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 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
182+ 70.82% |
$19.2K - $20.6K
|
439
$57.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
178+ 8.45% |
$18.8K - $20.2K
|
2.28K
$299K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
174New |
$18.4K - $19.7K
|
174
$22.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
164+ 1.89% |
$17.3K - $18.6K
|
8.84K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
153+ 4.48% |
$16.2K - $17.4K
|
3.57K
$467K
|
|
|
Jul 24, 2024
Q2 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
152+ 0.58% |
$16.1K - $17.2K
|
26.2K
$3.43M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
152+ 4.29% |
$16.1K - $17.2K
|
3.69K
$483K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
150+ 2.88% |
$15.9K - $17K
|
5.36K
$701K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
142+ 1.94% |
$15K - $16.1K
|
7.47K
$977K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
141+ 0.19% |
$14.9K - $16K
|
73.8K
$9.65M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
135+ 1.36% |
$14.3K - $15.3K
|
10.1K
$1.32M
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
130+ 78.31% |
$13.7K - $14.7K
|
296
$38.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
116+ 4.43% |
$12.3K - $13.2K
|
2.74K
$358K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
114+ 4.06% |
$12K - $12.9K
|
2.92K
$382K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
111+ 0.53% |
$11.7K - $12.6K
|
20.9K
$2.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
109New |
$11.5K - $12.4K
|
109
$14.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
107New |
$11.3K - $12.1K
|
107
$14K
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
107+ 2.28% |
$11.3K - $12.1K
|
4.81K
$628K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
105+ 4.19% |
$11.1K - $11.9K
|
2.61K
$341K
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
105+ 3.4% |
$11.1K - $11.9K
|
3.19K
$417K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
103+ 0.2% |
$10.9K - $11.7K
|
52.2K
$6.82M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
102+ 0.92% |
$10.8K - $11.6K
|
11.1K
$1.46M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
102New |
$10.8K - $11.6K
|
102
$13.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
99New |
$10.5K - $11.2K
|
99
$12.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
97+ 30.7% |
$10.3K - $11K
|
413
$54K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
94New |
$9.94K - $10.7K
|
94
$12.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
94+ 0.87% |
$9.94K - $10.7K
|
10.9K
$1.42M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
87+ 1.58% |
$9.2K - $9.87K
|
5.6K
$732K
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
86+ 2.37% |
$9.09K - $9.75K
|
3.72K
$486K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
78+ 2.7% |
$8.24K - $8.85K
|
2.97K
$388K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
78New |
$8.24K - $8.85K
|
78
$10.2K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
77+ 0.57% |
$8.14K - $8.73K
|
13.5K
$1.76M
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
76+ 1.58% |
$8.03K - $8.62K
|
4.87K
$637K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
76+ 1.74% |
$8.03K - $8.62K
|
4.45K
$581K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
74+ 0.2% |
$7.82K - $8.39K
|
36.8K
$4.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
69+ 0.22% |
$7.29K - $7.83K
|
31.3K
$4.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
68+ 7.63% |
$7.19K - $7.71K
|
959
$125K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
65+ 0.15% |
$6.87K - $7.37K
|
43.8K
$5.73M
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
64+ 2.75% |
$6.76K - $7.26K
|
2.39K
$312K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
61+ 0.03% |
$6.45K - $6.92K
|
196K
$25.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
61+ 2.71% |
$6.45K - $6.92K
|
2.31K
$302K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
58+ 0.43% |
$6.13K - $6.58K
|
13.5K
$1.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
57+ 1.86% |
$6.02K - $6.47K
|
3.13K
$409K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
55+ 0.48% |
$5.81K - $6.24K
|
11.6K
$1.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
55+ 29.1% |
$5.81K - $6.24K
|
244
$31.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
51+ 2.56% |
$5.39K - $5.78K
|
2.04K
$267K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
51+ 0.25% |
$5.39K - $5.78K
|
20.8K
$2.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
50New |
$5.29K - $5.67K
|
50
$6.54K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
50+ 1.76% |
$5.29K - $5.67K
|
2.9K
$379K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
50+ 0.87% |
$5.29K - $5.67K
|
5.77K
$754K
|