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
|
Parallel Advisors, LLC
|
BUY
|
- |
277+ 3.97% |
$24.9K - $27.8K
|
7.25K
$973K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
277+ 3.97% |
$24.9K - $27.8K
|
7.25K
$973K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
276+ 1.21% |
$24.8K - $27.7K
|
23.1K
$3.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
262New |
$23.6K - $26.3K
|
262
$35.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
259+ 6.65% |
$23.3K - $26K
|
4.16K
$558K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
257+ 22.19% |
$23.1K - $25.8K
|
1.42K
$190K
|
|
|
Oct 16, 2023
Q3 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
245+ 10.94% |
$22K - $24.6K
|
2.48K
$334K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
243+ 3471.43% |
$21.9K - $24.4K
|
250
$33.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
235+ 2.16% |
$21.1K - $23.6K
|
11.1K
$1.49M
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
234+ 3.22% |
$21.1K - $23.5K
|
7.5K
$1.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
233+ 29.57% |
$21K - $23.4K
|
1.02K
$137K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
225+ 1.44% |
$20.2K - $22.6K
|
15.9K
$2.13M
|
|
|
Oct 13, 2023
Q3 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
218+ 0.77% |
$19.6K - $21.9K
|
28.4K
$3.81M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
212+ 1.02% |
$19.1K - $21.3K
|
21K
$2.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
212New |
$19.1K - $21.3K
|
212
$28.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
194+ 1.84% |
$17.5K - $19.5K
|
10.8K
$1.44M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
191+ 3.84% |
$17.2K - $19.2K
|
5.16K
$693K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
185+ 0.81% |
$16.6K - $18.6K
|
23K
$3.09M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
182+ 3.95% |
$16.4K - $18.3K
|
4.79K
$642K
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
174+ 0.42% |
$15.7K - $17.5K
|
41.6K
$5.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
172+ 0.63% |
$15.5K - $17.3K
|
27.4K
$3.68M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
171+ 4.05% |
$15.4K - $17.2K
|
4.39K
$589K
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
167+ 4.34% |
$15K - $16.8K
|
4.01K
$539K
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
158+ 3.87% |
$14.2K - $15.9K
|
4.25K
$570K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
149+ 7.08% |
$13.4K - $14.9K
|
2.25K
$303K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
138+ 2.74% |
$12.4K - $13.8K
|
5.18K
$696K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
131+ 65.5% |
$11.8K - $13.1K
|
331
$44.4K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
118New |
$10.6K - $11.8K
|
118
$15.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
116+ 3.11% |
$10.4K - $11.6K
|
3.85K
$517K
|
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
113+ 0.89% |
$10.2K - $11.3K
|
12.8K
$1.72M
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
110+ 1.91% |
$9.9K - $11K
|
5.88K
$789K
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
110+ 5.12% |
$9.9K - $11K
|
2.26K
$303K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
105+ 2.24% |
$9.45K - $10.5K
|
4.8K
$645K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
104New |
$9.36K - $10.4K
|
104
$14K
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
100+ 0.24% |
$9K - $10K
|
42.4K
$5.69M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
98+ 0.6% |
$8.82K - $9.83K
|
16.3K
$2.2M
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
95+ 47.03% |
$8.55K - $9.53K
|
297
$39.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
95+ 2.98% |
$8.55K - $9.53K
|
3.28K
$441K
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
91+ 4.02% |
$8.19K - $9.13K
|
2.36K
$316K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
91New |
$8.19K - $9.13K
|
91
$12.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
91+ 0.27% |
$8.19K - $9.13K
|
33.3K
$4.48M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
90+ 1.53% |
$8.1K - $9.03K
|
5.98K
$803K
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
BUY
|
- |
81+ 0.13% |
$7.29K - $8.13K
|
60.8K
$8.16M
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
79+ 1.08% |
$7.11K - $7.93K
|
7.39K
$992K
|
|
|
Oct 31, 2023
Q3 2023
|
Kendall Capital Management
|
BUY
|
- |
76+ 3.24% |
$6.84K - $7.62K
|
2.42K
$325K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
75+ 0.44% |
$6.75K - $7.52K
|
17.2K
$2.3M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
69New |
$6.21K - $6.92K
|
69
$9.26K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
62+ 0.25% |
$5.58K - $6.22K
|
24.8K
$3.33M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
58+ 1.24% |
$5.22K - $5.82K
|
4.73K
$636K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
54+ 4.93% |
$4.86K - $5.42K
|
1.15K
$154K
|