Purchases and Sales Made in Q3 2023 in Ishares Russell Mid Cap Growth (IWP)

IWP Quotes by TradingView

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 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
5.27K
New
$474K - $528K
5.27K $722K
Oct 23, 2023 Q3 2023
Yhb Investment Advisors, Inc.

BUY
 -
4.83K
+ 184.57%
$435K - $485K
7.45K $1.02M
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
4.79K
+ 34.35%
$431K - $480K
18.7K $2.57M
Nov 13, 2023 Q3 2023
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
4.77K
New
$429K - $479K
4.77K $654K
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
4.65K
New
$418K - $466K
4.65K $637K
Nov 02, 2023 Q3 2023
Badgley Phelps Wealth Managers, LLC

BUY
 -
4.59K
+ 2.29%
$413K - $460K
205K $28.1M
Oct 30, 2023 Q3 2023
Wolff Financial Management LLC

BUY
 -
4.55K
New
$409K - $456K
4.55K $624K
Nov 14, 2023 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
4.32K
+ 0.46%
$389K - $433K
946K $130M
Nov 14, 2023 Q3 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
4.29K
+ 4.52%
$386K - $430K
99.1K $13.6M
Oct 10, 2023 Q3 2023
Ims Capital Management

BUY
 -
4.07K
+ 14.9%
$366K - $408K
31.4K $4.3M
Nov 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
3.82K
+ 1.18%
$344K - $383K
327K $44.9M
Nov 03, 2023 Q3 2023
Pinnacle Financial Partners Inc

BUY
 -
3.73K
+ 4.2%
$336K - $374K
92.5K $12.7M
Nov 14, 2023 Q3 2023
Cynosure Management, LLC

Salt Lake City, UT
BUY
 -
3.68K
New
$331K - $369K
3.68K $504K
Oct 10, 2023 Q3 2023
Bartlett & Co. LLC

BUY
 -
3.59K
+ 2.29%
$323K - $360K
160K $22M
Feb 14, 2024 Q3 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
3.59K
+ 2.29%
$323K - $360K
160K $22M
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
3.54K
New
$319K - $355K
3.54K $486K
Oct 31, 2023 Q3 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
3.19K
New
$287K - $320K
3.19K $438K
Oct 31, 2023 Q3 2023
Southern Capital Advisors, LLC

BUY
 -
3.16K
+ 3.78%
$284K - $317K
86.8K $11.9M
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
3.07K
New
$276K - $308K
3.07K $421K
Oct 10, 2023 Q3 2023
Eisner Amper Wealth Management Corporate Benefits, LLC

Iselin, NJ
BUY
 -
3.04K
+ 9.76%
$274K - $305K
34.2K $4.7M
Nov 17, 2023 Q3 2023
Old National Bancorp

BUY
 -
2.88K
+ 8.8%
$259K - $289K
35.6K $4.88M
Nov 02, 2023 Q3 2023
Principal Financial Group Inc

Des Moines, IA
BUY
 -
2.87K
+ 10.03%
$258K - $288K
31.5K $4.32M
Oct 26, 2023 Q3 2023
Beam Wealth Advisors, Inc.

BUY
 -
2.86K
+ 16.27%
$258K - $287K
20.5K $2.81M
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
2.71K
+ 10.11%
$244K - $272K
29.5K $4.05M
Oct 20, 2023 Q3 2023
Linden Thomas Advisory Services, LLC

Charlotte, NC
BUY
 -
2.68K
New
$241K - $269K
2.68K $367K
Nov 13, 2023 Q3 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
2.54K
New
$229K - $255K
2.54K $349K
Oct 27, 2023 Q3 2023
Mainsail Financial Group, LLC

Bellevue, WA
BUY
 -
2.49K
+ 6.44%
$224K - $250K
41.2K $5.64M
Oct 16, 2023 Q3 2023
Essex LLC

BUY
 -
2.49K
New
$224K - $249K
2.49K $341K
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
2.47K
+ 5.73%
$222K - $248K
45.6K $6.26M
Nov 13, 2023 Q3 2023
American International Group, Inc.

New York, NY
BUY
 -
2.4K
+ 21.04%
$216K - $241K
13.8K $1.89M
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
2.35K
New
$212K - $236K
2.35K $323K
Nov 15, 2023 Q3 2023
Crestwood Advisors Group LLC

BUY
 -
2.34K
New
$211K - $235K
2.34K $321K
Nov 03, 2023 Q3 2023
Ieq Capital, LLC

BUY
 -
2.31K
New
$208K - $232K
2.31K $317K
Oct 17, 2023 Q3 2023
1900 Wealth Management LLC

BUY
 -
2.29K
New
$206K - $230K
2.29K $314K
Oct 13, 2023 Q3 2023
Auour Investments LLC

Wenham, MA
BUY
 -
2.28K
+ 7.3%
$205K - $229K
33.6K $4.6M
Nov 13, 2023 Q3 2023
Amj Financial Wealth Management

Leesburg, VA
BUY
 -
2.17K
+ 41.19%
$195K - $218K
7.44K $1.02M
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
2.13K
+ 23.15%
$192K - $214K
11.3K $1.56M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
2.12K
+ 1.39%
$191K - $213K
155K $21.2M
Oct 10, 2023 Q3 2023
Ccg Wealth Management, LLC

BUY
 -
2.02K
+ 93.7%
$182K - $203K
4.18K $574K
Nov 01, 2023 Q3 2023
Wealthfront Advisers LLC

BUY
 -
1.93K
+ 32.66%
$173K - $193K
7.83K $1.07M
Nov 13, 2023 Q3 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
1.82K
+ 6.18%
$164K - $183K
31.4K $4.3M
Nov 07, 2023 Q3 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
1.71K
+ 37.87%
$154K - $171K
6.22K $852K
May 28, 2024 Q3 2023
Integrated Investment Consultants, LLC

BUY
 -
1.7K
+ 0.96%
$153K - $171K
179K $24.5M
Nov 07, 2023 Q3 2023
Eagle Strategies LLC

New York, NY
BUY
 -
1.69K
+ 6.33%
$152K - $169K
28.4K $3.89M
Nov 01, 2023 Q3 2023
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
1.68K
+ 13.32%
$151K - $168K
14.3K $1.96M
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
1.66K
+ 3.28%
$150K - $167K
52.4K $7.18M
Nov 06, 2023 Q3 2023
First National Trust CO

BUY
 -
1.64K
+ 6.87%
$148K - $165K
25.6K $3.51M
Oct 10, 2023 Q3 2023
Claro Advisors LLC

Boston, MA
BUY
 -
1.63K
+ 4.82%
$146K - $163K
35.4K $4.85M
Oct 10, 2023 Q3 2023
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
1.6K
+ 44.49%
$144K - $161K
5.2K $712K

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