Purchases and Sales Made in Q3 2023 in Ishares Russell Mid Cap Growth (IWP)

IWP Quotes by TradingView

This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q3 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
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
17.1K
+ 3.67%
$1.54M - $1.71M
482K $65.4M
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
16.5K
+ 12.9%
$1.48M - $1.65M
144K $19.6M
Nov 14, 2023 Q3 2023
Hantz Financial Services, Inc.

BUY
 -
16.2K
+ 5.44%
$1.46M - $1.62M
314K $42.6M
Aug 06, 2024 Q3 2023
Hantz Financial Services, Inc.

BUY
 -
16.2K
+ 5.44%
$1.46M - $1.62M
314K $42.6M
Nov 06, 2023 Q3 2023
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
16.1K
+ 0.81%
$1.45M - $1.62M
2.01M $272M
Oct 27, 2023 Q3 2023
Mwa Asset Management

Lexington, MA
BUY
 -
14.5K
New
$1.3M - $1.45M
14.5K $1.97M
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
13.6K
+ 639.43%
$1.22M - $1.36M
15.7K $2.13M
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
13.5K
+ 9.03%
$1.22M - $1.36M
163K $22.1M
Nov 14, 2023 Q3 2023
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
13.1K
+ 36.92%
$1.18M - $1.32M
48.6K $6.6M
Nov 08, 2023 Q3 2023
Greenup Street Wealth Management LLC

BUY
 -
12.6K
+ 23.71%
$1.14M - $1.27M
65.9K $8.95M
Nov 14, 2023 Q3 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
11.2K
New
$1.01M - $1.13M
11.2K $1.52M
Nov 13, 2023 Q3 2023
Geneva Capital Management LLC

BUY
 -
11.2K
+ 426.06%
$1.01M - $1.12M
13.8K $1.88M
Nov 13, 2023 Q3 2023
Northern Trust Corp

Chicago, IL
BUY
 -
11K
+ 8.74%
$989K - $1.1M
137K $18.5M
Oct 05, 2023 Q3 2023
Falcon Wealth Planning

BUY
 -
10.6K
+ 5.71%
$953K - $1.06M
196K $26.6M
Oct 10, 2023 Q3 2023
Mechanics Bank Trust Department

BUY
 -
10.4K
+ 10.09%
$933K - $1.04M
113K $15.4M
Oct 19, 2023 Q3 2023
Valeo Financial Advisors, LLC

BUY
 -
10.1K
+ 323.91%
$912K - $1.02M
13.3K $1.8M
Nov 13, 2023 Q3 2023
Prosperity Consulting Group, LLC

BUY
 -
9.96K
New
$896K - $999K
9.96K $1.35M
Nov 14, 2023 Q3 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
9.69K
+ 31.97%
$872K - $972K
40K $5.43M
Oct 23, 2023 Q3 2023
Svb Wealth LLC

Boston, MA
BUY
 -
9.45K
+ 317.12%
$850K - $948K
12.4K $1.69M
Nov 08, 2023 Q3 2023
Argent Trust CO

Nashville, TN
BUY
 -
9.41K
+ 46.81%
$846K - $944K
29.5K $4M
Nov 09, 2023 Q3 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
9.36K
+ 3.65%
$842K - $939K
266K $36.1M
Oct 24, 2023 Q3 2023
Total Clarity Wealth Management, Inc.

BUY
 -
9.32K
+ 45.02%
$838K - $934K
30K $4.07M
Oct 26, 2023 Q3 2023
Strata Wealth Advisors, LLC

Dallas, TX
BUY
 -
9.03K
New
$813K - $906K
9.03K $1.23M
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
9.02K
New
$812K - $905K
9.02K $1.22M
Nov 08, 2023 Q3 2023
9258 Wealth Management, LLC

BUY
 -
8.71K
+ 25.01%
$783K - $873K
43.5K $5.91M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
8.37K
+ 59.05%
$753K - $839K
22.5K $3.06M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
8.36K
+ 3.58%
$752K - $839K
242K $32.9M
Oct 31, 2023 Q3 2023
Sterling Manor Financial, LLC

BUY
 -
8.29K
+ 5.28%
$746K - $832K
165K $22.5M
Nov 14, 2023 Q3 2023
Jefferies Financial Group Inc.

New York, NY
BUY
 -
8.19K
+ 18.62%
$737K - $822K
52.2K $7.08M
Oct 19, 2023 Q3 2023
Gfs Advisors, LLC

BUY
 -
8K
New
$720K - $803K
8K $1.09M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
7.99K
New
$719K - $802K
7.99K $1.08M
Nov 14, 2023 Q3 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
7.98K
New
$718K - $800K
7.98K $1.08M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
7.6K
+ 36.62%
$684K - $762K
28.3K $3.85M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
7.59K
+ 6.39%
$683K - $761K
126K $17.1M
Nov 08, 2023 Q3 2023
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
7.39K
New
$665K - $742K
7.39K $1M
Nov 09, 2023 Q3 2023
American Family Insurance Mutual Holding CO

BUY
 -
7.09K
+ 0.95%
$637K - $711K
755K $102M
Oct 17, 2023 Q3 2023
Meridian Wealth Management, LLC

BUY
 -
6.62K
+ 70.58%
$596K - $664K
16K $2.17M
Nov 03, 2023 Q3 2023
Avantax Planning Partners, Inc.

BUY
 -
6.39K
+ 2.67%
$575K - $641K
246K $33.4M
Oct 26, 2023 Q3 2023
Conning Inc.

BUY
 -
6.38K
+ 13.88%
$574K - $640K
52.4K $7.1M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
6.28K
+ 1.96%
$565K - $630K
327K $44.3M
Oct 24, 2023 Q3 2023
Horst & Graben Wealth Management LLC

BUY
 -
5.95K
+ 31.47%
$536K - $597K
24.9K $3.37M
Nov 13, 2023 Q3 2023
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
5.89K
+ 179.7%
$530K - $591K
9.17K $1.24M
Nov 13, 2023 Q3 2023
Bank Of Hawaii

Honolulu, HI
BUY
 -
5.85K
+ 37.83%
$526K - $587K
21.3K $2.89M
Nov 13, 2023 Q3 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
5.82K
+ 4.21%
$523K - $584K
144K $19.6M
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
5.79K
New
$521K - $581K
5.79K $786K
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
5.74K
+ 5.08%
$516K - $576K
119K $16.1M
Oct 13, 2023 Q3 2023
Nvest Financial, LLC

BUY
 -
5.7K
New
$513K - $572K
5.7K $774K
Oct 26, 2023 Q3 2023
Nbt Bank N A

BUY
 -
5.63K
New
$506K - $565K
5.63K $764K
Oct 27, 2023 Q3 2023
Crestone Asset Management LLC

BUY
 -
5.59K
New
$503K - $560K
5.59K $758K

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