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 |
|---|---|---|---|---|---|---|---|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
921KNew |
$78.9M - $96.8M
|
921K
$120M
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
535KNew |
$45.8M - $56.3M
|
535K
$69.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
525K+ 8.67% |
$45M - $55.2M
|
6.59M
$856M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
510K+ 55436.96% |
$43.7M - $53.6M
|
511K
$66.4M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
BUY
|
- |
326K+ 124.17% |
$27.9M - $34.3M
|
589K
$76.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
249KNew |
$21.3M - $26.2M
|
249K
$32.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
249KNew |
$21.3M - $26.2M
|
249K
$32.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
235KNew |
$20.2M - $24.7M
|
235K
$30.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
232KNew |
$19.9M - $24.4M
|
232K
$30.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
198K+ 83.0% |
$17M - $20.9M
|
438K
$56.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
198K+ 78541.67% |
$17M - $20.8M
|
198K
$25.7M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
193KNew |
$16.5M - $20.2M
|
193K
$25M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
133K+ 511.05% |
$11.4M - $14M
|
160K
$20.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
120K+ 21.91% |
$10.3M - $12.6M
|
667K
$86.6M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
117K+ 1.08% |
$10M - $12.3M
|
10.9M
$1.42B
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
111K+ 10992.29% |
$9.53M - $11.7M
|
112K
$14.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
105KNew |
$9.02M - $11.1M
|
105K
$13.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
92.3K+ 2.41% |
$7.91M - $9.71M
|
3.92M
$509M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
90.8KNew |
$7.78M - $9.54M
|
90.8K
$11.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
85.5K+ 7.31% |
$7.32M - $8.99M
|
1.25M
$163M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
72.6K+ 9.19% |
$6.21M - $7.63M
|
862K
$112M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
66.4K+ 4.54% |
$5.69M - $6.98M
|
1.53M
$199M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
63.5K+ 2.26% |
$5.44M - $6.67M
|
2.87M
$373M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
62.9K+ 5.59% |
$5.39M - $6.61M
|
1.19M
$154M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
62.6K+ 9.94% |
$5.36M - $6.58M
|
692K
$89.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
59.5KNew |
$5.1M - $6.26M
|
59.5K
$7.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
59KNew |
$5.06M - $6.2M
|
59K
$7.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
57.9K+ 466.27% |
$4.96M - $6.09M
|
70.4K
$9.14M
|
|
|
Feb 12, 2024
Q4 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
57.5K+ 99.97% |
$4.92M - $6.04M
|
115K
$14.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
52.4K+ 7.49% |
$4.49M - $5.51M
|
753K
$97.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
51.9K+ 2.26% |
$4.45M - $5.46M
|
2.35M
$305M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
43.9K+ 2.03% |
$3.76M - $4.62M
|
2.21M
$287M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
43.8K+ 31.59% |
$3.75M - $4.6M
|
182K
$23.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
42.9KNew |
$3.68M - $4.51M
|
42.9K
$5.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
42.3K+ 7.74% |
$3.62M - $4.45M
|
589K
$76.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.1K+ 2.5% |
$3.43M - $4.21M
|
1.64M
$213M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
40K+ 135.63% |
$3.43M - $4.21M
|
69.5K
$9.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
38.8KNew |
$3.32M - $4.08M
|
38.8K
$5.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
34.8K+ 99.85% |
$2.98M - $3.66M
|
69.6K
$9.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
34.4K+ 43.8% |
$2.94M - $3.61M
|
113K
$14.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
31.3KNew |
$2.68M - $3.29M
|
31.3K
$4.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
31.2K+ 3.55% |
$2.68M - $3.28M
|
911K
$118M
|
|
|
Feb 09, 2024
Q4 2023
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
30.6KNew |
$2.62M - $3.22M
|
30.6K
$3.98M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
30.4KNew |
$2.6M - $3.2M
|
30.4K
$3.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Noked Israel LTD
Ramat Hasharon, L3 |
BUY
|
- |
30KNew |
$2.57M - $3.15M
|
30K
$3.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
29.4K+ 1900.58% |
$2.52M - $3.09M
|
31K
$4.02M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
28.2KNew |
$2.41M - $2.96M
|
28.2K
$3.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
27.5KNew |
$2.36M - $2.89M
|
27.5K
$3.57M
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
27.3K+ 4369.55% |
$2.34M - $2.87M
|
27.9K
$3.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
27K+ 1.34% |
$2.31M - $2.84M
|
2.03M
$264M
|