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 13, 2021
Q3 2021
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-2.54K- 36.48% |
$278K - $303K
|
4.42K
$608K
|
|
|
Oct 12, 2021
Q3 2021
|
Resource Planning Group
|
SELL
|
- |
-1.77KClosed |
$194K - $212K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-140- 25.0% |
$15.3K - $16.7K
|
420
$57.8K
|
|
| Q2 2021 | |||||||
|
Aug 31, 2021
Q2 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-168Closed |
$16.8K - $19.1K
|
0
$0
|
|
|
Aug 17, 2021
Q2 2021
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
5K+ 45.45% |
$500K - $569K
|
16K
$2.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-3.6KClosed |
$360K - $409K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-391Closed |
$39.1K - $44.5K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-6.47KClosed |
$647K - $736K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
8.11KNew |
$811K - $922K
|
8.11K
$1.12M
|
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1KNew |
$100K - $114K
|
1K
$138K
|
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-84Closed |
$8.4K - $9.55K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-368Closed |
$36.8K - $41.9K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-1.59KClosed |
$159K - $181K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-350Closed |
$35K - $39.8K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-4Closed |
$400 - $455
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.82KNew |
$181K - $206K
|
1.82K
$250K
|
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-62Closed |
$6.2K - $7.05K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
4.7KNew |
$470K - $534K
|
4.7K
$647K
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-200Closed |
$20K - $22.7K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-323- 16.22% |
$32.3K - $36.7K
|
1.67K
$230K
|
|
| Q1 2021 | |||||||
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-30Closed |
$2.91K - $3.36K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-30Closed |
$2.91K - $3.36K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-45.6KClosed |
$4.42M - $5.11M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.01KClosed |
$195K - $225K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.69KClosed |
$261K - $302K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
86New |
$8.34K - $9.64K
|
86
$11.8K
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-952Closed |
$92.3K - $107K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-460Closed |
$44.6K - $51.5K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-2.43KClosed |
$235K - $272K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-300Closed |
$29.1K - $33.6K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-4.44KClosed |
$430K - $497K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.25KClosed |
$218K - $252K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-4KClosed |
$388K - $448K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.12KClosed |
$109K - $126K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Clear Investment Research, LLC
|
SELL
|
- |
-3.22KClosed |
$312K - $361K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-29.4KClosed |
$2.85M - $3.3M
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-128Closed |
$12.4K - $14.3K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-146Closed |
$14.2K - $16.4K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-314Closed |
$30.4K - $35.2K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Ma Private Wealth
|
SELL
|
- |
-2.49KClosed |
$241K - $279K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-748Closed |
$72.5K - $83.8K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-4.52K- 26.56% |
$438K - $506K
|
12.5K
$1.72M
|
|
|
Apr 21, 2021
Q1 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-15- 18.29% |
$1.45K - $1.68K
|
67
$9.23K
|
|
|
Apr 12, 2021
Q1 2021
|
Hms Capital Management, LLC
|
SELL
|
PUT |
-4.9K- 84.48% |
$475K - $549K
|
900
$124K
|
|
|
Apr 06, 2021
Q1 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
150New |
$14.5K - $16.8K
|
150
$20.7K
|
|
|
Apr 05, 2021
Q1 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-3.49KClosed |
$338K - $390K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
8.75KNew |
$757K - $917K
|
8.75K
$1.21M
|
|
|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
66+ 100.0% |
$5.71K - $6.92K
|
132
$18.2K
|
|
|
Mar 09, 2021
Q4 2020
|
Tru Independence LLC
|
SELL
|
- |
-51Closed |
$4.41K - $5.34K
|
0
$0
|
|