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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.34KClosed |
$257K - $288K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Prism Advisors, Inc.
|
SELL
|
- |
-3.64K- 17.67% |
$400K - $449K
|
17K
$2.34M
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
212New |
$23.3K - $26.1K
|
212
$29.2K
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.15KClosed |
$126K - $141K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-344- 11.68% |
$37.8K - $42.4K
|
2.6K
$358K
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-340Closed |
$37.3K - $41.9K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$110 - $123
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-2.57KClosed |
$283K - $317K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-2KClosed |
$220K - $247K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.98KNew |
$218K - $244K
|
1.98K
$273K
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-200Closed |
$22K - $24.7K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-288Closed |
$31.6K - $35.5K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100New |
$11K - $12.3K
|
100
$13.8K
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
4.66KNew |
$511K - $574K
|
4.66K
$641K
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-1.93KClosed |
$212K - $238K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
SELL
|
- |
-180- 1.2% |
$19.8K - $22.2K
|
14.8K
$2.04M
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.82KClosed |
$200K - $225K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.26K- 88.1% |
$138K - $155K
|
170
$23.4K
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-15- 42.86% |
$1.65K - $1.85K
|
20
$2.75K
|
|
Jan 18, 2022
Q4 2021
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-7.49KClosed |
$823K - $924K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-2.05KClosed |
$225K - $252K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-100- 1.39% |
$11K - $12.3K
|
7.11K
$978K
|
|
Q3 2021 | |||||||
May 05, 2025
Q3 2021
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
1+ 0.03% |
$109 - $119
|
3.29K
$453K
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-378Closed |
$41.3K - $45.2K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
SELL
|
- |
-2.08KClosed |
$228K - $248K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-784Closed |
$85.8K - $93.7K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-72- 2.26% |
$7.88K - $8.6K
|
3.11K
$428K
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-1.1KClosed |
$120K - $131K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-112Closed |
$12.3K - $13.4K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.36% |
$109 - $119
|
277
$38.1K
|
|
Nov 09, 2021
Q3 2021
|
Td Asset Management Inc
|
SELL
|
- |
-435KClosed |
$47.5M - $51.9M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.79KClosed |
$633K - $692K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-4.78KClosed |
$523K - $571K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-350Closed |
$38.3K - $41.8K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-25Closed |
$2.73K - $2.99K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-116KClosed |
$12.7M - $13.8M
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
550New |
$60.2K - $65.7K
|
550
$75.7K
|
|
Nov 02, 2021
Q3 2021
|
Renaissance Investment Group LLC
|
SELL
|
- |
-1.91KClosed |
$208K - $228K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Torray LLC
|
SELL
|
- |
-2.04KClosed |
$224K - $244K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.82KClosed |
$199K - $217K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-2.6KClosed |
$284K - $311K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6.21KNew |
$679K - $741K
|
6.21K
$855K
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
243New |
$26.6K - $29K
|
243
$33.5K
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-38Closed |
$4.16K - $4.54K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
6.21KNew |
$679K - $742K
|
6.21K
$855K
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.27KClosed |
$358K - $391K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-470Closed |
$51.4K - $56.2K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-108Closed |
$11.8K - $12.9K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-6.41KClosed |
$701K - $766K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-2.24KClosed |
$245K - $267K
|
0
$0
|