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 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
9.06KNew |
$941K - $1.07M
|
9.06K
$1.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
8.97K+ 578.08% |
$931K - $1.05M
|
10.5K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8.92K+ 107.71% |
$927K - $1.05M
|
17.2K
$2.36M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
8.31K+ 15.54% |
$863K - $977K
|
61.8K
$8.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
8.17K+ 67.75% |
$848K - $960K
|
20.2K
$2.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.14K+ 145.45% |
$845K - $957K
|
13.7K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.11KNew |
$842K - $953K
|
8.11K
$1.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.97K+ 163.1% |
$827K - $937K
|
12.9K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.73K+ 4.16% |
$803K - $909K
|
193K
$26.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.6K+ 60.46% |
$789K - $894K
|
20.2K
$2.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
7.53K+ 8.22% |
$782K - $885K
|
99.1K
$13.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.43K+ 10.66% |
$772K - $874K
|
77.1K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
7.08KNew |
$735K - $832K
|
7.08K
$970K
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
7.01K+ 706.45% |
$728K - $824K
|
8K
$1.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
6.97K+ 53.77% |
$724K - $819K
|
19.9K
$2.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.8K+ 6.05% |
$707K - $800K
|
119K
$16.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
6.79K+ 111.1% |
$705K - $798K
|
12.9K
$1.77M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.45K+ 8.98% |
$670K - $759K
|
78.3K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.15K+ 13.66% |
$639K - $724K
|
51.2K
$7.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
6KNew |
$623K - $705K
|
6K
$822K
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
5.45K+ 14.79% |
$566K - $641K
|
42.3K
$5.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.43K+ 125.47% |
$564K - $638K
|
9.75K
$1.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.15K+ 1.56% |
$534K - $605K
|
335K
$46M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
4.95K+ 4.36% |
$514K - $582K
|
119K
$16.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
4.9KNew |
$509K - $576K
|
4.9K
$672K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
4.9KNew |
$509K - $576K
|
4.9K
$672K
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
4.82K+ 14.4% |
$500K - $566K
|
38.3K
$5.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.78K+ 5.7% |
$496K - $562K
|
88.6K
$12.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
4.77KNew |
$495K - $561K
|
4.77K
$654K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.7K+ 2.77% |
$488K - $553K
|
174K
$23.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
4.64K+ 61.12% |
$482K - $546K
|
12.2K
$1.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
4.53K+ 6.85% |
$470K - $532K
|
70.6K
$9.68M
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
4.49K+ 1.04% |
$466K - $528K
|
437K
$59.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.48KNew |
$465K - $527K
|
4.48K
$614K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.46K+ 15.63% |
$463K - $524K
|
33K
$4.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.34K+ 35.25% |
$451K - $510K
|
16.6K
$2.28M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
4.34K+ 3.88% |
$450K - $510K
|
116K
$15.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.18K+ 40.77% |
$434K - $492K
|
14.4K
$1.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.14K+ 26.26% |
$430K - $486K
|
19.9K
$2.73M
|
|
|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
4.07KNew |
$423K - $479K
|
4.07K
$558K
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
4K+ 2.5% |
$416K - $471K
|
164K
$22.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.93K+ 36.9% |
$408K - $462K
|
14.6K
$2M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.88KNew |
$403K - $457K
|
3.88K
$532K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3.75K+ 1.37% |
$389K - $441K
|
277K
$37.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.62K+ 4.28% |
$376K - $426K
|
88.3K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.58KNew |
$372K - $421K
|
3.58K
$491K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
3.5K+ 269.31% |
$364K - $412K
|
4.8K
$658K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
3.44K+ 6.8% |
$357K - $404K
|
53.9K
$7.39M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.27K+ 11.14% |
$340K - $384K
|
32.6K
$4.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
3.17KNew |
$329K - $372K
|
3.17K
$434K
|