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
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
9.78K+ 1.08% |
$1.03M - $1.11M
|
916K
$116M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.99K+ 9.2% |
$950K - $1.02M
|
107K
$13.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.7K+ 80.83% |
$919K - $986K
|
19.5K
$2.47M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.69K+ 445.59% |
$918K - $986K
|
10.6K
$1.35M
|
|
|
Jul 16, 2024
Q2 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
8.53K+ 19.16% |
$902K - $968K
|
53K
$6.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
8.3K+ 7.88% |
$877K - $941K
|
114K
$14.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.21K+ 8.98% |
$867K - $931K
|
99.6K
$12.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
8.12K+ 11.55% |
$858K - $921K
|
78.4K
$9.96M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
7.71K+ 2.45% |
$815K - $874K
|
322K
$40.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.63K+ 5.26% |
$807K - $866K
|
153K
$19.4M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.62K+ 1.95% |
$806K - $865K
|
399K
$50.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.62K+ 14.84% |
$806K - $865K
|
59K
$7.49M
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
7.4K+ 82.77% |
$782K - $839K
|
16.3K
$2.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
7.16K+ 81.28% |
$757K - $812K
|
16K
$2.03M
|
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
BUY
|
- |
6.72K+ 20.38% |
$710K - $762K
|
39.7K
$5.04M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.44KNew |
$680K - $730K
|
6.44K
$817K
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
BUY
|
- |
6.27K+ 82.23% |
$663K - $711K
|
13.9K
$1.76M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.03K+ 23.38% |
$638K - $684K
|
31.8K
$4.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.69K+ 27.01% |
$602K - $646K
|
26.8K
$3.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
5.6KNew |
$592K - $635K
|
5.6K
$711K
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
5.6K+ 5.28% |
$592K - $635K
|
112K
$14.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
5.31K+ 8.73% |
$561K - $602K
|
66.1K
$8.39M
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.1K+ 16.73% |
$539K - $579K
|
35.6K
$4.52M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
5.09K+ 201.3% |
$538K - $578K
|
7.62K
$968K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.92K+ 20.16% |
$520K - $558K
|
29.3K
$3.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
4.87KNew |
$515K - $552K
|
4.87K
$618K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.81K+ 19.52% |
$508K - $545K
|
29.4K
$3.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.74K+ 33.25% |
$501K - $538K
|
19K
$2.41M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
4.66K+ 6.34% |
$493K - $529K
|
78.3K
$9.94M
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
4.6K+ 54.61% |
$486K - $522K
|
13K
$1.65M
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
4.54KNew |
$480K - $515K
|
4.54K
$576K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
4.42K+ 135.91% |
$467K - $501K
|
7.67K
$974K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.37K+ 2.06% |
$462K - $496K
|
216K
$27.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.33KNew |
$457K - $491K
|
4.33K
$549K
|
|
|
Aug 12, 2024
Q2 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
4.1KNew |
$434K - $466K
|
4.1K
$521K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.06K+ 8.38% |
$429K - $461K
|
52.5K
$6.67M
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
3.97KNew |
$420K - $450K
|
3.97K
$504K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.9KNew |
$412K - $442K
|
3.9K
$495K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.61K+ 14.75% |
$382K - $410K
|
28.1K
$3.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
3.58K+ 141.84% |
$379K - $406K
|
6.11K
$776K
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3.57K+ 10.69% |
$377K - $405K
|
37K
$4.69M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
3.5K+ 14.75% |
$370K - $397K
|
27.2K
$3.46M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.47K+ 3.35% |
$367K - $394K
|
107K
$13.6M
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.45K+ 1252.73% |
$364K - $391K
|
3.72K
$472K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.44K+ 57.75% |
$364K - $390K
|
9.4K
$1.19M
|
|
|
Jul 16, 2024
Q2 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
3.42KNew |
$361K - $388K
|
3.42K
$434K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.31KNew |
$350K - $376K
|
3.31K
$421K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.31KNew |
$350K - $375K
|
3.31K
$420K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.24K+ 14.13% |
$342K - $368K
|
26.2K
$3.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.22KNew |
$340K - $365K
|
3.22K
$409K
|