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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.51K+ 31.09% |
$157K - $178K
|
6.38K
$811K
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.89K+ 60.54% |
$196K - $222K
|
5.01K
$636K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
21.6KNew |
$2.24M - $2.54M
|
21.6K
$2.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-225- 4.24% |
$23.4K - $26.5K
|
5.08K
$645K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
498+ 16.12% |
$51.7K - $58.6K
|
3.59K
$456K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-313- 5.44% |
$32.5K - $36.8K
|
5.45K
$691K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
615+ 5.35% |
$63.9K - $72.3K
|
12.1K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
105+ 0.23% |
$10.9K - $12.3K
|
45.8K
$5.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-900- 30.54% |
$93.5K - $106K
|
2.05K
$260K
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
562+ 19.21% |
$58.4K - $66.1K
|
3.49K
$443K
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.8KNew |
$187K - $212K
|
1.8K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
107+ 5.0% |
$11.1K - $12.6K
|
2.25K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.58KNew |
$372K - $421K
|
3.58K
$455K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2+ 0.08% |
$208 - $235
|
2.38K
$302K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-416- 7.3% |
$43.2K - $48.9K
|
5.28K
$670K
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
BUY
|
- |
42+ 1.85% |
$4.36K - $4.94K
|
2.32K
$294K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2New |
$208 - $235
|
2
$254
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.2K- 29.79% |
$124K - $141K
|
2.82K
$358K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
854New |
$88.7K - $100K
|
854
$108K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-464- 1.95% |
$48.2K - $54.6K
|
23.4K
$2.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
6KNew |
$623K - $705K
|
6K
$761K
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-1.58K- 19.01% |
$164K - $185K
|
6.72K
$853K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
37+ 1.15% |
$3.84K - $4.35K
|
3.26K
$414K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-70- 1.1% |
$7.27K - $8.23K
|
6.31K
$801K
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
1.8KNew |
$187K - $212K
|
1.8K
$229K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
133New |
$13.8K - $15.6K
|
133
$16.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
912New |
$94.7K - $107K
|
912
$116K
|
|
|
Nov 06, 2024
Q3 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
1.75KNew |
$181K - $205K
|
1.75K
$222K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
6.79K+ 111.1% |
$705K - $798K
|
12.9K
$1.64M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-600- 14.62% |
$62.3K - $70.6K
|
3.5K
$445K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
22+ 3.85% |
$2.29K - $2.59K
|
593
$75.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-675- 20.61% |
$70.1K - $79.4K
|
2.6K
$330K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
93+ 3.45% |
$9.66K - $10.9K
|
2.79K
$354K
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-88- 0.29% |
$9.14K - $10.3K
|
30.8K
$3.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
266New |
$27.6K - $31.3K
|
266
$33.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-204- 50.5% |
$21.2K - $24K
|
200
$25.4K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
2.17KNew |
$225K - $255K
|
2.17K
$275K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-429- 10.82% |
$44.6K - $50.4K
|
3.54K
$449K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-670- 46.46% |
$69.6K - $78.8K
|
772
$98K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
236+ 251.06% |
$24.5K - $27.8K
|
330
$41.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.11K+ 484.35% |
$116K - $131K
|
1.34K
$171K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
200New |
$20.8K - $23.5K
|
200
$25.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-400- 9.59% |
$41.5K - $47K
|
3.77K
$479K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.81K+ 3.59% |
$292K - $331K
|
81.2K
$10.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1+ 0.03% |
$104 - $118
|
3.28K
$417K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-210- 9.19% |
$21.8K - $24.7K
|
2.07K
$263K
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-305- 4.04% |
$31.7K - $35.9K
|
7.25K
$920K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
76+ 0.77% |
$7.89K - $8.94K
|
9.94K
$1.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
776+ 10.13% |
$80.6K - $91.2K
|
8.44K
$1.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-200- 5.16% |
$20.8K - $23.5K
|
3.68K
$467K
|