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 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2.41KNew |
$206K - $253K
|
2.41K
$323K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
2.39K+ 107.19% |
$204K - $251K
|
4.61K
$619K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.31KNew |
$198K - $243K
|
2.31K
$311K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.3K+ 11.21% |
$197K - $241K
|
22.8K
$3.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.28K+ 16.85% |
$196K - $240K
|
15.8K
$2.13M
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
2.28KNew |
$195K - $240K
|
2.28K
$306K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.27KNew |
$195K - $239K
|
2.27K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.25KNew |
$192K - $236K
|
2.25K
$302K
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2.21KNew |
$190K - $233K
|
2.21K
$297K
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2.2KNew |
$188K - $231K
|
2.2K
$295K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.18KNew |
$187K - $229K
|
2.18K
$293K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.17K+ 9.43% |
$186K - $228K
|
25.2K
$3.38M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.17KNew |
$186K - $228K
|
2.17K
$291K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.16K+ 57.31% |
$185K - $227K
|
5.93K
$796K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.16KNew |
$185K - $227K
|
2.16K
$289K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.14KNew |
$183K - $225K
|
2.14K
$287K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
2.14KNew |
$183K - $225K
|
2.14K
$287K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
2.13KNew |
$182K - $223K
|
2.13K
$285K
|
|
|
Feb 12, 2024
Q4 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
2.12KNew |
$182K - $223K
|
2.12K
$285K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
2.12KNew |
$181K - $223K
|
2.12K
$284K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
2.12KNew |
$181K - $222K
|
2.12K
$284K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.1KNew |
$180K - $221K
|
2.1K
$283K
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
BUY
|
- |
2.09KNew |
$179K - $220K
|
2.09K
$281K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.09K+ 26.89% |
$179K - $219K
|
9.85K
$1.32M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.08KNew |
$178K - $219K
|
2.08K
$279K
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.08K+ 77.7% |
$178K - $219K
|
4.76K
$639K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.08K+ 1.17% |
$178K - $218K
|
179K
$24M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.08K+ 1.16% |
$178K - $218K
|
181K
$24.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.07KNew |
$177K - $217K
|
2.07K
$278K
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.06KNew |
$177K - $217K
|
2.06K
$277K
|
|
|
Jan 24, 2024
Q4 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
2.05KNew |
$176K - $216K
|
2.05K
$276K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.05KNew |
$175K - $215K
|
2.05K
$275K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
BUY
|
- |
2.05KNew |
$175K - $215K
|
2.05K
$275K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
2.04KNew |
$175K - $215K
|
2.04K
$274K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.04K+ 96.55% |
$175K - $214K
|
4.15K
$558K
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
2.03KNew |
$174K - $213K
|
2.03K
$272K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.02KNew |
$173K - $212K
|
2.02K
$271K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.02KNew |
$173K - $212K
|
2.02K
$271K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.01KNew |
$172K - $211K
|
2.01K
$270K
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2KNew |
$171K - $210K
|
2K
$269K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.97KNew |
$169K - $208K
|
1.97K
$265K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
1.97KNew |
$169K - $207K
|
1.97K
$265K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.97KNew |
$169K - $207K
|
1.97K
$265K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.97KNew |
$169K - $207K
|
1.97K
$265K
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.97KNew |
$168K - $207K
|
1.97K
$264K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.96K+ 13.78% |
$168K - $206K
|
16.2K
$2.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.95KNew |
$167K - $205K
|
1.95K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.94KNew |
$166K - $204K
|
1.94K
$260K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.94K+ 11.65% |
$166K - $203K
|
18.6K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.82K+ 8.39% |
$156K - $191K
|
23.5K
$3.16M
|