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 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
91New |
$10.6K - $12.6K
|
91
$12.5K
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
77+ 2.06% |
$8.96K - $10.7K
|
3.82K
$526K
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
76+ 0.63% |
$8.85K - $10.5K
|
12.1K
$1.67M
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
68New |
$7.92K - $9.42K
|
68
$9.36K
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
61New |
$7.1K - $8.45K
|
61
$8.4K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
60+ 3.93% |
$6.98K - $8.31K
|
1.59K
$219K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
60New |
$6.98K - $8.31K
|
60
$8.26K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
55New |
$6.4K - $7.62K
|
55
$7.57K
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
52New |
$6.05K - $7.2K
|
52
$7.16K
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
50New |
$5.82K - $6.93K
|
50
$6.88K
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
41+ 0.86% |
$4.77K - $5.68K
|
4.81K
$662K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
32+ 1.72% |
$3.72K - $4.43K
|
1.9K
$261K
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
31New |
$3.61K - $4.29K
|
31
$4.27K
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
23New |
$2.68K - $3.19K
|
23
$3.17K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
16New |
$1.86K - $2.22K
|
16
$2.2K
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
11New |
$1.28K - $1.52K
|
11
$1.51K
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 1.78% |
$1.16K - $1.39K
|
572
$78.8K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.1% |
$349 - $416
|
3.08K
$424K
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$116 - $139
|
2.34K
$322K
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$116 - $139
|
2.32K
$319K
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1+ 0.03% |
$116 - $139
|
2.95K
$406K
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.01% |
$116 - $139
|
7.99K
$1.1M
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.17% |
$116 - $139
|
576
$79.3K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$116 - $139
|
841
$116K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
195KNew |
$20.3M - $22.9M
|
195K
$26.9M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
21.6KNew |
$2.24M - $2.54M
|
21.6K
$2.97M
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
16.2KNew |
$1.68M - $1.91M
|
16.2K
$2.23M
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
9.48KNew |
$985K - $1.11M
|
9.48K
$1.31M
|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
7.64KNew |
$794K - $898K
|
7.64K
$1.05M
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
7.01K+ 706.45% |
$728K - $824K
|
8K
$1.1M
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
6.79K+ 111.1% |
$705K - $798K
|
12.9K
$1.78M
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
6KNew |
$623K - $705K
|
6K
$825K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.15K+ 1.56% |
$534K - $605K
|
335K
$46.2M
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.58KNew |
$372K - $421K
|
3.58K
$493K
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.81K+ 3.59% |
$292K - $331K
|
81.2K
$11.2M
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
2.53KNew |
$263K - $298K
|
2.53K
$349K
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.48KNew |
$257K - $292K
|
2.48K
$341K
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
2.17KNew |
$225K - $255K
|
2.17K
$299K
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.16KNew |
$224K - $254K
|
2.16K
$297K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.09KNew |
$217K - $246K
|
2.09K
$287K
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.89K+ 60.54% |
$196K - $222K
|
5.01K
$690K
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.86KNew |
$193K - $219K
|
1.86K
$256K
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.81KNew |
$188K - $212K
|
1.81K
$249K
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
1.8KNew |
$187K - $212K
|
1.8K
$248K
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.8KNew |
$187K - $212K
|
1.8K
$248K
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.76KNew |
$183K - $207K
|
1.76K
$242K
|
|
Nov 06, 2024
Q3 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
1.75KNew |
$181K - $205K
|
1.75K
$241K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.75KNew |
$181K - $205K
|
1.75K
$240K
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.74KNew |
$181K - $205K
|
1.74K
$240K
|