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 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.42K- 0.76% |
$150K - $161K
|
186K
$24.1M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.45K- 5.94% |
$153K - $164K
|
22.9K
$2.98M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.5K- 0.61% |
$158K - $170K
|
244K
$31.7M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.5K- 62.37% |
$159K - $170K
|
905
$118K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.56K- 14.52% |
$165K - $177K
|
9.21K
$1.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.63K- 2.66% |
$172K - $185K
|
59.5K
$7.73M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.63K- 2.52% |
$173K - $185K
|
63.3K
$8.22M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-1.65K- 13.51% |
$174K - $187K
|
10.6K
$1.37M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.66K- 15.61% |
$176K - $188K
|
8.98K
$1.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.67K- 10.46% |
$177K - $190K
|
14.3K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-1.69K- 41.45% |
$179K - $192K
|
2.39K
$310K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.69K- 0.93% |
$179K - $192K
|
179K
$23.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.76K- 3.28% |
$186K - $200K
|
52K
$6.75M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.77K- 7.0% |
$187K - $201K
|
23.5K
$3.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.83K- 0.7% |
$193K - $207K
|
258K
$33.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.85K- 22.58% |
$196K - $210K
|
6.34K
$824K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.95K- 1.13% |
$206K - $222K
|
171K
$22.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.99K- 2.69% |
$210K - $225K
|
71.9K
$9.34M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2K- 1.47% |
$212K - $227K
|
134K
$17.4M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-2.01K- 33.13% |
$213K - $228K
|
4.07K
$528K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.06K- 91.78% |
$217K - $233K
|
184
$23.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-2.13K- 0.47% |
$225K - $241K
|
454K
$58.9M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-2.17K- 15.59% |
$229K - $246K
|
11.8K
$1.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.21K- 3.38% |
$234K - $251K
|
63.3K
$8.22M
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.22K- 23.25% |
$234K - $251K
|
7.31K
$950K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.25K- 5.59% |
$238K - $256K
|
38.1K
$4.95M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.41K- 1.76% |
$254K - $273K
|
134K
$17.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.41K- 0.34% |
$255K - $274K
|
699K
$90.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-2.49K- 31.81% |
$263K - $283K
|
5.34K
$694K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-2.67K- 1.38% |
$283K - $303K
|
191K
$24.8M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.73K- 3.09% |
$288K - $310K
|
85.5K
$11.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.87K- 37.6% |
$304K - $326K
|
4.77K
$619K
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-3.02K- 28.57% |
$319K - $343K
|
7.55K
$981K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-3.05K- 1.13% |
$322K - $346K
|
266K
$34.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.13K- 11.49% |
$331K - $355K
|
24.1K
$3.14M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.28K- 6.69% |
$346K - $371K
|
45.7K
$5.94M
|
|
|
Aug 07, 2024
Q2 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-3.3K- 48.49% |
$349K - $374K
|
3.51K
$455K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.38K- 2.75% |
$357K - $383K
|
119K
$15.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.63K- 7.04% |
$384K - $412K
|
48K
$6.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.78K- 2.99% |
$399K - $428K
|
122K
$15.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.82K- 41.65% |
$404K - $433K
|
5.35K
$695K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.82K- 5.61% |
$404K - $434K
|
64.3K
$8.35M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-3.87K- 99.85% |
$409K - $439K
|
6
$779
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.88K- 50.21% |
$411K - $441K
|
3.85K
$500K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.91K- 25.5% |
$413K - $444K
|
11.4K
$1.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-4.08K- 18.26% |
$431K - $463K
|
18.3K
$2.37M
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-4.11K- 11.63% |
$434K - $466K
|
31.2K
$4.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-4.18K- 10.18% |
$441K - $474K
|
36.8K
$4.79M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-4.67K- 27.5% |
$493K - $529K
|
12.3K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.85K- 6.88% |
$513K - $550K
|
65.7K
$8.53M
|