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 |
|---|---|---|---|---|---|---|---|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.62KNew |
$188K - $224K
|
1.62K
$218K
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-332- 3.49% |
$38.6K - $46K
|
9.18K
$1.24M
|
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.95KNew |
$227K - $271K
|
1.95K
$264K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-50- 0.05% |
$5.82K - $6.93K
|
102K
$13.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
99+ 1.76% |
$11.5K - $13.7K
|
5.74K
$774K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-55- 0.81% |
$6.4K - $7.62K
|
6.71K
$905K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
44+ 1.64% |
$5.12K - $6.09K
|
2.73K
$368K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
314+ 33.33% |
$36.5K - $43.5K
|
1.26K
$170K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
19.6KNew |
$2.29M - $2.72M
|
19.6K
$2.65M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
509New |
$59.2K - $70.5K
|
509
$68.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-563- 4.34% |
$65.5K - $78K
|
12.4K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
10.5KNew |
$1.22M - $1.45M
|
10.5K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
53KNew |
$6.17M - $7.34M
|
53K
$7.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
19.8K+ 136.18% |
$2.31M - $2.75M
|
34.4K
$4.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
51.6K+ 40.83% |
$6.01M - $7.15M
|
178K
$24M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-6.93K- 3.68% |
$807K - $960K
|
182K
$24.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.09K+ 112.01% |
$825K - $982K
|
13.4K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
22.6K+ 70.63% |
$2.63M - $3.13M
|
54.6K
$7.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.5K- 3.34% |
$174K - $208K
|
43.3K
$5.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4- 0.04% |
$466 - $554
|
9.06K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
67.9K+ 84.81% |
$7.9M - $9.41M
|
148K
$20M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.29K+ 92.07% |
$382K - $455K
|
6.86K
$925K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.09KNew |
$243K - $289K
|
2.09K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-90- 9.09% |
$10.5K - $12.5K
|
900
$121K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-18- 0.28% |
$2.1K - $2.49K
|
6.39K
$863K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-7.99K- 46.46% |
$930K - $1.11M
|
9.21K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
1.5KNew |
$174K - $208K
|
1.5K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
364+ 0.98% |
$42.4K - $50.4K
|
37.6K
$5.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
154K+ 2.16% |
$17.9M - $21.3M
|
7.28M
$983M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
9.29K+ 8.15% |
$1.08M - $1.29M
|
123K
$16.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-10- 0.52% |
$1.16K - $1.39K
|
1.93K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
300+ 7.49% |
$34.9K - $41.6K
|
4.31K
$581K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
113+ 0.23% |
$13.2K - $15.7K
|
49.2K
$6.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-14- 0.05% |
$1.63K - $1.94K
|
28K
$3.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
6.41K+ 22.87% |
$746K - $888K
|
34.4K
$4.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-9.57K- 11.05% |
$1.11M - $1.32M
|
77K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-744- 3.09% |
$86.6K - $103K
|
23.3K
$3.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
BUY
|
- |
4.22KNew |
$491K - $585K
|
4.22K
$570K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
50K+ 107.63% |
$5.82M - $6.93M
|
96.5K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
553New |
$64.4K - $76.6K
|
553
$74.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.7K+ 121.7% |
$1.59M - $1.89M
|
24.9K
$3.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.52K+ 7.03% |
$294K - $350K
|
38.4K
$5.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
2.85KNew |
$331K - $394K
|
2.85K
$384K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
19.3K+ 0.84% |
$2.24M - $2.67M
|
2.31M
$311M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
20.2K+ 9.84% |
$2.35M - $2.8M
|
225K
$30.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
237+ 97.13% |
$27.6K - $32.8K
|
481
$64.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-820- 52.36% |
$95.4K - $114K
|
746
$101K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.44K+ 18.91% |
$284K - $338K
|
15.4K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
48+ 0.94% |
$5.59K - $6.65K
|
5.18K
$699K
|
|
|
Feb 14, 2025
Q4 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
59.2KNew |
$6.89M - $8.2M
|
59.2K
$7.99M
|