Latest Institutional Purchases of Ishares Russell Mid Cap Growth (IWP)
This list provides information on the latest institutional transactions involving Ishares Russell Mid Cap Growth (IWP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.09KNew |
$243K - $289K
|
2.09K
$287K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
2.09KNew |
$243K - $289K
|
2.09K
$287K
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2.05KNew |
$239K - $284K
|
2.05K
$283K
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
1.86KNew |
$217K - $258K
|
1.86K
$256K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.83KNew |
$213K - $254K
|
1.83K
$252K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.82KNew |
$211K - $252K
|
1.82K
$250K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
1.8KNew |
$210K - $249K
|
1.8K
$248K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.73KNew |
$201K - $239K
|
1.73K
$238K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.69KNew |
$197K - $235K
|
1.69K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.69KNew |
$197K - $234K
|
1.69K
$233K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.69KNew |
$196K - $234K
|
1.69K
$232K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
1.69KNew |
$196K - $234K
|
1.69K
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.66KNew |
$193K - $230K
|
1.66K
$229K
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.66KNew |
$193K - $230K
|
1.66K
$228K
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
1.66KNew |
$193K - $230K
|
1.66K
$228K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.65KNew |
$192K - $229K
|
1.65K
$227K
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
BUY
|
- |
1.62KNew |
$189K - $225K
|
1.62K
$224K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.62KNew |
$188K - $224K
|
1.62K
$222K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.59KNew |
$186K - $221K
|
1.59K
$219K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.55KNew |
$180K - $215K
|
1.55K
$213K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.43K+ 4.54% |
$166K - $198K
|
32.9K
$4.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
1.3KNew |
$151K - $179K
|
1.3K
$178K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
980New |
$114K - $136K
|
980
$135K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
758New |
$88.2K - $105K
|
758
$104K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
675New |
$78.6K - $93.5K
|
675
$92.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
509New |
$59.2K - $70.5K
|
509
$70.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
498New |
$58K - $69K
|
498
$68.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
428New |
$49.8K - $59.3K
|
428
$58.9K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
401New |
$46.7K - $55.5K
|
401
$55.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
382+ 3.52% |
$44.5K - $52.9K
|
11.2K
$1.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
324+ 11.77% |
$37.7K - $44.9K
|
3.08K
$424K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
314+ 33.33% |
$36.5K - $43.5K
|
1.26K
$173K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
300+ 7.49% |
$34.9K - $41.6K
|
4.31K
$593K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
298New |
$34.7K - $41.3K
|
298
$41K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
283+ 259.63% |
$32.9K - $39.2K
|
392
$54K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
275+ 15.19% |
$32K - $38.1K
|
2.09K
$287K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
238New |
$27.7K - $33K
|
238
$32.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
229+ 4.93% |
$26.7K - $31.7K
|
4.87K
$671K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
208New |
$24.2K - $28.8K
|
208
$28.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
200New |
$23.3K - $27.7K
|
200
$27.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
182+ 2.53% |
$21.2K - $25.2K
|
7.37K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
150New |
$17.5K - $20.8K
|
150
$20.7K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
149New |
$17.3K - $20.6K
|
149
$20.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
133New |
$15.5K - $18.4K
|
133
$18.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
120New |
$14K - $16.6K
|
120
$16.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
115New |
$13.4K - $15.9K
|
115
$15.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
111+ 7.1% |
$12.9K - $15.4K
|
1.68K
$231K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
102New |
$11.9K - $14.1K
|
102
$14K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
96New |
$11.2K - $13.3K
|
96
$13.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
94New |
$10.9K - $13K
|
94
$12.9K
|