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 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
791+ 2.72% |
$92.1K - $110K
|
29.9K
$3.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.01% |
$116 - $139
|
7.99K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
4.28KNew |
$498K - $593K
|
4.28K
$543K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-1.08K- 3.26% |
$126K - $149K
|
32K
$4.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
89.6KNew |
$10.4M - $12.4M
|
89.6K
$11.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.47% |
$116 - $139
|
213
$27K
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
1.66KNew |
$193K - $230K
|
1.66K
$210K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
200New |
$23.3K - $27.7K
|
200
$25.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2+ 0.08% |
$233 - $277
|
2.38K
$302K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-148- 3.9% |
$17.2K - $20.5K
|
3.65K
$463K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
777+ 11100.0% |
$90.4K - $108K
|
784
$99.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.3K- 9.67% |
$152K - $180K
|
12.2K
$1.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.07% |
$116 - $139
|
1.41K
$179K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 0.04% |
$116 - $139
|
2.39K
$303K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
47+ 0.63% |
$5.47K - $6.51K
|
7.48K
$949K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.54K+ 5.86% |
$296K - $352K
|
45.9K
$5.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
714+ 1.5% |
$83.1K - $98.9K
|
48.4K
$6.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.57K+ 125.67% |
$415K - $494K
|
6.41K
$814K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
63+ 0.41% |
$7.33K - $8.73K
|
15.6K
$1.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-60- 0.06% |
$6.98K - $8.31K
|
93.7K
$11.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.13K+ 33.44% |
$365K - $434K
|
12.5K
$1.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
51+ 1.85% |
$5.94K - $7.06K
|
2.81K
$356K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-10.7K- 2.12% |
$1.24M - $1.48M
|
492K
$62.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.83K+ 1.41% |
$213K - $254K
|
132K
$16.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.45K- 40.18% |
$168K - $200K
|
2.15K
$273K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
96New |
$11.2K - $13.3K
|
96
$12.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-5.41K- 13.21% |
$629K - $749K
|
35.5K
$4.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-204- 0.57% |
$23.7K - $28.3K
|
35.7K
$4.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.68K- 50.0% |
$195K - $232K
|
1.68K
$213K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-112- 1.88% |
$13K - $15.5K
|
5.84K
$742K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-186- 4.37% |
$21.7K - $25.8K
|
4.07K
$517K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
267+ 0.69% |
$31.1K - $37K
|
38.8K
$4.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1+ 0.04% |
$116 - $139
|
2.69K
$342K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-138- 1.15% |
$16.1K - $19.1K
|
11.9K
$1.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-1.3K- 4.39% |
$151K - $179K
|
28.2K
$3.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.26K- 3.92% |
$146K - $174K
|
30.7K
$3.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-423- 18.27% |
$49.2K - $58.6K
|
1.89K
$240K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-169- 20.19% |
$19.7K - $23.4K
|
668
$84.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.55KNew |
$180K - $215K
|
1.55K
$197K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
133New |
$15.5K - $18.4K
|
133
$16.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
582+ 2.12% |
$67.7K - $80.6K
|
28K
$3.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-105- 2.54% |
$12.2K - $14.5K
|
4.04K
$513K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
257+ 1.04% |
$29.9K - $35.6K
|
24.9K
$3.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.1% |
$233 - $277
|
2.05K
$260K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-721- 1.17% |
$83.9K - $99.9K
|
60.7K
$7.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.93K+ 98.92% |
$225K - $267K
|
3.88K
$492K
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
2.58KNew |
$300K - $357K
|
2.58K
$327K
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
SELL
|
- |
-29- 0.32% |
$3.38K - $4.02K
|
9K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.69KNew |
$196K - $234K
|
1.69K
$214K
|