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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.06% |
$116 - $139
|
1.79K
$228K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-98- 0.69% |
$11.4K - $13.6K
|
14.2K
$1.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-620- 25.5% |
$72.2K - $85.9K
|
1.81K
$230K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-150- 0.94% |
$17.5K - $20.8K
|
15.8K
$2.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.83KNew |
$213K - $254K
|
1.83K
$233K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-96- 1.4% |
$11.2K - $13.3K
|
6.76K
$858K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-15.1K- 65.96% |
$1.76M - $2.09M
|
7.79K
$988K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.57K- 40.13% |
$183K - $217K
|
2.34K
$297K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-511- 9.82% |
$59.5K - $70.8K
|
4.69K
$596K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.18% |
$116 - $139
|
570
$72.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.15K+ 68.54% |
$134K - $159K
|
2.82K
$358K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
319K+ 86.76% |
$37.2M - $44.2M
|
687K
$87.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-21- 2.01% |
$2.44K - $2.91K
|
1.03K
$130K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.08KNew |
$824K - $981K
|
7.08K
$899K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
1.8KNew |
$210K - $249K
|
1.8K
$229K
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
39.9KNew |
$4.65M - $5.53M
|
39.9K
$5.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.81KNew |
$210K - $250K
|
1.81K
$229K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-34- 11.3% |
$3.96K - $4.71K
|
267
$33.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-585- 1.29% |
$68.1K - $81K
|
44.9K
$5.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
28+ 0.36% |
$3.26K - $3.88K
|
7.75K
$984K
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-606- 3.37% |
$70.5K - $83.9K
|
17.4K
$2.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-718K- 99.15% |
$83.5M - $99.4M
|
6.18K
$784K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.23K+ 20.59% |
$143K - $170K
|
7.18K
$911K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.2KNew |
$372K - $443K
|
3.2K
$406K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-208- 2.9% |
$24.2K - $28.8K
|
6.97K
$885K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
100+ 5.0% |
$11.6K - $13.9K
|
2.1K
$267K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-592- 0.91% |
$68.9K - $82K
|
64.4K
$8.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-130- 6.31% |
$15.1K - $18K
|
1.93K
$245K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-1.25K- 3.82% |
$146K - $173K
|
31.5K
$4M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
12.2KNew |
$1.42M - $1.69M
|
12.2K
$1.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
81+ 0.16% |
$9.43K - $11.2K
|
49.7K
$6.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-996- 16.95% |
$116K - $138K
|
4.88K
$620K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-48- 1.51% |
$5.59K - $6.65K
|
3.14K
$398K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-388- 0.39% |
$45.2K - $53.7K
|
99.3K
$12.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
2.22KNew |
$259K - $308K
|
2.22K
$282K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-117- 0.53% |
$13.6K - $16.2K
|
21.8K
$2.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-123- 9.28% |
$14.3K - $17K
|
1.2K
$153K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-337- 10.11% |
$39.2K - $46.7K
|
3K
$380K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
91KNew |
$10.6M - $12.6M
|
91K
$11.5M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-128- 43.1% |
$14.9K - $17.7K
|
169
$21.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-95- 1.6% |
$11.1K - $13.2K
|
5.85K
$743K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
501+ 11.29% |
$58.3K - $69.4K
|
4.94K
$627K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
50.3K+ 436.57% |
$5.85M - $6.97M
|
61.8K
$7.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-13- 0.43% |
$1.51K - $1.8K
|
3.01K
$382K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2+ 0.1% |
$233 - $277
|
2.01K
$255K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.1K+ 42.0% |
$827K - $984K
|
24K
$3.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.21KNew |
$257K - $306K
|
2.21K
$280K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-148- 4.21% |
$17.2K - $20.5K
|
3.37K
$428K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
100+ 80.0% |
$11.6K - $13.9K
|
225
$28.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
1.5K+ 8.19% |
$175K - $208K
|
19.9K
$2.52M
|