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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.78K- 2.99% |
$399K - $428K
|
122K
$13.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.82K- 41.65% |
$404K - $433K
|
5.35K
$607K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.82K- 5.61% |
$404K - $434K
|
64.3K
$7.28M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-3.87K- 99.85% |
$409K - $439K
|
6
$680
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.88K- 50.21% |
$411K - $441K
|
3.85K
$436K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.91K- 25.5% |
$413K - $444K
|
11.4K
$1.29M
|
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-4.08K- 18.26% |
$431K - $463K
|
18.3K
$2.07M
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-4.11K- 11.63% |
$434K - $466K
|
31.2K
$3.53M
|
|
|
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
$4.17M
|
|
|
Feb 27, 2025
Q2 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-4.36K- 65.16% |
$461K - $495K
|
2.33K
$264K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-4.67K- 27.5% |
$493K - $529K
|
12.3K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.85K- 6.88% |
$513K - $550K
|
65.7K
$7.44M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.85K- 6.88% |
$513K - $550K
|
65.7K
$7.44M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-4.95K- 24.66% |
$523K - $561K
|
15.1K
$1.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-5.4K- 4.25% |
$571K - $613K
|
122K
$13.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-6.09K- 44.65% |
$644K - $691K
|
7.55K
$856K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-6.13K- 10.57% |
$648K - $695K
|
51.8K
$5.87M
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-6.41K- 1.46% |
$677K - $727K
|
433K
$49M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-6.49K- 12.53% |
$686K - $736K
|
45.3K
$5.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-6.53K- 41.51% |
$690K - $741K
|
9.2K
$1.04M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6.87K- 3.02% |
$727K - $780K
|
221K
$25M
|
|
|
Apr 08, 2025
Q2 2024
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-6.97K- 13.28% |
$737K - $791K
|
45.5K
$5.16M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-7.01K- 87.6% |
$741K - $795K
|
992
$112K
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-7.46K- 3.97% |
$788K - $846K
|
180K
$20.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-7.66K- 3.05% |
$810K - $869K
|
243K
$27.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-8.15K- 3.42% |
$861K - $924K
|
230K
$26.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-9.24K- 35.09% |
$977K - $1.05M
|
17.1K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.5K- 1.54% |
$1M - $1.08M
|
609K
$69M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-10.4KClosed |
$1.1M - $1.18M
|
0
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-10.6K- 68.54% |
$1.12M - $1.21M
|
4.88K
$553K
|
|
|
Jul 11, 2024
Q2 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-11K- 50.1% |
$1.16M - $1.24M
|
10.9K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.1K- 50.28% |
$1.18M - $1.26M
|
11K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.1K- 0.48% |
$1.18M - $1.26M
|
2.32M
$263M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-12K- 2.81% |
$1.27M - $1.36M
|
415K
$47M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.7K- 3.41% |
$1.35M - $1.44M
|
361K
$40.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.9K- 9.48% |
$1.36M - $1.46M
|
123K
$13.9M
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-13.5K- 83.31% |
$1.42M - $1.53M
|
2.7K
$306K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-13.5K- 4.7% |
$1.43M - $1.53M
|
274K
$31.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-13.5K- 18.92% |
$1.43M - $1.54M
|
58.1K
$6.58M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-15.3K- 7.57% |
$1.62M - $1.74M
|
187K
$21.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-15.4K- 1.0% |
$1.63M - $1.75M
|
1.52M
$172M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-15.5K- 40.16% |
$1.64M - $1.76M
|
23.1K
$2.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-16K- 50.0% |
$1.69M - $1.81M
|
16K
$1.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.4K- 2.97% |
$2.05M - $2.2M
|
632K
$71.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-20.1K- 38.96% |
$2.12M - $2.28M
|
31.4K
$3.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-20.7K- 54.98% |
$2.19M - $2.35M
|
16.9K
$1.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-22.3K- 49.98% |
$2.36M - $2.53M
|
22.3K
$2.53M
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-22.5K- 89.66% |
$2.38M - $2.55M
|
2.6K
$294K
|
|
|
Aug 12, 2024
Q2 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-23.4K- 25.55% |
$2.47M - $2.66M
|
68.2K
$7.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-25.5K- 49.71% |
$2.7M - $2.9M
|
25.8K
$2.93M
|