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 |
---|---|---|---|---|---|---|---|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1+ 0.26% |
$85.7 - $105
|
382
$48.5K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
168New |
$14.4K - $17.7K
|
168
$21.3K
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
304New |
$26K - $32K
|
304
$38.6K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
20New |
$1.71K - $2.1K
|
20
$2.54K
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-26.2K- 41.35% |
$2.24M - $2.75M
|
37.1K
$4.72M
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
12New |
$1.03K - $1.26K
|
12
$1.52K
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-14.6K- 87.48% |
$1.25M - $1.54M
|
2.09K
$265K
|
|
Feb 14, 2024
Q4 2023
|
Noked Israel LTD
Ramat Hasharon, L3 |
BUY
|
- |
30KNew |
$2.57M - $3.15M
|
30K
$3.81M
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
249KNew |
$21.3M - $26.2M
|
249K
$31.6M
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
249KNew |
$21.3M - $26.2M
|
249K
$31.6M
|
|
Feb 14, 2024
Q4 2023
|
Disciplined Growth Investors Inc
Minneapolis, MN |
BUY
|
- |
20.6KNew |
$1.76M - $2.16M
|
20.6K
$2.61M
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
BUY
|
- |
2.73KNew |
$234K - $287K
|
2.73K
$347K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
96+ 92.31% |
$8.22K - $10.1K
|
200
$25.4K
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-223- 11.45% |
$19.1K - $23.4K
|
1.73K
$219K
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.62KNew |
$310K - $381K
|
3.62K
$460K
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.72K+ 0.76% |
$148K - $181K
|
230K
$29.1M
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
2.03KNew |
$174K - $213K
|
2.03K
$257K
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2.21KNew |
$190K - $233K
|
2.21K
$281K
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.13KNew |
$96.8K - $119K
|
1.13K
$143K
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
358New |
$30.7K - $37.6K
|
358
$45.5K
|
|
Feb 12, 2024
Q4 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
2.12KNew |
$182K - $223K
|
2.12K
$269K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
273New |
$23.4K - $28.7K
|
273
$34.7K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
105KNew |
$9.02M - $11.1M
|
105K
$13.4M
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.1KNew |
$180K - $221K
|
2.1K
$267K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
PUT |
3KNew |
$257K - $315K
|
3K
$381K
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-55- 65.48% |
$4.71K - $5.78K
|
29
$3.68K
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
2.12KNew |
$181K - $222K
|
2.12K
$269K
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
520+ 9.24% |
$44.5K - $54.7K
|
6.15K
$780K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
10.6K+ 3.24% |
$908K - $1.11M
|
338K
$42.9M
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.14KNew |
$97.7K - $120K
|
1.14K
$145K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
308New |
$26.4K - $32.4K
|
308
$39.1K
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
151+ 6.44% |
$12.9K - $15.9K
|
2.5K
$317K
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
7.47KNew |
$640K - $785K
|
7.47K
$948K
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-45- 83.33% |
$3.85K - $4.73K
|
9
$1.14K
|
|
Feb 07, 2024
Q4 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
5.3KNew |
$454K - $557K
|
5.3K
$672K
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.01KNew |
$172K - $211K
|
2.01K
$255K
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.15% |
$85.7 - $105
|
676
$85.8K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-436- 27.98% |
$37.3K - $45.8K
|
1.12K
$142K
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
2.12KNew |
$181K - $223K
|
2.12K
$269K
|
|
Feb 06, 2024
Q4 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-798- 8.12% |
$68.4K - $83.9K
|
9.03K
$1.15M
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
30New |
$2.57K - $3.15K
|
30
$3.81K
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
9+ 0.2% |
$771 - $946
|
4.61K
$585K
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
33New |
$2.83K - $3.47K
|
33
$4.19K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
20New |
$1.71K - $2.1K
|
20
$2.54K
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.31KNew |
$198K - $243K
|
2.31K
$294K
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.32KNew |
$455K - $559K
|
5.32K
$675K
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.85KNew |
$244K - $300K
|
2.85K
$362K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
15.2K+ 108.05% |
$1.31M - $1.6M
|
29.3K
$3.73M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
961+ 6.17% |
$82.3K - $101K
|
16.5K
$2.1M
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-126- 5.52% |
$10.8K - $13.2K
|
2.16K
$274K
|