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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-2.01K- 33.13% |
$213K - $228K
|
4.07K
$560K
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
99New |
$10.5K - $11.2K
|
99
$13.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.86KNew |
$302K - $324K
|
2.86K
$393K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-239- 4.6% |
$25.3K - $27.1K
|
4.96K
$683K
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-64- 3.33% |
$6.76K - $7.26K
|
1.86K
$256K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-130- 8.59% |
$13.7K - $14.7K
|
1.38K
$190K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.52K+ 25.43% |
$161K - $172K
|
7.49K
$1.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-1.01KClosed |
$107K - $115K
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-184- 7.93% |
$19.4K - $20.9K
|
2.14K
$294K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-50- 0.36% |
$5.29K - $5.67K
|
13.9K
$1.91M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
19New |
$2.01K - $2.16K
|
19
$2.62K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-388- 14.06% |
$41K - $44K
|
2.37K
$327K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1.33K- 88.23% |
$141K - $151K
|
178
$24.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-55- 2.88% |
$5.81K - $6.24K
|
1.85K
$255K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
102New |
$10.8K - $11.6K
|
102
$14K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.31KNew |
$350K - $375K
|
3.31K
$455K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.2KNew |
$232K - $249K
|
2.2K
$303K
|
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-39- 0.13% |
$4.12K - $4.42K
|
30.6K
$4.21M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-30- 7.43% |
$3.17K - $3.4K
|
374
$51.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-63- 5.32% |
$6.66K - $7.15K
|
1.12K
$154K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
107New |
$11.3K - $12.1K
|
107
$14.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.06K- 91.78% |
$217K - $233K
|
184
$25.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
64+ 2.75% |
$6.76K - $7.26K
|
2.39K
$329K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-661- 25.95% |
$69.9K - $75K
|
1.89K
$260K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
303New |
$32K - $34.4K
|
303
$41.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
130+ 78.31% |
$13.7K - $14.7K
|
296
$40.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-200- 3.85% |
$21.1K - $22.7K
|
5K
$688K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
78New |
$8.24K - $8.85K
|
78
$10.7K
|
|
| Q1 2024 | |||||||
|
Feb 13, 2025
Q1 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-2.33KClosed |
$234K - $265K
|
0
$0
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
5.15KNew |
$518K - $587K
|
5.15K
$708K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-799- 34.44% |
$80.4K - $91.2K
|
1.52K
$209K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
50+ 1250.0% |
$5.03K - $5.71K
|
54
$7.44K
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-10.8K- 35.53% |
$1.09M - $1.23M
|
19.6K
$2.7M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
58New |
$5.84K - $6.62K
|
58
$7.99K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-43.3K- 99.99% |
$4.36M - $4.95M
|
4
$551
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
17.6KNew |
$1.77M - $2.01M
|
17.6K
$2.42M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
75+ 7.05% |
$7.55K - $8.56K
|
1.14K
$157K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.07KNew |
$208K - $236K
|
2.07K
$284K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
96+ 9.6% |
$9.66K - $11K
|
1.1K
$151K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.35KNew |
$237K - $268K
|
2.35K
$324K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-104- 5.09% |
$10.5K - $11.9K
|
1.94K
$267K
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.25KNew |
$227K - $257K
|
2.25K
$310K
|
|
|
May 14, 2024
Q1 2024
|
American Family Insurance Mutual Holding CO
|
SELL
|
- |
-93.3K- 12.36% |
$9.39M - $10.6M
|
661K
$91.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.27K+ 5.29% |
$933K - $1.06M
|
184K
$25.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.1K+ 9.86% |
$1.32M - $1.5M
|
147K
$20.2M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-77- 46.95% |
$7.75K - $8.79K
|
87
$12K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1KNew |
$101K - $114K
|
1K
$138K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-57- 0.27% |
$5.74K - $6.51K
|
21.2K
$2.92M
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.85KNew |
$186K - $211K
|
1.85K
$254K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
222New |
$22.3K - $25.3K
|
222
$30.6K
|
|