Latest Institutional Transactions on Ishares Russell Mid Cap Growth (IWP)
This table provides information on the latest institutional transactions involving Ishares Russell Mid Cap Growth (IWP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-9.03K- 2.57% |
$938K - $1.06M
|
342K
$43.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.81K+ 1.18% |
$188K - $212K
|
154K
$19.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.43K+ 125.47% |
$564K - $638K
|
9.75K
$1.25M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-24- 0.19% |
$2.49K - $2.82K
|
12.7K
$1.62M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-272K- 99.66% |
$28.2M - $32M
|
920
$118K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-333- 15.11% |
$34.6K - $39.2K
|
1.87K
$239K
|
|
|
Nov 15, 2024
Q3 2024
|
American Family Investments, Inc.
Madison, WI |
SELL
|
- |
-126K- 18.88% |
$13.1M - $14.8M
|
541K
$69.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.24K+ 3.58% |
$960K - $1.09M
|
267K
$34.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-50- 0.78% |
$5.19K - $5.88K
|
6.33K
$810K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
124New |
$12.9K - $14.6K
|
124
$15.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3KNew |
$311K - $353K
|
3K
$384K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-189K- 50.08% |
$19.7M - $22.3M
|
189K
$24.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.93K+ 36.9% |
$408K - $462K
|
14.6K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.05% |
$104 - $118
|
1.94K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.03K+ 2.36% |
$107K - $121K
|
44.8K
$5.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.54K- 6.47% |
$575K - $651K
|
80.1K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
90+ 10.0% |
$9.35K - $10.6K
|
990
$127K
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1+ 0.99% |
$104 - $118
|
102
$13.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.46K- 3.78% |
$152K - $172K
|
37.2K
$4.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-2.12K- 41.66% |
$220K - $250K
|
2.97K
$380K
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-692- 10.05% |
$71.9K - $81.4K
|
6.19K
$792K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-4.29K- 55.89% |
$445K - $504K
|
3.39K
$433K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
31.4K+ 1.39% |
$3.26M - $3.69M
|
2.29M
$293M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.79K- 2.67% |
$498K - $564K
|
175K
$22.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-8.33K- 6.45% |
$865K - $980K
|
121K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-25.2K- 66.0% |
$2.61M - $2.96M
|
13K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
9.64K+ 127.68% |
$1M - $1.13M
|
17.2K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
180+ 5.08% |
$18.7K - $21.2K
|
3.72K
$476K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-298K- 43.45% |
$30.9M - $35M
|
387K
$49.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-16.1K- 10.27% |
$1.67M - $1.89M
|
141K
$18M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16- 0.1% |
$1.66K - $1.88K
|
16.5K
$2.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.7K+ 2.77% |
$488K - $553K
|
174K
$22.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.75KNew |
$181K - $205K
|
1.75K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
244+ 2.22% |
$25.3K - $28.7K
|
11.2K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.85K- 2.81% |
$712K - $806K
|
237K
$30.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-246- 1.89% |
$25.6K - $28.9K
|
12.8K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-630- 0.96% |
$65.4K - $74.1K
|
65K
$8.32M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
277+ 0.47% |
$28.8K - $32.6K
|
59.8K
$7.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
240+ 1.51% |
$24.9K - $28.2K
|
16.1K
$2.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
303+ 5.55% |
$31.5K - $35.6K
|
5.76K
$737K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1+ 0.02% |
$104 - $118
|
4.83K
$617K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1- 0.02% |
$104 - $118
|
4.17K
$534K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.16K+ 29.15% |
$120K - $136K
|
5.13K
$656K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.66K- 3.52% |
$172K - $195K
|
45.5K
$5.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-9.3K- 29.58% |
$966K - $1.09M
|
22.1K
$2.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-609- 1.39% |
$63.3K - $71.6K
|
43.2K
$5.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.58KNew |
$268K - $303K
|
2.58K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.03K+ 0.17% |
$107K - $121K
|
610K
$78.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-14- 0.34% |
$1.45K - $1.65K
|
4.11K
$526K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
935+ 22.5% |
$97.1K - $110K
|
5.09K
$651K
|