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 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-675- 20.61% |
$70.1K - $79.4K
|
2.6K
$358K
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-88- 0.29% |
$9.14K - $10.3K
|
30.8K
$4.24M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
266New |
$27.6K - $31.3K
|
266
$36.6K
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
2.17KNew |
$225K - $255K
|
2.17K
$299K
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-429- 10.82% |
$44.6K - $50.4K
|
3.54K
$487K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
236+ 251.06% |
$24.5K - $27.8K
|
330
$45.4K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.11K+ 484.35% |
$116K - $131K
|
1.34K
$185K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
200New |
$20.8K - $23.5K
|
200
$27.5K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-400- 9.59% |
$41.5K - $47K
|
3.77K
$519K
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.81K+ 3.59% |
$292K - $331K
|
81.2K
$11.2M
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-305- 4.04% |
$31.7K - $35.9K
|
7.25K
$998K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
399+ 5.46% |
$41.4K - $46.9K
|
7.71K
$1.06M
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-558- 73.61% |
$58K - $65.6K
|
200
$27.5K
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.48KNew |
$257K - $292K
|
2.48K
$341K
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.25K- 68.6% |
$129K - $146K
|
570
$78.5K
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
35New |
$3.64K - $4.12K
|
35
$4.82K
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
7.01K+ 706.45% |
$728K - $824K
|
8K
$1.1M
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-4- 0.08% |
$415 - $470
|
5.31K
$731K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-618- 34.11% |
$64.2K - $72.7K
|
1.19K
$164K
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-143- 1.33% |
$14.9K - $16.8K
|
10.6K
$1.46M
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
652New |
$67.7K - $76.7K
|
652
$89.8K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-143- 10.83% |
$14.9K - $16.8K
|
1.18K
$162K
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-5- 0.16% |
$519 - $588
|
3.08K
$424K
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.74KNew |
$181K - $204K
|
1.74K
$239K
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
562+ 278.22% |
$58.4K - $66.1K
|
764
$105K
|
|
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
|
Highland Capital Management, LLC
|
SELL
|
- |
-450- 3.43% |
$46.7K - $52.9K
|
12.7K
$1.74M
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.74KNew |
$181K - $205K
|
1.74K
$240K
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1- 0.04% |
$104 - $118
|
2.77K
$381K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-31.4K- 82.53% |
$3.26M - $3.7M
|
6.65K
$916K
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-618- 23.61% |
$64.2K - $72.7K
|
2K
$275K
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-588- 1.71% |
$61.1K - $69.1K
|
33.9K
$4.66M
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-339- 6.23% |
$35.2K - $39.9K
|
5.1K
$703K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.09KNew |
$114K - $129K
|
1.09K
$150K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
792New |
$82.3K - $93.1K
|
792
$109K
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
9.48KNew |
$985K - $1.11M
|
9.48K
$1.31M
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-19- 14.96% |
$1.97K - $2.23K
|
108
$14.9K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.15K+ 1.56% |
$534K - $605K
|
335K
$46.2M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
860+ 0.14% |
$89.3K - $101K
|
632K
$87.1M
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
18New |
$1.87K - $2.12K
|
18
$2.48K
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.86KNew |
$193K - $219K
|
1.86K
$256K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-110- 4.46% |
$11.4K - $12.9K
|
2.36K
$324K
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.76KNew |
$183K - $207K
|
1.76K
$242K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.09KNew |
$217K - $246K
|
2.09K
$287K
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1+ 0.05% |
$104 - $118
|
2.07K
$285K
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-211- 10.19% |
$21.9K - $24.8K
|
1.86K
$256K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-480- 15.32% |
$49.9K - $56.4K
|
2.65K
$365K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-20- 0.5% |
$2.08K - $2.35K
|
4K
$551K
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
525+ 28.49% |
$54.5K - $61.7K
|
2.37K
$326K
|