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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-265- 4.16% |
$27.7K - $36.8K
|
6.11K
$841K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-581K- 46.09% |
$60.6M - $80.6M
|
680K
$93.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.68KNew |
$175K - $233K
|
1.68K
$231K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-617- 1.83% |
$64.4K - $85.6K
|
33.1K
$4.56M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.52KNew |
$158K - $210K
|
1.52K
$209K
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-863- 3.81% |
$90K - $120K
|
21.8K
$3M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.28K- 1.15% |
$134K - $178K
|
110K
$15.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-763- 20.26% |
$79.6K - $106K
|
3K
$413K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
31.5K+ 2234.8% |
$3.28M - $4.36M
|
32.9K
$4.53M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.21K- 9.81% |
$126K - $168K
|
11.1K
$1.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.6K+ 36.42% |
$167K - $222K
|
5.99K
$825K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.27K- 42.28% |
$132K - $176K
|
1.73K
$238K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.41KNew |
$252K - $335K
|
2.41K
$332K
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-180- 9.24% |
$18.8K - $25K
|
1.77K
$244K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
30+ 5.26% |
$3.13K - $4.16K
|
600
$82.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-7- 0.37% |
$730 - $971
|
1.9K
$261K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-50- 0.51% |
$5.22K - $6.93K
|
9.77K
$1.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-110- 12.53% |
$11.5K - $15.3K
|
768
$106K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-74- 2.07% |
$7.72K - $10.3K
|
3.5K
$482K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.89KNew |
$197K - $262K
|
1.89K
$260K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1.49KNew |
$155K - $206K
|
1.49K
$205K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-488- 1.09% |
$50.9K - $67.7K
|
44.4K
$6.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-50- 2.96% |
$5.22K - $6.93K
|
1.64K
$226K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-420- 13.91% |
$43.8K - $58.2K
|
2.6K
$358K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-99- 0.84% |
$10.3K - $13.7K
|
11.7K
$1.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
19.8K+ 3.89% |
$2.07M - $2.75M
|
529K
$72.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
437+ 5.59% |
$45.6K - $60.6K
|
8.25K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.94K- 2.75% |
$202K - $269K
|
68.6K
$9.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-5.11K- 53.43% |
$533K - $708K
|
4.45K
$613K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
2.02K+ 2.53% |
$210K - $280K
|
81.8K
$11.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-122- 6.78% |
$12.7K - $16.9K
|
1.68K
$231K
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-2.2K- 4.37% |
$230K - $306K
|
48.2K
$6.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.46KNew |
$152K - $202K
|
1.46K
$200K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.33K- 7.71% |
$139K - $185K
|
15.9K
$2.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
156+ 5.83% |
$16.3K - $21.6K
|
2.83K
$390K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
89+ 4.96% |
$9.29K - $12.3K
|
1.88K
$259K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.47K+ 6.62% |
$154K - $204K
|
23.7K
$3.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.04% |
$104 - $139
|
2.4K
$330K
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-67- 0.75% |
$6.99K - $9.29K
|
8.92K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-328K- 68.41% |
$34.2M - $45.5M
|
151K
$20.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
5+ 0.1% |
$522 - $693
|
5.15K
$709K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-10.6K- 8.15% |
$1.11M - $1.47M
|
120K
$16.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.43K+ 1.69% |
$149K - $198K
|
85.8K
$11.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
8+ 0.1% |
$835 - $1.11K
|
7.83K
$1.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
192KNew |
$20.1M - $26.7M
|
192K
$26.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.94K- 20.24% |
$202K - $269K
|
7.64K
$1.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-89- 4.4% |
$9.29K - $12.3K
|
1.94K
$267K
|
|
|
Jul 16, 2025
Q2 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-227- 0.89% |
$23.7K - $31.5K
|
25.2K
$3.47M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.38% |
$104 - $139
|
261
$35.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.67K+ 1.15% |
$279K - $371K
|
235K
$32.4M
|