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 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-447- 3.09% |
$51.4K - $62.4K
|
14K
$1.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-871- 1.44% |
$100K - $122K
|
59.8K
$8.24M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.52K- 57.86% |
$290K - $352K
|
1.84K
$253K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
8+ 0.08% |
$919 - $1.12K
|
9.78K
$1.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-40- 1.22% |
$4.6K - $5.58K
|
3.23K
$445K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-100- 12.95% |
$11.5K - $14K
|
672
$92.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-1.21K- 2.19% |
$139K - $169K
|
54K
$7.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
501+ 4.35% |
$57.6K - $69.9K
|
12K
$1.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.38K- 2.84% |
$159K - $193K
|
47.3K
$6.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
47+ 6.08% |
$5.4K - $6.56K
|
820
$113K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
535+ 3.26% |
$61.5K - $74.7K
|
16.9K
$2.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-296- 1.63% |
$34K - $41.3K
|
17.9K
$2.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-16- 0.64% |
$1.84K - $2.23K
|
2.49K
$343K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
13+ 2.77% |
$1.49K - $1.81K
|
482
$66.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
405+ 2.44% |
$46.5K - $56.5K
|
17K
$2.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-36- 1.22% |
$4.14K - $5.03K
|
2.93K
$403K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
590+ 24.43% |
$67.8K - $82.4K
|
3.01K
$414K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 14.48% |
$179K - $217K
|
9.2K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-823- 1.44% |
$94.6K - $115K
|
56.5K
$7.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-350- 9.52% |
$40.2K - $48.9K
|
3.33K
$458K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-13- 1.32% |
$1.49K - $1.81K
|
971
$134K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-324- 1.99% |
$37.2K - $45.2K
|
15.9K
$2.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
BUY
|
- |
11.7KNew |
$1.34M - $1.63M
|
11.7K
$1.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
32New |
$3.68K - $4.47K
|
32
$4.41K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.9K+ 6.71% |
$1.37M - $1.67M
|
190K
$26.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-80- 2.77% |
$9.19K - $11.2K
|
2.81K
$387K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.05K+ 0.49% |
$235K - $286K
|
420K
$57.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
40+ 2.6% |
$4.6K - $5.58K
|
1.58K
$218K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-7- 0.29% |
$804 - $977
|
2.38K
$327K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-105- 8.54% |
$12.1K - $14.7K
|
1.13K
$155K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-134K- 99.65% |
$15.3M - $18.6M
|
472
$65K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-200- 8.83% |
$23K - $27.9K
|
2.06K
$284K
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
168KNew |
$19.3M - $23.4M
|
168K
$23.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1+ 0.01% |
$115 - $140
|
6.97K
$960K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
23.2K+ 12.93% |
$2.66M - $3.23M
|
202K
$27.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-466- 1.73% |
$53.5K - $65.1K
|
26.5K
$3.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-1- 0.06% |
$115 - $140
|
1.66K
$229K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-61- 1.17% |
$7.01K - $8.52K
|
5.14K
$708K
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-2.27K- 38.74% |
$260K - $316K
|
3.58K
$493K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.48K+ 22.94% |
$400K - $486K
|
18.6K
$2.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
9.04K+ 67.1% |
$1.04M - $1.26M
|
22.5K
$3.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5.83K- 1.37% |
$670K - $814K
|
420K
$57.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-152- 4.63% |
$17.5K - $21.2K
|
3.13K
$431K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-47.5K- 2.53% |
$5.46M - $6.63M
|
1.83M
$253M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-4- 0.04% |
$460 - $558
|
9.59K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2+ 0.1% |
$230 - $279
|
2.01K
$277K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
388+ 13.83% |
$44.6K - $54.2K
|
3.19K
$440K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-114- 6.29% |
$13.1K - $15.9K
|
1.7K
$234K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
9.52KNew |
$1.09M - $1.33M
|
9.52K
$1.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
24+ 0.75% |
$2.76K - $3.35K
|
3.22K
$443K
|