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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
700+ 15.27% |
$61.4K - $67.6K
|
5.28K
$671K
|
|
|
Aug 11, 2023
Q2 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
685+ 3.79% |
$60.1K - $66.2K
|
18.7K
$2.38M
|
|
|
Jul 17, 2023
Q2 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
681+ 6.07% |
$59.7K - $65.8K
|
11.9K
$1.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
651+ 25.4% |
$57.1K - $62.9K
|
3.21K
$408K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
562New |
$49.3K - $54.3K
|
562
$71.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
557+ 21.37% |
$48.9K - $53.8K
|
3.16K
$402K
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
548+ 17.19% |
$48.1K - $53K
|
3.74K
$474K
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
545+ 16.26% |
$47.8K - $52.7K
|
3.9K
$495K
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
545+ 2.97% |
$47.8K - $52.7K
|
18.9K
$2.4M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
543New |
$47.6K - $52.5K
|
543
$68.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
540+ 1.99% |
$47.4K - $52.2K
|
27.7K
$3.52M
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
526+ 1.61% |
$46.1K - $50.8K
|
33.2K
$4.22M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
516+ 17.6% |
$45.3K - $49.9K
|
3.45K
$438K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
508+ 758.21% |
$44.6K - $49.1K
|
575
$73K
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
504+ 0.68% |
$44.2K - $48.7K
|
74.9K
$9.51M
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
498+ 32.55% |
$43.7K - $48.1K
|
2.03K
$257K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
459New |
$40.3K - $44.4K
|
459
$58.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
444+ 17.91% |
$38.9K - $42.9K
|
2.92K
$371K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
439+ 5.86% |
$38.5K - $42.4K
|
7.93K
$1.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
430+ 0.52% |
$37.7K - $41.6K
|
83.7K
$10.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
415+ 2.33% |
$36.4K - $40.1K
|
18.3K
$2.32M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
396New |
$34.7K - $38.3K
|
396
$50.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
395+ 0.75% |
$34.6K - $38.2K
|
53.4K
$6.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
392+ 2.06% |
$34.4K - $37.9K
|
19.5K
$2.47M
|
|
|
Jul 21, 2023
Q2 2023
|
Corundum Group, Inc.
|
BUY
|
- |
384+ 0.67% |
$33.7K - $37.1K
|
58K
$7.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
380+ 37.66% |
$33.3K - $36.7K
|
1.39K
$176K
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
366+ 2.79% |
$32.1K - $35.4K
|
13.5K
$1.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
343+ 12.62% |
$30.1K - $33.1K
|
3.06K
$389K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
343+ 7.58% |
$30.1K - $33.1K
|
4.87K
$618K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
342New |
$30K - $33K
|
342
$43.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
341+ 4.46% |
$29.9K - $33K
|
7.99K
$1.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
332+ 7.61% |
$29.1K - $32.1K
|
4.69K
$596K
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
331+ 5.07% |
$29K - $32K
|
6.87K
$872K
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
331+ 4.69% |
$29K - $32K
|
7.39K
$938K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
327+ 1.6% |
$28.7K - $31.6K
|
20.8K
$2.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
319+ 3.12% |
$28K - $30.8K
|
10.6K
$1.34M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
299+ 3.4% |
$26.2K - $28.9K
|
9.08K
$1.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
271+ 3.8% |
$23.8K - $26.2K
|
7.39K
$939K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
261+ 2.92% |
$22.9K - $25.2K
|
9.21K
$1.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
261+ 1.91% |
$22.9K - $25.2K
|
13.9K
$1.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
260+ 1.57% |
$22.8K - $25.1K
|
16.8K
$2.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
241+ 8.33% |
$21.1K - $23.3K
|
3.13K
$398K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
223+ 0.35% |
$19.6K - $21.5K
|
63.7K
$8.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
221+ 7.45% |
$19.4K - $21.4K
|
3.19K
$404K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
216+ 2.04% |
$18.9K - $20.9K
|
10.8K
$1.37M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
210+ 6.4% |
$18.4K - $20.3K
|
3.49K
$443K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
208+ 4.06% |
$18.2K - $20.1K
|
5.33K
$677K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
207+ 5.69% |
$18.2K - $20K
|
3.85K
$488K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
202New |
$17.7K - $19.5K
|
202
$25.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
199+ 0.64% |
$17.5K - $19.2K
|
31.2K
$3.96M
|