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 |
---|---|---|---|---|---|---|---|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.09KNew |
$210K - $238K
|
2.09K
$287K
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.07KNew |
$208K - $236K
|
2.07K
$284K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.94KNew |
$195K - $221K
|
1.94K
$267K
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.85KNew |
$186K - $211K
|
1.85K
$254K
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
1.83KNew |
$184K - $209K
|
1.83K
$252K
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
1.83KNew |
$184K - $208K
|
1.83K
$251K
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.76KNew |
$177K - $201K
|
1.76K
$242K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.69K+ 15.68% |
$170K - $193K
|
12.5K
$1.72M
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.15KNew |
$115K - $131K
|
1.15K
$158K
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.05K+ 87.17% |
$105K - $119K
|
2.25K
$309K
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1KNew |
$101K - $114K
|
1K
$138K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
949New |
$95.5K - $108K
|
949
$131K
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
720+ 310.34% |
$72.5K - $82.2K
|
952
$131K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
523+ 6.91% |
$52.6K - $59.7K
|
8.09K
$1.11M
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
400New |
$40.3K - $45.7K
|
400
$55.1K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
258New |
$26K - $29.4K
|
258
$35.5K
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
248New |
$25K - $28.3K
|
248
$34.1K
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
222New |
$22.3K - $25.3K
|
222
$30.6K
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
150New |
$15.1K - $17.1K
|
150
$20.7K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
145New |
$14.6K - $16.6K
|
145
$20K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
133+ 0.79% |
$13.4K - $15.2K
|
16.9K
$2.32M
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
96+ 9.6% |
$9.66K - $11K
|
1.1K
$151K
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
78New |
$7.85K - $8.9K
|
78
$10.7K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
75+ 7.05% |
$7.55K - $8.56K
|
1.14K
$157K
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
58New |
$5.84K - $6.62K
|
58
$7.99K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
50+ 1250.0% |
$5.03K - $5.71K
|
54
$7.44K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
16New |
$1.61K - $1.83K
|
16
$2.2K
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
11New |
$1.11K - $1.26K
|
11
$1.51K
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
9+ 0.03% |
$906 - $1.03K
|
28.2K
$3.88M
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4New |
$403 - $457
|
4
$551
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4+ 0.21% |
$403 - $457
|
1.95K
$268K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
249KNew |
$21.3M - $26.2M
|
249K
$34.3M
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
249KNew |
$21.3M - $26.2M
|
249K
$34.3M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
105KNew |
$9.02M - $11.1M
|
105K
$14.5M
|
|
Feb 14, 2024
Q4 2023
|
Noked Israel LTD
Ramat Hasharon, L3 |
BUY
|
- |
30KNew |
$2.57M - $3.15M
|
30K
$4.13M
|
|
Feb 14, 2024
Q4 2023
|
Disciplined Growth Investors Inc
Minneapolis, MN |
BUY
|
- |
20.6KNew |
$1.76M - $2.16M
|
20.6K
$2.83M
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
18.9KNew |
$1.62M - $1.99M
|
18.9K
$2.6M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
15.2K+ 108.05% |
$1.31M - $1.6M
|
29.3K
$4.04M
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
10.6K+ 3.24% |
$908K - $1.11M
|
338K
$46.5M
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
7.47KNew |
$640K - $785K
|
7.47K
$1.03M
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
6.9K+ 33.51% |
$591K - $726K
|
27.5K
$3.79M
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.32KNew |
$455K - $559K
|
5.32K
$732K
|
|
Feb 07, 2024
Q4 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
5.3KNew |
$454K - $557K
|
5.3K
$729K
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.62KNew |
$310K - $381K
|
3.62K
$498K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
PUT |
3KNew |
$257K - $315K
|
3K
$413K
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.85KNew |
$244K - $300K
|
2.85K
$393K
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
BUY
|
- |
2.73KNew |
$234K - $287K
|
2.73K
$376K
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2.41KNew |
$206K - $253K
|
2.41K
$332K
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.31KNew |
$198K - $243K
|
2.31K
$318K
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2.21KNew |
$190K - $233K
|
2.21K
$305K
|