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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
50New |
$5.29K - $5.67K
|
50
$6.35K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-80- 20.0% |
$8.46K - $9.07K
|
320
$40.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-73Closed |
$7.72K - $8.28K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
23+ 0.8% |
$2.43K - $2.61K
|
2.89K
$367K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
679+ 13.54% |
$71.8K - $77K
|
5.69K
$723K
|
|
|
Aug 08, 2024
Q2 2024
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
48.8KNew |
$5.15M - $5.53M
|
48.8K
$6.19M
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-17- 0.55% |
$1.8K - $1.93K
|
3.07K
$390K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-3.87K- 99.85% |
$409K - $439K
|
6
$762
|
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.04KNew |
$215K - $231K
|
2.04K
$258K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
17+ 0.24% |
$1.8K - $1.93K
|
7.1K
$901K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4New |
$423 - $454
|
4
$508
|
|
|
Aug 07, 2024
Q2 2024
|
Parthenon LLC
|
BUY
|
- |
1.82KNew |
$192K - $206K
|
1.82K
$231K
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
574+ 2.42% |
$60.7K - $65.1K
|
24.3K
$3.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-209- 46.55% |
$22.1K - $23.7K
|
240
$30.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-674- 12.4% |
$71.2K - $76.5K
|
4.76K
$604K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-129- 1.87% |
$13.6K - $14.6K
|
6.77K
$859K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-550- 17.04% |
$58.1K - $62.4K
|
2.68K
$340K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
97+ 30.7% |
$10.3K - $11K
|
413
$52.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-718- 5.08% |
$75.9K - $81.4K
|
13.4K
$1.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
135+ 1.36% |
$14.3K - $15.3K
|
10.1K
$1.28M
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
174New |
$18.4K - $19.7K
|
174
$22.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-500- 18.52% |
$52.9K - $56.7K
|
2.2K
$279K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-489- 8.28% |
$51.7K - $55.5K
|
5.42K
$688K
|
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
BUY
|
- |
6.72K+ 20.38% |
$710K - $762K
|
39.7K
$5.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
3.97KNew |
$420K - $450K
|
3.97K
$504K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
114+ 4.06% |
$12K - $12.9K
|
2.92K
$371K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-2.01K- 33.13% |
$213K - $228K
|
4.07K
$516K
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
1+ 0.05% |
$106 - $113
|
1.86K
$236K
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
99New |
$10.5K - $11.2K
|
99
$12.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
193+ 112.87% |
$20.4K - $21.9K
|
364
$46.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.86KNew |
$302K - $324K
|
2.86K
$363K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-239- 4.6% |
$25.3K - $27.1K
|
4.96K
$630K
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-64- 3.33% |
$6.76K - $7.26K
|
1.86K
$236K
|
|
|
Jul 25, 2024
Q2 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-457- 6.63% |
$48.3K - $51.8K
|
6.44K
$817K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-130- 8.59% |
$13.7K - $14.7K
|
1.38K
$176K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.52K+ 25.43% |
$161K - $172K
|
7.49K
$951K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-1.01KClosed |
$107K - $115K
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.44KNew |
$680K - $730K
|
6.44K
$817K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-184- 7.93% |
$19.4K - $20.9K
|
2.14K
$271K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-50- 0.36% |
$5.29K - $5.67K
|
13.9K
$1.76M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
19New |
$2.01K - $2.16K
|
19
$2.41K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-388- 14.06% |
$41K - $44K
|
2.37K
$301K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
22+ 6.61% |
$2.33K - $2.5K
|
355
$45.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1.33K- 88.23% |
$141K - $151K
|
178
$22.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-95- 3.35% |
$10K - $10.8K
|
2.74K
$348K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-200- 6.1% |
$21.1K - $22.7K
|
3.08K
$391K
|
|
|
Jul 18, 2024
Q2 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-55- 2.88% |
$5.81K - $6.24K
|
1.85K
$235K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
102New |
$10.8K - $11.6K
|
102
$12.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.31KNew |
$350K - $375K
|
3.31K
$420K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.2KNew |
$232K - $249K
|
2.2K
$279K
|