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 |
|---|---|---|---|---|---|---|---|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-55Closed |
$4.76K - $5.76K
|
0
$0
|
|
|
Feb 26, 2021
Q4 2020
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.07KNew |
$179K - $217K
|
2.07K
$286K
|
|
|
Feb 17, 2021
Q4 2020
|
S&T Bank
Indiana, PA |
SELL
|
- |
-1.51KClosed |
$131K - $158K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
800New |
$69.2K - $83.8K
|
800
$110K
|
|
|
Feb 16, 2021
Q4 2020
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
SELL
|
PUT |
-73.5KClosed |
$6.36M - $7.7M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
306KNew |
$26.4M - $32M
|
306K
$42.1M
|
|
|
Feb 11, 2021
Q4 2020
|
Canandaigua National Corp
|
SELL
|
- |
-5.73KClosed |
$496K - $601K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
9.69K+ 100.0% |
$839K - $1.02M
|
19.4K
$2.67M
|
|
|
Feb 10, 2021
Q4 2020
|
Meridian Management CO
|
BUY
|
- |
2.6K+ 100.0% |
$225K - $272K
|
5.2K
$716K
|
|
|
Feb 08, 2021
Q4 2020
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.86K+ 100.0% |
$161K - $195K
|
3.73K
$513K
|
|
|
Feb 08, 2021
Q4 2020
|
Financial Management Network Inc
|
BUY
|
- |
3.04KNew |
$263K - $319K
|
3.04K
$419K
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-20Closed |
$1.73K - $2.1K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Hbc Financial Services, Pllc
|
BUY
|
- |
850+ 100.0% |
$73.6K - $89.1K
|
1.7K
$234K
|
|
|
Feb 05, 2021
Q4 2020
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-3.53KClosed |
$305K - $370K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Human Investing LLC
|
SELL
|
- |
-214Closed |
$18.5K - $22.4K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
79.6KNew |
$6.89M - $8.34M
|
79.6K
$11M
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-520Closed |
$45K - $54.5K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-103Closed |
$8.91K - $10.8K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.32KClosed |
$114K - $138K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
American Research & Management Co.
|
SELL
|
- |
-142Closed |
$12.3K - $14.9K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Btc Capital Management, Inc.
|
BUY
|
- |
6.47K+ 100.0% |
$560K - $678K
|
12.9K
$1.78M
|
|
|
Jan 25, 2021
Q4 2020
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2K+ 100.0% |
$173K - $210K
|
4K
$551K
|
|
|
Jan 25, 2021
Q4 2020
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.55KNew |
$221K - $267K
|
2.55K
$351K
|
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-52Closed |
$4.5K - $5.45K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Norway Savings Bank
|
BUY
|
- |
85+ 100.0% |
$7.36K - $8.91K
|
170
$23.4K
|
|
|
Jan 12, 2021
Q4 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-64Closed |
$5.54K - $6.71K
|
0
$0
|
|
|
Jan 11, 2021
Q4 2020
|
First National Bank Sioux Falls
|
BUY
|
- |
7.65K+ 100.0% |
$662K - $801K
|
15.3K
$2.11M
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-53Closed |
$4.22K - $4.78K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-482Closed |
$38.3K - $43.4K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.32KNew |
$105K - $119K
|
1.32K
$181K
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-408Closed |
$32.5K - $36.8K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
7.24K+ 41.72% |
$576K - $652K
|
24.6K
$3.39M
|
|
|
Nov 02, 2020
Q3 2020
|
Townsend Asset Management Corp
|
SELL
|
- |
-83Closed |
$6.6K - $7.48K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-509Closed |
$40.5K - $45.9K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
2.45KNew |
$195K - $221K
|
2.45K
$338K
|
|
|
Oct 21, 2020
Q3 2020
|
Transform Wealth, LLC
|
SELL
|
- |
-8.91KClosed |
$709K - $803K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-827- 8.03% |
$47.6K - $67.2K
|
9.47K
$1.3M
|
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-283Closed |
$16.3K - $23K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-176Closed |
$10.1K - $14.3K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-4.72KClosed |
$272K - $384K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
79+ 14.6% |
$4.55K - $6.42K
|
620
$85.4K
|
|
|
Aug 07, 2020
Q2 2020
|
Victory Capital Management Inc
|
SELL
|
- |
-158Closed |
$9.1K - $12.8K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.86KClosed |
$107K - $151K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-391Closed |
$22.5K - $31.8K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Calamos Advisors LLC
|
SELL
|
- |
-35.5KClosed |
$2.04M - $2.89M
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-12.5KClosed |
$717K - $1.01M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 20, 2020
Q1 2020
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-157Closed |
$8.21K - $12.8K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.51KClosed |
$131K - $204K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-11.6KClosed |
$609K - $949K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
First National Bank Of South Miami
|
SELL
|
- |
-700Closed |
$36.6K - $57.1K
|
0
$0
|
|