Purchases and Sales Made in Q3 2023 in Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-757- 3.08% |
$68.1K - $75.9K
|
23.8K
$3.19M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-763- 19.54% |
$68.6K - $76.5K
|
3.14K
$422K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-800- 5.93% |
$72K - $80.3K
|
12.7K
$1.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-800- 25.45% |
$72K - $80.3K
|
2.34K
$315K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-814- 83.74% |
$73.2K - $81.7K
|
158
$21.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-834- 81.45% |
$75K - $83.7K
|
190
$25.5K
|
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-838- 0.79% |
$75.4K - $84.1K
|
106K
$14.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-871- 0.65% |
$78.4K - $87.4K
|
133K
$17.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-897- 2.64% |
$80.7K - $90K
|
33K
$4.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-900- 11.59% |
$81K - $90.3K
|
6.87K
$922K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-911- 58.1% |
$82K - $91.4K
|
657
$88.2K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-916- 19.08% |
$82.4K - $91.9K
|
3.89K
$522K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-937- 1.76% |
$84.3K - $94K
|
52.4K
$7.04M
|
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-955- 29.19% |
$85.9K - $95.8K
|
2.32K
$311K
|
|
|
Oct 10, 2023
Q3 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-966- 0.67% |
$86.9K - $96.9K
|
143K
$19.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-970- 4.82% |
$87.3K - $97.3K
|
19.2K
$2.57M
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-976- 24.63% |
$87.8K - $97.9K
|
2.99K
$401K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-987- 2.71% |
$88.8K - $99K
|
35.4K
$4.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-1.16K- 1.09% |
$105K - $117K
|
106K
$14.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
SELL
|
- |
-1.16K- 3.34% |
$105K - $117K
|
33.7K
$4.52M
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.19K- 4.2% |
$107K - $119K
|
27.1K
$3.64M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.2K- 9.09% |
$108K - $121K
|
12K
$1.61M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.24K- 2.44% |
$111K - $124K
|
49.3K
$6.62M
|
|
|
Oct 05, 2023
Q3 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-1.24K- 9.11% |
$111K - $124K
|
12.4K
$1.66M
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.26K- 3.41% |
$113K - $126K
|
35.7K
$4.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.27K- 33.25% |
$114K - $128K
|
2.55K
$343K
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
SELL
|
- |
-1.27K- 2.8% |
$115K - $128K
|
44.2K
$5.94M
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-1.29K- 0.47% |
$116K - $130K
|
272K
$36.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.3K- 8.28% |
$117K - $130K
|
14.4K
$1.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-1.31K- 5.45% |
$118K - $132K
|
22.8K
$3.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.33K- 2.39% |
$120K - $133K
|
54.3K
$7.28M
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.39K- 5.08% |
$125K - $139K
|
25.9K
$3.48M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.4K- 28.27% |
$126K - $140K
|
3.55K
$477K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.47K- 19.65% |
$133K - $148K
|
6.03K
$809K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-1.49K- 4.72% |
$134K - $149K
|
30K
$4.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.53K- 21.67% |
$138K - $153K
|
5.53K
$743K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.54K- 3.07% |
$138K - $154K
|
48.5K
$6.52M
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
SELL
|
- |
-1.54K- 32.54% |
$138K - $154K
|
3.19K
$428K
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.58K- 17.37% |
$142K - $158K
|
7.51K
$1.01M
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.63K- 0.91% |
$146K - $163K
|
177K
$23.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-1.83K- 0.86% |
$165K - $184K
|
211K
$28.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.86K- 8.77% |
$167K - $187K
|
19.3K
$2.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.87K- 11.09% |
$168K - $188K
|
15K
$2.01M
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-1.93K- 19.83% |
$174K - $194K
|
7.8K
$1.05M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.94K- 33.0% |
$174K - $194K
|
3.93K
$528K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.98K- 1.41% |
$178K - $198K
|
139K
$18.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-2.06K- 5.39% |
$186K - $207K
|
36.2K
$4.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-2.1K- 19.63% |
$189K - $211K
|
8.6K
$1.15M
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.11KClosed |
$189K - $211K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.23K- 24.24% |
$201K - $224K
|
6.98K
$937K
|