Purchases and Sales Made in Q1 2024 in Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
331K+ 549.83% |
$33.3M - $37.8M
|
391K
$50.8M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
256K+ 20.37% |
$25.7M - $29.2M
|
1.51M
$196M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
218K+ 18.37% |
$22M - $24.9M
|
1.41M
$183M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
210K+ 1.95% |
$21.2M - $24M
|
11M
$1.43B
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
125K+ 18.03% |
$12.6M - $14.2M
|
817K
$106M
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
123K+ 52.8% |
$12.3M - $14M
|
355K
$46M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
122K+ 32.53% |
$12.3M - $14M
|
498K
$64.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
BUY
|
- |
117KNew |
$11.8M - $13.3M
|
117K
$15.2M
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
105KNew |
$10.6M - $12M
|
105K
$13.7M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
99.2K+ 10.4% |
$9.98M - $11.3M
|
1.05M
$137M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
93.3K+ 0.85% |
$9.4M - $10.7M
|
11M
$1.43B
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
93.3K+ 0.85% |
$9.4M - $10.7M
|
11M
$1.43B
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
91.7K+ 2.34% |
$9.23M - $10.5M
|
4.01M
$521M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
70.1K+ 10.5% |
$7.05M - $8M
|
737K
$95.7M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
60.7K+ 40.1% |
$6.11M - $6.93M
|
212K
$27.5M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
58.9K+ 45.95% |
$5.93M - $6.73M
|
187K
$24.3M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
53.4KNew |
$5.37M - $6.09M
|
53.4K
$6.93M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
52KNew |
$5.23M - $5.93M
|
52K
$6.75M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
50.2K+ 46.01% |
$5.05M - $5.73M
|
159K
$20.7M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
47.9K+ 68.04% |
$4.82M - $5.46M
|
118K
$15.4M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41.9K+ 2.56% |
$4.22M - $4.79M
|
1.68M
$219M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
40.9K+ 42.27% |
$4.12M - $4.67M
|
138K
$17.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
37.5KNew |
$3.78M - $4.29M
|
37.5K
$4.88M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
34.7K+ 252.25% |
$3.49M - $3.96M
|
48.4K
$6.29M
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
30KNew |
$3.02M - $3.42M
|
30K
$3.9M
|
|
|
May 08, 2024
Q1 2024
|
Summit Rock Advisors, LP
|
BUY
|
- |
29.9K+ 6.4% |
$3.01M - $3.42M
|
497K
$64.6M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
29.7K+ 5.05% |
$2.99M - $3.39M
|
619K
$80.3M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
29.5K+ 1720.17% |
$2.97M - $3.37M
|
31.2K
$4.05M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
26.5K+ 58.83% |
$2.67M - $3.03M
|
71.6K
$9.3M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
25.8KNew |
$2.6M - $2.95M
|
25.8K
$3.36M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
24.5K+ 91.06% |
$2.46M - $2.79M
|
51.4K
$6.67M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
23.4K+ 110.54% |
$2.36M - $2.67M
|
44.6K
$5.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.1K+ 0.77% |
$2.22M - $2.52M
|
2.89M
$376M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.6K+ 4.42% |
$2.18M - $2.47M
|
511K
$66.4M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
21K+ 28.49% |
$2.12M - $2.4M
|
94.8K
$12.3M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
20.3K+ 1.0% |
$2.04M - $2.32M
|
2.05M
$267M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
19.6K+ 12.77% |
$1.97M - $2.24M
|
173K
$22.5M
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
19.2K+ 323.49% |
$1.93M - $2.19M
|
25.1K
$3.26M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.4K+ 11.32% |
$1.85M - $2.1M
|
181K
$23.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
18.1KNew |
$1.82M - $2.06M
|
18.1K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
17.6KNew |
$1.77M - $2.01M
|
17.6K
$2.28M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17.1K+ 428175.0% |
$1.72M - $1.95M
|
17.1K
$2.23M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
17K+ 16.04% |
$1.71M - $1.94M
|
123K
$15.9M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.8K+ 100.46% |
$1.69M - $1.92M
|
33.5K
$4.35M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.8K+ 185.36% |
$1.49M - $1.69M
|
22.7K
$2.95M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13.9KNew |
$1.4M - $1.59M
|
13.9K
$1.81M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.8K+ 25.94% |
$1.39M - $1.57M
|
66.9K
$8.69M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.7K+ 0.49% |
$1.38M - $1.56M
|
2.82M
$367M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
13.5K+ 45.91% |
$1.36M - $1.54M
|
42.9K
$5.58M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.1K+ 9.86% |
$1.32M - $1.5M
|
147K
$19M
|