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 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.86K+ 20.68% |
$402K - $535K
|
22.5K
$3.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.68K+ 8.28% |
$175K - $233K
|
22K
$3.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
1.9K+ 44.8% |
$198K - $263K
|
6.13K
$858K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
521+ 23.32% |
$54.4K - $72.3K
|
2.76K
$386K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-1.37K- 5.06% |
$143K - $190K
|
25.6K
$3.59M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
318+ 2.87% |
$33.2K - $44.1K
|
11.4K
$1.59M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
57+ 109.62% |
$5.95K - $7.9K
|
109
$15.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
192+ 0.82% |
$20K - $26.6K
|
23.6K
$3.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
34+ 0.88% |
$3.55K - $4.72K
|
3.9K
$546K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-738- 12.01% |
$77K - $102K
|
5.41K
$757K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-42- 4.37% |
$4.38K - $5.82K
|
919
$129K
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-975- 1.42% |
$102K - $135K
|
67.6K
$9.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.07K- 4.05% |
$112K - $149K
|
25.4K
$3.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2+ 0.03% |
$209 - $277
|
6.98K
$977K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1- 0.02% |
$104 - $139
|
6.14K
$859K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
11.7K+ 0.75% |
$1.22M - $1.62M
|
1.57M
$220M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.52KNew |
$158K - $211K
|
1.52K
$213K
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
2+ 0.11% |
$209 - $277
|
1.89K
$265K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.72K- 6.86% |
$179K - $238K
|
23.3K
$3.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.86K+ 3.55% |
$194K - $257K
|
54.1K
$7.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.57KNew |
$163K - $217K
|
1.57K
$219K
|
|
|
Jul 22, 2025
Q2 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
1.69KNew |
$177K - $235K
|
1.69K
$237K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.65K+ 37.27% |
$381K - $506K
|
13.5K
$1.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-454- 48.76% |
$47.4K - $63K
|
477
$66.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
363+ 3.62% |
$37.9K - $50.3K
|
10.4K
$1.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.18K+ 4.36% |
$123K - $163K
|
28.2K
$3.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
2.3KNew |
$240K - $319K
|
2.3K
$322K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
82+ 0.78% |
$8.56K - $11.4K
|
10.6K
$1.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
325New |
$33.9K - $45.1K
|
325
$45.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
19K+ 91.29% |
$1.98M - $2.63M
|
39.7K
$5.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-446- 1.03% |
$46.5K - $61.9K
|
43.1K
$6.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-12.8K- 57.54% |
$1.33M - $1.77M
|
9.44K
$1.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-418- 0.15% |
$43.6K - $58K
|
283K
$39.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
9.59KNew |
$1M - $1.33M
|
9.59K
$1.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
264+ 1.81% |
$27.5K - $36.6K
|
14.9K
$2.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-3.52K- 22.06% |
$367K - $487K
|
12.4K
$1.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.54K+ 35.02% |
$160K - $213K
|
5.92K
$829K
|
|
|
Jul 22, 2025
Q2 2025
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-145- 0.51% |
$15.1K - $20.1K
|
28.4K
$3.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
3+ 0.1% |
$313 - $416
|
2.99K
$418K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.01K- 34.31% |
$731K - $972K
|
13.4K
$1.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-26- 0.17% |
$2.71K - $3.61K
|
15.6K
$2.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.51KNew |
$158K - $210K
|
1.51K
$212K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-697- 5.89% |
$72.7K - $96.7K
|
11.1K
$1.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-49.2K- 37.35% |
$5.14M - $6.83M
|
82.6K
$11.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-379- 7.55% |
$39.5K - $52.6K
|
4.64K
$650K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
10K+ 30.39% |
$1.04M - $1.39M
|
42.9K
$6.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.26KNew |
$236K - $313K
|
2.26K
$316K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
425+ 8.25% |
$44.3K - $58.9K
|
5.58K
$781K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-85- 15.18% |
$8.87K - $11.8K
|
475
$66.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-11- 2.33% |
$1.15K - $1.53K
|
462
$64.7K
|