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
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2+ 0.06% |
$201 - $228
|
3.2K
$429K
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2+ 0.1% |
$201 - $228
|
2K
$269K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1+ 0.02% |
$101 - $114
|
4.21K
$565K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.04% |
$101 - $114
|
2.37K
$318K
|
|
|
May 10, 2024
Q1 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
1+ 0.07% |
$101 - $114
|
1.45K
$195K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.12% |
$101 - $114
|
835
$112K
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$101 - $114
|
2.32K
$311K
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1+ 0.03% |
$101 - $114
|
3.63K
$487K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1+ 0.03% |
$101 - $114
|
3.48K
$467K
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$101 - $114
|
10.5K
$1.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
1+ 0.05% |
$101 - $114
|
2.02K
$271K
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1+ 0.03% |
$101 - $114
|
2.95K
$395K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.45% |
$101 - $114
|
225
$30.2K
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.02% |
$101 - $114
|
4.06K
$545K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.17% |
$101 - $114
|
574
$77.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.16% |
$101 - $114
|
624
$83.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1+ 0.03% |
$101 - $114
|
3.59K
$481K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.07% |
$101 - $114
|
1.41K
$189K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.18% |
$101 - $114
|
570
$76.5K
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1- 0.01% |
$101 - $114
|
6.9K
$926K
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-1- 0.06% |
$101 - $114
|
1.66K
$223K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-6- 1.77% |
$604 - $685
|
333
$44.7K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-6- 0.1% |
$604 - $685
|
6.08K
$816K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-7- 0.13% |
$705 - $799
|
5.31K
$714K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-9- 0.1% |
$906 - $1.03K
|
9.18K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-14- 2.6% |
$1.41K - $1.6K
|
525
$70.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.53% |
$1.41K - $1.6K
|
2.61K
$351K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-15- 0.06% |
$1.51K - $1.71K
|
24K
$3.23M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-17- 0.74% |
$1.71K - $1.94K
|
2.28K
$306K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-17- 0.84% |
$1.71K - $1.94K
|
2.01K
$269K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-19- 0.16% |
$1.91K - $2.17K
|
11.5K
$1.55M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-19- 1.11% |
$1.91K - $2.17K
|
1.7K
$228K
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-19- 0.25% |
$1.91K - $2.17K
|
7.49K
$1.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-20- 1.73% |
$2.01K - $2.28K
|
1.14K
$153K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-20- 0.3% |
$2.01K - $2.28K
|
6.56K
$881K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-20- 0.29% |
$2.01K - $2.28K
|
6.9K
$926K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-23- 20.91% |
$2.32K - $2.63K
|
87
$11.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-23- 0.08% |
$2.32K - $2.63K
|
30.6K
$4.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-24- 0.27% |
$2.42K - $2.74K
|
8.89K
$1.19M
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-25- 0.2% |
$2.52K - $2.85K
|
12.5K
$1.67M
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-26- 0.73% |
$2.62K - $2.97K
|
3.54K
$475K
|
|
|
Apr 19, 2024
Q1 2024
|
Brickley Wealth Management
|
SELL
|
- |
-27- 0.29% |
$2.72K - $3.08K
|
9.4K
$1.26M
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-28- 0.09% |
$2.82K - $3.2K
|
30.9K
$4.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-28- 0.13% |
$2.82K - $3.2K
|
20.8K
$2.79M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-29- 0.14% |
$2.92K - $3.31K
|
20.1K
$2.7M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-30- 0.21% |
$3.02K - $3.42K
|
14.1K
$1.9M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-31- 0.53% |
$3.12K - $3.54K
|
5.76K
$774K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-32- 0.68% |
$3.22K - $3.65K
|
4.69K
$629K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-32- 0.14% |
$3.22K - $3.65K
|
22.7K
$3.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-32- 0.46% |
$3.22K - $3.65K
|
6.86K
$921K
|