Purchases and Sales Made in Q2 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 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 $2.52B
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
624K
+ 33.73%
$54.7M - $60.3M
2.47M $273M
Jul 21, 2023 Q2 2023
Summit Rock Advisors, LP

BUY
 -
543K
New
$47.6M - $52.4M
543K $59.9M
Aug 03, 2023 Q2 2023
Barclays PLC

London, X0
BUY
 -
413K
+ 44910.87%
$36.2M - $39.9M
414K $45.7M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
369K
+ 12.02%
$32.4M - $35.7M
3.44M $380M
Aug 15, 2023 Q2 2023
First Citizens Bank & Trust CO

BUY
 -
359K
+ 39.79%
$31.5M - $34.6M
1.26M $139M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
248K
+ 2.38%
$21.8M - $24M
10.7M $1.18B
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
246K
+ 1119.67%
$21.6M - $23.7M
268K $29.5M
Aug 11, 2023 Q2 2023
Black Rock Inc.

New York, NY
BUY
 -
175K
+ 724.18%
$15.4M - $16.9M
200K $22M
Jul 21, 2023 Q2 2023
Sterling Manor Financial, LLC

BUY
 -
157K
New
$13.8M - $15.2M
157K $17.3M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
121K
+ 20.46%
$10.6M - $11.7M
714K $78.8M
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
115K
+ 14.14%
$10.1M - $11.1M
928K $102M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
105K
+ 7.53%
$9.2M - $10.1M
1.5M $165M
Aug 15, 2023 Q2 2023
Chicago Wealth Management, Inc.

Chicago, IL
BUY
 -
88.8K
+ 1763.17%
$7.79M - $8.58M
93.8K $10.4M
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
87K
+ 9468.44%
$7.63M - $8.41M
87.9K $9.7M
Aug 09, 2023 Q2 2023
Jones Financial Companies Lllp

BUY
 -
79.2K
+ 2.16%
$6.95M - $7.65M
3.75M $413M
Aug 10, 2023 Q2 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
78.1K
+ 232.36%
$6.85M - $7.55M
112K $12.3M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
72K
+ 13.4%
$6.32M - $6.96M
609K $67.2M
Aug 11, 2023 Q2 2023
Coco Enterprises, LLC

Whitefish, MT
BUY
 -
66.8K
New
$5.86M - $6.45M
66.8K $7.37M
Aug 04, 2023 Q2 2023
Cullen/Frost Bankers, Inc.

BUY
 -
62.5K
+ 14.81%
$5.48M - $6.04M
484K $53.4M
Jul 17, 2023 Q2 2023
Stephens Group Asset Management, LLC

BUY
 -
58.4K
+ 12.3%
$5.12M - $5.64M
533K $58.8M
Aug 07, 2023 Q2 2023
Greenup Street Wealth Management LLC

BUY
 -
50.1K
+ 1571.15%
$4.4M - $4.84M
53.3K $5.88M
Aug 14, 2023 Q2 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
48.5K
New
$4.26M - $4.69M
48.5K $5.36M
Aug 14, 2023 Q2 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
37.7K
New
$3.31M - $3.64M
37.7K $4.16M
Aug 07, 2023 Q2 2023
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
37.6K
+ 1.92%
$3.3M - $3.63M
1.99M $220M
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
34.5K
+ 157.27%
$3.03M - $3.34M
56.5K $6.23M
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
32.5K
+ 42.07%
$2.85M - $3.14M
110K $12.1M
Aug 15, 2023 Q2 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
32.2K
New
$2.82M - $3.11M
32.2K $3.55M
Aug 07, 2023 Q2 2023
Midwest Professional Planners, Ltd.

Wausau, WI
BUY
 -
31.4K
New
$2.76M - $3.04M
31.4K $3.47M
Jul 07, 2023 Q2 2023
Auour Investments LLC

Wenham, MA
BUY
 -
31.3K
New
$2.74M - $3.02M
31.3K $3.45M
Aug 08, 2023 Q2 2023
9258 Wealth Management, LLC

BUY
 -
31.3K
+ 884.06%
$2.74M - $3.02M
34.8K $3.84M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
31K
+ 2.78%
$2.72M - $3M
1.15M $127M
Aug 14, 2023 Q2 2023
Voya Investment Management LLC

Atlanta, GA
BUY
 -
29.3K
+ 154.3%
$2.57M - $2.83M
48.3K $5.33M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
28.1K
+ 13.63%
$2.46M - $2.71M
234K $25.8M
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
25.9K
+ 195.86%
$2.27M - $2.5M
39.1K $4.32M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
25.1K
+ 1.07%
$2.2M - $2.43M
2.37M $261M
Aug 09, 2023 Q2 2023
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
23K
+ 183.44%
$2.02M - $2.22M
35.5K $3.92M
Jul 26, 2023 Q2 2023
Central Trust CO

Jefferson City, MO
BUY
 -
22.3K
+ 103.17%
$1.96M - $2.16M
44K $4.86M
Nov 21, 2023 Q2 2023
Cibc Private Wealth Group, LLC

BUY
 -
22.1K
+ 3.16%
$1.94M - $2.13M
722K $79.7M
Aug 11, 2023 Q2 2023
First Citizens Asset Management, Inc.

Raleigh, NC
BUY
 -
22K
+ 51.26%
$1.93M - $2.12M
64.9K $7.16M
Jul 24, 2023 Q2 2023
Total Clarity Wealth Management, Inc.

BUY
 -
20.7K
New
$1.81M - $2M
20.7K $2.28M
Nov 21, 2023 Q2 2023
Alpine Global Management, LLC

New York, NY
BUY
 -
20.6K
New
$1.81M - $1.99M
20.6K $2.27M
Aug 14, 2023 Q2 2023
Alpine Global Management, LLC

New York, NY
BUY
 -
20.6K
New
$1.81M - $1.99M
20.6K $2.27M
Jul 21, 2023 Q2 2023
Tempus Wealth Planning, LLC

BUY
 -
20.1K
New
$1.76M - $1.94M
20.1K $2.22M
Aug 17, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
18.9K
+ 7.08%
$1.66M - $1.83M
287K $31.6M
Aug 14, 2023 Q2 2023
Hantz Financial Services, Inc.

BUY
 -
17.8K
+ 6.35%
$1.56M - $1.72M
297K $32.8M
Aug 14, 2023 Q2 2023
Y Intercept (Hong Kong) LTD

BUY
 -
16.9K
+ 257.97%
$1.48M - $1.64M
23.5K $2.59M
Jul 13, 2023 Q2 2023
Saxon Interests, Inc.

BUY
 -
16.9K
New
$1.48M - $1.63M
16.9K $1.87M
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
16.8K
New
$1.47M - $1.62M
16.8K $1.85M

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