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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2019
Q3 2019
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-224KClosed |
$15.7M - $16.2M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-300Closed |
$21K - $21.7K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-9.04KClosed |
$634K - $653K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-5.5KClosed |
$386K - $397K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-156Closed |
$10.9K - $11.3K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Titan Capital Management, LLC
|
SELL
|
- |
-218Closed |
$15.3K - $15.7K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Fulcrum Capital LLC
|
BUY
|
- |
169New |
$11.9K - $12.2K
|
169
$22.8K
|
|
|
Oct 23, 2019
Q3 2019
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-786Closed |
$55.1K - $56.8K
|
0
$0
|
|
|
Oct 03, 2019
Q3 2019
|
Bremer Bank National Association
|
SELL
|
- |
-2.43KClosed |
$171K - $176K
|
0
$0
|
|
|
Oct 02, 2019
Q3 2019
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-213Closed |
$14.9K - $15.4K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-180Closed |
N/A
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-29Closed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-1.37KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-154Closed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-83Closed |
N/A
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Requisite Capital Management, LLC
|
SELL
|
- |
-7Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-335Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-17Closed |
N/A
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-49Closed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Wp Advisors, LLC
|
SELL
|
- |
-226Closed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Wespac Advisors, LLC
|
SELL
|
- |
-6.54KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sageworth Trust CO
|
SELL
|
- |
-5Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-5.09KClosed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.13KClosed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Oak Ridge Investments LLC
|
SELL
|
- |
-13.1KClosed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-105Closed |
N/A
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.6KClosed |
N/A
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Private Wealth Partners, LLC
|
SELL
|
- |
-14KClosed |
N/A
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-125Closed |
N/A
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
4.12KNew |
N/A
|
4.12K
$555K
|
|
|
Apr 18, 2019
Q1 2019
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-15KClosed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-170Closed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ironwood Financial, LLC
|
SELL
|
- |
-79Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.73KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-11.6KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-468Closed |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-27Closed |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-23.9KClosed |
N/A
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-2.57KClosed |
N/A
|
0
$0
|
|
|
Jan 14, 2019
Q4 2018
|
True Private Wealth Advisors
|
SELL
|
- |
-55Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
18.6KNew |
N/A
|
18.6K
$2.51M
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
36.3KNew |
N/A
|
36.3K
$4.9M
|
|
|
Nov 14, 2018
Q3 2018
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-239Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
- |
-23.6KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-21Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-201Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-416Closed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-895Closed |
N/A
|
0
$0
|
|
|
Oct 05, 2018
Q3 2018
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-26.8KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Natixis
Paris, I0 |
SELL
|
- |
-50KClosed |
N/A
|
0
$0
|
|