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
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.58K+ 37.13% |
$142K - $159K
|
5.84K
$783K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
1.56K+ 371.67% |
$140K - $157K
|
1.98K
$266K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.56KNew |
$140K - $156K
|
1.56K
$209K
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.56K+ 1.44% |
$140K - $156K
|
110K
$14.7M
|
|
Nov 14, 2023
Q3 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
1.55KNew |
$139K - $155K
|
1.55K
$208K
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
BUY
|
- |
1.5K+ 22.68% |
$135K - $150K
|
8.11K
$1.09M
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.5K+ 12.64% |
$135K - $150K
|
13.4K
$1.79M
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.5K+ 29.54% |
$135K - $150K
|
6.57K
$881K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.48K+ 3.93% |
$133K - $148K
|
39K
$5.23M
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 1.05% |
$124K - $138K
|
132K
$17.7M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.34K+ 7.62% |
$121K - $135K
|
19K
$2.54M
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.34K+ 1.67% |
$121K - $134K
|
81.7K
$11M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.29K+ 1.49% |
$116K - $130K
|
88K
$11.8M
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.22K+ 6.47% |
$110K - $123K
|
20.1K
$2.7M
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.22K+ 58.21% |
$110K - $122K
|
3.32K
$445K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.2K+ 0.93% |
$108K - $121K
|
130K
$17.5M
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.19K+ 1.92% |
$107K - $120K
|
63.5K
$8.53M
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.16K+ 283.09% |
$104K - $116K
|
1.56K
$210K
|
|
Nov 01, 2023
Q3 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
1.13K+ 9.53% |
$102K - $114K
|
13K
$1.75M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.05K+ 139.05% |
$94.8K - $106K
|
1.81K
$243K
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.02K+ 19.49% |
$91.7K - $102K
|
6.25K
$839K
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.01K+ 31.99% |
$91K - $102K
|
4.18K
$561K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
964+ 4.65% |
$86.7K - $96.7K
|
21.7K
$2.91M
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
949+ 4.6% |
$85.4K - $95.2K
|
21.6K
$2.9M
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
941New |
$84.7K - $94.4K
|
941
$126K
|
|
Nov 01, 2023
Q3 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
918+ 3.49% |
$82.6K - $92.1K
|
27.2K
$3.65M
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
900New |
$81K - $90.3K
|
900
$121K
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
900+ 33.66% |
$81K - $90.3K
|
3.57K
$480K
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
858+ 1.81% |
$77.2K - $86.1K
|
48.2K
$6.48M
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
850+ 14.2% |
$76.5K - $85.3K
|
6.84K
$918K
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
835+ 1.11% |
$75.1K - $83.8K
|
75.8K
$10.2M
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
816+ 6.26% |
$73.4K - $81.9K
|
13.8K
$1.86M
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
805+ 27.09% |
$72.4K - $80.8K
|
3.78K
$507K
|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
791+ 2.68% |
$71.2K - $79.4K
|
30.3K
$4.07M
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
791+ 9.75% |
$71.2K - $79.4K
|
8.9K
$1.2M
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
775+ 5.76% |
$69.7K - $77.7K
|
14.2K
$1.91M
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
770+ 265.52% |
$69.3K - $77.2K
|
1.06K
$142K
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
768New |
$69.1K - $77K
|
768
$103K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
747+ 2.39% |
$67.2K - $74.9K
|
32K
$4.3M
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
721+ 43.23% |
$64.9K - $72.3K
|
2.39K
$321K
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
718+ 4.53% |
$64.6K - $72K
|
16.6K
$2.22M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
699+ 3.5% |
$62.9K - $70.1K
|
20.7K
$2.78M
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
692New |
$62.3K - $69.4K
|
692
$92.9K
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
686+ 2.86% |
$61.7K - $68.8K
|
24.6K
$3.31M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
683+ 8.18% |
$61.4K - $68.5K
|
9.03K
$1.21M
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
682+ 1.3% |
$61.4K - $68.4K
|
53.2K
$7.14M
|
|
Nov 09, 2023
Q3 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
680+ 3.63% |
$61.2K - $68.2K
|
19.4K
$2.61M
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
663+ 2.65% |
$59.7K - $66.5K
|
25.7K
$3.45M
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
662+ 19.76% |
$59.6K - $66.4K
|
4.01K
$539K
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
658+ 20.51% |
$59.2K - $66K
|
3.87K
$519K
|