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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-376- 2.18% |
$33K - $36.3K
|
16.9K
$2.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-377- 1.82% |
$33.1K - $36.4K
|
20.3K
$2.76M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-383- 2.95% |
$33.6K - $37K
|
12.6K
$1.71M
|
|
|
Jul 31, 2023
Q2 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-384- 3.54% |
$33.7K - $37.1K
|
10.5K
$1.42M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-399- 30.48% |
$35K - $38.6K
|
910
$123K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-421- 2.94% |
$36.9K - $40.7K
|
13.9K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-431- 0.44% |
$37.8K - $41.6K
|
96.7K
$13.1M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-436- 8.65% |
$38.2K - $42.1K
|
4.6K
$625K
|
|
|
Aug 11, 2023
Q2 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-440- 2.45% |
$38.6K - $42.5K
|
17.5K
$2.38M
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-440- 7.84% |
$38.6K - $42.5K
|
5.17K
$702K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-458- 1.83% |
$40.2K - $44.3K
|
24.5K
$3.33M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-478- 2.76% |
$41.9K - $46.2K
|
16.9K
$2.29M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-478- 2.08% |
$41.9K - $46.2K
|
22.5K
$3.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-483- 12.86% |
$42.4K - $46.7K
|
3.27K
$444K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-498- 11.89% |
$43.7K - $48.1K
|
3.69K
$501K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-500- 16.42% |
$43.9K - $48.3K
|
2.55K
$345K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-502- 4.2% |
$44K - $48.5K
|
11.5K
$1.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-505- 1.43% |
$44.3K - $48.8K
|
34.8K
$4.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-509- 3.74% |
$44.6K - $49.2K
|
13.1K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-549- 0.5% |
$48.2K - $53K
|
109K
$14.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-558- 8.56% |
$48.9K - $53.9K
|
5.96K
$809K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-560- 19.44% |
$49.1K - $54.1K
|
2.32K
$315K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-564- 14.04% |
$49.5K - $54.5K
|
3.45K
$468K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-575- 6.37% |
$50.4K - $55.6K
|
8.45K
$1.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-577- 7.03% |
$50.6K - $55.8K
|
7.64K
$1.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-577- 2.07% |
$50.6K - $55.8K
|
27.3K
$3.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-582- 15.69% |
$51.1K - $56.2K
|
3.13K
$424K
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-600- 4.19% |
$52.6K - $58K
|
13.7K
$1.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-621- 6.92% |
$54.5K - $60K
|
8.35K
$1.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-627- 4.59% |
$55K - $60.6K
|
13K
$1.77M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-629- 5.98% |
$55.2K - $60.8K
|
9.89K
$1.34M
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-654- 3.34% |
$57.4K - $63.2K
|
18.9K
$2.57M
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
SELL
|
- |
-661- 1.86% |
$58K - $63.9K
|
34.8K
$4.72M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-663- 1.74% |
$58.2K - $64.1K
|
37.5K
$5.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-678- 3.26% |
$59.5K - $65.5K
|
20.1K
$2.73M
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-705- 9.17% |
$61.8K - $68.1K
|
6.99K
$948K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-725- 1.03% |
$63.6K - $70.1K
|
69.5K
$9.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-741- 15.98% |
$65K - $71.6K
|
3.9K
$529K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-754- 1.23% |
$66.1K - $72.9K
|
60.7K
$8.23M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-768- 6.1% |
$67.4K - $74.2K
|
11.8K
$1.61M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-768- 0.79% |
$67.4K - $74.2K
|
95.9K
$13M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-805- 7.93% |
$70.6K - $77.8K
|
9.35K
$1.27M
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-851- 1.55% |
$74.6K - $82.2K
|
54K
$7.33M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-854- 3.99% |
$74.9K - $82.5K
|
20.6K
$2.79M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-874- 55.28% |
$76.7K - $84.5K
|
707
$95.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-875- 4.91% |
$76.8K - $84.6K
|
17K
$2.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-881- 25.83% |
$77.3K - $85.1K
|
2.53K
$343K
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
SELL
|
- |
-909- 17.71% |
$79.7K - $87.8K
|
4.23K
$573K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-913- 3.31% |
$80.1K - $88.2K
|
26.7K
$3.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-921- 0.13% |
$80.8K - $89K
|
722K
$98M
|