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 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.06K+ 35.54% |
$696K - $846K
|
23.1K
$3.18M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
75.8K+ 5.1% |
$8.71M - $10.6M
|
1.56M
$215M
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
22+ 4.45% |
$2.53K - $3.07K
|
516
$71K
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-782- 12.15% |
$89.9K - $109K
|
5.65K
$778K
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-34.8K- 1.92% |
$3.99M - $4.85M
|
1.77M
$244M
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-548K- 16.39% |
$62.9M - $76.5M
|
2.79M
$385M
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2.5K+ 5.03% |
$287K - $349K
|
52.2K
$7.19M
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
2.56K+ 21.01% |
$294K - $357K
|
14.7K
$2.03M
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-21.4K- 26.17% |
$2.46M - $2.99M
|
60.4K
$8.31M
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-100- 38.17% |
$11.5K - $14K
|
162
$22.3K
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-402K- 48.42% |
$46.2M - $56.2M
|
429K
$59M
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
57K+ 16.98% |
$6.55M - $7.96M
|
393K
$54.1M
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
277+ 3.96% |
$31.8K - $38.7K
|
7.27K
$1M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.07K- 26.05% |
$353K - $428K
|
8.71K
$1.2M
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-200- 16.23% |
$23K - $27.9K
|
1.03K
$142K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
144K+ 6.7% |
$16.6M - $20.1M
|
2.3M
$317M
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
2.32K+ 32.05% |
$266K - $323K
|
9.55K
$1.31M
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.98K+ 6.05% |
$342K - $415K
|
52.2K
$7.19M
|
|
May 07, 2025
Q1 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-8.86K- 5.77% |
$1.02M - $1.24M
|
145K
$19.9M
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
134K+ 24226.04% |
$15.4M - $18.7M
|
135K
$18.5M
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-339- 10.06% |
$39K - $47.3K
|
3.03K
$417K
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
500+ 55.56% |
$57.5K - $69.8K
|
1.4K
$193K
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
8New |
$919 - $1.12K
|
8
$1.1K
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
195+ 10.11% |
$22.4K - $27.2K
|
2.12K
$292K
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-78- 46.15% |
$8.96K - $10.9K
|
91
$12.5K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.23KNew |
$141K - $171K
|
1.23K
$169K
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
17+ 0.28% |
$1.95K - $2.37K
|
6.15K
$846K
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.84K- 7.3% |
$556K - $675K
|
61.4K
$8.46M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-954- 30.53% |
$110K - $133K
|
2.17K
$299K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-587- 1.91% |
$67.4K - $81.9K
|
30.2K
$4.15M
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-6K- 2.68% |
$689K - $837K
|
217K
$29.9M
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-434- 14.13% |
$49.9K - $60.6K
|
2.64K
$363K
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
1.23K+ 18.25% |
$141K - $171K
|
7.94K
$1.09M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-22.1K- 10.97% |
$2.54M - $3.09M
|
180K
$24.7M
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
145K+ 323.78% |
$16.6M - $20.2M
|
189K
$26.1M
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
2.44K+ 94.61% |
$280K - $341K
|
5.02K
$691K
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
195+ 0.84% |
$22.4K - $27.2K
|
23.5K
$3.24M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.68K- 6.11% |
$653K - $793K
|
87.2K
$12M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.66K+ 0.64% |
$306K - $371K
|
420K
$57.8M
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.35K- 27.75% |
$156K - $189K
|
3.53K
$485K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.1K- 55.45% |
$816K - $992K
|
5.71K
$786K
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-305- 8.84% |
$35K - $42.6K
|
3.14K
$433K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-29.3K- 33.11% |
$3.37M - $4.1M
|
59.3K
$8.16M
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
16.3K+ 152.83% |
$1.88M - $2.28M
|
27K
$3.72M
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
883+ 7.14% |
$101K - $123K
|
13.3K
$1.82M
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
820New |
$94.2K - $114K
|
820
$113K
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.88K- 2.35% |
$331K - $402K
|
120K
$16.5M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-9.26K- 42.86% |
$1.06M - $1.29M
|
12.3K
$1.7M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.72KNew |
$197K - $240K
|
1.72K
$236K
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
505+ 4.44% |
$58K - $70.5K
|
11.9K
$1.63M
|