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 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-131- 0.97% |
$13.8K - $14.9K
|
13.3K
$1.73M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-132- 0.05% |
$14K - $15K
|
260K
$33.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-132- 2.87% |
$14K - $15K
|
4.47K
$581K
|
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-137- 1.18% |
$14.5K - $15.5K
|
11.5K
$1.49M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-138- 16.91% |
$14.6K - $15.7K
|
678
$88.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-144- 2.13% |
$15.2K - $16.3K
|
6.62K
$860K
|
|
|
Aug 12, 2024
Q2 2024
|
Kendall Capital Management
|
SELL
|
- |
-144- 5.95% |
$15.2K - $16.3K
|
2.28K
$296K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-146- 0.11% |
$15.4K - $16.6K
|
128K
$16.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-147- 0.09% |
$15.5K - $16.7K
|
170K
$22M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-147- 5.18% |
$15.5K - $16.7K
|
2.69K
$349K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-150- 2.49% |
$15.9K - $17K
|
5.88K
$763K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-150- 0.78% |
$15.9K - $17K
|
19K
$2.47M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-151- 1.92% |
$16K - $17.1K
|
7.72K
$1M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-152- 6.89% |
$16.1K - $17.2K
|
2.05K
$267K
|
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-156- 4.6% |
$16.5K - $17.7K
|
3.24K
$421K
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-160- 0.16% |
$16.9K - $18.1K
|
97.8K
$12.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-162- 0.47% |
$17.1K - $18.4K
|
34.4K
$4.47M
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-164- 2.66% |
$17.3K - $18.6K
|
6K
$780K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-165- 3.83% |
$17.4K - $18.7K
|
4.14K
$538K
|
|
|
Jul 30, 2024
Q2 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-165- 5.35% |
$17.4K - $18.7K
|
2.92K
$379K
|
|
|
Aug 14, 2024
Q2 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-175- 3.18% |
$18.5K - $19.9K
|
5.33K
$692K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-175- 4.66% |
$18.5K - $19.9K
|
3.58K
$465K
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
SELL
|
- |
-177- 0.52% |
$18.7K - $20.1K
|
33.8K
$4.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-180- 7.13% |
$19K - $20.4K
|
2.35K
$305K
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-180- 2.29% |
$19K - $20.4K
|
7.68K
$998K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-181- 0.15% |
$19.1K - $20.5K
|
120K
$15.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-183- 4.26% |
$19.3K - $20.8K
|
4.11K
$534K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-184- 7.93% |
$19.4K - $20.9K
|
2.14K
$277K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-187- 2.54% |
$19.8K - $21.2K
|
7.19K
$934K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-200- 3.85% |
$21.1K - $22.7K
|
5K
$649K
|
|
|
Aug 05, 2024
Q2 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-200- 7.55% |
$21.1K - $22.7K
|
2.45K
$318K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-200- 6.1% |
$21.1K - $22.7K
|
3.08K
$400K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-202- 2.89% |
$21.4K - $22.9K
|
6.78K
$881K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-202- 0.96% |
$21.4K - $22.9K
|
20.7K
$2.69M
|
|
|
Aug 07, 2024
Q2 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-203- 1.8% |
$21.5K - $23K
|
11.1K
$1.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-205- 1.79% |
$21.7K - $23.3K
|
11.3K
$1.46M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-209- 46.55% |
$22.1K - $23.7K
|
240
$31.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-212- 16.84% |
$22.4K - $24K
|
1.05K
$136K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-212- 3.32% |
$22.4K - $24K
|
6.17K
$801K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-213- 5.74% |
$22.5K - $24.2K
|
3.5K
$455K
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-220- 1.3% |
$23.3K - $25K
|
16.7K
$2.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-224- 1.94% |
$23.7K - $25.4K
|
11.3K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-226- 0.74% |
$23.9K - $25.6K
|
30.4K
$3.95M
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-230- 1.52% |
$24.3K - $26.1K
|
14.9K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-234- 0.69% |
$24.7K - $26.5K
|
33.7K
$4.38M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-239- 4.6% |
$25.3K - $27.1K
|
4.96K
$644K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-243- 2.73% |
$25.7K - $27.6K
|
8.65K
$1.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-246- 6.99% |
$26K - $27.9K
|
3.27K
$425K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-249- 1.79% |
$26.3K - $28.2K
|
13.7K
$1.78M
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-250- 3.52% |
$26.4K - $28.4K
|
6.86K
$891K
|