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 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-6.67K- 1.48% |
$585K - $644K
|
444K
$56.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-6.91K- 13.82% |
$606K - $668K
|
43.1K
$5.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.06K- 1.5% |
$620K - $682K
|
465K
$59M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.3K- 1.77% |
$640K - $705K
|
404K
$51.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-7.32K- 6.8% |
$642K - $707K
|
100K
$12.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.4K- 48.8% |
$649K - $715K
|
7.77K
$986K
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-7.78K- 3.01% |
$683K - $752K
|
251K
$31.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.79K- 35.48% |
$683K - $753K
|
14.2K
$1.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.89K- 0.28% |
$692K - $762K
|
2.77M
$352M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.02K- 4.57% |
$704K - $775K
|
167K
$21.3M
|
|
|
Jul 03, 2023
Q2 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-8.49K- 5.57% |
$745K - $820K
|
144K
$18.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-8.57K- 15.15% |
$752K - $828K
|
48K
$6.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-8.59K- 7.45% |
$753K - $830K
|
107K
$13.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-9.26K- 14.57% |
$812K - $895K
|
54.3K
$6.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-9.64K- 16.01% |
$846K - $931K
|
50.6K
$6.42M
|
|
|
Aug 01, 2023
Q2 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-9.7K- 78.65% |
$851K - $937K
|
2.63K
$334K
|
|
|
Aug 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-9.93K- 8.86% |
$871K - $959K
|
102K
$13M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-9.97K- 59.89% |
$874K - $963K
|
6.67K
$847K
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-10.5K- 26.84% |
$921K - $1.01M
|
28.6K
$3.63M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-11.3K- 23.8% |
$992K - $1.09M
|
36.2K
$4.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11.4K- 8.09% |
$996K - $1.1M
|
129K
$16.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-11.5K- 79.73% |
$1.01M - $1.11M
|
2.93K
$371K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-12.3K- 4.86% |
$1.08M - $1.19M
|
241K
$30.6M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13K- 9.5% |
$1.14M - $1.25M
|
124K
$15.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-13.4K- 12.36% |
$1.17M - $1.29M
|
94.8K
$12M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-13.4K- 5.51% |
$1.17M - $1.29M
|
229K
$29.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-13.4K- 0.92% |
$1.18M - $1.3M
|
1.44M
$183M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-17.7K- 69.06% |
$1.55M - $1.71M
|
7.91K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-18K- 68.03% |
$1.58M - $1.74M
|
8.47K
$1.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-20K- 11.93% |
$1.75M - $1.93M
|
148K
$18.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-20.1K- 5.76% |
$1.76M - $1.94M
|
328K
$41.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-21.2K- 2.3% |
$1.86M - $2.05M
|
900K
$114M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-22.2K- 63.09% |
$1.94M - $2.14M
|
13K
$1.65M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-24.4K- 7.03% |
$2.14M - $2.36M
|
323K
$40.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-29.1K- 2.0% |
$2.56M - $2.82M
|
1.43M
$182M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-36.3K- 75.49% |
$3.19M - $3.51M
|
11.8K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-39.6K- 4.03% |
$3.47M - $3.82M
|
942K
$120M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-39.6K- 4.03% |
$3.47M - $3.82M
|
942K
$120M
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
SELL
|
- |
-41.2K- 19.58% |
$3.62M - $3.98M
|
169K
$21.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-42.6K- 18.15% |
$3.73M - $4.11M
|
192K
$24.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-51.8K- 22.49% |
$4.55M - $5.01M
|
179K
$22.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-61.1K- 0.54% |
$5.36M - $5.91M
|
11.2M
$1.43B
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-86.4K- 39.76% |
$7.58M - $8.35M
|
131K
$16.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-87.5K- 58.71% |
$7.67M - $8.45M
|
61.5K
$7.81M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-91.6K- 4.21% |
$8.04M - $8.85M
|
2.08M
$265M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-91.8K- 47.06% |
$8.06M - $8.87M
|
103K
$13.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-94.9K- 2.93% |
$8.33M - $9.17M
|
3.15M
$400M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-98.6K- 1.6% |
$8.65M - $9.53M
|
6.06M
$770M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-116K- 88.99% |
$10.2M - $11.3M
|
14.4K
$1.83M
|
|
|
Aug 11, 2023
Q2 2023
|
American Family Insurance Mutual Holding CO
|
SELL
|
- |
-390K- 34.25% |
$34.2M - $37.6M
|
748K
$94.9M
|