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 |
---|---|---|---|---|---|---|---|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-107- 0.58% |
$8.07K - $11K
|
18.5K
$2.54M
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
2.83KNew |
$213K - $290K
|
2.83K
$389K
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
658+ 21.23% |
$49.6K - $67.4K
|
3.76K
$517K
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.11KClosed |
$159K - $216K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
1.07KNew |
$80.6K - $110K
|
1.07K
$147K
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-932Closed |
$70.3K - $95.5K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-7.05KClosed |
$532K - $723K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-2KClosed |
$151K - $205K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.32K+ 219.17% |
$99.2K - $135K
|
1.92K
$264K
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.24KClosed |
$169K - $229K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-3.42KClosed |
$258K - $350K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.75KNew |
$208K - $282K
|
2.75K
$379K
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.26K+ 10.9% |
$94.9K - $129K
|
12.8K
$1.76M
|
|
Aug 05, 2022
Q2 2022
|
Vista Finance, LLC
|
SELL
|
- |
-2.61KClosed |
$197K - $268K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-2.03KClosed |
$153K - $208K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
140New |
$10.6K - $14.3K
|
140
$19.3K
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-1.09KClosed |
$82.2K - $112K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Barnett & Company, Inc.
|
BUY
|
- |
316+ 11.21% |
$23.8K - $32.4K
|
3.14K
$432K
|
|
Aug 02, 2022
Q2 2022
|
Northern Capital Management, Inc.
|
SELL
|
- |
-37.8K- 45.46% |
$2.85M - $3.88M
|
45.4K
$6.25M
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-8.69K- 68.11% |
$655K - $890K
|
4.07K
$560K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
90New |
$6.79K - $9.22K
|
90
$12.4K
|
|
Aug 01, 2022
Q2 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-2KClosed |
$151K - $205K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Redw Wealth LLC
|
SELL
|
- |
-2.37KClosed |
$179K - $243K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
3.17K+ 11.02% |
$239K - $325K
|
31.9K
$4.39M
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-720Closed |
$54.3K - $73.8K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.73K- 77.57% |
$130K - $177K
|
500
$68.8K
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
262+ 9.23% |
$19.8K - $26.8K
|
3.1K
$427K
|
|
Jul 27, 2022
Q2 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
487+ 11.86% |
$36.7K - $49.9K
|
4.59K
$632K
|
|
Jul 27, 2022
Q2 2022
|
Covenant Partners, LLC
|
SELL
|
- |
-285Closed |
$21.5K - $29.2K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.17KClosed |
$164K - $222K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-236Closed |
$17.8K - $24.2K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-2.1K- 45.16% |
$158K - $215K
|
2.55K
$351K
|
|
Jul 26, 2022
Q2 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.13KClosed |
$161K - $218K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-3.33KClosed |
$251K - $341K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-2.12KClosed |
$160K - $217K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-1.65KClosed |
$125K - $169K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
4+ 0.13% |
$302 - $410
|
3.11K
$428K
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
11.5KNew |
$870K - $1.18M
|
11.5K
$1.59M
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
47New |
$3.54K - $4.82K
|
47
$6.47K
|
|
Jul 22, 2022
Q2 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-60Closed |
$4.52K - $6.15K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-2.29KClosed |
$172K - $234K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Financial Life Advisors
|
SELL
|
- |
-2.51KClosed |
$190K - $258K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-96Closed |
$7.24K - $9.84K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
150New |
$11.3K - $15.4K
|
150
$20.7K
|
|
Jul 22, 2022
Q2 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-2.12KClosed |
$160K - $217K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-16- 0.53% |
$1.21K - $1.64K
|
3K
$413K
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.07KClosed |
$156K - $212K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
SELL
|
- |
-2.53KClosed |
$191K - $260K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-180Closed |
$13.6K - $18.4K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Hall Private Wealth Advisors
|
SELL
|
- |
-2KClosed |
$151K - $205K
|
0
$0
|