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 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
50+ 0.87% |
$5.29K - $5.67K
|
5.77K
$775K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
50+ 1.76% |
$5.29K - $5.67K
|
2.9K
$389K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
50New |
$5.29K - $5.67K
|
50
$6.71K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
42+ 1.54% |
$4.44K - $4.76K
|
2.77K
$372K
|
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
38+ 1.38% |
$4.02K - $4.31K
|
2.8K
$376K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
31New |
$3.28K - $3.52K
|
31
$4.16K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
30+ 0.13% |
$3.17K - $3.4K
|
22.8K
$3.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
29+ 0.68% |
$3.07K - $3.29K
|
4.29K
$576K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
28+ 0.13% |
$2.96K - $3.18K
|
21.9K
$2.94M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
26+ 1.4% |
$2.75K - $2.95K
|
1.88K
$253K
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
24+ 0.44% |
$2.54K - $2.72K
|
5.43K
$729K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
24+ 0.01% |
$2.54K - $2.72K
|
225K
$30.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.21% |
$2.43K - $2.61K
|
11.1K
$1.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
23+ 0.8% |
$2.43K - $2.61K
|
2.89K
$388K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
22+ 1.02% |
$2.33K - $2.5K
|
2.17K
$292K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
22+ 0.38% |
$2.33K - $2.5K
|
5.8K
$779K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
22+ 6.61% |
$2.33K - $2.5K
|
355
$47.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20+ 1.54% |
$2.11K - $2.27K
|
1.32K
$178K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
19New |
$2.01K - $2.16K
|
19
$2.55K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
17+ 1.43% |
$1.8K - $1.93K
|
1.21K
$162K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
17+ 0.24% |
$1.8K - $1.93K
|
7.1K
$953K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
15+ 0.35% |
$1.59K - $1.7K
|
4.36K
$586K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12+ 0.56% |
$1.27K - $1.36K
|
2.15K
$289K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
11+ 0.19% |
$1.16K - $1.25K
|
5.78K
$775K
|
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
9+ 0.26% |
$951 - $1.02K
|
3.42K
$459K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8New |
$846 - $907
|
8
$1.07K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
8+ 0.03% |
$846 - $907
|
25.6K
$3.44M
|
|
|
Jul 16, 2024
Q2 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
8+ 0.09% |
$846 - $907
|
8.97K
$1.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
8+ 0.26% |
$846 - $907
|
3.13K
$421K
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
7+ 0.09% |
$740 - $794
|
7.69K
$1.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
7+ 1.75% |
$740 - $794
|
407
$54.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
5+ 0.03% |
$529 - $567
|
15.7K
$2.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
5+ 0.1% |
$529 - $567
|
5.13K
$689K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
5+ 0.1% |
$529 - $567
|
4.9K
$658K
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
4+ 0.1% |
$423 - $454
|
4.17K
$560K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4New |
$423 - $454
|
4
$537
|
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.04% |
$317 - $340
|
7.6K
$1.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
3+ 0.1% |
$317 - $340
|
3.09K
$415K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3+ 0.06% |
$317 - $340
|
4.8K
$645K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3+ 0.02% |
$317 - $340
|
15.1K
$2.03M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3+ 0.75% |
$317 - $340
|
404
$54.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
3+ 0.06% |
$317 - $340
|
4.83K
$648K
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3+ 0.05% |
$317 - $340
|
5.96K
$800K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
3+ 0.1% |
$317 - $340
|
3.02K
$405K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2+ 0.03% |
$211 - $227
|
7.08K
$950K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.03% |
$211 - $227
|
6.8K
$913K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.24% |
$211 - $227
|
839
$113K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2+ 0.11% |
$211 - $227
|
1.82K
$245K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
2+ 0.08% |
$211 - $227
|
2.5K
$336K
|
|
|
Aug 14, 2024
Q2 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
2+ 0.07% |
$211 - $227
|
2.86K
$384K
|