Purchases and Sales Made in Q2 2023 in Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q2 2023. 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 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
42+ 5.87% |
$3.68K - $4.06K
|
758
$109K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
42+ 44.68% |
$3.68K - $4.06K
|
136
$19.6K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
41+ 1.84% |
$3.6K - $3.96K
|
2.27K
$327K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
37+ 0.27% |
$3.25K - $3.58K
|
13.5K
$1.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
33+ 0.55% |
$2.89K - $3.19K
|
5.99K
$863K
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
31+ 0.05% |
$2.72K - $3K
|
64.3K
$9.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
30+ 5.55% |
$2.63K - $2.9K
|
571
$82.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
28+ 8.54% |
$2.46K - $2.71K
|
356
$51.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
21+ 0.18% |
$1.84K - $2.03K
|
11.6K
$1.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
20+ 4.83% |
$1.75K - $1.93K
|
434
$62.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
19+ 2.89% |
$1.67K - $1.84K
|
677
$97.6K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
BUY
|
- |
19+ 0.9% |
$1.67K - $1.84K
|
2.14K
$308K
|
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
18+ 0.05% |
$1.58K - $1.74K
|
34K
$4.91M
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
BUY
|
- |
15+ 0.08% |
$1.32K - $1.45K
|
19.7K
$2.84M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
11+ 8.21% |
$965 - $1.06K
|
145
$20.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
10+ 0.08% |
$877 - $966
|
12.5K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
10+ 0.16% |
$877 - $966
|
6.28K
$905K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8+ 0.09% |
$702 - $773
|
8.81K
$1.27M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.06% |
$702 - $773
|
12.9K
$1.87M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
7New |
$614 - $676
|
7
$1.01K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
6+ 0.06% |
$526 - $580
|
10.2K
$1.47M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6+ 0.06% |
$526 - $580
|
9.81K
$1.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6+ 6.59% |
$526 - $580
|
97
$14K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
6New |
$526 - $580
|
6
$865
|
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
5+ 0.07% |
$439 - $483
|
7.65K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
4+ 0.09% |
$351 - $387
|
4.6K
$663K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3+ 0.05% |
$263 - $290
|
6.01K
$866K
|
|
|
Aug 07, 2023
Q2 2023
|
Cohen Capital Management, Inc.
|
BUY
|
- |
3+ 0.05% |
$263 - $290
|
5.5K
$793K
|
|
|
Aug 11, 2023
Q2 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
3+ 0.09% |
$263 - $290
|
3.45K
$498K
|
|
|
Feb 09, 2024
Q2 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
3+ 0.09% |
$263 - $290
|
3.45K
$498K
|
|
|
Feb 13, 2025
Q2 2023
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
2+ 0.09% |
$175 - $193
|
2.32K
$334K
|
|
|
Aug 02, 2023
Q2 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2+ 0.05% |
$175 - $193
|
3.92K
$566K
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
BUY
|
- |
2+ 0.15% |
$175 - $193
|
1.36K
$196K
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2+ 0.05% |
$175 - $193
|
4.15K
$598K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2+ 0.03% |
$175 - $193
|
6.01K
$867K
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
2+ 0.07% |
$175 - $193
|
2.85K
$411K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.03% |
$87.7 - $96.6
|
3.2K
$462K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$87.7 - $96.6
|
834
$120K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1+ 0.03% |
$87.7 - $96.6
|
3.81K
$550K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.07% |
$87.7 - $96.6
|
1.45K
$209K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.09% |
$87.7 - $96.6
|
1.06K
$153K
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
BUY
|
- |
1+ 0.03% |
$87.7 - $96.6
|
3.72K
$537K
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1+ 0.03% |
$87.7 - $96.6
|
3.63K
$523K
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$87.7 - $96.6
|
2.31K
$333K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$87.7 - $96.6
|
1.1K
$158K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.07% |
$87.7 - $96.6
|
1.4K
$202K
|
|
|
Aug 04, 2023
Q2 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
1+ 0.07% |
$87.7 - $96.6
|
1.45K
$208K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.01% |
$87.7 - $96.6
|
8.22K
$1.19M
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.12% |
$87.7 - $96.6
|
831
$120K
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.15% |
$87.7 - $96.6
|
675
$97.4K
|