Purchases and Sales Made in Q3 2023 in Ishares Russell Mid Cap Growth (IWP)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-117- 3.66% |
$10.5K - $11.7K
|
3.08K
$418K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-118- 3.1% |
$10.6K - $11.8K
|
3.69K
$501K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-119- 1.74% |
$10.7K - $11.9K
|
6.72K
$912K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-124- 0.99% |
$11.2K - $12.4K
|
12.4K
$1.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-126- 11.69% |
$11.3K - $12.6K
|
952
$129K
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-127- 3.26% |
$11.4K - $12.7K
|
3.77K
$511K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-128- 0.46% |
$11.5K - $12.8K
|
27.6K
$3.75M
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-130- 2.66% |
$11.7K - $13K
|
4.75K
$645K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-135- 1.25% |
$12.1K - $13.5K
|
10.7K
$1.45M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-136- 5.22% |
$12.2K - $13.6K
|
2.47K
$335K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-140- 0.45% |
$12.6K - $14K
|
30.7K
$4.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-142- 0.6% |
$12.8K - $14.2K
|
23.7K
$3.21M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-143- 0.4% |
$12.9K - $14.3K
|
35.6K
$4.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-144- 6.28% |
$13K - $14.4K
|
2.15K
$291K
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-145- 2.13% |
$13K - $14.5K
|
6.67K
$905K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-145- 10.6% |
$13K - $14.5K
|
1.22K
$166K
|
|
|
Nov 13, 2023
Q3 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-148- 0.88% |
$13.3K - $14.8K
|
16.7K
$2.27M
|
|
|
Nov 06, 2023
Q3 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-152- 0.45% |
$13.7K - $15.2K
|
33.9K
$4.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-154- 0.71% |
$13.9K - $15.4K
|
21.7K
$2.94M
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-154- 4.29% |
$13.9K - $15.4K
|
3.44K
$466K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-155- 2.0% |
$13.9K - $15.5K
|
7.61K
$1.03M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-155- 0.86% |
$13.9K - $15.5K
|
17.8K
$2.42M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-161- 3.98% |
$14.5K - $16.2K
|
3.88K
$527K
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-162- 6.81% |
$14.6K - $16.3K
|
2.22K
$301K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-163- 0.06% |
$14.7K - $16.4K
|
286K
$38.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-163- 0.08% |
$14.7K - $16.4K
|
199K
$27.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-168- 0.86% |
$15.1K - $16.9K
|
19.4K
$2.63M
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-169- 2.0% |
$15.2K - $17K
|
8.27K
$1.12M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-172- 3.39% |
$15.5K - $17.3K
|
4.9K
$665K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-172- 3.39% |
$15.5K - $17.3K
|
4.9K
$665K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-173Closed |
$15.6K - $17.4K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-192- 2.6% |
$17.3K - $19.3K
|
7.2K
$977K
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
SELL
|
- |
-200- 8.3% |
$18K - $20.1K
|
2.21K
$300K
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-200- 1.86% |
$18K - $20.1K
|
10.6K
$1.43M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-205- 1.79% |
$18.4K - $20.6K
|
11.3K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-218- 2.95% |
$19.6K - $21.9K
|
7.17K
$973K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-219- 1.69% |
$19.7K - $22K
|
12.7K
$1.73M
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-225- 3.29% |
$20.2K - $22.6K
|
6.62K
$898K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-231- 11.37% |
$20.8K - $23.2K
|
1.8K
$244K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-241- 1.43% |
$21.7K - $24.2K
|
16.6K
$2.25M
|
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
SELL
|
- |
-250- 3.5% |
$22.5K - $25.1K
|
6.89K
$936K
|
|
|
Nov 14, 2023
Q3 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-250- 2.5% |
$22.5K - $25.1K
|
9.77K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-251- 3.42% |
$22.6K - $25.2K
|
7.09K
$962K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-260- 0.9% |
$23.4K - $26.1K
|
28.6K
$3.87M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-262- 3.96% |
$23.6K - $26.3K
|
6.35K
$861K
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-263- 7.87% |
$23.7K - $26.4K
|
3.08K
$418K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-263- 17.77% |
$23.7K - $26.4K
|
1.22K
$165K
|
|
|
Nov 13, 2023
Q3 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-272- 1.55% |
$24.5K - $27.3K
|
17.3K
$2.34M
|
|
|
Oct 27, 2023
Q3 2023
|
Brickley Wealth Management
|
SELL
|
- |
-280- 2.87% |
$25.2K - $28.1K
|
9.47K
$1.28M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-301- 4.59% |
$27.1K - $30.2K
|
6.26K
$850K
|