Purchases and Sales Made in Q2 2024 in Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q2 2024. 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, 2024
Q2 2024
|
American Family Investments, Inc.
Madison, WI |
BUY
|
- |
667KNew |
$70.5M - $75.7M
|
667K
$86.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
632K+ 10532.08% |
$66.8M - $71.7M
|
638K
$82.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
382K+ 6.51% |
$40.3M - $43.3M
|
6.25M
$811M
|
|
|
Aug 13, 2024
Q2 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
203KNew |
$21.5M - $23.1M
|
203K
$26.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
199K+ 4.97% |
$21.1M - $22.6M
|
4.21M
$547M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
186K+ 97.11% |
$19.7M - $21.1M
|
378K
$49.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
119K+ 565.31% |
$12.6M - $13.5M
|
140K
$18.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
83.8KNew |
$8.86M - $9.5M
|
83.8K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
77.6K+ 724.78% |
$8.2M - $8.8M
|
88.3K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
61.8K+ 9.17% |
$6.53M - $7.01M
|
736K
$95.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
57.5K+ 2.63% |
$6.08M - $6.52M
|
2.24M
$291M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
57.3K+ 21.51% |
$6.06M - $6.5M
|
324K
$42.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Geneva Capital Management LLC
|
BUY
|
- |
56.8K+ 2553.08% |
$6M - $6.44M
|
59K
$7.67M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
54.7K+ 6.7% |
$5.78M - $6.21M
|
871K
$113M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
51.7K+ 342.84% |
$5.47M - $5.87M
|
66.8K
$8.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
51.1K+ 1247.45% |
$5.4M - $5.79M
|
55.2K
$7.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
48.8KNew |
$5.15M - $5.53M
|
48.8K
$6.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
48K+ 34.83% |
$5.07M - $5.44M
|
186K
$24.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
47KNew |
$4.97M - $5.34M
|
47K
$6.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
44.7KNew |
$4.72M - $5.07M
|
44.7K
$5.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
35.3K+ 55.2% |
$3.73M - $4M
|
99.2K
$12.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
BUY
|
- |
33.2K+ 25.16% |
$3.51M - $3.77M
|
165K
$21.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
32.9K+ 2.18% |
$3.48M - $3.74M
|
1.54M
$201M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
31.9K+ 1.55% |
$3.37M - $3.62M
|
2.09M
$271M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
31.7KNew |
$3.35M - $3.59M
|
31.7K
$4.11M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.6KNew |
$3.13M - $3.36M
|
29.6K
$3.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28.6K+ 5.6% |
$3.02M - $3.24M
|
540K
$70.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
26.7KNew |
$2.83M - $3.03M
|
26.7K
$3.47M
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
25.8K+ 18.07% |
$2.73M - $2.93M
|
168K
$21.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.7K+ 182.68% |
$2.61M - $2.8M
|
38.2K
$4.96M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
24.6K+ 1.75% |
$2.61M - $2.8M
|
1.43M
$186M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.5K+ 17.38% |
$2.27M - $2.43M
|
145K
$18.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
21.2K+ 320.7% |
$2.24M - $2.41M
|
27.8K
$3.61M
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
20.2K+ 28.25% |
$2.13M - $2.29M
|
91.6K
$11.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
19.9K+ 913.76% |
$2.11M - $2.26M
|
22.1K
$2.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
19.2K+ 241.53% |
$2.03M - $2.18M
|
27.1K
$3.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
16.8K+ 14.19% |
$1.77M - $1.9M
|
135K
$17.5M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
16.7KNew |
$1.77M - $1.9M
|
16.7K
$2.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
16K+ 100.0% |
$1.69M - $1.81M
|
32K
$4.15M
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
14.7KNew |
$1.55M - $1.67M
|
14.7K
$1.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
13.7K+ 11.85% |
$1.45M - $1.55M
|
129K
$16.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
13.5K+ 7.11% |
$1.43M - $1.54M
|
204K
$26.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
13.3K+ 4.5% |
$1.41M - $1.51M
|
309K
$40.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
12.9KNew |
$1.36M - $1.46M
|
12.9K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.8K+ 50.42% |
$1.35M - $1.45M
|
38.1K
$4.95M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
12.4K+ 103.34% |
$1.31M - $1.41M
|
24.4K
$3.17M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.1K+ 25.47% |
$1.28M - $1.37M
|
59.5K
$7.73M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.8K+ 11.06% |
$1.25M - $1.34M
|
118K
$15.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
10.5K+ 24.57% |
$1.11M - $1.2M
|
53.5K
$6.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
9.78K+ 1.08% |
$1.03M - $1.11M
|
916K
$119M
|