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
Jul 24, 2023 Q2 2023
Values Added Financial LLC

Washington, DC
BUY
 -
4.6K
New
$404K - $445K
4.6K $584K
Jul 21, 2023 Q2 2023
Conning Inc.

BUY
 -
4.55K
+ 10.99%
$399K - $440K
46K $5.84M
Aug 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
4.53K
+ 36.06%
$397K - $438K
17.1K $2.17M
Aug 11, 2023 Q2 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
4.47K
+ 10.22%
$392K - $432K
48.2K $6.12M
Aug 08, 2023 Q2 2023
Claro Advisors LLC

Boston, MA
BUY
 -
4.41K
+ 15.02%
$386K - $426K
33.7K $4.28M
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
4.3K
+ 11.07%
$377K - $416K
43.2K $5.48M
Aug 04, 2023 Q2 2023
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
4.1K
+ 109.09%
$360K - $396K
7.86K $998K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
4.06K
+ 1.69%
$356K - $392K
245K $31.1M
Aug 16, 2024 Q2 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
3.97K
+ 8.5%
$349K - $384K
50.7K $6.44M
Jul 13, 2023 Q2 2023
Rtd Financial Advisors, Inc.

BUY
 -
3.95K
+ 1.37%
$347K - $382K
293K $37.2M
Jul 25, 2023 Q2 2023
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
3.75K
+ 170.3%
$329K - $362K
5.94K $755K
Aug 14, 2023 Q2 2023
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
BUY
 -
3.64K
+ 10.01%
$320K - $352K
40.1K $5.09M
Jul 11, 2023 Q2 2023
Maltin Wealth Management, Inc.

BUY
 -
3.63K
New
$318K - $350K
3.63K $460K
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
3.51K
+ 5.11%
$308K - $339K
72.1K $9.16M
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
3.5K
New
$307K - $339K
3.5K $445K
Jul 12, 2023 Q2 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
3.3K
+ 29.47%
$290K - $319K
14.5K $1.84M
Aug 14, 2023 Q2 2023
Price T Rowe Associates Inc

Baltimore, MD
BUY
 -
3.27K
+ 11.23%
$286K - $316K
32.4K $4.11M
Aug 18, 2023 Q2 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
3.11K
+ 9.21%
$273K - $301K
36.9K $4.69M
Jul 06, 2023 Q2 2023
Dentgroup LLC

BUY
 -
3.11K
+ 13.61%
$273K - $301K
26K $3.3M
Jul 25, 2023 Q2 2023
Jmg Financial Group, Ltd.

BUY
 -
3.05K
+ 2.34%
$267K - $295K
134K $17M
Aug 14, 2023 Q2 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
2.99K
+ 4394.12%
$262K - $289K
3.06K $388K
Aug 07, 2023 Q2 2023
Pinnacle Financial Partners Inc

BUY
 -
2.95K
+ 3.44%
$259K - $285K
88.8K $11.3M
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
2.89K
New
$253K - $279K
2.89K $366K
Aug 14, 2023 Q2 2023
Arcadia Wealth Management, LLC

Manchester, NH
BUY
 -
2.85K
+ 10.71%
$250K - $276K
29.5K $3.75M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
2.8K
+ 2.12%
$246K - $271K
135K $17.1M
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
2.77K
+ 2.01%
$243K - $267K
141K $17.8M
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
2.76K
New
$242K - $266K
2.76K $350K
Aug 14, 2023 Q2 2023
First Foundation Advisors

Irvine, CA
BUY
 -
2.67K
New
$235K - $258K
2.67K $339K
Jul 26, 2023 Q2 2023
Bell Bank

BUY
 -
2.6K
New
$228K - $251K
2.6K $330K
Aug 14, 2023 Q2 2023
Wms Partners, LLC

BUY
 -
2.55K
New
$224K - $247K
2.55K $324K
Jul 11, 2023 Q2 2023
Etfidea, LLC

Syracuse, NY
BUY
 -
2.51K
+ 23.89%
$220K - $243K
13K $1.65M
Jul 13, 2023 Q2 2023
Gen Wealth Group, Inc.

BUY
 -
2.48K
+ 1.58%
$218K - $240K
160K $20.3M
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
2.37K
+ 24.36%
$208K - $229K
12.1K $1.54M
Jul 26, 2023 Q2 2023
Cypress Capital Group

BUY
 -
2.35K
+ 40.82%
$206K - $227K
8.11K $1.03M
Aug 04, 2023 Q2 2023
Argent Advisors, Inc.

Monroe, LA
BUY
 -
2.34K
+ 67.24%
$205K - $226K
5.82K $739K
Jul 24, 2023 Q2 2023
Country Club Bank

BUY
 -
2.32K
+ 7.55%
$204K - $224K
33.1K $4.2M
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
2.31K
+ 24.66%
$202K - $223K
11.7K $1.48M
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
2.28K
+ 100.97%
$200K - $220K
4.54K $576K
Jul 25, 2023 Q2 2023
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
2.27K
+ 23.83%
$199K - $219K
11.8K $1.5M
Aug 04, 2023 Q2 2023
Towercrest Capital Management

Newtown, PA
BUY
 -
2.26K
New
$199K - $219K
2.26K $287K
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
2.25K
New
$198K - $218K
2.25K $286K
Jul 25, 2023 Q2 2023
Roman Butler Fullerton & CO

BUY
 -
2.22K
New
$195K - $215K
2.22K $282K
Jul 20, 2023 Q2 2023
Madison Wealth Partners, Inc

BUY
 -
2.19K
New
$192K - $212K
2.19K $278K
Jul 26, 2023 Q2 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
2.18K
New
$191K - $211K
2.18K $277K
Aug 03, 2023 Q2 2023
Mv Capital Management, Inc.

BUY
 -
2.18K
+ 7.61%
$191K - $211K
30.8K $3.91M
Aug 14, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
2.17K
+ 3.26%
$191K - $210K
68.9K $8.74M
Jul 14, 2023 Q2 2023
Ccg Wealth Management, LLC

BUY
 -
2.16K
New
$189K - $209K
2.16K $274K
Aug 07, 2023 Q2 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
2.13K
New
$186K - $205K
2.13K $270K
Aug 11, 2023 Q2 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
2.12K
New
$186K - $205K
2.12K $269K

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