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 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3+ 0.02% |
$317 - $340
|
15.1K
$2.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2+ 0.06% |
$211 - $227
|
3.59K
$494K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2+ 0.03% |
$211 - $227
|
7.08K
$975K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.24% |
$211 - $227
|
839
$116K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
2+ 0.08% |
$211 - $227
|
2.5K
$345K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2+ 0.07% |
$211 - $227
|
2.94K
$404K
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2+ 0.1% |
$211 - $227
|
2.01K
$276K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2+ 0.11% |
$211 - $227
|
1.82K
$251K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2+ 0.11% |
$211 - $227
|
1.89K
$261K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.03% |
$211 - $227
|
6.8K
$937K
|
|
|
Aug 14, 2024
Q2 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
2+ 0.07% |
$211 - $227
|
2.86K
$394K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.16% |
$106 - $113
|
625
$86.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.04% |
$106 - $113
|
2.37K
$327K
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
1+ 0.05% |
$106 - $113
|
1.86K
$256K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1+ 0.03% |
$106 - $113
|
3.87K
$533K
|
|
|
Aug 05, 2024
Q2 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$106 - $113
|
4.04K
$556K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.01% |
$106 - $113
|
12.7K
$1.75M
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.06% |
$106 - $113
|
1.66K
$229K
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
BUY
|
- |
1+ 0.07% |
$106 - $113
|
1.36K
$188K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.12% |
$106 - $113
|
836
$115K
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
BUY
|
- |
1+ 0.0% |
$106 - $113
|
25.2K
$3.47M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.18% |
$106 - $113
|
571
$78.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
1+ 0.07% |
$106 - $113
|
1.45K
$200K
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.01% |
$106 - $113
|
7.99K
$1.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1- 0.01% |
$106 - $113
|
6.94K
$955K
|
|
|
Jul 24, 2024
Q2 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-2- 0.01% |
$211 - $227
|
18.1K
$2.49M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- -0.0% |
$211 - $227
|
90.7K
$12.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-2- -0.0% |
$211 - $227
|
112K
$15.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-3- 0.02% |
$317 - $340
|
13.1K
$1.81M
|
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-3- 0.04% |
$317 - $340
|
6.88K
$948K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4- 0.01% |
$423 - $454
|
28.5K
$3.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-7- 0.18% |
$740 - $794
|
3.98K
$548K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-8- 0.34% |
$846 - $907
|
2.33K
$321K
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-8- 0.73% |
$846 - $907
|
1.1K
$151K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10- 0.47% |
$1.06K - $1.13K
|
2.14K
$294K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-10- 0.11% |
$1.06K - $1.13K
|
9.44K
$1.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-10- 0.71% |
$1.06K - $1.13K
|
1.4K
$193K
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-11- 0.07% |
$1.16K - $1.25K
|
15.3K
$2.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-11- 0.15% |
$1.16K - $1.25K
|
7.48K
$1.03M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-12- 8.63% |
$1.27K - $1.36K
|
127
$17.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-13- 0.17% |
$1.37K - $1.47K
|
7.6K
$1.05M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-14- 0.62% |
$1.48K - $1.59K
|
2.24K
$308K
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-15- 0.42% |
$1.59K - $1.7K
|
3.57K
$491K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-17- 0.06% |
$1.8K - $1.93K
|
28.1K
$3.86M
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-17- 0.55% |
$1.8K - $1.93K
|
3.07K
$423K
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-18- 0.16% |
$1.9K - $2.04K
|
10.9K
$1.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-21- 0.16% |
$2.22K - $2.38K
|
13K
$1.79M
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-22- 0.76% |
$2.33K - $2.5K
|
2.86K
$394K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-26- 1.1% |
$2.75K - $2.95K
|
2.33K
$321K
|