Purchases and Sales Made in Q2 2023 in Ishares Russell Mid Cap Growth (IWP)

IWP Quotes by TradingView

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
Aug 25, 2023 Q2 2023
Eubel Brady & Suttman Asset Management Inc

Dayton, OH
BUY
 -
2.12K
New
$186K - $205K
2.12K $269K
Jul 19, 2023 Q2 2023
Brady Family Wealth, LLC

Saint Louis, MO
BUY
 -
2.12K
New
$186K - $204K
2.12K $268K
Aug 14, 2023 Q2 2023
Wedbush Securities Inc

BUY
 -
2.11K
New
$185K - $204K
2.11K $267K
Jul 06, 2023 Q2 2023
Rvw Wealth, LLC

BUY
 -
2.11K
New
$185K - $203K
2.11K $267K
Jul 20, 2023 Q2 2023
Pds Planning, Inc

BUY
 -
2.1K
New
$184K - $203K
2.1K $267K
Jul 20, 2023 Q2 2023
Keystone Wealth Services, LLC

BUY
 -
2.1K
New
$184K - $203K
2.1K $266K
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

BUY
 -
2.09K
New
$183K - $202K
2.09K $265K
Jul 19, 2023 Q2 2023
Krilogy Financial LLC

BUY
 -
2.07K
+ 0.78%
$181K - $200K
268K $34M
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
2.03K
New
$178K - $196K
2.03K $258K
Jul 13, 2023 Q2 2023
Taylor & Morgan Wealth Management, LLC

BUY
 -
2K
+ 17.27%
$176K - $193K
13.6K $1.73M
Aug 02, 2023 Q2 2023
One Day In July LLC

BUY
 -
1.9K
+ 49.12%
$167K - $184K
5.77K $732K
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

BUY
 -
1.85K
+ 4.07%
$162K - $179K
47.3K $6.01M
Aug 14, 2023 Q2 2023
Badgley Phelps Wealth Managers, LLC

BUY
 -
1.74K
+ 0.87%
$152K - $168K
201K $25.5M
Jul 11, 2023 Q2 2023
Legacy Bridge, LLC

BUY
 -
1.67K
+ 30.07%
$146K - $161K
7.22K $917K
Aug 14, 2023 Q2 2023
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
1.61K
+ 13.3%
$141K - $155K
13.7K $1.74M
Jul 19, 2023 Q2 2023
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
1.54K
+ 20.51%
$135K - $149K
9.04K $1.15M
Aug 04, 2023 Q2 2023
Savant Capital, LLC

BUY
 -
1.54K
+ 6.07%
$135K - $148K
26.8K $3.41M
Jul 19, 2023 Q2 2023
Leavell Investment Management, Inc.

BUY
 -
1.53K
+ 41.35%
$134K - $148K
5.23K $664K
Jul 14, 2023 Q2 2023
Hofer & Associates. Inc

Thousand Oaks, CA
BUY
 -
1.5K
+ 5.65%
$132K - $145K
28.1K $3.57M
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

BUY
 -
1.48K
+ 2.44%
$130K - $143K
62.3K $7.91M
Aug 10, 2023 Q2 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
1.46K
+ 0.45%
$128K - $141K
323K $41M
Jul 31, 2023 Q2 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
1.42K
+ 1.04%
$124K - $137K
138K $17.5M
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.4K
+ 39.41%
$123K - $135K
4.95K $629K
Aug 02, 2023 Q2 2023
Wealth Alliance

Mellville, NY
BUY
 -
1.35K
+ 54.67%
$119K - $131K
3.83K $486K
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.3K
+ 2.55%
$114K - $126K
52.4K $6.66M
Jul 14, 2023 Q2 2023
Park Avenue Securities LLC

BUY
 -
1.25K
+ 5.79%
$110K - $121K
22.8K $2.9M
Jul 20, 2023 Q2 2023
Legacy Advisors, LLC

BUY
 -
1.2K
+ 51.99%
$105K - $116K
3.51K $445K
Aug 14, 2023 Q2 2023
Union Savings Bank

Litchfield, CT
BUY
 -
1.15K
New
$101K - $111K
1.15K $145K
Aug 10, 2023 Q2 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
1.09K
+ 2.36%
$95.9K - $106K
47.4K $6.02M
Jul 12, 2023 Q2 2023
Tompkins Financial Corp

BUY
 -
1.08K
+ 135.38%
$95K - $105K
1.88K $239K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
1.04K
+ 2.12%
$91.1K - $100K
50.1K $6.36M
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
1.02K
New
$89.8K - $98.9K
1.02K $130K
Aug 14, 2023 Q2 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
1K
+ 12.18%
$87.7K - $96.6K
9.21K $1.17M
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
975
+ 16.62%
$85.5K - $94.2K
6.84K $869K
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
972
New
$85.3K - $93.9K
972 $123K
Mar 13, 2024 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
960
+ 12.37%
$84.2K - $92.8K
8.72K $1.11M
Aug 02, 2023 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
956
+ 14.99%
$83.9K - $92.4K
7.33K $931K
Aug 14, 2023 Q2 2023
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
943
+ 16.51%
$82.7K - $91.1K
6.65K $845K
Aug 14, 2023 Q2 2023
Investmark Advisory Group LLC

BUY
 -
924
+ 22.78%
$81.1K - $89.3K
4.98K $632K
Jul 21, 2023 Q2 2023
Mainsail Financial Group, LLC

Bellevue, WA
BUY
 -
873
+ 2.31%
$76.6K - $84.4K
38.7K $4.91M
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
829
+ 1.65%
$72.7K - $80.1K
50.9K $6.47M
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
805
+ 8.77%
$70.6K - $77.8K
9.99K $1.27M
Aug 08, 2023 Q2 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
800
+ 34.13%
$70.2K - $77.3K
3.14K $399K
Jul 21, 2023 Q2 2023
Clear Harbor Asset Management, LLC

BUY
 -
782
+ 1.92%
$68.6K - $75.6K
41.4K $5.26M
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
782
+ 3.56%
$68.6K - $75.6K
22.8K $2.89M
Jul 20, 2023 Q2 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
748
+ 5.57%
$65.6K - $72.3K
14.2K $1.8M
Jul 26, 2023 Q2 2023
Patten Group, Inc.

BUY
 -
748
+ 11.4%
$65.6K - $72.3K
7.31K $928K
Jul 10, 2023 Q2 2023
Garrett Investment Advisors LLC

BUY
 -
725
+ 29.29%
$63.6K - $70.1K
3.2K $406K
Aug 11, 2023 Q2 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
701
+ 2.88%
$61.5K - $67.7K
25.1K $3.18M

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