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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-90- 2.07% |
$7.89K - $8.7K
|
4.26K
$541K
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-93- 4.23% |
$8.16K - $8.99K
|
2.11K
$267K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-97- 1.46% |
$8.51K - $9.37K
|
6.56K
$833K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-103- 0.67% |
$9.04K - $9.95K
|
15.3K
$1.94M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-110- 0.31% |
$9.65K - $10.6K
|
35.8K
$4.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-110- 1.45% |
$9.65K - $10.6K
|
7.5K
$952K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-112- 0.4% |
$9.82K - $10.8K
|
27.8K
$3.53M
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-114- 1.9% |
$10K - $11K
|
5.89K
$747K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-119- 1.72% |
$10.4K - $11.5K
|
6.82K
$865K
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-120- 3.46% |
$10.5K - $11.6K
|
3.35K
$425K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-139- 0.88% |
$12.2K - $13.4K
|
15.7K
$1.99M
|
|
|
Jul 20, 2023
Q2 2023
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-140- 1.34% |
$12.3K - $13.5K
|
10.3K
$1.31M
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-140- 4.35% |
$12.3K - $13.5K
|
3.08K
$391K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-140- 13.49% |
$12.3K - $13.5K
|
898
$114K
|
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-142- 3.69% |
$12.5K - $13.7K
|
3.71K
$470K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-152- 3.85% |
$13.3K - $14.7K
|
3.79K
$482K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-154- 2.94% |
$13.5K - $14.9K
|
5.09K
$646K
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-163- 1.89% |
$14.3K - $15.8K
|
8.44K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-166- 19.46% |
$14.6K - $16K
|
687
$87.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-172- 7.31% |
$15.1K - $16.6K
|
2.18K
$277K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-180- 4.08% |
$15.8K - $17.4K
|
4.23K
$537K
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-180- 0.99% |
$15.8K - $17.4K
|
18K
$2.28M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-186- 0.35% |
$16.3K - $18K
|
52.5K
$6.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-187- 6.96% |
$16.4K - $18.1K
|
2.5K
$317K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-194- 1.61% |
$17K - $18.7K
|
11.9K
$1.5M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-200- 2.94% |
$17.5K - $19.3K
|
6.61K
$839K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-200- 7.68% |
$17.5K - $19.3K
|
2.4K
$305K
|
|
|
Aug 07, 2023
Q2 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-200- 1.83% |
$17.5K - $19.3K
|
10.7K
$1.36M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-204- 13.01% |
$17.9K - $19.7K
|
1.36K
$173K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-204- 7.53% |
$17.9K - $19.7K
|
2.51K
$318K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-222- 0.91% |
$19.5K - $21.5K
|
24.1K
$3.06M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
SELL
|
- |
-223- 4.34% |
$19.6K - $21.5K
|
4.92K
$624K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-227- 1.43% |
$19.9K - $21.9K
|
15.6K
$1.98M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-231- 1.89% |
$20.3K - $22.3K
|
12K
$1.52M
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
SELL
|
- |
-231- 0.84% |
$20.3K - $22.3K
|
27.3K
$3.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-241- 54.65% |
$21.1K - $23.3K
|
200
$25.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-244- 2.54% |
$21.4K - $23.6K
|
9.38K
$1.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-250- 2.03% |
$21.9K - $24.2K
|
12K
$1.53M
|
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-257- 4.21% |
$22.5K - $24.8K
|
5.85K
$743K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-265- 33.04% |
$23.2K - $25.6K
|
537
$68.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-300- 75.38% |
$26.3K - $29K
|
98
$12.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-300- 11.48% |
$26.3K - $29K
|
2.31K
$294K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
SELL
|
- |
-315- 11.56% |
$27.6K - $30.4K
|
2.41K
$306K
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
SELL
|
- |
-323- 8.44% |
$28.3K - $31.2K
|
3.51K
$445K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-329- 8.76% |
$28.9K - $31.8K
|
3.43K
$435K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-340- 0.33% |
$29.8K - $32.9K
|
101K
$12.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-357- 9.76% |
$31.3K - $34.5K
|
3.3K
$419K
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-359- 2.22% |
$31.5K - $34.7K
|
15.8K
$2.01M
|
|
|
Jul 21, 2023
Q2 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-360- 13.85% |
$31.6K - $34.8K
|
2.24K
$284K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-376- 2.18% |
$33K - $36.3K
|
16.9K
$2.14M
|