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 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-198- 39.36% |
$22.8K - $27.6K
|
305
$42K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-5.29K- 21.25% |
$608K - $738K
|
19.6K
$2.7M
|
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-499- 5.22% |
$57.3K - $69.7K
|
9.06K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
747+ 5.27% |
$85.8K - $104K
|
14.9K
$2.05M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-59- 5.19% |
$6.78K - $8.24K
|
1.08K
$148K
|
|
|
May 01, 2025
Q1 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-236- 5.76% |
$27.1K - $32.9K
|
3.86K
$532K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
373+ 1.1% |
$42.9K - $52.1K
|
34.3K
$4.72M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.32K+ 83.02% |
$611K - $743K
|
11.7K
$1.62M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
37+ 1.72% |
$4.25K - $5.17K
|
2.19K
$302K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-7.38K- 2.2% |
$848K - $1.03M
|
328K
$45.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.74% |
$3.45K - $4.19K
|
4.04K
$557K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.1K+ 36.35% |
$1.62M - $1.97M
|
53K
$7.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
2+ 0.01% |
$230 - $279
|
18.6K
$2.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
801+ 29.75% |
$92K - $112K
|
3.49K
$481K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
3.3K+ 65.35% |
$379K - $461K
|
8.35K
$1.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
407+ 2.87% |
$46.8K - $56.8K
|
14.6K
$2.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
230+ 3.21% |
$26.4K - $32.1K
|
7.41K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-200- 4.84% |
$23K - $27.9K
|
3.93K
$541K
|
|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
34.4KNew |
$3.96M - $4.81M
|
34.4K
$4.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-92- 7.65% |
$10.6K - $12.8K
|
1.11K
$153K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-951- 12.27% |
$109K - $133K
|
6.8K
$936K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-314- 4.64% |
$36.1K - $43.8K
|
6.45K
$888K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
200+ 83.33% |
$23K - $27.9K
|
440
$60.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.49K+ 6.26% |
$401K - $487K
|
59.3K
$8.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
198+ 0.7% |
$22.8K - $27.6K
|
28.4K
$3.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3+ 0.07% |
$345 - $419
|
4.11K
$566K
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
4+ 0.06% |
$460 - $558
|
7.08K
$974K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
78+ 0.23% |
$8.96K - $10.9K
|
34.7K
$4.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-65- 52.85% |
$7.47K - $9.07K
|
58
$7.99K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-39- 0.42% |
$4.48K - $5.44K
|
9.28K
$1.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.14K- 15.42% |
$246K - $299K
|
11.8K
$1.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-446- 9.14% |
$51.2K - $62.3K
|
4.44K
$611K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-743- 2.41% |
$85.4K - $104K
|
30.1K
$4.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
94+ 69.63% |
$10.8K - $13.1K
|
229
$31.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
SELL
|
- |
-414- 1.31% |
$47.6K - $57.8K
|
31.1K
$4.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
SELL
|
- |
-274- 3.04% |
$31.5K - $38.3K
|
8.73K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-609- 2.2% |
$70K - $85K
|
27K
$3.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
760KNew |
$87.4M - $106M
|
760K
$105M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
929+ 13.79% |
$107K - $130K
|
7.66K
$1.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-187- 1.49% |
$21.5K - $26.1K
|
12.3K
$1.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-168- 6.7% |
$19.3K - $23.5K
|
2.34K
$322K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
64+ 0.6% |
$7.35K - $8.93K
|
10.7K
$1.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-551- 2.42% |
$63.3K - $76.9K
|
22.2K
$3.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
309K+ 19.03% |
$35.5M - $43.1M
|
1.93M
$266M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.26K+ 252.72% |
$144K - $175K
|
1.75K
$241K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
10.3K+ 38.57% |
$1.18M - $1.44M
|
36.9K
$5.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-234- 1.4% |
$26.9K - $32.7K
|
16.4K
$2.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-373- 1.08% |
$42.9K - $52.1K
|
34K
$4.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
10.3KNew |
$1.18M - $1.44M
|
10.3K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
6.36K+ 112.1% |
$730K - $887K
|
12K
$1.66M
|