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
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.06K- 9.29% |
$181K - $199K
|
20.1K
$2.73M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.07K- 33.7% |
$182K - $200K
|
4.08K
$553K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.08K- 2.47% |
$183K - $201K
|
82.1K
$11.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.09K- 27.18% |
$183K - $202K
|
5.6K
$760K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.13K- 4.21% |
$187K - $206K
|
48.5K
$6.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.16K- 18.29% |
$189K - $208K
|
9.63K
$1.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.18K- 91.0% |
$192K - $211K
|
216
$29.3K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.26K- 4.26% |
$198K - $218K
|
50.7K
$6.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-2.27K- 0.64% |
$199K - $220K
|
351K
$47.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.31K- 5.18% |
$203K - $223K
|
42.3K
$5.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.35K- 1.52% |
$206K - $227K
|
153K
$20.7M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-2.37K- 29.96% |
$208K - $229K
|
5.55K
$752K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-2.37K- 29.96% |
$208K - $229K
|
5.55K
$752K
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
SELL
|
- |
-2.38K- 4.97% |
$209K - $230K
|
45.5K
$6.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.43K- 6.26% |
$213K - $235K
|
36.4K
$4.94M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-2.46K- 7.27% |
$216K - $238K
|
31.5K
$4.27M
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.47K- 6.89% |
$217K - $239K
|
33.4K
$4.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.5K- 3.52% |
$219K - $242K
|
68.6K
$9.31M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.54K- 7.52% |
$223K - $245K
|
31.3K
$4.24M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.66K- 49.57% |
$234K - $257K
|
2.71K
$368K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.73K- 10.22% |
$239K - $263K
|
24K
$3.25M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.85K- 11.86% |
$250K - $276K
|
21.2K
$2.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.88K- 6.94% |
$253K - $278K
|
38.6K
$5.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.94K- 9.26% |
$258K - $284K
|
28.8K
$3.91M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.97K- 12.63% |
$261K - $287K
|
20.6K
$2.79M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.97K- 12.94% |
$261K - $287K
|
20K
$2.71M
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-3K- 8.29% |
$263K - $290K
|
33.2K
$4.5M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.1K- 0.84% |
$272K - $300K
|
368K
$49.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.11K- 0.4% |
$273K - $301K
|
780K
$106M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.2K- 5.44% |
$280K - $309K
|
55.6K
$7.54M
|
|
|
Oct 10, 2023
Q2 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-3.2K- 12.8% |
$281K - $310K
|
21.8K
$2.96M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-3.21K- 41.54% |
$282K - $310K
|
4.52K
$613K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-3.3K- 22.45% |
$289K - $319K
|
11.4K
$1.55M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.31K- 22.33% |
$290K - $320K
|
11.5K
$1.56M
|
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-3.34K- 0.7% |
$293K - $322K
|
472K
$64.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
SELL
|
- |
-3.97K- 1.57% |
$349K - $384K
|
249K
$33.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-4.16K- 46.83% |
$365K - $402K
|
4.73K
$641K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.49K- 61.73% |
$393K - $433K
|
2.78K
$377K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-4.5K- 5.04% |
$395K - $435K
|
84.9K
$11.5M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.52K- 2.81% |
$397K - $437K
|
157K
$21.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-4.52K- 2.81% |
$397K - $437K
|
157K
$21.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.59K- 2.61% |
$403K - $444K
|
171K
$23.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-4.71K- 32.63% |
$413K - $455K
|
9.72K
$1.32M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-4.73K- 2.18% |
$415K - $457K
|
213K
$28.9M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-4.92K- 49.25% |
$431K - $475K
|
5.07K
$688K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.22K- 6.14% |
$458K - $504K
|
79.8K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.35K- 4.02% |
$469K - $517K
|
128K
$17.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.51K- 64.91% |
$483K - $532K
|
2.98K
$404K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-6.04K- 15.12% |
$530K - $584K
|
33.9K
$4.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.3K- 57.29% |
$553K - $609K
|
4.7K
$637K
|