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 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-56- 0.04% |
$6.43K - $7.82K
|
132K
$18.2M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
6.16K+ 1.93% |
$708K - $860K
|
326K
$44.9M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-303- 2.82% |
$34.8K - $42.3K
|
10.4K
$1.44M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
135+ 7.16% |
$15.5K - $18.8K
|
2.02K
$278K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-25- 0.06% |
$2.87K - $3.49K
|
42.2K
$5.81M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
768+ 0.58% |
$88.2K - $107K
|
132K
$18.2M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-24K- 1.12% |
$2.76M - $3.36M
|
2.12M
$291M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-487- 19.62% |
$56K - $68K
|
2K
$275K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.41K+ 2.18% |
$161K - $196K
|
65.8K
$9.05M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.52KNew |
$175K - $212K
|
1.52K
$209K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-195- 3.05% |
$22.4K - $27.2K
|
6.2K
$853K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.16K+ 6.39% |
$478K - $580K
|
69.2K
$9.53M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.43K- 50.69% |
$164K - $200K
|
1.39K
$192K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
310+ 436.62% |
$35.6K - $43.3K
|
381
$52.5K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1+ 0.02% |
$115 - $140
|
4.83K
$665K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.44K- 54.31% |
$395K - $480K
|
2.89K
$398K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-521- 7.05% |
$59.9K - $72.7K
|
6.87K
$946K
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
13.5KNew |
$1.55M - $1.88M
|
13.5K
$1.86M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
1.32K+ 62.04% |
$152K - $185K
|
3.46K
$476K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-835- 3.33% |
$95.9K - $117K
|
24.3K
$3.34M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-252- 4.31% |
$29K - $35.2K
|
5.59K
$770K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.92K+ 57.45% |
$335K - $407K
|
7.99K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-1.06K- 58.66% |
$122K - $148K
|
747
$103K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
38.3KNew |
$4.4M - $5.34M
|
38.3K
$5.27M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
773+ 5.21% |
$88.8K - $108K
|
15.6K
$2.15M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-45- 1.05% |
$5.17K - $6.28K
|
4.25K
$585K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.85K- 44.41% |
$327K - $397K
|
3.56K
$491K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
82.7K+ 11.13% |
$9.5M - $11.5M
|
825K
$114M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
21.2KNew |
$2.44M - $2.97M
|
21.2K
$2.93M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-32- 24.62% |
$3.68K - $4.47K
|
98
$13.5K
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
10.3K+ 26.46% |
$1.19M - $1.44M
|
49.4K
$6.8M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
24+ 0.9% |
$2.76K - $3.35K
|
2.7K
$372K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
219+ 9.25% |
$25.2K - $30.6K
|
2.59K
$356K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
58+ 0.82% |
$6.66K - $8.1K
|
7.14K
$983K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-1.75K- 1.73% |
$201K - $245K
|
99.5K
$13.7M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-2.8K- 35.12% |
$322K - $391K
|
5.17K
$712K
|
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-3.78K- 58.68% |
$434K - $527K
|
2.66K
$366K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-29.9K- 65.18% |
$3.44M - $4.18M
|
16K
$2.2M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-131- 6.32% |
$15.1K - $18.3K
|
1.94K
$267K
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-1.5K- 4.98% |
$172K - $209K
|
28.6K
$3.94M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-344- 9.44% |
$39.5K - $48K
|
3.3K
$455K
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-15.2K- 44.17% |
$1.74M - $2.12M
|
19.2K
$2.64M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-111- 3.42% |
$12.8K - $15.5K
|
3.13K
$432K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
147+ 18.75% |
$16.9K - $20.5K
|
931
$128K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-37- 0.79% |
$4.25K - $5.17K
|
4.68K
$644K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
40.3K+ 8.21% |
$4.63M - $5.63M
|
532K
$73.2M
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-30- 34.88% |
$3.45K - $4.19K
|
56
$7.71K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
11.1K+ 14.08% |
$1.28M - $1.55M
|
90.1K
$12.4M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1+ 0.03% |
$115 - $140
|
3.28K
$452K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
202New |
$23.2K - $28.2K
|
202
$27.8K
|