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 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-33- 1.31% |
$2.97K - $3.31K
|
2.49K
$299K
|
|
|
Nov 01, 2023
Q3 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-36- 0.36% |
$3.24K - $3.61K
|
9.83K
$1.18M
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
SELL
|
- |
-37- 0.29% |
$3.33K - $3.71K
|
12.6K
$1.52M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-37- 0.27% |
$3.33K - $3.71K
|
13.6K
$1.63M
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-40- 0.67% |
$3.6K - $4.01K
|
5.9K
$710K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-43- 0.48% |
$3.87K - $4.31K
|
9K
$1.08M
|
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-44- 1.76% |
$3.96K - $4.41K
|
2.46K
$295K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-47- 1.26% |
$4.23K - $4.72K
|
3.69K
$444K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-48- 1.59% |
$4.32K - $4.82K
|
2.97K
$357K
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-48- 1.54% |
$4.32K - $4.82K
|
3.08K
$370K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-48- 0.78% |
$4.32K - $4.82K
|
6.13K
$737K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-50- 1.35% |
$4.5K - $5.02K
|
3.66K
$441K
|
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-50- 1.77% |
$4.5K - $5.02K
|
2.78K
$335K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-50- 4.38% |
$4.5K - $5.02K
|
1.09K
$131K
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-50- 0.44% |
$4.5K - $5.02K
|
11.3K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-52- 0.4% |
$4.68K - $5.22K
|
13K
$1.57M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-53- 0.88% |
$4.77K - $5.32K
|
5.96K
$717K
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-54- 4.71% |
$4.86K - $5.42K
|
1.09K
$131K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-54- 7.98% |
$4.86K - $5.42K
|
623
$75K
|
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-54- 0.03% |
$4.86K - $5.42K
|
160K
$19.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-55- 0.11% |
$4.95K - $5.52K
|
50.9K
$6.12M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-59- 1.84% |
$5.31K - $5.92K
|
3.16K
$380K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-60- 6.68% |
$5.4K - $6.02K
|
838
$101K
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-61- 0.94% |
$5.49K - $6.12K
|
6.43K
$774K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-61- 0.94% |
$5.49K - $6.12K
|
6.43K
$774K
|
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-62- 1.41% |
$5.58K - $6.22K
|
4.35K
$523K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-69- 3.42% |
$6.21K - $6.92K
|
1.95K
$234K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-74- 0.48% |
$6.66K - $7.42K
|
15.2K
$1.83M
|
|
|
Jan 08, 2025
Q3 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-78- 4.76% |
$7.02K - $7.82K
|
1.56K
$188K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-78- 25.16% |
$7.02K - $7.82K
|
232
$27.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-79- 0.8% |
$7.11K - $7.93K
|
9.82K
$1.18M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-80- 1.64% |
$7.2K - $8.03K
|
4.79K
$576K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-81- 16.67% |
$7.29K - $8.13K
|
405
$48.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-85- 0.72% |
$7.65K - $8.53K
|
11.7K
$1.41M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-87- 1.77% |
$7.83K - $8.73K
|
4.83K
$581K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-88- 0.71% |
$7.92K - $8.83K
|
12.3K
$1.48M
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-91- 3.36% |
$8.19K - $9.13K
|
2.62K
$315K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-92- 1.38% |
$8.28K - $9.23K
|
6.58K
$792K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-94- 96.91% |
$8.46K - $9.43K
|
3
$361
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-95- 1.22% |
$8.55K - $9.53K
|
7.72K
$929K
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-98- 0.25% |
$8.82K - $9.83K
|
38.9K
$4.68M
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-98- 3.06% |
$8.82K - $9.83K
|
3.1K
$373K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 3.2% |
$9K - $10K
|
3.02K
$364K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-100- 1.33% |
$9K - $10K
|
7.41K
$892K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-102- 0.1% |
$9.18K - $10.2K
|
100K
$12.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-102- 4.4% |
$9.18K - $10.2K
|
2.21K
$266K
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-104- 1.51% |
$9.36K - $10.4K
|
6.76K
$814K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-105- 54.69% |
$9.45K - $10.5K
|
87
$10.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-114- 2.11% |
$10.3K - $11.4K
|
5.3K
$637K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-115- 0.79% |
$10.3K - $11.5K
|
14.4K
$1.73M
|