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 |
|---|---|---|---|---|---|---|---|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.85K- 6.88% |
$513K - $550K
|
65.7K
$8.58M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-4.95K- 24.66% |
$523K - $561K
|
15.1K
$1.98M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-5.4K- 4.25% |
$571K - $613K
|
122K
$15.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-6.09K- 44.65% |
$644K - $691K
|
7.55K
$987K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-6.13K- 10.57% |
$648K - $695K
|
51.8K
$6.77M
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-6.41K- 1.46% |
$677K - $727K
|
433K
$56.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-6.49K- 12.53% |
$686K - $736K
|
45.3K
$5.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-6.53K- 41.51% |
$690K - $741K
|
9.2K
$1.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6.87K- 3.02% |
$727K - $780K
|
221K
$28.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-7.01K- 87.6% |
$741K - $795K
|
992
$130K
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-7.46K- 3.97% |
$788K - $846K
|
180K
$23.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-7.66K- 3.05% |
$810K - $869K
|
243K
$31.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-8.15K- 3.42% |
$861K - $924K
|
230K
$30.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-9.24K- 35.09% |
$977K - $1.05M
|
17.1K
$2.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.5K- 1.54% |
$1M - $1.08M
|
609K
$79.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-10.4KClosed |
$1.1M - $1.18M
|
0
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-10.6K- 68.54% |
$1.12M - $1.21M
|
4.88K
$638K
|
|
|
Jul 11, 2024
Q2 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-11K- 50.1% |
$1.16M - $1.24M
|
10.9K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.1K- 50.28% |
$1.18M - $1.26M
|
11K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.1K- 0.48% |
$1.18M - $1.26M
|
2.32M
$303M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-12K- 2.81% |
$1.27M - $1.36M
|
415K
$54.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.7K- 3.41% |
$1.35M - $1.44M
|
361K
$47.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.9K- 9.48% |
$1.36M - $1.46M
|
123K
$16.1M
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-13.5K- 83.31% |
$1.42M - $1.53M
|
2.7K
$353K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-13.5K- 4.7% |
$1.43M - $1.53M
|
274K
$35.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-13.5K- 18.92% |
$1.43M - $1.54M
|
58.1K
$7.59M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-15.3K- 7.57% |
$1.62M - $1.74M
|
187K
$24.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-15.4K- 1.0% |
$1.63M - $1.75M
|
1.52M
$199M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-15.5K- 40.16% |
$1.64M - $1.76M
|
23.1K
$3.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-16K- 50.0% |
$1.69M - $1.81M
|
16K
$2.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.4K- 2.97% |
$2.05M - $2.2M
|
632K
$82.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-20.1K- 38.96% |
$2.12M - $2.28M
|
31.4K
$4.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-20.7K- 54.98% |
$2.19M - $2.35M
|
16.9K
$2.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-22.3K- 49.98% |
$2.36M - $2.53M
|
22.3K
$2.92M
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-22.5K- 89.66% |
$2.38M - $2.55M
|
2.6K
$339K
|
|
|
Aug 12, 2024
Q2 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-23.4K- 25.55% |
$2.47M - $2.66M
|
68.2K
$8.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-25.5K- 49.71% |
$2.7M - $2.9M
|
25.8K
$3.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-28.3K- 15.27% |
$2.99M - $3.2M
|
157K
$20.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Summit Rock Advisors, LP
|
SELL
|
- |
-29.4K- 5.92% |
$3.11M - $3.34M
|
468K
$61.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-29.5K- 94.5% |
$3.12M - $3.35M
|
1.72K
$225K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-30.8K- 3.58% |
$3.26M - $3.5M
|
831K
$109M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-34.2K- 81.1% |
$3.61M - $3.88M
|
7.96K
$1.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-36.9K- 22.9% |
$3.9M - $4.19M
|
124K
$16.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-39.3K- 25.9% |
$4.16M - $4.46M
|
113K
$14.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-42.4K- 1.85% |
$4.49M - $4.81M
|
2.26M
$295M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-49.7K- 1.76% |
$5.25M - $5.63M
|
2.78M
$363M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-49.7K- 2.96% |
$5.26M - $5.64M
|
1.63M
$213M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-55.8K- 2.86% |
$5.9M - $6.33M
|
1.89M
$248M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-57.1K- 63.92% |
$6.03M - $6.47M
|
32.2K
$4.21M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-62.5K- 39.25% |
$6.61M - $7.09M
|
96.7K
$12.6M
|