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 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
89.6KNew |
$10.4M - $12.4M
|
89.6K
$12.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
1.66KNew |
$193K - $230K
|
1.66K
$228K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
200New |
$23.3K - $27.7K
|
200
$27.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-148- 3.9% |
$17.2K - $20.5K
|
3.65K
$502K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.68K- 50.0% |
$195K - $232K
|
1.68K
$231K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-169- 20.19% |
$19.7K - $23.4K
|
668
$92K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.55KNew |
$180K - $215K
|
1.55K
$213K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
133New |
$15.5K - $18.4K
|
133
$18.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.69KNew |
$196K - $234K
|
1.69K
$232K
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
8.1KNew |
$942K - $1.12M
|
8.1K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.45K- 19.78% |
$169K - $201K
|
5.88K
$809K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
50New |
$5.82K - $6.93K
|
50
$6.88K
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-15.5K- 18.75% |
$1.81M - $2.15M
|
67.3K
$9.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
150New |
$17.5K - $20.8K
|
150
$20.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.17% |
$116 - $139
|
576
$79.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-891- 13.89% |
$104K - $123K
|
5.52K
$760K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
55New |
$6.4K - $7.62K
|
55
$7.57K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-237- 4.76% |
$27.6K - $32.8K
|
4.74K
$652K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
94New |
$10.9K - $13K
|
94
$12.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-13.1K- 34.34% |
$1.52M - $1.81M
|
25K
$3.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2- 0.6% |
$233 - $277
|
329
$45.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.31KNew |
$385K - $458K
|
3.31K
$455K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
182+ 2.53% |
$21.2K - $25.2K
|
7.37K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.82KNew |
$211K - $252K
|
1.82K
$250K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-39- 1.9% |
$4.54K - $5.4K
|
2.01K
$277K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
298New |
$34.7K - $41.3K
|
298
$41K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
7KNew |
$815K - $970K
|
7K
$964K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
4.8KNew |
$559K - $665K
|
4.8K
$661K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.05K- 96.95% |
$122K - $145K
|
33
$4.54K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-400- 28.03% |
$46.6K - $55.4K
|
1.03K
$141K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.16K- 28.88% |
$135K - $161K
|
2.85K
$393K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
60New |
$6.98K - $8.31K
|
60
$8.26K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-210- 6.15% |
$24.4K - $29.1K
|
3.2K
$441K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-390- 10.96% |
$45.4K - $54K
|
3.17K
$436K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
229+ 4.93% |
$26.7K - $31.7K
|
4.87K
$671K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-172- 1.57% |
$20K - $23.8K
|
10.8K
$1.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
111+ 7.1% |
$12.9K - $15.4K
|
1.68K
$231K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 1.78% |
$1.16K - $1.39K
|
572
$78.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
1.69KNew |
$196K - $234K
|
1.69K
$232K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-75- 38.46% |
$8.73K - $10.4K
|
120
$16.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
14.7KNew |
$1.71M - $2.04M
|
14.7K
$2.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
283+ 259.63% |
$32.9K - $39.2K
|
392
$54K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-552- 17.05% |
$64.3K - $76.5K
|
2.69K
$370K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$116 - $139
|
841
$116K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-9- 0.49% |
$1.05K - $1.25K
|
1.82K
$251K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.43K+ 4.54% |
$166K - $198K
|
32.9K
$4.53M
|
|
| Q3 2024 | |||||||
|
Jun 26, 2025
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
820+ 109.92% |
$85.2K - $96.4K
|
1.57K
$216K
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
16.2KNew |
$1.68M - $1.91M
|
16.2K
$2.23M
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.1KNew |
$114K - $129K
|
1.1K
$151K
|
|