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
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-14- 0.53% |
$1.23K - $1.35K
|
2.62K
$332K
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-15- 0.22% |
$1.32K - $1.45K
|
6.84K
$869K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-15- 0.12% |
$1.32K - $1.45K
|
12.4K
$1.57M
|
|
|
Aug 11, 2023
Q2 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-20- 0.33% |
$1.75K - $1.93K
|
6.02K
$764K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-22- 0.51% |
$1.93K - $2.13K
|
4.26K
$540K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-25- 20.83% |
$2.19K - $2.42K
|
95
$12.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Amarillo National Bank
|
SELL
|
- |
-28- 0.08% |
$2.46K - $2.71K
|
36.5K
$4.64M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-29- 0.6% |
$2.54K - $2.8K
|
4.8K
$609K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-30- 1.99% |
$2.63K - $2.9K
|
1.48K
$188K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-31- 0.11% |
$2.72K - $3K
|
28.2K
$3.58M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-32- 1.25% |
$2.81K - $3.09K
|
2.52K
$320K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-35- 0.22% |
$3.07K - $3.38K
|
15.9K
$2.02M
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-37- 48.68% |
$3.25K - $3.58K
|
39
$4.95K
|
|
|
Jul 12, 2023
Q2 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-37- 0.17% |
$3.25K - $3.58K
|
21.7K
$2.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-37- 13.75% |
$3.25K - $3.58K
|
232
$29.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-39- 0.79% |
$3.42K - $3.77K
|
4.88K
$620K
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-42- 0.15% |
$3.68K - $4.06K
|
27.3K
$3.47M
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-44- 0.35% |
$3.86K - $4.25K
|
12.7K
$1.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-44- 0.25% |
$3.86K - $4.25K
|
17.6K
$2.24M
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-45- 0.41% |
$3.95K - $4.35K
|
11K
$1.39M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-46Closed |
$4.04K - $4.44K
|
0
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-46- 1.12% |
$4.04K - $4.44K
|
4.04K
$513K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-47- 1.1% |
$4.12K - $4.54K
|
4.22K
$535K
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-52- 0.22% |
$4.56K - $5.02K
|
24.1K
$3.06M
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-56- 0.21% |
$4.91K - $5.41K
|
26.2K
$3.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-57- 3.25% |
$5K - $5.51K
|
1.7K
$215K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-57- 2.34% |
$5K - $5.51K
|
2.38K
$302K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-58- 1.23% |
$5.09K - $5.6K
|
4.66K
$592K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-60- 2.67% |
$5.26K - $5.8K
|
2.19K
$278K
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-61- 2.77% |
$5.35K - $5.89K
|
2.14K
$272K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-61- 0.49% |
$5.35K - $5.89K
|
12.5K
$1.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-63- 1.59% |
$5.53K - $6.09K
|
3.91K
$496K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-65- 22.49% |
$5.7K - $6.28K
|
224
$28.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-66- 5.77% |
$5.79K - $6.38K
|
1.08K
$137K
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-67- 2.0% |
$5.88K - $6.47K
|
3.28K
$416K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-68- 0.86% |
$5.96K - $6.57K
|
7.82K
$992K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-69- 0.97% |
$6.05K - $6.67K
|
7.06K
$896K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-70- 0.42% |
$6.14K - $6.76K
|
16.6K
$2.11M
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-70- 1.28% |
$6.14K - $6.76K
|
5.41K
$687K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-70- 5.71% |
$6.14K - $6.76K
|
1.16K
$147K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-71- 0.3% |
$6.23K - $6.86K
|
23.9K
$3.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-72- 0.23% |
$6.32K - $6.96K
|
31.2K
$3.96M
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-77- 2.25% |
$6.75K - $7.44K
|
3.34K
$424K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-79- 1.3% |
$6.93K - $7.63K
|
6.01K
$763K
|
|
|
Jul 31, 2023
Q2 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-82- 0.31% |
$7.19K - $7.92K
|
26.3K
$3.33M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-83- 2.27% |
$7.28K - $8.02K
|
3.58K
$454K
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-84- 0.2% |
$7.37K - $8.12K
|
42.3K
$5.37M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-86- 3.11% |
$7.54K - $8.31K
|
2.68K
$340K
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-87- 0.76% |
$7.63K - $8.41K
|
11.3K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-88- 1.45% |
$7.72K - $8.5K
|
5.97K
$758K
|