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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
624New |
$56.1K - $62.6K
|
624
$85.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
611+ 1.29% |
$55K - $61.3K
|
47.9K
$6.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
600+ 10.31% |
$54K - $60.2K
|
6.42K
$880K
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
576+ 4.88% |
$51.8K - $57.8K
|
12.4K
$1.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
567+ 5.79% |
$51K - $56.9K
|
10.4K
$1.42M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
562New |
$50.6K - $56.4K
|
562
$77.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
BUY
|
- |
560New |
$50.4K - $56.2K
|
560
$76.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
555+ 2.85% |
$49.9K - $55.7K
|
20K
$2.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
BUY
|
- |
552+ 2.24% |
$49.7K - $55.4K
|
25.2K
$3.46M
|
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
BUY
|
- |
543+ 21.83% |
$48.9K - $54.5K
|
3.03K
$415K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
540+ 7.55% |
$48.6K - $54.2K
|
7.69K
$1.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
537+ 6.94% |
$48.3K - $53.9K
|
8.27K
$1.13M
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
520+ 24.33% |
$46.8K - $52.2K
|
2.66K
$364K
|
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
519+ 1.49% |
$46.7K - $52.1K
|
35.3K
$4.84M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
515+ 18.66% |
$46.3K - $51.7K
|
3.28K
$449K
|
|
|
Oct 25, 2023
Q3 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
502+ 12.79% |
$45.2K - $50.4K
|
4.43K
$607K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
500New |
$45K - $50.2K
|
500
$68.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$45K - $50.2K
|
500
$68.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
497+ 4.1% |
$44.7K - $49.9K
|
12.6K
$1.73M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
486+ 2.36% |
$43.7K - $48.8K
|
21.1K
$2.89M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
484+ 2.05% |
$43.5K - $48.6K
|
24K
$3.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
474+ 3.48% |
$42.6K - $47.6K
|
14.1K
$1.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
473+ 4.91% |
$42.6K - $47.5K
|
10.1K
$1.39M
|
|
|
Nov 15, 2023
Q3 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
442+ 0.32% |
$39.8K - $44.3K
|
138K
$19M
|
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
427+ 0.88% |
$38.4K - $42.8K
|
49K
$6.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
427+ 0.79% |
$38.4K - $42.8K
|
54.7K
$7.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
412+ 20.32% |
$37.1K - $41.3K
|
2.44K
$335K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
400+ 6.66% |
$36K - $40.1K
|
6.41K
$879K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
386+ 0.99% |
$34.7K - $38.7K
|
39.5K
$5.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
383New |
$34.5K - $38.4K
|
383
$52.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
379+ 19.62% |
$34.1K - $38K
|
2.31K
$317K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
370+ 2.03% |
$33.3K - $37.1K
|
18.6K
$2.55M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
359+ 4.12% |
$32.3K - $36K
|
9.08K
$1.25M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
359+ 4.9% |
$32.3K - $36K
|
7.69K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
358+ 10.36% |
$32.2K - $35.9K
|
3.81K
$523K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
357+ 0.58% |
$32.1K - $35.8K
|
61.7K
$8.46M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
351New |
$31.6K - $35.2K
|
351
$48.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
344+ 2.26% |
$30.9K - $34.5K
|
15.6K
$2.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
342+ 1.58% |
$30.8K - $34.3K
|
22K
$3.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
335+ 0.31% |
$30.1K - $33.6K
|
109K
$15M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
332New |
$29.9K - $33.3K
|
332
$45.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
320New |
$28.8K - $32.1K
|
320
$43.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
317+ 0.5% |
$28.5K - $31.8K
|
64K
$8.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
305+ 14.48% |
$27.4K - $30.6K
|
2.41K
$331K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
304+ 3.83% |
$27.4K - $30.5K
|
8.23K
$1.13M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
300+ 0.57% |
$27K - $30.1K
|
52.5K
$7.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
300+ 4.02% |
$27K - $30.1K
|
7.77K
$1.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
292+ 6.22% |
$26.3K - $29.3K
|
4.99K
$684K
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
280+ 2.05% |
$25.2K - $28.1K
|
14K
$1.91M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
279+ 0.55% |
$25.1K - $28K
|
51K
$6.99M
|