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 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1.74KNew |
$181K - $205K
|
1.74K
$240K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
763+ 1.62% |
$79.3K - $89.7K
|
47.8K
$6.58M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-400- 0.99% |
$41.5K - $47K
|
40.1K
$5.53M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.73KNew |
$180K - $204K
|
1.73K
$239K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
350+ 5.96% |
$36.4K - $41.2K
|
6.23K
$857K
|
|
| Q2 2024 | |||||||
|
Jul 10, 2025
Q2 2024
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-1.32K- 6.0% |
$139K - $150K
|
20.7K
$2.85M
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-266- 7.44% |
$28.1K - $30.2K
|
3.31K
$455K
|
|
|
Jan 08, 2025
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-88- 6.65% |
$9.3K - $9.98K
|
1.24K
$170K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.99KNew |
$210K - $225K
|
1.99K
$273K
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.33KNew |
$246K - $264K
|
2.33K
$321K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
428New |
$45.2K - $48.5K
|
428
$58.9K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
1.51KNew |
$159K - $171K
|
1.51K
$207K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8New |
$846 - $907
|
8
$1.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-213- 5.74% |
$22.5K - $24.2K
|
3.5K
$482K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-56- 12.2% |
$5.92K - $6.35K
|
403
$55.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
29+ 0.68% |
$3.07K - $3.29K
|
4.29K
$591K
|
|
|
Aug 14, 2024
Q2 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-1.21K- 39.0% |
$128K - $137K
|
1.9K
$261K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
26.7KNew |
$2.83M - $3.03M
|
26.7K
$3.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-116Closed |
$12.3K - $13.2K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
411+ 10.32% |
$43.4K - $46.6K
|
4.39K
$605K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-900- 6.29% |
$95.1K - $102K
|
13.4K
$1.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-284- 7.7% |
$30K - $32.2K
|
3.4K
$468K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.12KNew |
$118K - $127K
|
1.12K
$154K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
749New |
$79.2K - $85K
|
749
$103K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
61+ 0.03% |
$6.45K - $6.92K
|
196K
$27M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.31KNew |
$350K - $376K
|
3.31K
$456K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
5+ 0.1% |
$529 - $567
|
4.9K
$675K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
28+ 0.13% |
$2.96K - $3.18K
|
21.9K
$3.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
24+ 0.44% |
$2.54K - $2.72K
|
5.43K
$747K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-46- 86.79% |
$4.86K - $5.22K
|
7
$964
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-246- 6.99% |
$26K - $27.9K
|
3.27K
$451K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-288- 40.11% |
$30.4K - $32.7K
|
430
$59.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
50New |
$5.29K - $5.67K
|
50
$6.88K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-80- 20.0% |
$8.46K - $9.07K
|
320
$44.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-73Closed |
$7.72K - $8.28K
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
679+ 13.54% |
$71.8K - $77K
|
5.69K
$784K
|
|
|
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
$6.71M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-3.87K- 99.85% |
$409K - $439K
|
6
$826
|
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.04KNew |
$215K - $231K
|
2.04K
$280K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4New |
$423 - $454
|
4
$551
|
|
|
Aug 07, 2024
Q2 2024
|
Parthenon LLC
|
BUY
|
- |
1.82KNew |
$192K - $206K
|
1.82K
$250K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-674- 12.4% |
$71.2K - $76.5K
|
4.76K
$655K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
97+ 30.7% |
$10.3K - $11K
|
413
$56.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-718- 5.08% |
$75.9K - $81.4K
|
13.4K
$1.85M
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
174New |
$18.4K - $19.7K
|
174
$24K
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-500- 18.52% |
$52.9K - $56.7K
|
2.2K
$303K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-489- 8.28% |
$51.7K - $55.5K
|
5.42K
$746K
|
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
BUY
|
- |
6.72K+ 20.38% |
$710K - $762K
|
39.7K
$5.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
3.97KNew |
$420K - $450K
|
3.97K
$547K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
114+ 4.06% |
$12K - $12.9K
|
2.92K
$403K
|
|