24K- 1.35% |
$125K - $142K
|
90.7K
$12.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.27K- 3.3% |
$128K - $145K
|
37.4K
$5.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-1.28K- 2.66% |
$129K - $146K
|
47K
$6.44M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.4K- 19.77% |
$141K - $160K
|
5.69K
$781K
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.41K- 3.32% |
$142K - $160K
|
40.9K
$5.61M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.5K- 7.27% |
$151K - $171K
|
19.1K
$2.62M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.5K- 3.0% |
$151K - $172K
|
48.6K
$6.67M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.81K- 1.01% |
$183K - $207K
|
177K
$24.3M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-1.9K- 14.55% |
$191K - $217K
|
11.2K
$1.53M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.93K- 3.66% |
$195K - $221K
|
50.8K
$6.97M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-1.96K- 1.72% |
$197K - $224K
|
112K
$15.4M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.98K- 0.53% |
$200K - $226K
|
374K
$51.2M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1.99K- 19.13% |
$201K - $227K
|
8.43K
$1.16M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.05K- 7.68% |
$206K - $234K
|
24.6K
$3.38M
|