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 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
31+ 0.05% |
$2.72K - $3K
|
64.3K
$8.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
30+ 5.55% |
$2.63K - $2.9K
|
571
$72.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
28+ 8.54% |
$2.46K - $2.71K
|
356
$45.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
21+ 0.18% |
$1.84K - $2.03K
|
11.6K
$1.47M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
20+ 4.83% |
$1.75K - $1.93K
|
434
$55.1K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
BUY
|
- |
19+ 0.9% |
$1.67K - $1.84K
|
2.14K
$271K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
19+ 2.89% |
$1.67K - $1.84K
|
677
$85.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
18+ 0.05% |
$1.58K - $1.74K
|
34K
$4.32M
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
BUY
|
- |
15+ 0.08% |
$1.32K - $1.45K
|
19.7K
$2.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
11+ 8.21% |
$965 - $1.06K
|
145
$18.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
10+ 0.08% |
$877 - $966
|
12.5K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
10+ 0.16% |
$877 - $966
|
6.28K
$797K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8+ 0.09% |
$702 - $773
|
8.81K
$1.12M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.06% |
$702 - $773
|
12.9K
$1.64M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
7New |
$614 - $676
|
7
$889
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
6New |
$526 - $580
|
6
$762
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
6+ 0.06% |
$526 - $580
|
10.2K
$1.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6+ 0.06% |
$526 - $580
|
9.81K
$1.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6+ 6.59% |
$526 - $580
|
97
$12.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
5+ 0.07% |
$439 - $483
|
7.65K
$971K
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
4+ 0.09% |
$351 - $387
|
4.6K
$584K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3+ 0.05% |
$263 - $290
|
6.01K
$763K
|
|
|
Feb 09, 2024
Q2 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
3+ 0.09% |
$263 - $290
|
3.45K
$438K
|
|
|
Aug 11, 2023
Q2 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
3+ 0.09% |
$263 - $290
|
3.45K
$438K
|
|
|
Aug 07, 2023
Q2 2023
|
Cohen Capital Management, Inc.
|
BUY
|
- |
3+ 0.05% |
$263 - $290
|
5.5K
$698K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2+ 0.03% |
$175 - $193
|
6.01K
$763K
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
BUY
|
- |
2+ 0.15% |
$175 - $193
|
1.36K
$172K
|
|
|
Aug 02, 2023
Q2 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2+ 0.05% |
$175 - $193
|
3.92K
$498K
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
2+ 0.07% |
$175 - $193
|
2.85K
$362K
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2+ 0.05% |
$175 - $193
|
4.15K
$526K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$87.7 - $96.6
|
834
$106K
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$87.7 - $96.6
|
2.31K
$294K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.03% |
$87.7 - $96.6
|
3.2K
$407K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.07% |
$87.7 - $96.6
|
1.45K
$184K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1+ 0.03% |
$87.7 - $96.6
|
3.81K
$484K
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
BUY
|
- |
1+ 0.03% |
$87.7 - $96.6
|
3.72K
$472K
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.15% |
$87.7 - $96.6
|
675
$85.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1+ 0.03% |
$87.7 - $96.6
|
3.63K
$460K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.07% |
$87.7 - $96.6
|
1.4K
$178K
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.01% |
$87.7 - $96.6
|
7.97K
$1.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.12% |
$87.7 - $96.6
|
831
$105K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.01% |
$87.7 - $96.6
|
8.22K
$1.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
1+ 0.07% |
$87.7 - $96.6
|
1.45K
$183K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.09% |
$87.7 - $96.6
|
1.06K
$135K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$87.7 - $96.6
|
1.1K
$139K
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-4- 0.17% |
$351 - $387
|
2.35K
$298K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-6- 0.01% |
$526 - $580
|
52.2K
$6.63M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-8- 0.21% |
$702 - $773
|
3.74K
$475K
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-9- 0.31% |
$789 - $870
|
2.86K
$363K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-12- 0.15% |
$1.05K - $1.16K
|
7.76K
$986K
|