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 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-1.49K- 4.72% |
$134K - $149K
|
30K
$4.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
17New |
$1.53K - $1.71K
|
17
$2.34K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
292+ 6.22% |
$26.3K - $29.3K
|
4.99K
$686K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-8- 0.29% |
$720 - $803
|
2.75K
$379K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-358- 10.25% |
$32.2K - $35.9K
|
3.14K
$432K
|
|
|
Oct 18, 2023
Q3 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-168- 0.86% |
$15.1K - $16.9K
|
19.4K
$2.66M
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
30New |
$2.7K - $3.01K
|
30
$4.13K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-88- 0.71% |
$7.92K - $8.83K
|
12.3K
$1.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
2.49KNew |
$224K - $249K
|
2.49K
$342K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
383New |
$34.5K - $38.4K
|
383
$52.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$45K - $50.2K
|
500
$68.8K
|
|
| Q2 2023 | |||||||
|
Jan 21, 2025
Q2 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2.72KNew |
$238K - $263K
|
2.72K
$374K
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
110+ 5.12% |
$9.65K - $10.6K
|
2.26K
$311K
|
|
|
Feb 09, 2024
Q2 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
3+ 0.09% |
$263 - $290
|
3.45K
$475K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-526K- 86.02% |
$46.1M - $50.8M
|
85.4K
$11.8M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
24.7KNew |
$2.16M - $2.38M
|
24.7K
$3.4M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
543New |
$47.6K - $52.5K
|
543
$74.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.09% |
$87.7 - $96.6
|
1.06K
$146K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-154- 2.94% |
$13.5K - $14.9K
|
5.09K
$701K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-172- 7.31% |
$15.1K - $16.6K
|
2.18K
$300K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.2K- 78.43% |
$105K - $116K
|
330
$45.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-4.5K- 5.04% |
$395K - $435K
|
84.9K
$11.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-37- 13.75% |
$3.25K - $3.58K
|
232
$31.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
46New |
$4.04K - $4.44K
|
46
$6.33K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
396New |
$34.7K - $38.3K
|
396
$54.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
51New |
$4.47K - $4.93K
|
51
$7.02K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8+ 0.09% |
$702 - $773
|
8.81K
$1.21M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-4.71K- 32.63% |
$413K - $455K
|
9.72K
$1.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-61.1K- 0.54% |
$5.36M - $5.91M
|
11.2M
$1.55B
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
BUY
|
- |
2.6KNew |
$228K - $251K
|
2.6K
$358K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
42+ 44.68% |
$3.68K - $4.06K
|
136
$18.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
4.6KNew |
$404K - $445K
|
4.6K
$634K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-2.37K- 29.96% |
$208K - $229K
|
5.55K
$763K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-2.37K- 29.96% |
$208K - $229K
|
5.55K
$763K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
169+ 1.7% |
$14.8K - $16.3K
|
10.1K
$1.39M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
6+ 0.06% |
$526 - $580
|
10.2K
$1.41M
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-851- 1.55% |
$74.6K - $82.2K
|
54K
$7.44M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
192New |
$16.8K - $18.6K
|
192
$26.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
342New |
$30K - $33K
|
342
$47.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
508+ 758.21% |
$44.6K - $49.1K
|
575
$79.2K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3.63KNew |
$318K - $350K
|
3.63K
$499K
|
|
| Q1 2023 | |||||||
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-15- 0.37% |
$1.24K - $1.42K
|
4.06K
$559K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-13Closed |
$1.08K - $1.23K
|
0
$0
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
10+ 0.15% |
$829 - $947
|
6.7K
$922K
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.41K+ 2647.25% |
$200K - $228K
|
2.5K
$344K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-433K- 98.9% |
$35.9M - $41M
|
4.81K
$662K
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.44KNew |
$202K - $231K
|
2.44K
$336K
|
|
|
May 15, 2023
Q1 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-773K- 75.22% |
$64.1M - $73.2M
|
255K
$35.1M
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1+ 0.17% |
$82.9 - $94.7
|
587
$80.8K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
140New |
$11.6K - $13.3K
|
140
$19.3K
|
|