Purchases and Sales Made in Q4 2023 in Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-7- 0.02% |
$600 - $736
|
33.3K
$4.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-8- 0.15% |
$685 - $841
|
5.3K
$637K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-9- 0.18% |
$771 - $946
|
4.89K
$589K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-9- 0.18% |
$771 - $946
|
4.89K
$589K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-10- 0.14% |
$857 - $1.05K
|
7.19K
$865K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-16- 0.56% |
$1.37K - $1.68K
|
2.85K
$342K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-17- 0.08% |
$1.46K - $1.79K
|
20.7K
$2.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-17- 80.95% |
$1.46K - $1.79K
|
4
$481
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-19- 0.08% |
$1.63K - $2K
|
25.2K
$3.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-19- 3.05% |
$1.63K - $2K
|
604
$72.7K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-22- 7.41% |
$1.88K - $2.31K
|
275
$33.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-26- 2.14% |
$2.23K - $2.73K
|
1.19K
$143K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-26- 0.61% |
$2.23K - $2.73K
|
4.21K
$506K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-27- 0.22% |
$2.31K - $2.84K
|
12.4K
$1.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-30- 0.77% |
$2.57K - $3.15K
|
3.85K
$464K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-30- 0.42% |
$2.57K - $3.15K
|
7.13K
$858K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-30- 0.21% |
$2.57K - $3.15K
|
14.2K
$1.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-31- 0.56% |
$2.66K - $3.26K
|
5.5K
$662K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-31- 35.63% |
$2.66K - $3.26K
|
56
$6.74K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-39- 0.59% |
$3.34K - $4.1K
|
6.58K
$792K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-40- 0.21% |
$3.43K - $4.2K
|
18.9K
$2.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-45- 83.33% |
$3.85K - $4.73K
|
9
$1.08K
|
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
SELL
|
- |
-46- 0.49% |
$3.94K - $4.84K
|
9.42K
$1.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-50- 0.05% |
$4.28K - $5.26K
|
101K
$12.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-53- 0.71% |
$4.54K - $5.57K
|
7.36K
$886K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-55- 65.48% |
$4.71K - $5.78K
|
29
$3.49K
|
|
|
Jan 08, 2025
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-60- 3.84% |
$5.14K - $6.31K
|
1.5K
$181K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-63- 2.34% |
$5.4K - $6.62K
|
2.63K
$316K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-65- 0.72% |
$5.57K - $6.83K
|
8.97K
$1.08M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-66- 2.88% |
$5.65K - $6.94K
|
2.23K
$268K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-66- 1.11% |
$5.65K - $6.94K
|
5.91K
$711K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-68- 1.04% |
$5.82K - $7.15K
|
6.5K
$782K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-68- 1.8% |
$5.82K - $7.15K
|
3.71K
$446K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-71- 0.42% |
$6.08K - $7.46K
|
16.7K
$2.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-71- 1.41% |
$6.08K - $7.46K
|
4.98K
$599K
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-72- 2.1% |
$6.17K - $7.57K
|
3.36K
$405K
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
SELL
|
- |
-84- 1.22% |
$7.2K - $8.83K
|
6.81K
$820K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-84- 80.77% |
$7.2K - $8.83K
|
20
$2.41K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-84- 4.67% |
$7.2K - $8.83K
|
1.72K
$207K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-95- 0.23% |
$8.14K - $9.99K
|
40.6K
$4.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-96- 48.0% |
$8.22K - $10.1K
|
104
$12.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-97- 1.27% |
$8.31K - $10.2K
|
7.51K
$904K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-98- 2.84% |
$8.39K - $10.3K
|
3.35K
$403K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-99- 1.58% |
$8.48K - $10.4K
|
6.16K
$742K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-100- 1.5% |
$8.57K - $10.5K
|
6.57K
$791K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-100- 28.09% |
$8.57K - $10.5K
|
256
$30.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-100- 30.12% |
$8.57K - $10.5K
|
232
$27.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-107- 0.12% |
$9.17K - $11.2K
|
91.9K
$11.1M
|
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-110- 1.96% |
$9.42K - $11.6K
|
5.51K
$662K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-110- 4.87% |
$9.42K - $11.6K
|
2.15K
$259K
|