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 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
16.9KNew |
$1.48M - $1.63M
|
16.9K
$2.15M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
16.8KNew |
$1.47M - $1.62M
|
16.8K
$2.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
16.3KNew |
$1.43M - $1.57M
|
16.3K
$2.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
15.6KNew |
$1.37M - $1.51M
|
15.6K
$1.98M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.5K+ 21.8% |
$1.36M - $1.5M
|
86.7K
$11M
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
14.6K+ 484.56% |
$1.28M - $1.41M
|
17.6K
$2.24M
|
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
14.3KNew |
$1.26M - $1.38M
|
14.3K
$1.82M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
14.3K+ 1.56% |
$1.25M - $1.38M
|
927K
$118M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.3KNew |
$1.25M - $1.38M
|
14.3K
$1.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
13.7K+ 10.96% |
$1.2M - $1.32M
|
138K
$17.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.1K+ 2.4% |
$1.15M - $1.27M
|
559K
$71M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
12.4K+ 5.48% |
$1.09M - $1.2M
|
240K
$30.4M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
12.3K+ 421.03% |
$1.08M - $1.19M
|
15.2K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
12.2K+ 38.54% |
$1.07M - $1.18M
|
44K
$5.59M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
12.1KNew |
$1.06M - $1.17M
|
12.1K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
11.9K+ 4.84% |
$1.04M - $1.15M
|
257K
$32.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.7K+ 10.24% |
$1.02M - $1.13M
|
126K
$16M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.6K+ 127.84% |
$1.02M - $1.12M
|
20.7K
$2.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.4K+ 8.22% |
$996K - $1.1M
|
150K
$19M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.9K+ 3.52% |
$955K - $1.05M
|
321K
$40.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.7KNew |
$939K - $1.03M
|
10.7K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.5K+ 57.62% |
$918K - $1.01M
|
28.6K
$3.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.5K+ 10.32% |
$917K - $1.01M
|
112K
$14.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.4K+ 108.34% |
$909K - $1M
|
19.9K
$2.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
10KNew |
$879K - $968K
|
10K
$1.27M
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
10K+ 5.71% |
$878K - $967K
|
185K
$23.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
9.5K+ 240.24% |
$833K - $918K
|
13.5K
$1.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
9.39KNew |
$824K - $907K
|
9.39K
$1.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.77K+ 7.98% |
$770K - $848K
|
119K
$15.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
8.5KNew |
$746K - $821K
|
8.5K
$1.08M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
8.37K+ 20.37% |
$734K - $809K
|
49.4K
$6.28M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
8.03KNew |
$705K - $776K
|
8.03K
$1.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
7.59K+ 49.71% |
$666K - $733K
|
22.9K
$2.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
7.45K+ 21.96% |
$654K - $720K
|
41.4K
$5.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7.22K+ 43.53% |
$633K - $697K
|
23.8K
$3.02M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
6.99K+ 11.36% |
$613K - $676K
|
68.6K
$8.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
6.79K+ 9.23% |
$595K - $656K
|
80.4K
$10.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
6.68K+ 5.4% |
$586K - $645K
|
130K
$16.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
6.38K+ 6.62% |
$560K - $617K
|
103K
$13M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
6.2K+ 25.72% |
$544K - $599K
|
30.3K
$3.85M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.13K+ 129.47% |
$537K - $592K
|
10.9K
$1.38M
|
|
|
Aug 02, 2023
Q2 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
6.09K+ 14.31% |
$534K - $588K
|
48.6K
$6.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.98K+ 5.59% |
$525K - $578K
|
113K
$14.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
5.9KNew |
$518K - $570K
|
5.9K
$749K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.64K+ 13.93% |
$495K - $545K
|
46.1K
$5.86M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
5.63K+ 138.19% |
$494K - $544K
|
9.7K
$1.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
5.27KNew |
$462K - $509K
|
5.27K
$669K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.08K+ 5.86% |
$446K - $491K
|
91.8K
$11.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4.92KNew |
$431K - $475K
|
4.92K
$624K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
4.77KNew |
$418K - $461K
|
4.77K
$605K
|