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 |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-990- 2.54% |
$114K - $138K
|
38K
$5.24M
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
6.68K+ 3.59% |
$767K - $932K
|
193K
$26.6M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
258+ 6.25% |
$29.6K - $36K
|
4.38K
$603K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
18New |
$2.07K - $2.51K
|
18
$2.48K
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-487- 0.62% |
$56K - $68K
|
78.6K
$10.8M
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-472- 12.17% |
$54.2K - $65.9K
|
3.41K
$469K
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
143New |
$16.4K - $20K
|
143
$19.7K
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.54K+ 3.98% |
$521K - $633K
|
118K
$16.3M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
213+ 1.8% |
$24.5K - $29.7K
|
12.1K
$1.66M
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
136+ 0.26% |
$15.6K - $19K
|
52.1K
$7.18M
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-76- 1.23% |
$8.73K - $10.6K
|
6.1K
$840K
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4- 0.03% |
$460 - $558
|
15.7K
$2.16M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-925- 6.63% |
$106K - $129K
|
13K
$1.79M
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.7K+ 142.31% |
$425K - $517K
|
6.3K
$867K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-17.6K- 40.08% |
$2.02M - $2.45M
|
26.3K
$3.62M
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
68.9K+ 90.79% |
$7.92M - $9.62M
|
145K
$19.9M
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-6.88K- 9.74% |
$791K - $961K
|
63.7K
$8.78M
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-260- 11.42% |
$29.9K - $36.3K
|
2.02K
$278K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.14K- 19.89% |
$131K - $159K
|
4.59K
$632K
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
297+ 0.33% |
$34.1K - $41.5K
|
91.3K
$12.6M
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
51.7KNew |
$5.94M - $7.21M
|
51.7K
$7.11M
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-630- 57.22% |
$72.4K - $87.9K
|
471
$64.9K
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
660+ 18.47% |
$75.8K - $92.1K
|
4.23K
$583K
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-152- 4.15% |
$17.5K - $21.2K
|
3.51K
$483K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.2K- 55.9% |
$1.4M - $1.7M
|
9.63K
$1.33M
|
|
Apr 25, 2025
Q1 2025
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-218- 0.76% |
$25K - $30.4K
|
28.5K
$3.93M
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
36+ 2.09% |
$4.14K - $5.03K
|
1.76K
$242K
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
99New |
$11.4K - $13.8K
|
99
$13.6K
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-6.6K- 75.0% |
$758K - $921K
|
2.2K
$303K
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-14- 25.0% |
$1.61K - $1.95K
|
42
$5.78K
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-253- 4.56% |
$29.1K - $35.3K
|
5.29K
$729K
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
19+ 0.31% |
$2.18K - $2.65K
|
6.14K
$845K
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
44New |
$5.06K - $6.14K
|
44
$6.06K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.6K- 71.27% |
$184K - $223K
|
645
$88.8K
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
203+ 2.72% |
$23.3K - $28.3K
|
7.68K
$1.06M
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
731+ 8.07% |
$84K - $102K
|
9.79K
$1.35M
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-71- 6.92% |
$8.16K - $9.91K
|
955
$131K
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
BUY
|
- |
5.88K+ 9.39% |
$676K - $821K
|
68.5K
$9.44M
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
28+ 1.37% |
$3.22K - $3.91K
|
2.08K
$286K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
139+ 1.8% |
$16K - $19.4K
|
7.85K
$1.08M
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-3.1K- 10.59% |
$356K - $432K
|
26.2K
$3.6M
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-146- 46.5% |
$16.8K - $20.4K
|
168
$23.1K
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-250- 2.08% |
$28.7K - $34.9K
|
11.8K
$1.62M
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-92- 0.15% |
$10.6K - $12.8K
|
61.4K
$8.45M
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.62K+ 31.73% |
$876K - $1.06M
|
31.6K
$4.36M
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
133+ 8.8% |
$15.3K - $18.6K
|
1.65K
$227K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-12K- 50.0% |
$1.38M - $1.67M
|
12K
$1.65M
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-155- 6.49% |
$17.8K - $21.6K
|
2.23K
$308K
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-127- 2.76% |
$14.6K - $17.7K
|
4.47K
$615K
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-504- 13.21% |
$57.9K - $70.4K
|
3.31K
$456K
|