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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
810+ 10.28% |
$67.1K - $76.7K
|
8.69K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-3.1K- 6.69% |
$257K - $294K
|
43.3K
$5.96M
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-100K- 36.1% |
$8.29M - $9.47M
|
177K
$24.4M
|
|
|
May 12, 2023
Q1 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-500K- 95.6% |
$41.4M - $47.3M
|
23K
$3.17M
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-2.25K- 49.3% |
$187K - $213K
|
2.32K
$319K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-120- 6.7% |
$9.95K - $11.4K
|
1.67K
$230K
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
472New |
$39.1K - $44.7K
|
472
$65K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-240- 45.63% |
$19.9K - $22.7K
|
286
$39.4K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
13+ 0.05% |
$1.08K - $1.23K
|
28.2K
$3.88M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
291KNew |
$24.1M - $27.5M
|
291K
$40M
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-240- 6.03% |
$19.9K - $22.7K
|
3.74K
$515K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.75% |
$82.9 - $94.7
|
134
$18.5K
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-2.33K- 49.03% |
$193K - $221K
|
2.42K
$333K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
167New |
$13.8K - $15.8K
|
167
$23K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.49K+ 1105.19% |
$124K - $141K
|
1.63K
$224K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
22New |
$1.82K - $2.08K
|
22
$3.03K
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-2.79K- 3.69% |
$232K - $264K
|
72.9K
$10M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
24New |
$1.99K - $2.27K
|
24
$3.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.71KNew |
$224K - $256K
|
2.71K
$373K
|
|
|
Apr 25, 2023
Q1 2023
|
Monarch Capital Management Inc
|
BUY
|
- |
2.26KNew |
$187K - $214K
|
2.26K
$311K
|
|
|
Apr 24, 2023
Q1 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-1.03K- 18.91% |
$85.1K - $97.2K
|
4.41K
$607K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.04KNew |
$252K - $288K
|
3.04K
$419K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
43New |
$3.56K - $4.07K
|
43
$5.92K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
210+ 105.53% |
$17.4K - $19.9K
|
409
$56.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-9- 1.41% |
$746 - $852
|
628
$86.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
35+ 1.12% |
$2.9K - $3.31K
|
3.15K
$434K
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-186- 2.15% |
$15.4K - $17.6K
|
8.47K
$1.17M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-3.88K- 9.76% |
$321K - $367K
|
35.9K
$4.94M
|
|
| Q4 2022 | |||||||
|
May 07, 2025
Q4 2022
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
112New |
$8.67K - $10.1K
|
112
$15.4K
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-170Closed |
$13.2K - $15.3K
|
0
$0
|
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
8.2KNew |
$635K - $737K
|
8.2K
$1.13M
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.77KNew |
$292K - $339K
|
3.77K
$519K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
22.4KNew |
$1.74M - $2.02M
|
22.4K
$3.09M
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
71New |
$5.5K - $6.38K
|
71
$9.78K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-58- 0.67% |
$4.49K - $5.21K
|
8.54K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-12.8K- 50.95% |
$991K - $1.15M
|
12.3K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.78KNew |
$138K - $160K
|
1.78K
$245K
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
14.4KNew |
$1.11M - $1.29M
|
14.4K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
4.37KNew |
$339K - $393K
|
4.37K
$602K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
284New |
$22K - $25.5K
|
284
$39.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.16KNew |
$89.5K - $104K
|
1.16K
$159K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
4.89KNew |
$378K - $439K
|
4.89K
$673K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.08KNew |
$83.9K - $97.4K
|
1.08K
$149K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-289- 1.79% |
$22.4K - $26K
|
15.9K
$2.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-12- 40.0% |
$929 - $1.08K
|
18
$2.48K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
2.46KNew |
$191K - $221K
|
2.46K
$339K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
180New |
$13.9K - $16.2K
|
180
$24.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-3.08K- 81.06% |
$238K - $277K
|
720
$99.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-226- 9.61% |
$17.5K - $20.3K
|
2.13K
$293K
|
|