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 |
---|---|---|---|---|---|---|---|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
1.77KNew |
$185K - $246K
|
1.77K
$244K
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.26K+ 3.69% |
$236K - $314K
|
63.6K
$8.76M
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-683- 16.24% |
$71.3K - $94.7K
|
3.52K
$485K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14.7K+ 120.63% |
$1.53M - $2.04M
|
26.9K
$3.7M
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
3.52K+ 4.38% |
$367K - $488K
|
83.9K
$11.6M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-380- 4.25% |
$39.6K - $52.7K
|
8.56K
$1.18M
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
3.56K+ 101.83% |
$371K - $493K
|
7.05K
$970K
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
388+ 1.86% |
$40.5K - $53.8K
|
21.2K
$2.92M
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-2.84K- 65.25% |
$297K - $394K
|
1.51K
$208K
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-98- 15.76% |
$10.2K - $13.6K
|
524
$72.1K
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.5KNew |
$157K - $208K
|
1.5K
$207K
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-46- 0.14% |
$4.8K - $6.38K
|
33.7K
$4.64M
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$104 - $139
|
781
$108K
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.68KNew |
$176K - $233K
|
1.68K
$232K
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-91- 0.66% |
$9.49K - $12.6K
|
13.7K
$1.88M
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-88- 11.53% |
$9.18K - $12.2K
|
675
$92.9K
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
90+ 2.02% |
$9.39K - $12.5K
|
4.54K
$625K
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-872- 3.23% |
$91K - $121K
|
26.1K
$3.6M
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-98- 0.89% |
$10.2K - $13.6K
|
10.9K
$1.49M
|
|
Jul 07, 2025
Q2 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
329+ 0.24% |
$34.3K - $45.6K
|
136K
$18.7M
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.3K+ 249.73% |
$239K - $318K
|
3.21K
$443K
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-142- 2.33% |
$14.8K - $19.7K
|
5.95K
$820K
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
48New |
$5.01K - $6.66K
|
48
$6.61K
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
933+ 6.39% |
$97.3K - $129K
|
15.5K
$2.14M
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.59KNew |
$166K - $220K
|
1.59K
$219K
|
|
Jul 07, 2025
Q2 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-76- 0.23% |
$7.93K - $10.5K
|
32.3K
$4.44M
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-10.7K- 25.21% |
$1.12M - $1.48M
|
31.8K
$4.37M
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
11.9K+ 10.21% |
$1.24M - $1.65M
|
129K
$17.7M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.35K+ 13.89% |
$140K - $187K
|
11K
$1.52M
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
1.56KNew |
$163K - $216K
|
1.56K
$215K
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.04K- 6.28% |
$108K - $144K
|
15.5K
$2.13M
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
15.9K+ 86.17% |
$1.66M - $2.21M
|
34.4K
$4.73M
|
|
Q1 2025 | |||||||
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.58K+ 292.22% |
$181K - $220K
|
2.12K
$292K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
154K+ 3.28% |
$17.7M - $21.6M
|
4.86M
$669M
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
524+ 3.87% |
$60.2K - $73.2K
|
14.1K
$1.94M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-229- 1.38% |
$26.3K - $32K
|
16.3K
$2.25M
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.2K- 4.8% |
$138K - $168K
|
23.8K
$3.28M
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
8.18KNew |
$940K - $1.14M
|
8.18K
$1.13M
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
7.16KNew |
$823K - $1M
|
7.16K
$986K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.03K+ 61.92% |
$463K - $562K
|
10.5K
$1.45M
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.78KNew |
$320K - $388K
|
2.78K
$383K
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
400+ 6.32% |
$46K - $55.8K
|
6.73K
$927K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2- 0.69% |
$230 - $279
|
289
$39.8K
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.55KNew |
$178K - $217K
|
1.55K
$214K
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-11.2K- 56.77% |
$1.28M - $1.56M
|
8.49K
$1.17M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.83K+ 19.86% |
$785K - $954K
|
41.2K
$5.68M
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11.9K- 99.96% |
$1.37M - $1.66M
|
5
$688
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
299+ 2.41% |
$34.4K - $41.7K
|
12.7K
$1.75M
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
85+ 1.48% |
$9.77K - $11.9K
|
5.82K
$801K
|
|
May 15, 2025
Q1 2025
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
16KNew |
$1.84M - $2.23M
|
16K
$2.2M
|