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
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-20.7K- 4.36% |
$1.77M - $2.17M
|
453K
$51.3M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-26.2K- 41.35% |
$2.24M - $2.75M
|
37.1K
$4.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-28.7K- 17.9% |
$2.46M - $3.01M
|
131K
$14.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-28.7K- 17.9% |
$2.46M - $3.01M
|
131K
$14.9M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-30K- 48.69% |
$2.57M - $3.16M
|
31.7K
$3.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-40K- 1.9% |
$3.43M - $4.21M
|
2.07M
$234M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-43.2K- 94.7% |
$3.7M - $4.54M
|
2.42K
$274K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-44.7K- 5.05% |
$3.83M - $4.7M
|
841K
$95.1M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-50.2K- 31.51% |
$4.3M - $5.27M
|
109K
$12.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-61.5K- 0.55% |
$5.26M - $6.46M
|
11M
$1.25B
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-69K- 55.6% |
$5.91M - $7.26M
|
55.1K
$6.24M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-87.3K- 60.49% |
$7.48M - $9.18M
|
57K
$6.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-88.2K- 94.59% |
$7.55M - $9.27M
|
5.04K
$570K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-88.9K- 36.69% |
$7.61M - $9.34M
|
153K
$17.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Equity Management
|
SELL
|
- |
-95.9K- 66.59% |
$8.21M - $10.1M
|
48.1K
$5.44M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-121K- 15.58% |
$10.3M - $12.7M
|
655K
$74M
|
|
|
Jan 26, 2024
Q4 2023
|
Summit Rock Advisors, LP
|
SELL
|
- |
-137K- 22.65% |
$11.7M - $14.4M
|
467K
$52.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-150K- 2.59% |
$12.9M - $15.8M
|
5.63M
$637M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-193K- 97.0% |
$16.6M - $20.3M
|
5.97K
$675K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-224K- 7.37% |
$19.2M - $23.5M
|
2.81M
$318M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-232K- 8.61% |
$19.9M - $24.4M
|
2.47M
$279M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-305K- 75.9% |
$26.1M - $32.1M
|
96.8K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-306K- 21.02% |
$26.2M - $32.1M
|
1.15M
$130M
|