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 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-263- 3.05% |
$30.6K - $36.4K
|
8.35K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.67K- 9.92% |
$194K - $231K
|
15.2K
$1.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-1- 0.16% |
$116 - $139
|
622
$79K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.17K- 99.9% |
$951K - $1.13M
|
8
$1.02K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.87K+ 202.96% |
$567K - $675K
|
7.27K
$923K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.38K+ 339.31% |
$161K - $191K
|
1.79K
$227K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.07K- 8.32% |
$124K - $148K
|
11.8K
$1.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-398- 1.04% |
$46.3K - $55.1K
|
37.8K
$4.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.31KNew |
$385K - $458K
|
3.31K
$420K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-96- 2.56% |
$11.2K - $13.3K
|
3.66K
$465K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
85+ 2.48% |
$9.89K - $11.8K
|
3.51K
$446K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
182+ 2.53% |
$21.2K - $25.2K
|
7.37K
$936K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-585- 20.53% |
$68.1K - $81K
|
2.26K
$287K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
1.37K+ 0.87% |
$160K - $190K
|
158K
$20.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.03% |
$233 - $277
|
6.81K
$864K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-145- 2.56% |
$16.9K - $20.1K
|
5.51K
$700K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-75- 0.41% |
$8.73K - $10.4K
|
18.2K
$2.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-487- 1.36% |
$56.7K - $67.5K
|
35.3K
$4.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.22K+ 10.98% |
$259K - $308K
|
22.4K
$2.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.69KNew |
$430K - $512K
|
3.69K
$469K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
219+ 33.9% |
$25.5K - $30.3K
|
865
$110K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-18.7K- 4.27% |
$2.17M - $2.58M
|
418K
$53.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.89KNew |
$220K - $261K
|
1.89K
$239K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
3+ 0.09% |
$349 - $416
|
3.17K
$402K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-185- 1.12% |
$21.5K - $25.6K
|
16.4K
$2.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
817+ 9.58% |
$95.1K - $113K
|
9.35K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.82KNew |
$211K - $252K
|
1.82K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.24K- 1.01% |
$261K - $311K
|
220K
$27.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
3+ 0.1% |
$349 - $416
|
2.98K
$379K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
7.45K+ 2.69% |
$867K - $1.03M
|
284K
$36.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-39- 1.9% |
$4.54K - $5.4K
|
2.01K
$256K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
298New |
$34.7K - $41.3K
|
298
$37.8K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
14.8KNew |
$1.73M - $2.05M
|
14.8K
$1.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
3.66KNew |
$425K - $506K
|
3.66K
$464K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
366K+ 25.64% |
$42.6M - $50.6M
|
1.79M
$227M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
478+ 5.24% |
$55.6K - $66.2K
|
9.6K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
569+ 11.27% |
$66.2K - $78.8K
|
5.62K
$713K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$116 - $139
|
61.5K
$7.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-10.3K- 3.17% |
$1.2M - $1.43M
|
314K
$39.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2K+ 9.37% |
$233K - $277K
|
23.3K
$2.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
42+ 1.77% |
$4.89K - $5.82K
|
2.42K
$307K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-233- 2.99% |
$27.1K - $32.3K
|
7.56K
$960K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-61- 0.29% |
$7.1K - $8.45K
|
20.8K
$2.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
503+ 0.64% |
$58.5K - $69.7K
|
79.3K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
901+ 450.5% |
$105K - $125K
|
1.1K
$140K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-293- 2.65% |
$34.1K - $40.6K
|
10.8K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2+ 0.03% |
$233 - $277
|
5.87K
$746K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-374- 14.34% |
$43.5K - $51.8K
|
2.23K
$284K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-8- 0.07% |
$931 - $1.11K
|
11.1K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
3.77KNew |
$438K - $522K
|
3.77K
$478K
|