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 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
8.1KNew |
$942K - $1.12M
|
8.1K
$1.03M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-37- 0.89% |
$4.31K - $5.13K
|
4.13K
$524K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
3.67K+ 46.65% |
$427K - $508K
|
11.5K
$1.46M
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
509+ 11.64% |
$59.2K - $70.5K
|
4.88K
$620K
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9.68KNew |
$1.13M - $1.34M
|
9.68K
$1.23M
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-428- 1.47% |
$49.8K - $59.3K
|
28.7K
$3.65M
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.45K- 19.78% |
$169K - $201K
|
5.88K
$746K
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
50New |
$5.82K - $6.93K
|
50
$6.35K
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.73K- 3.2% |
$201K - $239K
|
52.2K
$6.63M
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-17- 0.52% |
$1.98K - $2.35K
|
3.25K
$412K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.11% |
$116 - $139
|
906
$115K
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.43K- 7.9% |
$166K - $198K
|
16.7K
$2.12M
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.04K- 1.68% |
$121K - $144K
|
60.7K
$7.71M
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-15.5K- 18.75% |
$1.81M - $2.15M
|
67.3K
$8.55M
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-4.37K- 4.1% |
$509K - $605K
|
102K
$13M
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
150New |
$17.5K - $20.8K
|
150
$19K
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-364- 3.46% |
$42.4K - $50.4K
|
10.2K
$1.29M
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
189+ 0.92% |
$22K - $26.2K
|
20.6K
$2.62M
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-15- 0.5% |
$1.75K - $2.08K
|
2.96K
$376K
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-624- 8.11% |
$72.6K - $86.4K
|
7.07K
$898K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-107- 4.55% |
$12.5K - $14.8K
|
2.25K
$285K
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-387- 3.59% |
$45K - $53.6K
|
10.4K
$1.32M
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.17% |
$116 - $139
|
576
$73.1K
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
16.8KNew |
$1.95M - $2.32M
|
16.8K
$2.13M
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-100K- 38.27% |
$11.7M - $13.9M
|
162K
$20.5M
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-891- 13.89% |
$104K - $123K
|
5.52K
$701K
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-10- 0.31% |
$1.16K - $1.39K
|
3.18K
$404K
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-22.2K- 67.48% |
$2.58M - $3.07M
|
10.7K
$1.36M
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
3.38KNew |
$394K - $468K
|
3.38K
$429K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
55New |
$6.4K - $7.62K
|
55
$6.98K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 1.5% |
$233 - $277
|
135
$17.1K
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-3.12K- 6.94% |
$363K - $431K
|
41.8K
$5.3M
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-425- 2.55% |
$49.5K - $58.9K
|
16.3K
$2.06M
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-237- 4.76% |
$27.6K - $32.8K
|
4.74K
$602K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
94New |
$10.9K - $13K
|
94
$11.9K
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.6K- 3.51% |
$186K - $222K
|
44.1K
$5.59M
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.74KNew |
$202K - $241K
|
1.74K
$221K
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.39K+ 6.23% |
$161K - $192K
|
23.7K
$3M
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.68KNew |
$195K - $233K
|
1.68K
$213K
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
906+ 2.82% |
$105K - $125K
|
33.1K
$4.2M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-5.42K- 27.66% |
$631K - $751K
|
14.2K
$1.8M
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.14K+ 1.28% |
$132K - $157K
|
89.8K
$11.4M
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.73KNew |
$317K - $377K
|
2.73K
$346K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
139KNew |
$16.2M - $19.3M
|
139K
$17.7M
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-13.1K- 34.34% |
$1.52M - $1.81M
|
25K
$3.18M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-528- 4.75% |
$61.5K - $73.1K
|
10.6K
$1.34M
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2- 0.6% |
$233 - $277
|
329
$41.8K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
28+ 100.0% |
$3.26K - $3.88K
|
56
$7.11K
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-480- 1.61% |
$55.9K - $66.5K
|
29.4K
$3.73M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
263+ 11.06% |
$30.6K - $36.4K
|
2.64K
$335K
|