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 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-27- 44.26% |
$2.85K - $3.06K
|
34
$4.52K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-30- 7.43% |
$3.17K - $3.4K
|
374
$49.7K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-30- 0.38% |
$3.17K - $3.4K
|
7.9K
$1.05M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-32- 0.7% |
$3.38K - $3.63K
|
4.54K
$604K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-33- 0.12% |
$3.49K - $3.74K
|
27.7K
$3.68M
|
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-39- 0.13% |
$4.12K - $4.42K
|
30.6K
$4.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-39- 0.72% |
$4.12K - $4.42K
|
5.39K
$716K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-43- 2.14% |
$4.55K - $4.88K
|
1.96K
$261K
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-43- 0.31% |
$4.55K - $4.88K
|
13.7K
$1.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-46- 86.79% |
$4.86K - $5.22K
|
7
$931
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-48- 1.48% |
$5.07K - $5.44K
|
3.19K
$424K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-48- 1.56% |
$5.07K - $5.44K
|
3.03K
$403K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-49- 0.2% |
$5.18K - $5.56K
|
24.3K
$3.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-50- 0.5% |
$5.29K - $5.67K
|
9.9K
$1.32M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-50- 0.36% |
$5.29K - $5.67K
|
13.9K
$1.85M
|
|
|
Jul 22, 2024
Q2 2024
|
Brickley Wealth Management
|
SELL
|
- |
-50- 0.53% |
$5.29K - $5.67K
|
9.35K
$1.24M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-51- 1.0% |
$5.39K - $5.78K
|
5.06K
$672K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-51- 2.55% |
$5.39K - $5.78K
|
1.95K
$259K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-52- 1.87% |
$5.5K - $5.9K
|
2.73K
$362K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-52- 0.41% |
$5.5K - $5.9K
|
12.6K
$1.68M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-53- 0.96% |
$5.6K - $6.01K
|
5.45K
$724K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-53- 10.1% |
$5.6K - $6.01K
|
472
$62.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-54- 0.04% |
$5.71K - $6.13K
|
150K
$20M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-54- 2.21% |
$5.71K - $6.13K
|
2.39K
$317K
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-55- 0.44% |
$5.81K - $6.24K
|
12.4K
$1.65M
|
|
|
Jul 18, 2024
Q2 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-55- 2.88% |
$5.81K - $6.24K
|
1.85K
$246K
|
|
|
Jul 11, 2024
Q2 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-56- 0.19% |
$5.92K - $6.35K
|
29.2K
$3.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-56- 12.2% |
$5.92K - $6.35K
|
403
$53.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-58- 10.55% |
$6.13K - $6.58K
|
492
$65.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-58- 1.3% |
$6.13K - $6.58K
|
4.41K
$586K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-58- 3.05% |
$6.13K - $6.58K
|
1.84K
$245K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-60- 1.55% |
$6.34K - $6.81K
|
3.8K
$505K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-61- 1.96% |
$6.45K - $6.92K
|
3.05K
$405K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-61- 1.16% |
$6.45K - $6.92K
|
5.21K
$692K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-63- 5.32% |
$6.66K - $7.15K
|
1.12K
$149K
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-64- 0.19% |
$6.76K - $7.26K
|
32.9K
$4.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-64- 3.33% |
$6.76K - $7.26K
|
1.86K
$247K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-64- 1.87% |
$6.76K - $7.26K
|
3.36K
$447K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-64- 1.24% |
$6.76K - $7.26K
|
5.1K
$678K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-65- 1.02% |
$6.87K - $7.37K
|
6.3K
$837K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-66- 0.96% |
$6.98K - $7.49K
|
6.8K
$903K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-70- 3.01% |
$7.4K - $7.94K
|
2.25K
$300K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-73Closed |
$7.72K - $8.28K
|
0
$0
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-75- 1.18% |
$7.93K - $8.51K
|
6.3K
$837K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-80- 20.0% |
$8.46K - $9.07K
|
320
$42.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-84- 0.77% |
$8.88K - $9.53K
|
10.8K
$1.44M
|
|
|
Jan 08, 2025
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-88- 6.65% |
$9.3K - $9.98K
|
1.24K
$164K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-90- 2.12% |
$9.51K - $10.2K
|
4.16K
$552K
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-90- 3.44% |
$9.51K - $10.2K
|
2.52K
$335K
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-95- 3.35% |
$10K - $10.8K
|
2.74K
$365K
|