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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-120- 0.12% |
$10.3K - $12.6K
|
99.1K
$13.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-120- 1.14% |
$10.3K - $12.6K
|
10.4K
$1.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-121- 1.57% |
$10.4K - $12.7K
|
7.57K
$1.02M
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-126- 5.52% |
$10.8K - $13.2K
|
2.16K
$289K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-131- 2.94% |
$11.2K - $13.8K
|
4.33K
$581K
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-132- 0.39% |
$11.3K - $13.9K
|
33.7K
$4.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-133- 5.95% |
$11.4K - $14K
|
2.1K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-134- 6.89% |
$11.5K - $14.1K
|
1.81K
$243K
|
|
|
Dec 19, 2024
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-138- 8.42% |
$11.8K - $14.5K
|
1.5K
$202K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-139- 1.1% |
$11.9K - $14.6K
|
12.5K
$1.68M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-141- 23.9% |
$12.1K - $14.8K
|
449
$60.3K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-143- 6.07% |
$12.2K - $15K
|
2.21K
$297K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-148- 21.54% |
$12.7K - $15.6K
|
539
$72.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-149- 6.61% |
$12.8K - $15.7K
|
2.11K
$283K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-155- 0.9% |
$13.3K - $16.3K
|
17K
$2.28M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-156- 2.08% |
$13.4K - $16.4K
|
7.35K
$987K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-158- 5.09% |
$13.5K - $16.6K
|
2.95K
$395K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-160- 3.34% |
$13.7K - $16.8K
|
4.63K
$621K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-162- 1.65% |
$13.9K - $17K
|
9.65K
$1.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-164- 0.16% |
$14K - $17.2K
|
105K
$14.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-164- 1.33% |
$14K - $17.2K
|
12.2K
$1.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-175- 20.88% |
$15K - $18.4K
|
663
$89K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-180- 4.27% |
$15.4K - $18.9K
|
4.04K
$542K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-180- 3.17% |
$15.4K - $18.9K
|
5.49K
$738K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-202- 19.78% |
$17.3K - $21.2K
|
819
$110K
|
|
|
Jan 10, 2024
Q4 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-217- 8.74% |
$18.6K - $22.8K
|
2.27K
$304K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-219- 2.17% |
$18.8K - $23K
|
9.89K
$1.33M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-223- 2.85% |
$19.1K - $23.4K
|
7.6K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-223- 11.45% |
$19.1K - $23.4K
|
1.73K
$232K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-225- 9.55% |
$19.3K - $23.7K
|
2.13K
$286K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-231- 3.83% |
$19.8K - $24.3K
|
5.8K
$778K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-233- 8.95% |
$20K - $24.5K
|
2.37K
$318K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-240- 25.21% |
$20.6K - $25.2K
|
712
$95.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-262- 1.24% |
$22.4K - $27.5K
|
20.8K
$2.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-264- 0.96% |
$22.6K - $27.8K
|
27.4K
$3.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-268- 1.5% |
$23K - $28.2K
|
17.5K
$2.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-271- 2.1% |
$23.2K - $28.5K
|
12.6K
$1.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-285- 1.32% |
$24.4K - $30K
|
21.3K
$2.86M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-299- 9.88% |
$25.6K - $31.4K
|
2.73K
$366K
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-300- 2.49% |
$25.7K - $31.5K
|
11.7K
$1.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-300- 60.0% |
$25.7K - $31.5K
|
200
$26.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-300- 4.34% |
$25.7K - $31.5K
|
6.61K
$888K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-305- 2.62% |
$26.1K - $32.1K
|
11.3K
$1.52M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-311- 2.45% |
$26.6K - $32.7K
|
12.4K
$1.66M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-315- 1.99% |
$27K - $33.1K
|
15.5K
$2.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-331- 1.28% |
$28.4K - $34.8K
|
25.6K
$3.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-338- 8.86% |
$29K - $35.5K
|
3.48K
$467K
|
|
|
Feb 13, 2024
Q4 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-350- 1.75% |
$30K - $36.8K
|
19.7K
$2.64M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-365- 6.18% |
$31.3K - $38.4K
|
5.54K
$744K
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-370- 12.21% |
$31.7K - $38.9K
|
2.66K
$357K
|