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
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
606+ 2.61% |
$64.1K - $68.7K
|
23.8K
$3.1M
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
602+ 5.02% |
$63.6K - $68.3K
|
12.6K
$1.64M
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
600+ 32.17% |
$63.4K - $68.1K
|
2.47K
$320K
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
582+ 31.87% |
$61.5K - $66K
|
2.41K
$313K
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
574+ 2.42% |
$60.7K - $65.1K
|
24.3K
$3.16M
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
558+ 279.0% |
$59K - $63.3K
|
758
$98.5K
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
530+ 1.6% |
$56K - $60.1K
|
33.7K
$4.37M
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
526+ 1.12% |
$55.6K - $59.7K
|
47.5K
$6.17M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
518+ 28.06% |
$54.8K - $58.8K
|
2.36K
$307K
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
509+ 0.6% |
$53.8K - $57.7K
|
85.8K
$11.1M
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
497+ 7.25% |
$52.5K - $56.4K
|
7.35K
$955K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
495+ 6.36% |
$52.3K - $56.1K
|
8.28K
$1.08M
|
|
Aug 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
470+ 2.34% |
$49.7K - $53.3K
|
20.6K
$2.67M
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
BUY
|
- |
461+ 11.6% |
$48.7K - $52.3K
|
4.44K
$576K
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
455+ 25.39% |
$48.1K - $51.6K
|
2.25K
$292K
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
436+ 11.68% |
$46.1K - $49.5K
|
4.17K
$542K
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
429+ 12.14% |
$45.3K - $48.7K
|
3.96K
$515K
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
428New |
$45.2K - $48.5K
|
428
$55.6K
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
424+ 1177.78% |
$44.8K - $48.1K
|
460
$59.8K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
420+ 0.06% |
$44.4K - $47.6K
|
737K
$95.8M
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
417+ 47.23% |
$44.1K - $47.3K
|
1.3K
$169K
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
411+ 10.32% |
$43.4K - $46.6K
|
4.39K
$571K
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
409+ 1.07% |
$43.2K - $46.4K
|
38.7K
$5.02M
|
|
Jul 19, 2024
Q2 2024
|
Nvest Financial, LLC
|
BUY
|
- |
406+ 2.41% |
$42.9K - $46.1K
|
17.3K
$2.24M
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
406+ 8.66% |
$42.9K - $46.1K
|
5.09K
$662K
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
397+ 6.22% |
$42K - $45K
|
6.78K
$881K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
386+ 9.75% |
$40.8K - $43.8K
|
4.34K
$564K
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
374+ 1335.71% |
$39.5K - $42.4K
|
402
$52.2K
|
|
Jul 18, 2024
Q2 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
358+ 1.22% |
$37.8K - $40.6K
|
29.8K
$3.87M
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
357+ 0.47% |
$37.7K - $40.5K
|
76K
$9.87M
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
336+ 2.66% |
$35.5K - $38.1K
|
13K
$1.68M
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
333+ 15.83% |
$35.2K - $37.8K
|
2.44K
$316K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
331+ 380.46% |
$35K - $37.5K
|
418
$54.3K
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
307+ 43.79% |
$32.4K - $34.8K
|
1.01K
$131K
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
306+ 1.18% |
$32.3K - $34.7K
|
26.2K
$3.41M
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
303New |
$32K - $34.4K
|
303
$39.4K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
282+ 0.08% |
$29.8K - $32K
|
351K
$45.6M
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
280+ 0.79% |
$29.6K - $31.8K
|
35.7K
$4.64M
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
280+ 4.99% |
$29.6K - $31.8K
|
5.9K
$766K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
268+ 1.77% |
$28.3K - $30.4K
|
15.4K
$2M
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
265+ 1.44% |
$28K - $30.1K
|
18.6K
$2.42M
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
252+ 12.91% |
$26.6K - $28.6K
|
2.2K
$286K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
250+ 3.42% |
$26.4K - $28.4K
|
7.57K
$983K
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
239+ 4.33% |
$25.3K - $27.1K
|
5.76K
$748K
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
230+ 8.78% |
$24.3K - $26.1K
|
2.85K
$370K
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
224+ 2.1% |
$23.7K - $25.4K
|
10.9K
$1.41M
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
200+ 0.69% |
$21.1K - $22.7K
|
29.3K
$3.81M
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
193+ 112.87% |
$20.4K - $21.9K
|
364
$47.3K
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
188+ 32.58% |
$19.9K - $21.3K
|
765
$99.4K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
188+ 1.65% |
$19.9K - $21.3K
|
11.6K
$1.5M
|