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 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-88- 1.65% |
$10.1K - $12.3K
|
5.24K
$721K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
97+ 25.33% |
$11.1K - $13.5K
|
480
$66.1K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
454+ 13.33% |
$52.2K - $63.4K
|
3.86K
$532K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
14.7K+ 6.23% |
$1.69M - $2.05M
|
250K
$34.4M
|
|
|
May 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
2.05K+ 32.18% |
$235K - $286K
|
8.41K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-434- 2.61% |
$49.9K - $60.6K
|
16.2K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
240+ 4.24% |
$27.6K - $33.5K
|
5.9K
$812K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.2K+ 3.46% |
$3.12M - $3.8M
|
812K
$112M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
8.64K+ 5.34% |
$992K - $1.21M
|
170K
$23.5M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.48K- 57.47% |
$744K - $904K
|
4.79K
$660K
|
|
|
May 12, 2025
Q1 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-2.68K- 9.95% |
$308K - $375K
|
24.3K
$3.35M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.19K+ 2.06% |
$137K - $167K
|
59.1K
$8.14M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-50- 1.64% |
$5.75K - $6.98K
|
2.99K
$412K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
35.6K+ 476.79% |
$4.09M - $4.96M
|
43K
$5.92M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.59K+ 23.5% |
$183K - $222K
|
8.37K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
SELL
|
- |
-60- 1.85% |
$6.89K - $8.38K
|
3.18K
$438K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.3KNew |
$380K - $461K
|
3.3K
$455K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-152- 42.82% |
$17.5K - $21.2K
|
203
$28K
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-837- 4.78% |
$96.2K - $117K
|
16.7K
$2.3M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-256- 0.59% |
$29.4K - $35.7K
|
42.8K
$5.89M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5+ 0.27% |
$575 - $698
|
1.83K
$252K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-455- 2.93% |
$52.3K - $63.5K
|
15.1K
$2.07M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.84KNew |
$211K - $257K
|
1.84K
$253K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-14.6K- 84.2% |
$1.68M - $2.04M
|
2.75K
$378K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.5K+ 24.47% |
$747K - $908K
|
33.1K
$4.55M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-387- 8.5% |
$44.5K - $54K
|
4.17K
$574K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.4K- 4.78% |
$161K - $195K
|
27.9K
$3.84M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-60- 0.85% |
$6.89K - $8.38K
|
7.04K
$969K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-671- 6.32% |
$77.1K - $93.7K
|
9.95K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
5.21KNew |
$599K - $728K
|
5.21K
$718K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-348- 10.34% |
$40K - $48.6K
|
3.02K
$415K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.19K+ 22.51% |
$137K - $166K
|
6.47K
$891K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-325- 11.54% |
$37.3K - $45.4K
|
2.49K
$343K
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
186KNew |
$21.4M - $26M
|
186K
$25.7M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.67K- 2.73% |
$766K - $931K
|
237K
$32.7M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
9+ 0.11% |
$1.03K - $1.26K
|
8.09K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
467+ 1.35% |
$53.7K - $65.2K
|
35K
$4.82M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-655- 2.55% |
$75.3K - $91.4K
|
25K
$3.45M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-22.3K- 0.83% |
$2.57M - $3.12M
|
2.67M
$367M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.7K+ 0.67% |
$1.92M - $2.33M
|
2.5M
$344M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-10.1K- 11.28% |
$1.15M - $1.4M
|
79K
$10.9M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
739+ 1.5% |
$84.9K - $103K
|
50K
$6.89M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1+ 0.03% |
$115 - $140
|
3.2K
$441K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-7.68K- 54.83% |
$882K - $1.07M
|
6.32K
$871K
|
|
|
May 09, 2025
Q1 2025
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
2.25K+ 135.64% |
$259K - $315K
|
3.91K
$539K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8- 1.66% |
$919 - $1.12K
|
473
$65.1K
|
|
|
May 09, 2025
Q1 2025
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
860New |
$98.8K - $120K
|
860
$118K
|
|
|
May 09, 2025
Q1 2025
|
Geneva Capital Management LLC
|
SELL
|
- |
-2.47K- 11.29% |
$283K - $344K
|
19.4K
$2.67M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
368+ 2.37% |
$42.3K - $51.4K
|
15.9K
$2.19M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
10+ 0.17% |
$1.15K - $1.4K
|
5.79K
$797K
|