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 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1K- 56.0% |
$88K - $96.9K
|
788
$100K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-1.01K- 2.58% |
$88.8K - $97.8K
|
38.2K
$4.85M
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.05K- 7.07% |
$92K - $101K
|
13.8K
$1.75M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.05K- 43.64% |
$92.4K - $102K
|
1.36K
$173K
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.07K- 25.46% |
$93.7K - $103K
|
3.13K
$397K
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.11K- 7.73% |
$97.2K - $107K
|
13.2K
$1.68M
|
|
|
Aug 04, 2023
Q2 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-1.13K- 18.13% |
$98.8K - $109K
|
5.09K
$646K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.13K- 1.04% |
$99.5K - $110K
|
108K
$13.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-1.14K- 19.53% |
$99.6K - $110K
|
4.68K
$594K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-1.17K- 35.33% |
$102K - $113K
|
2.14K
$271K
|
|
|
Aug 28, 2024
Q2 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.17K- 28.48% |
$103K - $113K
|
2.94K
$373K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.18K- 8.02% |
$103K - $114K
|
13.5K
$1.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.2K- 78.43% |
$105K - $116K
|
330
$41.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.21K- 17.12% |
$106K - $117K
|
5.87K
$745K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.22K- 37.67% |
$107K - $118K
|
2.02K
$256K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.23K- 34.92% |
$108K - $119K
|
2.29K
$291K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-1.25K- 2.98% |
$110K - $121K
|
40.6K
$5.16M
|
|
|
Jul 18, 2023
Q2 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-1.28K- 6.16% |
$112K - $124K
|
19.5K
$2.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.31K- 5.93% |
$115K - $126K
|
20.7K
$2.63M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.34K- 0.12% |
$117K - $129K
|
1.15M
$146M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.36K- 5.91% |
$119K - $131K
|
21.6K
$2.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.36K- 6.17% |
$119K - $131K
|
20.6K
$2.62M
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.39K- 87.38% |
$121K - $134K
|
200
$25.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.45K- 8.59% |
$127K - $140K
|
15.5K
$1.96M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-1.5K- 4.4% |
$132K - $145K
|
32.7K
$4.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.52K- 0.76% |
$133K - $147K
|
199K
$25.3M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.57K- 2.49% |
$138K - $152K
|
61.3K
$7.79M
|
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-1.59K- 1.47% |
$139K - $154K
|
106K
$13.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.59K- 20.03% |
$140K - $154K
|
6.36K
$808K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-1.62K- 0.59% |
$142K - $156K
|
274K
$34.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
SELL
|
- |
-1.67K- 18.9% |
$146K - $161K
|
7.14K
$907K
|
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
SELL
|
- |
-1.67K- 1.78% |
$146K - $161K
|
92K
$11.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.68K- 33.33% |
$147K - $162K
|
3.36K
$426K
|
|
|
Sep 04, 2024
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.68K- 33.33% |
$147K - $162K
|
3.36K
$426K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.69K- 11.87% |
$148K - $163K
|
12.5K
$1.59M
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.69K- 5.63% |
$148K - $163K
|
28.3K
$3.59M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-1.76K- 19.05% |
$155K - $170K
|
7.49K
$950K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.8K- 3.22% |
$158K - $174K
|
54K
$6.86M
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.8K- 13.54% |
$158K - $174K
|
11.5K
$1.46M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.82K- 1.39% |
$159K - $176K
|
129K
$16.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.82K- 25.73% |
$160K - $176K
|
5.26K
$668K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.83K- 5.15% |
$161K - $177K
|
33.8K
$4.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.86K- 19.84% |
$163K - $180K
|
7.51K
$954K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.88K- 44.75% |
$165K - $181K
|
2.32K
$294K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.92K- 12.32% |
$168K - $185K
|
13.6K
$1.73M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.93K- 24.59% |
$169K - $186K
|
5.9K
$750K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2K- 0.99% |
$175K - $193K
|
200K
$25.4M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2K- 16.8% |
$175K - $193K
|
9.9K
$1.26M
|
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-2.06K- 30.24% |
$180K - $199K
|
4.75K
$602K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.06K- 9.29% |
$181K - $199K
|
20.1K
$2.55M
|