Purchases and Sales Made in Q2 2023 in Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
22.6M+ 9482.86% |
$1.98B - $2.18B
|
22.8M
$2.92B
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
624K+ 33.73% |
$54.7M - $60.3M
|
2.47M
$316M
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Rock Advisors, LP
|
BUY
|
- |
543KNew |
$47.6M - $52.4M
|
543K
$69.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
413K+ 44910.87% |
$36.2M - $39.9M
|
414K
$53M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
369K+ 12.02% |
$32.4M - $35.7M
|
3.44M
$440M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
359K+ 39.79% |
$31.5M - $34.6M
|
1.26M
$161M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
248K+ 2.38% |
$21.8M - $24M
|
10.7M
$1.37B
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
246K+ 1119.67% |
$21.6M - $23.7M
|
268K
$34.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
175K+ 724.18% |
$15.4M - $16.9M
|
200K
$25.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
157KNew |
$13.8M - $15.2M
|
157K
$20.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
130KNew |
$11.4M - $12.5M
|
130K
$16.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
121K+ 20.46% |
$10.6M - $11.7M
|
714K
$91.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
115K+ 14.14% |
$10.1M - $11.1M
|
928K
$119M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
105K+ 7.53% |
$9.2M - $10.1M
|
1.5M
$192M
|
|
|
Aug 15, 2023
Q2 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
88.8K+ 1763.17% |
$7.79M - $8.58M
|
93.8K
$12M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
87K+ 9468.44% |
$7.63M - $8.41M
|
87.9K
$11.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
79.2K+ 2.16% |
$6.95M - $7.65M
|
3.75M
$479M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
78.1K+ 232.36% |
$6.85M - $7.55M
|
112K
$14.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
72K+ 13.4% |
$6.32M - $6.96M
|
609K
$78M
|
|
|
Aug 11, 2023
Q2 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
66.8KNew |
$5.86M - $6.45M
|
66.8K
$8.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
62.5K+ 14.81% |
$5.48M - $6.04M
|
484K
$62M
|
|
|
Jul 17, 2023
Q2 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
58.4K+ 12.3% |
$5.12M - $5.64M
|
533K
$68.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
50.1K+ 1571.15% |
$4.4M - $4.84M
|
53.3K
$6.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
48.5KNew |
$4.26M - $4.69M
|
48.5K
$6.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
37.7KNew |
$3.31M - $3.64M
|
37.7K
$4.82M
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
37.6K+ 1.92% |
$3.3M - $3.63M
|
1.99M
$255M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
34.5K+ 157.27% |
$3.03M - $3.34M
|
56.5K
$7.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
32.5K+ 42.07% |
$2.85M - $3.14M
|
110K
$14.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
32.2KNew |
$2.82M - $3.11M
|
32.2K
$4.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
31.4KNew |
$2.76M - $3.04M
|
31.4K
$4.02M
|
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
31.3KNew |
$2.74M - $3.02M
|
31.3K
$4M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
31.3K+ 884.06% |
$2.74M - $3.02M
|
34.8K
$4.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31K+ 2.78% |
$2.72M - $3M
|
1.15M
$147M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
29.3K+ 154.3% |
$2.57M - $2.83M
|
48.3K
$6.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
28.1K+ 13.63% |
$2.46M - $2.71M
|
234K
$29.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
25.9K+ 195.86% |
$2.27M - $2.5M
|
39.1K
$5M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
25.1K+ 1.07% |
$2.2M - $2.43M
|
2.37M
$303M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
23K+ 183.44% |
$2.02M - $2.22M
|
35.5K
$4.54M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
22.3K+ 103.17% |
$1.96M - $2.16M
|
44K
$5.63M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
22.1K+ 3.16% |
$1.94M - $2.13M
|
722K
$92.4M
|
|
|
Aug 11, 2023
Q2 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
22K+ 51.26% |
$1.93M - $2.12M
|
64.9K
$8.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
20.7KNew |
$1.81M - $2M
|
20.7K
$2.65M
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
20.6KNew |
$1.81M - $1.99M
|
20.6K
$2.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
20.6KNew |
$1.81M - $1.99M
|
20.6K
$2.64M
|
|
|
Nov 21, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
20.6KNew |
$1.81M - $1.99M
|
20.6K
$2.64M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
20.1KNew |
$1.76M - $1.94M
|
20.1K
$2.57M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18.9K+ 7.08% |
$1.66M - $1.83M
|
287K
$36.7M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
17.8K+ 6.35% |
$1.56M - $1.72M
|
297K
$38.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
17.8K+ 6.35% |
$1.56M - $1.72M
|
297K
$38.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
16.9K+ 257.97% |
$1.48M - $1.64M
|
23.5K
$3.01M
|