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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-43- 2.14% |
$4.55K - $4.88K
|
1.96K
$249K
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-43- 0.31% |
$4.55K - $4.88K
|
13.7K
$1.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-46- 86.79% |
$4.86K - $5.22K
|
7
$889
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-48- 1.56% |
$5.07K - $5.44K
|
3.03K
$385K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-48- 1.48% |
$5.07K - $5.44K
|
3.19K
$405K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-49- 0.2% |
$5.18K - $5.56K
|
24.3K
$3.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-50- 0.36% |
$5.29K - $5.67K
|
13.9K
$1.76M
|
|
|
Aug 06, 2024
Q2 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-50- 0.5% |
$5.29K - $5.67K
|
9.9K
$1.26M
|
|
|
Jul 22, 2024
Q2 2024
|
Brickley Wealth Management
|
SELL
|
- |
-50- 0.53% |
$5.29K - $5.67K
|
9.35K
$1.19M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-51- 1.0% |
$5.39K - $5.78K
|
5.06K
$642K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-51- 2.55% |
$5.39K - $5.78K
|
1.95K
$248K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-52- 1.87% |
$5.5K - $5.9K
|
2.73K
$346K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-52- 0.41% |
$5.5K - $5.9K
|
12.6K
$1.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-53- 0.96% |
$5.6K - $6.01K
|
5.45K
$692K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-53- 10.1% |
$5.6K - $6.01K
|
472
$59.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-54- 2.21% |
$5.71K - $6.13K
|
2.39K
$303K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-54- 0.04% |
$5.71K - $6.13K
|
150K
$19.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-55- 0.44% |
$5.81K - $6.24K
|
12.4K
$1.58M
|
|
|
Jul 18, 2024
Q2 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-55- 2.88% |
$5.81K - $6.24K
|
1.85K
$235K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-56- 12.2% |
$5.92K - $6.35K
|
403
$51.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-56- 0.19% |
$5.92K - $6.35K
|
29.2K
$3.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-58- 3.05% |
$6.13K - $6.58K
|
1.84K
$234K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-58- 10.55% |
$6.13K - $6.58K
|
492
$62.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-58- 1.3% |
$6.13K - $6.58K
|
4.41K
$559K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-60- 1.55% |
$6.34K - $6.81K
|
3.8K
$482K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-61- 1.16% |
$6.45K - $6.92K
|
5.21K
$661K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-61- 1.96% |
$6.45K - $6.92K
|
3.05K
$387K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-63- 5.32% |
$6.66K - $7.15K
|
1.12K
$142K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-64- 1.24% |
$6.76K - $7.26K
|
5.1K
$647K
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-64- 3.33% |
$6.76K - $7.26K
|
1.86K
$236K
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-64- 0.19% |
$6.76K - $7.26K
|
32.9K
$4.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-64- 1.87% |
$6.76K - $7.26K
|
3.36K
$426K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-65- 1.02% |
$6.87K - $7.37K
|
6.3K
$799K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-66- 0.96% |
$6.98K - $7.49K
|
6.8K
$863K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-70- 3.01% |
$7.4K - $7.94K
|
2.25K
$286K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-73Closed |
$7.72K - $8.28K
|
0
$0
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-75- 1.18% |
$7.93K - $8.51K
|
6.3K
$800K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-80- 20.0% |
$8.46K - $9.07K
|
320
$40.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-84- 0.77% |
$8.88K - $9.53K
|
10.8K
$1.37M
|
|
|
Jan 08, 2025
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-88- 6.65% |
$9.3K - $9.98K
|
1.24K
$157K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-90- 2.12% |
$9.51K - $10.2K
|
4.16K
$527K
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-90- 3.44% |
$9.51K - $10.2K
|
2.52K
$320K
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-95- 3.35% |
$10K - $10.8K
|
2.74K
$348K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-97- 21.56% |
$10.3K - $11K
|
353
$44.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-100- 4.15% |
$10.6K - $11.3K
|
2.31K
$293K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-107- 1.53% |
$11.3K - $12.1K
|
6.87K
$872K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-116Closed |
$12.3K - $13.2K
|
0
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-117- 1.37% |
$12.4K - $13.3K
|
8.44K
$1.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-129- 1.63% |
$13.6K - $14.6K
|
7.79K
$989K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-129- 1.87% |
$13.6K - $14.6K
|
6.77K
$859K
|