Purchases and Sales Made in Q3 2024 in Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q3 2024. 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 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-25.2K- 66.0% |
$2.61M - $2.96M
|
13K
$1.57M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-31K- 53.35% |
$3.22M - $3.64M
|
27.1K
$3.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-31.4K- 82.53% |
$3.26M - $3.7M
|
6.65K
$804K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-31.6K- 82.69% |
$3.28M - $3.71M
|
6.61K
$798K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-36.8K- 4.02% |
$3.82M - $4.33M
|
879K
$106M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-36.9K- 1.95% |
$3.83M - $4.34M
|
1.86M
$225M
|
|
|
Nov 05, 2024
Q3 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-37.7K- 63.8% |
$3.91M - $4.43M
|
21.4K
$2.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-52.1K- 3.37% |
$5.41M - $6.12M
|
1.49M
$180M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-54.8K- 42.17% |
$5.69M - $6.45M
|
75.2K
$9.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-59.5K- 93.4% |
$6.19M - $7M
|
4.21K
$509K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-61.7K- 8.39% |
$6.41M - $7.26M
|
674K
$81.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-61.8K- 36.7% |
$6.42M - $7.27M
|
107K
$12.9M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-71K- 8.22% |
$7.38M - $8.35M
|
793K
$95.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-71K- 8.22% |
$7.38M - $8.35M
|
793K
$95.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-81.8K- 13.83% |
$8.5M - $9.62M
|
510K
$61.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-84.8K- 1.67% |
$8.8M - $9.97M
|
5M
$604M
|
|
|
Oct 18, 2024
Q3 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-103K- 76.16% |
$10.7M - $12.1M
|
32.2K
$3.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-114K- 7.51% |
$11.8M - $13.4M
|
1.4M
$170M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-117K- 4.23% |
$12.2M - $13.8M
|
2.66M
$321M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-121K- 14.56% |
$12.6M - $14.2M
|
710K
$85.8M
|
|
|
Nov 15, 2024
Q3 2024
|
American Family Investments, Inc.
Madison, WI |
SELL
|
- |
-126K- 18.88% |
$13.1M - $14.8M
|
541K
$65.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-132K- 98.62% |
$13.8M - $15.6M
|
1.85K
$224K
|
|
|
Oct 30, 2024
Q3 2024
|
Summit Rock Advisors, LP
|
SELL
|
- |
-175K- 37.37% |
$18.2M - $20.6M
|
293K
$35.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-189K- 50.08% |
$19.7M - $22.3M
|
189K
$22.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-203K- 29.88% |
$21.1M - $23.9M
|
477K
$57.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-216K- 93.83% |
$22.4M - $25.4M
|
14.2K
$1.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-247K- 9.06% |
$25.6M - $29M
|
2.48M
$299M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-272K- 99.66% |
$28.2M - $32M
|
920
$111K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-298K- 43.45% |
$30.9M - $35M
|
387K
$46.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-606K- 27.02% |
$63M - $71.3M
|
1.64M
$198M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-632K- 99.08% |
$65.7M - $74.4M
|
5.88K
$711K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-745K- 17.44% |
$77.3M - $87.6M
|
3.52M
$426M
|