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 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
33+ 300.0% |
$3.79K - $4.61K
|
44
$6.06K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
25.2K+ 75.59% |
$2.89M - $3.52M
|
58.5K
$8.05M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.22K- 13.44% |
$140K - $170K
|
7.84K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
428+ 18.85% |
$49.2K - $59.7K
|
2.7K
$371K
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
202+ 13.48% |
$23.2K - $28.2K
|
1.7K
$234K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-121K- 2.33% |
$13.9M - $16.9M
|
5.09M
$701M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.46K- 3.79% |
$167K - $203K
|
37K
$5.09M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
9.33K+ 29.98% |
$1.07M - $1.3M
|
40.4K
$5.57M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
29.5K+ 22.09% |
$3.39M - $4.12M
|
163K
$22.5M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
42+ 40.0% |
$4.83K - $5.86K
|
147
$20.2K
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-27.6K- 41.33% |
$3.17M - $3.85M
|
39.2K
$5.39M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
285+ 8.31% |
$32.7K - $39.8K
|
3.72K
$512K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-45.5K- 8.22% |
$5.23M - $6.35M
|
508K
$69.9M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.49K- 21.98% |
$171K - $207K
|
5.27K
$726K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1+ 0.04% |
$115 - $140
|
2.4K
$330K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-9.27K- 9.37% |
$1.07M - $1.29M
|
89.7K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-4.51K- 17.99% |
$519K - $630K
|
20.6K
$2.83M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
342New |
$39.3K - $47.7K
|
342
$47.1K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-17- 0.08% |
$1.95K - $2.37K
|
20.3K
$2.79M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 0.97% |
$138K - $168K
|
123K
$16.9M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.57K- 4.95% |
$985K - $1.2M
|
164K
$22.6M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
3.25K+ 3.37% |
$373K - $454K
|
99.8K
$13.7M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-785- 5.11% |
$90.2K - $110K
|
14.6K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
99+ 1.37% |
$11.4K - $13.8K
|
7.35K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-720- 1.6% |
$82.7K - $101K
|
44.2K
$6.08M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-671- 3.13% |
$77.1K - $93.7K
|
20.7K
$2.85M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.31K- 5.98% |
$380K - $462K
|
52K
$7.16M
|
|
|
May 13, 2025
Q1 2025
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-2.48K- 42.89% |
$285K - $346K
|
3.3K
$454K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
397+ 0.92% |
$45.6K - $55.4K
|
43.7K
$6.02M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-474- 1.97% |
$54.5K - $66.2K
|
23.5K
$3.24M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
344KNew |
$39.5M - $48M
|
344K
$47.4M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-47.7K- 4.79% |
$5.48M - $6.66M
|
949K
$131M
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
180+ 2.46% |
$20.7K - $25.1K
|
7.5K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
195+ 9.32% |
$22.4K - $27.2K
|
2.29K
$315K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-44- 10.5% |
$5.06K - $6.14K
|
375
$51.6K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-40.7K- 1.76% |
$4.67M - $5.68M
|
2.27M
$312M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-10.3K- 15.65% |
$1.19M - $1.44M
|
55.7K
$7.67M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.51K- 3.44% |
$633K - $769K
|
155K
$21.3M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.35K+ 425.95% |
$270K - $328K
|
2.9K
$399K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-9.18K- 9.24% |
$1.05M - $1.28M
|
90.1K
$12.4M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
8+ 0.3% |
$919 - $1.12K
|
2.69K
$370K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-300- 9.48% |
$34.5K - $41.9K
|
2.87K
$395K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-23.8K- 6.83% |
$2.73M - $3.32M
|
324K
$44.7M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.09K+ 5.49% |
$814K - $989K
|
136K
$18.7M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-126- 1.97% |
$14.5K - $17.6K
|
6.27K
$863K
|
|
|
May 13, 2025
Q1 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
4.7K+ 47.55% |
$540K - $656K
|
14.6K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
85.7KNew |
$9.85M - $12M
|
85.7K
$11.8M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-205- 0.55% |
$23.6K - $28.6K
|
37K
$5.09M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-230- 2.15% |
$26.4K - $32.1K
|
10.5K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
50+ 19.46% |
$5.75K - $6.98K
|
307
$42.3K
|