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 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-551- 8.59% |
$58.2K - $62.5K
|
5.87K
$753K
|
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-556- 2.19% |
$58.8K - $63.1K
|
24.9K
$3.19M
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-558- 2.45% |
$59K - $63.3K
|
22.2K
$2.84M
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-595- 5.69% |
$62.9K - $67.5K
|
9.86K
$1.26M
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
SELL
|
- |
-596- 0.51% |
$63K - $67.6K
|
116K
$14.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-609- 1.05% |
$64.4K - $69.1K
|
57.5K
$7.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-613- 2.58% |
$64.8K - $69.5K
|
23.1K
$2.97M
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-620- 1.68% |
$65.5K - $70.3K
|
36.2K
$4.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-622- 8.43% |
$65.7K - $70.6K
|
6.76K
$867K
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-622- 1.7% |
$65.7K - $70.6K
|
35.9K
$4.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-646- 0.63% |
$68.3K - $73.3K
|
102K
$13.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-661- 25.95% |
$69.9K - $75K
|
1.89K
$242K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-674- 12.4% |
$71.2K - $76.5K
|
4.76K
$611K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-675- 3.78% |
$71.3K - $76.6K
|
17.2K
$2.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-700- 6.17% |
$74K - $79.4K
|
10.7K
$1.37M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-709- 2.61% |
$74.9K - $80.4K
|
26.5K
$3.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-718- 5.08% |
$75.9K - $81.4K
|
13.4K
$1.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-758- 75.57% |
$80.1K - $86K
|
245
$31.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-776- 9.19% |
$82K - $88K
|
7.66K
$983K
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-788- 1.26% |
$83.3K - $89.4K
|
61.9K
$7.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-790- 2.19% |
$83.5K - $89.6K
|
35.4K
$4.54M
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-794- 2.85% |
$83.9K - $90.1K
|
27.1K
$3.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-801- 6.54% |
$84.7K - $90.9K
|
11.4K
$1.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-802- 4.8% |
$84.8K - $91K
|
15.9K
$2.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-874- 2.11% |
$92.4K - $99.1K
|
40.6K
$5.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-884- 6.83% |
$93.4K - $100K
|
12.1K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-900- 6.29% |
$95.1K - $102K
|
13.4K
$1.72M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-932- 8.52% |
$98.5K - $106K
|
10K
$1.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-950- 2.54% |
$100K - $108K
|
36.4K
$4.67M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-974- 25.48% |
$103K - $110K
|
2.85K
$365K
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-975- 5.78% |
$103K - $111K
|
15.9K
$2.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-999- 44.92% |
$106K - $113K
|
1.23K
$157K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-1.01KClosed |
$107K - $115K
|
0
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.02K- 3.04% |
$108K - $115K
|
32.5K
$4.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.03K- 3.28% |
$108K - $116K
|
30.2K
$3.88M
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.05K- 18.57% |
$111K - $119K
|
4.59K
$589K
|
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-1.05K- 8.73% |
$111K - $119K
|
11K
$1.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.07K- 12.91% |
$113K - $121K
|
7.2K
$924K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.12K- 3.7% |
$118K - $126K
|
29.1K
$3.73M
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.14K- 5.76% |
$120K - $129K
|
18.6K
$2.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.19K- 2.46% |
$126K - $135K
|
47.4K
$6.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.2K- 22.31% |
$127K - $136K
|
4.17K
$535K
|
|
|
Aug 14, 2024
Q2 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-1.21K- 39.0% |
$128K - $137K
|
1.9K
$243K
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.22K- 2.93% |
$129K - $139K
|
40.5K
$5.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.24K- 10.03% |
$131K - $141K
|
11.1K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.27K- 7.89% |
$134K - $144K
|
14.8K
$1.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.28K- 9.75% |
$135K - $145K
|
11.8K
$1.52M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-1.28K- 2.7% |
$135K - $145K
|
46.2K
$5.93M
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1.33K- 88.23% |
$141K - $151K
|
178
$22.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.36K- 10.02% |
$144K - $154K
|
12.2K
$1.57M
|