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 |
---|---|---|---|---|---|---|---|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
399+ 5.46% |
$41.4K - $46.9K
|
7.71K
$979K
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-200- 5.61% |
$20.8K - $23.5K
|
3.37K
$427K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-558- 73.61% |
$58K - $65.6K
|
200
$25.4K
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.48KNew |
$257K - $292K
|
2.48K
$315K
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.25K- 68.6% |
$129K - $146K
|
570
$72.4K
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
4.53K+ 6.85% |
$470K - $532K
|
70.6K
$8.97M
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
35New |
$3.64K - $4.12K
|
35
$4.44K
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
7.01K+ 706.45% |
$728K - $824K
|
8K
$1.02M
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-4- 0.08% |
$415 - $470
|
5.31K
$674K
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.74KNew |
$180K - $204K
|
1.74K
$220K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-618- 34.11% |
$64.2K - $72.7K
|
1.19K
$152K
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-143- 1.33% |
$14.9K - $16.8K
|
10.6K
$1.34M
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
652New |
$67.7K - $76.7K
|
652
$82.8K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-143- 10.83% |
$14.9K - $16.8K
|
1.18K
$149K
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-5- 0.16% |
$519 - $588
|
3.08K
$391K
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-118- 4.44% |
$12.3K - $13.9K
|
2.54K
$322K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-575- 1.07% |
$59.7K - $67.6K
|
53K
$6.73M
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-19- 0.19% |
$1.97K - $2.23K
|
9.98K
$1.27M
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.74KNew |
$181K - $204K
|
1.74K
$221K
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
562+ 278.22% |
$58.4K - $66.1K
|
764
$97K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1+ 0.02% |
$104 - $118
|
4.05K
$514K
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-358- 2.78% |
$37.2K - $42.1K
|
12.5K
$1.59M
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-450- 3.43% |
$46.7K - $52.9K
|
12.7K
$1.61M
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.74KNew |
$181K - $205K
|
1.74K
$221K
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-10- 0.23% |
$1.04K - $1.18K
|
4.29K
$545K
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
289+ 6.55% |
$30K - $34K
|
4.7K
$597K
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1- 0.04% |
$104 - $118
|
2.77K
$351K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-31.4K- 82.53% |
$3.26M - $3.7M
|
6.65K
$844K
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-618- 23.61% |
$64.2K - $72.7K
|
2K
$254K
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-588- 1.71% |
$61.1K - $69.1K
|
33.9K
$4.3M
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-339- 6.23% |
$35.2K - $39.9K
|
5.1K
$648K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.09KNew |
$114K - $129K
|
1.09K
$139K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
792New |
$82.3K - $93.1K
|
792
$101K
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
417+ 34.04% |
$43.3K - $49K
|
1.64K
$208K
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-11- 2.79% |
$1.14K - $1.29K
|
383
$48.6K
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
26+ 0.16% |
$2.7K - $3.06K
|
16.4K
$2.08M
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
9.48KNew |
$985K - $1.11M
|
9.48K
$1.2M
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-19- 14.96% |
$1.97K - $2.23K
|
108
$13.7K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.15K+ 1.56% |
$534K - $605K
|
335K
$42.6M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
860+ 0.14% |
$89.3K - $101K
|
632K
$80.3M
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
4.9KNew |
$509K - $576K
|
4.9K
$622K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
18New |
$1.87K - $2.12K
|
18
$2.29K
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.34KNew |
$243K - $275K
|
2.34K
$297K
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.86KNew |
$193K - $219K
|
1.86K
$236K
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1+ 0.03% |
$104 - $118
|
3.57K
$454K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-110- 4.46% |
$11.4K - $12.9K
|
2.36K
$299K
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.76KNew |
$183K - $207K
|
1.76K
$223K
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
108+ 2.02% |
$11.2K - $12.7K
|
5.45K
$692K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.09KNew |
$217K - $246K
|
2.09K
$265K
|