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 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-968- 7.43% |
$82.9K - $102K
|
12.1K
$1.62M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-981- 0.37% |
$84K - $103K
|
266K
$35.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.02K- 1.16% |
$87.4K - $107K
|
86.9K
$11.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.05K- 4.07% |
$89.8K - $110K
|
24.7K
$3.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.17K- 3.0% |
$100K - $123K
|
37.8K
$5.08M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.29K- 38.99% |
$111K - $136K
|
2.02K
$272K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.35K- 1.19% |
$116K - $142K
|
112K
$15M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.36K- 10.8% |
$117K - $143K
|
11.2K
$1.51M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.38K- 11.17% |
$118K - $145K
|
11K
$1.48M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.44K- 7.45% |
$124K - $152K
|
17.9K
$2.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.5K- 6.47% |
$128K - $157K
|
21.6K
$2.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.51K- 13.05% |
$129K - $158K
|
10K
$1.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.53K- 1.56% |
$131K - $161K
|
96.7K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.56K- 6.58% |
$133K - $164K
|
22.1K
$2.97M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.57K- 4.05% |
$135K - $165K
|
37.3K
$5.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-1.6K- 0.65% |
$137K - $168K
|
244K
$32.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.63K- 2.41% |
$140K - $172K
|
66.3K
$8.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-1.64K- 0.6% |
$141K - $173K
|
271K
$36.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.67K- 5.86% |
$143K - $176K
|
26.9K
$3.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.69K- 11.24% |
$144K - $177K
|
13.3K
$1.79M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-1.7K- 4.97% |
$146K - $179K
|
32.5K
$4.37M
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-1.73K- 3.91% |
$148K - $182K
|
42.5K
$5.71M
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-1.81K- 43.33% |
$155K - $191K
|
2.37K
$318K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1.82K- 1.31% |
$156K - $191K
|
137K
$18.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.83K- 8.44% |
$156K - $192K
|
19.8K
$2.66M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-1.85K- 7.23% |
$158K - $194K
|
23.7K
$3.19M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.89K- 5.21% |
$162K - $198K
|
34.3K
$4.61M
|
|
|
Jan 26, 2024
Q4 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.97K- 1.19% |
$168K - $207K
|
164K
$22M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.99K- 3.8% |
$171K - $210K
|
50.4K
$6.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.04K- 12.72% |
$174K - $214K
|
14K
$1.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-2.05K- 2.5% |
$175K - $215K
|
79.7K
$10.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-2.22K- 0.68% |
$190K - $233K
|
323K
$43.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.22K- 26.26% |
$190K - $234K
|
6.24K
$838K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.43K- 21.43% |
$208K - $256K
|
8.91K
$1.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.46K- 0.86% |
$211K - $258K
|
284K
$38.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.48K- 7.01% |
$212K - $261K
|
32.9K
$4.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.49K- 5.2% |
$213K - $262K
|
45.4K
$6.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.49K- 7.54% |
$213K - $262K
|
30.5K
$4.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.75K- 8.77% |
$236K - $289K
|
28.6K
$3.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.78K- 20.15% |
$238K - $293K
|
11K
$1.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.87K- 10.58% |
$246K - $302K
|
24.2K
$3.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2.88K- 9.76% |
$247K - $303K
|
26.7K
$3.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.92K- 1.47% |
$250K - $307K
|
196K
$26.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-3K- 0.64% |
$257K - $315K
|
465K
$62.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.07K- 7.36% |
$263K - $323K
|
38.7K
$5.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.09K- 7.25% |
$265K - $325K
|
39.6K
$5.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.18K- 4.79% |
$273K - $334K
|
63.3K
$8.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-3.32K- 2.5% |
$284K - $349K
|
129K
$17.4M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.42K- 0.94% |
$293K - $360K
|
360K
$48.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-3.44K- 31.29% |
$295K - $362K
|
7.56K
$1.02M
|