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 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.78K+ 1.33% |
$188K - $202K
|
136K
$18.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.75K+ 25.41% |
$185K - $199K
|
8.65K
$1.16M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.75K+ 50.22% |
$185K - $198K
|
5.22K
$701K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.72K+ 56.51% |
$182K - $195K
|
4.77K
$641K
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.72K+ 35.26% |
$181K - $195K
|
6.58K
$884K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.65K+ 41.9% |
$174K - $187K
|
5.58K
$749K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.59K+ 47.84% |
$168K - $181K
|
4.92K
$661K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.55KNew |
$164K - $176K
|
1.55K
$208K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.55K+ 85.42% |
$164K - $175K
|
3.36K
$451K
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.53K+ 36.96% |
$161K - $173K
|
5.66K
$760K
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
BUY
|
- |
1.52K+ 4.82% |
$161K - $172K
|
33.1K
$4.44M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.52K+ 25.43% |
$161K - $172K
|
7.49K
$1.01M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.51K+ 13.67% |
$160K - $172K
|
12.6K
$1.69M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
1.51KNew |
$159K - $171K
|
1.51K
$202K
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
BUY
|
- |
1.48K+ 21.79% |
$157K - $168K
|
8.29K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.39K+ 4.33% |
$147K - $157K
|
33.4K
$4.49M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.39K+ 43.68% |
$147K - $157K
|
4.57K
$613K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.37K+ 14.72% |
$144K - $155K
|
10.7K
$1.43M
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.3K+ 48.01% |
$137K - $147K
|
4.01K
$538K
|
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.3K+ 3.8% |
$137K - $147K
|
35.5K
$4.76M
|
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1.22K+ 2.32% |
$129K - $138K
|
53.5K
$7.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.12KNew |
$118K - $127K
|
1.12K
$150K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.11K+ 60.55% |
$118K - $126K
|
2.95K
$396K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.1K+ 0.74% |
$116K - $125K
|
149K
$20M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.09K+ 10.72% |
$115K - $123K
|
11.2K
$1.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.05KNew |
$111K - $119K
|
1.05K
$141K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.01K+ 16.1% |
$107K - $115K
|
7.31K
$982K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1K+ 0.99% |
$106K - $113K
|
102K
$13.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
980+ 6.91% |
$104K - $111K
|
15.2K
$2.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
979+ 50.28% |
$103K - $111K
|
2.93K
$393K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
932+ 4.57% |
$98.5K - $106K
|
21.3K
$2.86M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
932+ 5.18% |
$98.5K - $106K
|
18.9K
$2.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
930+ 9.26% |
$98.3K - $105K
|
11K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
903+ 2.28% |
$95.4K - $102K
|
40.6K
$5.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
891+ 10.51% |
$94.2K - $101K
|
9.37K
$1.26M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
837New |
$88.5K - $94.9K
|
837
$112K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
819+ 27.55% |
$86.6K - $92.9K
|
3.79K
$509K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
811+ 8.19% |
$85.7K - $92K
|
10.7K
$1.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
809+ 12.81% |
$85.5K - $91.8K
|
7.12K
$957K
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
803+ 17.24% |
$84.9K - $91.1K
|
5.46K
$733K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
800+ 153.85% |
$84.6K - $90.7K
|
1.32K
$177K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
778+ 27.45% |
$82.2K - $88.2K
|
3.61K
$485K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
752+ 44.55% |
$79.5K - $85.3K
|
2.44K
$328K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
749New |
$79.2K - $85K
|
749
$101K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
730+ 11.43% |
$77.2K - $82.8K
|
7.12K
$956K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
679+ 13.54% |
$71.8K - $77K
|
5.69K
$764K
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
663+ 3.22% |
$70.1K - $75.2K
|
21.2K
$2.85M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
633+ 13.86% |
$66.9K - $71.8K
|
5.2K
$698K
|
|
|
Aug 13, 2024
Q2 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
628+ 17.94% |
$66.4K - $71.2K
|
4.13K
$554K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
618+ 30.9% |
$65.3K - $70.1K
|
2.62K
$352K
|