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
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-249- 1.79% |
$26.3K - $28.2K
|
13.7K
$1.75M
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-250- 3.52% |
$26.4K - $28.4K
|
6.86K
$880K
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-258- 2.69% |
$27.3K - $29.3K
|
9.32K
$1.2M
|
|
|
Dec 19, 2024
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-266- 17.72% |
$28.1K - $30.2K
|
1.24K
$158K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-266- 7.44% |
$28.1K - $30.2K
|
3.31K
$424K
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-270- 4.73% |
$28.5K - $30.6K
|
5.44K
$697K
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-284- 7.7% |
$30K - $32.2K
|
3.4K
$436K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-288- 40.11% |
$30.4K - $32.7K
|
430
$55.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-301- 12.7% |
$31.8K - $34.1K
|
2.07K
$266K
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-301- 6.77% |
$31.8K - $34.1K
|
4.15K
$532K
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
SELL
|
- |
-303- 7.22% |
$32K - $34.4K
|
3.89K
$499K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-305- 1.81% |
$32.2K - $34.6K
|
16.6K
$2.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-307- 8.65% |
$32.4K - $34.8K
|
3.24K
$416K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-316- 2.83% |
$33.4K - $35.8K
|
10.9K
$1.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-318- 44.66% |
$33.6K - $36.1K
|
394
$50.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-318- 8.83% |
$33.6K - $36.1K
|
3.28K
$421K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-320- 2.25% |
$33.8K - $36.3K
|
13.9K
$1.79M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-324- 1.35% |
$34.2K - $36.8K
|
23.7K
$3.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-325- 3.19% |
$34.4K - $36.9K
|
9.86K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-331- 2.66% |
$35K - $37.5K
|
12.1K
$1.55M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-339- 0.63% |
$35.8K - $38.5K
|
53.6K
$6.87M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-340- 0.67% |
$35.9K - $38.6K
|
50.5K
$6.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-349- 0.74% |
$36.9K - $39.6K
|
47.1K
$6.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-371- 10.21% |
$39.2K - $42.1K
|
3.26K
$418K
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-374- 6.59% |
$39.5K - $42.4K
|
5.31K
$681K
|
|
|
Aug 12, 2024
Q2 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-377- 1.91% |
$39.8K - $42.8K
|
19.3K
$2.48M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-378- 0.11% |
$40K - $42.9K
|
330K
$42.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-379- 0.93% |
$40.1K - $43K
|
40.5K
$5.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-383- 9.65% |
$40.5K - $43.4K
|
3.59K
$460K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-388- 14.06% |
$41K - $44K
|
2.37K
$304K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-389- 0.8% |
$41.1K - $44.1K
|
48.1K
$6.16M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-403- 4.73% |
$42.6K - $45.7K
|
8.12K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-405- 3.3% |
$42.8K - $45.9K
|
11.9K
$1.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-412- 5.27% |
$43.5K - $46.7K
|
7.4K
$949K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-414- 1.08% |
$43.8K - $47K
|
37.8K
$4.85M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-432- 2.66% |
$45.7K - $49K
|
15.8K
$2.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-452- 3.65% |
$47.8K - $51.3K
|
11.9K
$1.53M
|
|
|
Nov 18, 2024
Q2 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-453- 6.4% |
$47.9K - $51.4K
|
6.62K
$850K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-455- 0.97% |
$48.1K - $51.6K
|
46.4K
$5.95M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-455- 2.38% |
$48.1K - $51.6K
|
18.6K
$2.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-456- 3.23% |
$48.2K - $51.7K
|
13.6K
$1.75M
|
|
|
Jul 25, 2024
Q2 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-457- 6.63% |
$48.3K - $51.8K
|
6.44K
$826K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-461- 1.06% |
$48.7K - $52.3K
|
43.1K
$5.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-472- 8.29% |
$49.9K - $53.5K
|
5.22K
$670K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-489- 8.28% |
$51.7K - $55.5K
|
5.42K
$695K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-491- 7.93% |
$51.9K - $55.7K
|
5.7K
$731K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-499- 5.84% |
$52.7K - $56.6K
|
8.04K
$1.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-500- 18.52% |
$52.9K - $56.7K
|
2.2K
$282K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-523- 0.61% |
$55.3K - $59.3K
|
85.6K
$11M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-550- 17.04% |
$58.1K - $62.4K
|
2.68K
$343K
|