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 13, 2023
Q3 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-2.1K- 19.63% |
$189K - $211K
|
8.6K
$1.03M
|
|
|
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
$840K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
SELL
|
- |
-2.25K- 0.9% |
$202K - $225K
|
246K
$29.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-2.25K- 3.37% |
$202K - $226K
|
64.5K
$7.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.28K- 8.15% |
$205K - $228K
|
25.7K
$3.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.31K- 43.25% |
$207K - $231K
|
3.03K
$364K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.45K- 8.54% |
$220K - $245K
|
26.2K
$3.15M
|
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-2.56K- 39.76% |
$230K - $257K
|
3.88K
$466K
|
|
|
Nov 14, 2023
Q3 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-2.77K- 4.51% |
$250K - $278K
|
58.8K
$7.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-2.78K- 0.85% |
$250K - $279K
|
325K
$39.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.88K- 2.82% |
$259K - $288K
|
99.2K
$11.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.91K- 55.11% |
$262K - $292K
|
2.37K
$285K
|
|
|
Oct 26, 2023
Q3 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-3K- 9.04% |
$270K - $301K
|
30.2K
$3.63M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.01K- 4.32% |
$270K - $301K
|
66.5K
$8M
|
|
|
Feb 13, 2025
Q3 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-3.02K- 11.19% |
$272K - $303K
|
24K
$2.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-3.24K- 48.65% |
$291K - $325K
|
3.42K
$411K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.26K- 6.21% |
$293K - $327K
|
49.2K
$5.92M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.31K- 7.51% |
$297K - $332K
|
40.7K
$4.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-3.35K- 13.91% |
$301K - $336K
|
20.7K
$2.49M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-3.4K- 24.5% |
$306K - $341K
|
10.5K
$1.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.53K- 7.32% |
$317K - $354K
|
44.7K
$5.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.59K- 2.78% |
$323K - $360K
|
125K
$15.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3.75K- 76.26% |
$337K - $376K
|
1.17K
$141K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.8K- 1.91% |
$342K - $381K
|
195K
$23.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3.85K- 4.02% |
$346K - $386K
|
92K
$11.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-3.86K- 0.82% |
$347K - $387K
|
468K
$56.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-4.04K- 25.89% |
$363K - $405K
|
11.6K
$1.39M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-4.05K- 64.54% |
$364K - $406K
|
2.23K
$268K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.12K- 41.57% |
$370K - $413K
|
5.79K
$696K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-4.45K- 34.19% |
$401K - $447K
|
8.57K
$1.03M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-4.48K- 1.22% |
$403K - $450K
|
363K
$43.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.77K- 22.12% |
$429K - $479K
|
16.8K
$2.02M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.92K- 0.63% |
$443K - $494K
|
775K
$93.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-5.11K- 2.12% |
$460K - $513K
|
236K
$28.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-5.2K- 2.07% |
$467K - $521K
|
246K
$29.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.39K- 15.94% |
$485K - $540K
|
28.4K
$3.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.65K- 2.82% |
$508K - $566K
|
194K
$23.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-6.07K- 1.37% |
$546K - $609K
|
438K
$52.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-6.25K- 2.13% |
$562K - $627K
|
287K
$34.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.64K- 4.92% |
$597K - $666K
|
128K
$15.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-6.75K- 5.15% |
$607K - $677K
|
124K
$14.9M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.23K- 0.76% |
$650K - $725K
|
946K
$114M
|
|
|
Nov 15, 2023
Q3 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-7.37K- 11.37% |
$663K - $740K
|
57.5K
$6.92M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7.88K- 28.36% |
$709K - $791K
|
19.9K
$2.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-8.06K- 24.11% |
$725K - $808K
|
25.4K
$3.05M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.17K- 5.54% |
$735K - $819K
|
139K
$16.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.22K- 11.39% |
$739K - $824K
|
63.9K
$7.69M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.37K- 42.03% |
$753K - $840K
|
11.5K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10.5K- 10.81% |
$940K - $1.05M
|
86.2K
$10.4M
|