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 |
---|---|---|---|---|---|---|---|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-17.3KClosed |
$906K - $1.41M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-11Closed |
$576 - $897
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-2.22KClosed |
$116K - $181K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-97Closed |
$5.08K - $7.91K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1.08KClosed |
$56.7K - $88.4K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-1.48KClosed |
$77.6K - $121K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.75KClosed |
$91.3K - $142K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.54KClosed |
$80.6K - $126K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-9Closed |
$471 - $734
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Washington Capital Management Inc
|
SELL
|
- |
-5.45KClosed |
$285K - $445K
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.05KClosed |
$107K - $167K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-93Closed |
$4.87K - $7.59K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-33Closed |
$1.73K - $2.69K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Hartford Financial Management Inc.
|
SELL
|
- |
-100Closed |
$5.23K - $8.16K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-2.72KClosed |
$142K - $222K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-120Closed |
$6.28K - $9.79K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-12.9KClosed |
$672K - $1.05M
|
0
$0
|
|
Apr 14, 2020
Q1 2020
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-3.75KClosed |
$196K - $306K
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Riverbridge Partners LLC
|
SELL
|
- |
-1.9KClosed |
$99.6K - $155K
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.05KClosed |
$107K - $167K
|
0
$0
|
|
Q4 2019 | |||||||
Jul 08, 2024
Q4 2019
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
1.54KNew |
$106K - $118K
|
1.54K
$212K
|
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-42KClosed |
$2.89M - $3.21M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-4.28KClosed |
$295K - $328K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Valley National Advisers Inc
|
SELL
|
- |
-24Closed |
$1.65K - $1.84K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1+ 0.29% |
$68.8 - $76.6
|
341
$47K
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
221New |
$15.2K - $16.9K
|
221
$30.4K
|
|
Feb 05, 2020
Q4 2019
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-13Closed |
$894 - $996
|
0
$0
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-273Closed |
$18.8K - $20.9K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-11Closed |
$772 - $795
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.6KClosed |
$112K - $115K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-729Closed |
$51.1K - $52.7K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-4.5KClosed |
$316K - $325K
|
0
$0
|
|
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
$23.3K
|
|
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
|