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
Aug 09, 2023 Q2 2023
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
196
+ 2.81%
$17.2K - $18.9K
7.17K $911K
Jul 19, 2023 Q2 2023
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
196
+ 2.82%
$17.2K - $18.9K
7.15K $908K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
192
New
$16.8K - $18.6K
192 $24.4K
Sep 08, 2023 Q2 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
184
+ 2300.0%
$16.1K - $17.8K
192 $24.4K
Jan 24, 2024 Q2 2023
Financial Insights, Inc.

BUY
 -
178
+ 3.5%
$15.6K - $17.2K
5.27K $668K
Aug 03, 2023 Q2 2023
New Square Capital LLC

BUY
 -
173
New
$15.2K - $16.7K
173 $22K
Aug 08, 2023 Q2 2023
Rovin Capital

BUY
 -
173
+ 7.48%
$15.2K - $16.7K
2.49K $316K
Jul 20, 2023 Q2 2023
Tiedemann Advisors, LLC

BUY
 -
169
+ 1.7%
$14.8K - $16.3K
10.1K $1.28M
Apr 22, 2024 Q2 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
166
+ 2.51%
$14.6K - $16K
6.78K $861K
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
162
+ 2.22%
$14.2K - $15.7K
7.47K $948K
Aug 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
144
+ 15.13%
$12.6K - $13.9K
1.1K $139K
Aug 11, 2023 Q2 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
144
+ 4.04%
$12.6K - $13.9K
3.71K $470K
Jul 13, 2023 Q2 2023
Prosperity Planning, Inc.

BUY
 -
140
+ 4.57%
$12.3K - $13.5K
3.2K $406K
Aug 11, 2023 Q2 2023
Stone X Group Inc.

BUY
 -
138
+ 1.13%
$12.1K - $13.3K
12.3K $1.56M
Jul 28, 2023 Q2 2023
Lion Street Advisors, LLC

BUY
 -
135
+ 1.01%
$11.8K - $13K
13.5K $1.71M
Jul 14, 2023 Q2 2023
Cornerstone Wealth Management, LLC

BUY
 -
127
+ 2.58%
$11.1K - $12.3K
5.04K $640K
Jul 14, 2023 Q2 2023
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
124
+ 43.66%
$10.9K - $12K
408 $51.8K
Aug 09, 2023 Q2 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
123
+ 3.99%
$10.8K - $11.9K
3.21K $407K
Jul 13, 2023 Q2 2023
Dominguez Wealth Management Solutions, Inc.

Williamsburg, VA
BUY
 -
120
+ 0.87%
$10.5K - $11.6K
13.8K $1.76M
Aug 10, 2023 Q2 2023
Russell Investments Group, Ltd.

BUY
 -
110
New
$9.65K - $10.6K
110 $14K
Feb 16, 2024 Q2 2023
Main Street Investment Advisors LLC

BUY
 -
110
+ 5.12%
$9.65K - $10.6K
2.26K $287K
Jul 25, 2023 Q2 2023
Unionview, LLC

Seattle, WA
BUY
 -
105
+ 3.85%
$9.21K - $10.1K
2.83K $359K
Oct 12, 2023 Q2 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
105
+ 21.26%
$9.21K - $10.1K
599 $76K
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
103
+ 1.5%
$9.04K - $9.95K
6.97K $885K
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
103
+ 1.5%
$9.04K - $9.95K
6.97K $885K
Aug 14, 2023 Q2 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
103
+ 4.12%
$9.04K - $9.95K
2.6K $331K
Jul 24, 2023 Q2 2023
Meitav Dash Investments LTD

BUY
 -
93
+ 2.4%
$8.16K - $8.99K
3.96K $503K
Aug 04, 2023 Q2 2023
Mission Wealth Management, LP

BUY
 -
90
+ 0.88%
$7.89K - $8.7K
10.3K $1.31M
Jul 17, 2023 Q2 2023
Gps Wealth Strategies Group, LLC

BUY
 -
87
+ 40.09%
$7.63K - $8.41K
304 $38.6K
Aug 14, 2023 Q2 2023
Balentine LLC

Atlanta, GA
BUY
 -
84
New
$7.37K - $8.12K
84 $10.7K
Jul 17, 2023 Q2 2023
Tennessee Valley Asset Management Partners

BUY
 -
83
+ 0.46%
$7.28K - $8.02K
18.1K $2.3M
Dec 11, 2023 Q2 2023
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
81
+ 0.21%
$7.11K - $7.83K
39K $4.95M
Sep 06, 2023 Q2 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
80
+ 1.81%
$7.02K - $7.73K
4.51K $572K
Jul 27, 2023 Q2 2023
Washington Trust CO

BUY
 -
78
+ 33.62%
$6.84K - $7.54K
310 $39.4K
Jul 10, 2023 Q2 2023
Financial Management Professionals, Inc.

BUY
 -
74
New
$6.49K - $7.15K
74 $9.39K
Dec 12, 2024 Q2 2023
Heritage Wealth Advisors

BUY
 -
61
+ 0.95%
$5.35K - $5.89K
6.5K $825K
Jul 26, 2023 Q2 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
59
+ 1.13%
$5.18K - $5.7K
5.3K $673K
Jul 19, 2023 Q2 2023
Grimes & Company, Inc.

BUY
 -
59
+ 1.99%
$5.18K - $5.7K
3.02K $383K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
57
New
$5K - $5.51K
57 $7.24K
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
55
+ 1.06%
$4.82K - $5.31K
5.27K $669K
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
51
New
$4.47K - $4.93K
51 $6.47K
Jul 18, 2023 Q2 2023
Pathway Financial Advisors LLC

BUY
 -
50
+ 0.84%
$4.39K - $4.83K
6K $762K
Aug 07, 2023 Q2 2023
Wolverine Asset Management LLC

BUY
 -
46
New
$4.04K - $4.44K
46 $5.84K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
42
+ 5.87%
$3.68K - $4.06K
758 $96.2K
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
42
+ 1.23%
$3.68K - $4.06K
3.46K $439K
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

BUY
 -
42
+ 44.68%
$3.68K - $4.06K
136 $17.3K
Jan 09, 2024 Q2 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
41
+ 1.84%
$3.6K - $3.96K
2.27K $288K
Aug 10, 2023 Q2 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
37
+ 0.27%
$3.25K - $3.58K
13.5K $1.72M
Aug 10, 2023 Q2 2023
Bedel Financial Consulting, Inc.

BUY
 -
33
+ 0.55%
$2.89K - $3.19K
5.99K $760K

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