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 |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22+ 0.93% |
$2.53K - $3.07K
|
2.38K
$327K
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
19K+ 621.85% |
$2.18M - $2.65M
|
22.1K
$3.04M
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-21K- 73.55% |
$2.42M - $2.94M
|
7.57K
$1.04M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-907- 3.83% |
$104K - $127K
|
22.8K
$3.14M
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-5- 0.26% |
$575 - $698
|
1.91K
$263K
|
|
May 09, 2025
Q1 2025
|
Performa LTD (Us), LLC
|
BUY
|
- |
1+ 0.07% |
$115 - $140
|
1.46K
$200K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
19+ 0.23% |
$2.18K - $2.65K
|
8.18K
$1.13M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
153K+ 120.42% |
$17.5M - $21.3M
|
279K
$38.5M
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-17- 0.88% |
$1.95K - $2.37K
|
1.91K
$262K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-127K- 23.12% |
$14.6M - $17.7M
|
421K
$58M
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-100- 44.44% |
$11.5K - $14K
|
125
$17.2K
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-4.27K- 34.14% |
$490K - $596K
|
8.23K
$1.13M
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
316+ 1.05% |
$36.3K - $44.1K
|
30.5K
$4.2M
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
SELL
|
CALL |
-100- 4.76% |
$11.5K - $14K
|
2K
$275K
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
451+ 13.93% |
$51.8K - $63K
|
3.69K
$508K
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-6.96K- 97.26% |
$799K - $971K
|
196
$27K
|
|
May 09, 2025
Q1 2025
|
Summit Rock Advisors, LP
|
SELL
|
- |
-115K- 35.3% |
$13.2M - $16M
|
210K
$29M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.78K+ 16.83% |
$205K - $249K
|
12.4K
$1.7M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.4K- 8.35% |
$161K - $195K
|
15.4K
$2.11M
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-776- 3.42% |
$89.2K - $108K
|
21.9K
$3.02M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.23KNew |
$142K - $172K
|
1.23K
$170K
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-184- 2.36% |
$21.1K - $25.7K
|
7.6K
$1.05M
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
247+ 5.26% |
$28.4K - $34.5K
|
4.94K
$680K
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
563+ 2.01% |
$64.7K - $78.6K
|
28.5K
$3.93M
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
243New |
$27.9K - $33.9K
|
243
$33.5K
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-87- 1.96% |
$10K - $12.1K
|
4.35K
$599K
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-8.19K- 30.18% |
$941K - $1.14M
|
19K
$2.61M
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.23K+ 95.8% |
$142K - $172K
|
2.52K
$347K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.88K+ 14.52% |
$330K - $401K
|
22.7K
$3.12M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-628- 1.67% |
$72.2K - $87.7K
|
36.9K
$5.08M
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
144K+ 109.32% |
$16.5M - $20.1M
|
276K
$38M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-31- 0.09% |
$3.56K - $4.33K
|
35.5K
$4.89M
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-145- 2.16% |
$16.7K - $20.2K
|
6.56K
$903K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-6.58K- 6.82% |
$756K - $919K
|
89.9K
$12.4M
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-60- 0.48% |
$6.89K - $8.38K
|
12.4K
$1.71M
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-276- 37.6% |
$31.7K - $38.5K
|
458
$63.1K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-25- 0.05% |
$2.87K - $3.49K
|
53K
$7.29M
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
98.1K+ 74.34% |
$11.3M - $13.7M
|
230K
$31.7M
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.62K+ 47.79% |
$301K - $366K
|
8.11K
$1.12M
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-7- 0.09% |
$804 - $977
|
7.82K
$1.08M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-944- 22.88% |
$108K - $132K
|
3.18K
$438K
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
325+ 7.39% |
$37.3K - $45.4K
|
4.73K
$651K
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.13K- 32.34% |
$130K - $157K
|
2.36K
$325K
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-110- 0.74% |
$12.6K - $15.4K
|
14.7K
$2.03M
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.65KNew |
$420K - $510K
|
3.65K
$503K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
997+ 2.95% |
$115K - $139K
|
34.9K
$4.8M
|
|
May 08, 2025
Q1 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
107+ 1.55% |
$12.3K - $14.9K
|
6.99K
$963K
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-4.98K- 13.26% |
$572K - $695K
|
32.6K
$4.49M
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-430- 8.67% |
$49.4K - $60K
|
4.53K
$624K
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
546+ 6.32% |
$62.7K - $76.2K
|
9.19K
$1.26M
|