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 |
---|---|---|---|---|---|---|---|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
508+ 758.21% |
$44.6K - $49.1K
|
575
$74.8K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
396New |
$34.7K - $38.3K
|
396
$51.5K
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
342New |
$30K - $33K
|
342
$44.5K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
192New |
$16.8K - $18.6K
|
192
$25K
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
169+ 1.7% |
$14.8K - $16.3K
|
10.1K
$1.32M
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
110+ 5.12% |
$9.65K - $10.6K
|
2.26K
$294K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
57New |
$5K - $5.51K
|
57
$7.42K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
51New |
$4.47K - $4.93K
|
51
$6.64K
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
46New |
$4.04K - $4.44K
|
46
$5.99K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
42+ 44.68% |
$3.68K - $4.06K
|
136
$17.7K
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
41+ 1.84% |
$3.6K - $3.96K
|
2.27K
$295K
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8+ 0.09% |
$702 - $773
|
8.81K
$1.15M
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
6+ 0.06% |
$526 - $580
|
10.2K
$1.33M
|
|
Feb 09, 2024
Q2 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
3+ 0.09% |
$263 - $290
|
3.45K
$449K
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.09% |
$87.7 - $96.6
|
1.06K
$138K
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.03% |
$87.7 - $96.6
|
3.2K
$417K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
291KNew |
$24.1M - $27.5M
|
291K
$37.9M
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
5.6KNew |
$464K - $530K
|
5.6K
$729K
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.04KNew |
$252K - $288K
|
3.04K
$396K
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.71KNew |
$224K - $256K
|
2.71K
$352K
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.44KNew |
$202K - $231K
|
2.44K
$318K
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.41K+ 2647.25% |
$200K - $228K
|
2.5K
$325K
|
|
Apr 25, 2023
Q1 2023
|
Monarch Capital Management Inc
|
BUY
|
- |
2.26KNew |
$187K - $214K
|
2.26K
$294K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.49K+ 1105.19% |
$124K - $141K
|
1.63K
$212K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
810+ 10.28% |
$67.1K - $76.7K
|
8.69K
$1.13M
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
472New |
$39.1K - $44.7K
|
472
$61.4K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
220+ 4.53% |
$18.2K - $20.8K
|
5.08K
$661K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
210+ 105.53% |
$17.4K - $19.9K
|
409
$53.2K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
167New |
$13.8K - $15.8K
|
167
$21.7K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
140New |
$11.6K - $13.3K
|
140
$18.2K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
43New |
$3.56K - $4.07K
|
43
$5.6K
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
35+ 1.12% |
$2.9K - $3.31K
|
3.15K
$410K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
24New |
$1.99K - $2.27K
|
24
$3.12K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
22New |
$1.82K - $2.08K
|
22
$2.86K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
13+ 0.05% |
$1.08K - $1.23K
|
28.2K
$3.66M
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
10+ 0.15% |
$829 - $947
|
6.7K
$872K
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
10New |
$829 - $947
|
10
$1.3K
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1+ 0.17% |
$82.9 - $94.7
|
587
$76.4K
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.75% |
$82.9 - $94.7
|
134
$17.4K
|
|
Q4 2022 | |||||||
Feb 21, 2023
Q4 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
32.1KNew |
$2.49M - $2.89M
|
32.1K
$4.18M
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
22.4KNew |
$1.74M - $2.02M
|
22.4K
$2.92M
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
22.4KNew |
$1.74M - $2.02M
|
22.4K
$2.92M
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
17.9KNew |
$1.39M - $1.61M
|
17.9K
$2.33M
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
14.4KNew |
$1.11M - $1.29M
|
14.4K
$1.87M
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
12.6KNew |
$975K - $1.13M
|
12.6K
$1.64M
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
8.2KNew |
$635K - $737K
|
8.2K
$1.07M
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
7.05KNew |
$546K - $634K
|
7.05K
$918K
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
5.13KNew |
$397K - $461K
|
5.13K
$668K
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
5.09KNew |
$394K - $457K
|
5.09K
$662K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.93K+ 1.79% |
$381K - $443K
|
281K
$36.5M
|