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 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.18K+ 1.68% |
$336K - $361K
|
193K
$25.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.11KNew |
$328K - $352K
|
3.11K
$406K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
3.08K+ 11.93% |
$326K - $350K
|
28.9K
$3.78M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.05KNew |
$323K - $346K
|
3.05K
$399K
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.95KNew |
$312K - $335K
|
2.95K
$386K
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.94K+ 35.94% |
$310K - $333K
|
11.1K
$1.45M
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.86KNew |
$302K - $324K
|
2.86K
$373K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.86K+ 6.97% |
$302K - $324K
|
43.8K
$5.72M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.85K+ 140.84% |
$301K - $323K
|
4.87K
$636K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.8K+ 4.18% |
$295K - $317K
|
69.7K
$9.11M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.76K+ 3.06% |
$292K - $313K
|
93.1K
$12.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.74K+ 6.13% |
$290K - $311K
|
47.5K
$6.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.71K+ 73.67% |
$286K - $307K
|
6.38K
$834K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.64K+ 6.24% |
$279K - $300K
|
45K
$5.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.61KNew |
$276K - $296K
|
2.61K
$341K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.54K+ 28.97% |
$269K - $288K
|
11.3K
$1.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.53K+ 0.29% |
$267K - $287K
|
864K
$113M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.53K+ 32.72% |
$267K - $287K
|
10.3K
$1.34M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.48K+ 3.94% |
$262K - $282K
|
65.5K
$8.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
2.42KNew |
$256K - $274K
|
2.42K
$316K
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
2.42KNew |
$255K - $274K
|
2.42K
$316K
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.41K+ 0.89% |
$255K - $273K
|
273K
$35.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.39K+ 22.66% |
$253K - $271K
|
12.9K
$1.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.37K+ 4.32% |
$251K - $269K
|
57.3K
$7.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.36K+ 2.86% |
$249K - $267K
|
84.7K
$11.1M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.33KNew |
$246K - $264K
|
2.33K
$304K
|
|
|
Aug 13, 2024
Q2 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
2.3K+ 25.79% |
$243K - $261K
|
11.2K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.28K+ 13.88% |
$241K - $259K
|
18.7K
$2.44M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.26K+ 7.96% |
$238K - $256K
|
30.6K
$4M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
2.22K+ 0.44% |
$234K - $252K
|
501K
$65.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.22K+ 4.22% |
$234K - $251K
|
54.7K
$7.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.21K+ 22.48% |
$234K - $251K
|
12.1K
$1.58M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
2.21K+ 45.04% |
$233K - $250K
|
7.11K
$929K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.2KNew |
$232K - $249K
|
2.2K
$287K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.19K+ 4.91% |
$231K - $248K
|
46.7K
$6.11M
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.18K+ 4.12% |
$231K - $248K
|
55.1K
$7.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.06KNew |
$218K - $234K
|
2.06K
$269K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.06KNew |
$218K - $233K
|
2.06K
$269K
|
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.04KNew |
$215K - $231K
|
2.04K
$266K
|
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.02K+ 1.28% |
$213K - $229K
|
160K
$20.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2K+ 10.51% |
$211K - $226K
|
21K
$2.74M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.99KNew |
$210K - $225K
|
1.99K
$260K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.97K+ 54.34% |
$208K - $223K
|
5.6K
$731K
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.94KNew |
$205K - $219K
|
1.94K
$253K
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.91K+ 10.42% |
$202K - $217K
|
20.2K
$2.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.87K+ 89.14% |
$198K - $212K
|
3.97K
$519K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.87K+ 19.4% |
$197K - $212K
|
11.5K
$1.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Parthenon LLC
|
BUY
|
- |
1.82KNew |
$192K - $206K
|
1.82K
$238K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.8K+ 7.44% |
$191K - $205K
|
26.1K
$3.41M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.78K+ 1.33% |
$188K - $202K
|
136K
$17.8M
|