Latest Institutional Purchases of Ishares Russell Mid Cap Growth (IWP)

IWP Quotes by TradingView

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
Oct 25, 2023 Q3 2023
Blue Path Capital Management, LLC

Atlanta, GA
BUY
 -
351
New
$31.6K - $35.2K
351 $48.3K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
320
New
$28.8K - $32.1K
320 $44.1K
Oct 19, 2023 Q3 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
292
+ 6.22%
$26.3K - $29.3K
4.99K $686K
Nov 08, 2023 Q3 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
257
+ 22.19%
$23.1K - $25.8K
1.42K $195K
Nov 14, 2023 Q3 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
131
+ 65.5%
$11.8K - $13.1K
331 $45.6K
Nov 09, 2023 Q3 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
91
New
$8.19K - $9.13K
91 $12.5K
Nov 16, 2023 Q3 2023
Twin Lakes Capital Management, LLC

Redwood Shores, CA
BUY
 -
33
New
$2.97K - $3.31K
33 $4.54K
Oct 17, 2023 Q3 2023
Piscataqua Savings Bank

BUY
 -
30
New
$2.7K - $3.01K
30 $4.13K
Nov 13, 2023 Q3 2023
Peachtree Investment Partners, LLC

Vero Beach, FL
BUY
 -
19
New
$1.71K - $1.91K
19 $2.62K
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
17
New
$1.53K - $1.71K
17 $2.34K
Q2 2023
Jul 24, 2023 Q2 2023
Values Added Financial LLC

Washington, DC
BUY
 -
4.6K
New
$404K - $445K
4.6K $634K
Jul 11, 2023 Q2 2023
Maltin Wealth Management, Inc.

BUY
 -
3.63K
New
$318K - $350K
3.63K $499K
Jan 21, 2025 Q2 2023
Life Plan Investment Advisors, Inc.

Raleigh, NC
BUY
 -
2.72K
New
$238K - $263K
2.72K $374K
Jul 26, 2023 Q2 2023
Bell Bank

BUY
 -
2.6K
New
$228K - $251K
2.6K $358K
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
543
New
$47.6K - $52.5K
543 $74.8K
Jul 14, 2023 Q2 2023
Level Financial Advisors, Inc.

BUY
 -
508
+ 758.21%
$44.6K - $49.1K
575 $79.2K
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
396
New
$34.7K - $38.3K
396 $54.5K
Jul 18, 2023 Q2 2023
Northwest Bank & Trust CO

Davenport, IA
BUY
 -
342
New
$30K - $33K
342 $47.1K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
192
New
$16.8K - $18.6K
192 $26.4K
Jul 20, 2023 Q2 2023
Tiedemann Advisors, LLC

BUY
 -
169
+ 1.7%
$14.8K - $16.3K
10.1K $1.39M
Feb 16, 2024 Q2 2023
Main Street Investment Advisors LLC

BUY
 -
110
+ 5.12%
$9.65K - $10.6K
2.26K $311K
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
51
New
$4.47K - $4.93K
51 $7.02K
Aug 07, 2023 Q2 2023
Wolverine Asset Management LLC

BUY
 -
46
New
$4.04K - $4.44K
46 $6.33K
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

BUY
 -
42
+ 44.68%
$3.68K - $4.06K
136 $18.7K
Aug 01, 2023 Q2 2023
Simon Quick Advisors, LLC

BUY
 -
8
+ 0.09%
$702 - $773
8.81K $1.21M
Jul 20, 2023 Q2 2023
Aj Wealth Strategies, LLC

BUY
 -
6
+ 0.06%
$526 - $580
10.2K $1.41M
Feb 09, 2024 Q2 2023
Wittenberg Investment Management, Inc.

Carlisle, MA
BUY
 -
3
+ 0.09%
$263 - $290
3.45K $475K
Aug 15, 2023 Q2 2023
Retirement Group, LLC

BUY
 -
1
+ 0.09%
$87.7 - $96.6
1.06K $146K
Q1 2023
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
291K
New
$24.1M - $27.5M
291K $40M
Apr 21, 2023 Q1 2023
Bka Wealth Consulting, Inc.

BUY
 -
3.04K
New
$252K - $288K
3.04K $419K
Apr 26, 2023 Q1 2023
Alpha Cubed Investments, LLC

BUY
 -
2.71K
New
$224K - $256K
2.71K $373K
May 15, 2023 Q1 2023
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
2.44K
New
$202K - $231K
2.44K $336K
May 26, 2023 Q1 2023
Sheets Smith Wealth Management

BUY
 -
2.41K
+ 2647.25%
$200K - $228K
2.5K $344K
Apr 25, 2023 Q1 2023
Monarch Capital Management Inc

BUY
 -
2.26K
New
$187K - $214K
2.26K $311K
May 04, 2023 Q1 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
1.49K
+ 1105.19%
$124K - $141K
1.63K $224K
May 15, 2023 Q1 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
810
+ 10.28%
$67.1K - $76.7K
8.69K $1.2M
May 10, 2023 Q1 2023
Hamilton Point Investment Advisors, LLC

BUY
 -
472
New
$39.1K - $44.7K
472 $65K
Apr 20, 2023 Q1 2023
Accel Wealth Management

BUY
 -
210
+ 105.53%
$17.4K - $19.9K
409 $56.3K
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
167
New
$13.8K - $15.8K
167 $23K
May 15, 2023 Q1 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
140
New
$11.6K - $13.3K
140 $19.3K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
43
New
$3.56K - $4.07K
43 $5.92K
Apr 17, 2023 Q1 2023
Bourgeon Capital Management LLC

BUY
 -
35
+ 1.12%
$2.9K - $3.31K
3.15K $434K
Apr 27, 2023 Q1 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
24
New
$1.99K - $2.27K
24 $3.3K
May 03, 2023 Q1 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
22
New
$1.82K - $2.08K
22 $3.03K
May 10, 2023 Q1 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
13
+ 0.05%
$1.08K - $1.23K
28.2K $3.88M
May 30, 2023 Q1 2023
Fullen Financial Group

BUY
 -
10
+ 0.15%
$829 - $947
6.7K $922K
May 15, 2023 Q1 2023
Clarkston Capital Partners, LLC

Bloomfield Hills, MI
BUY
 -
1
+ 0.17%
$82.9 - $94.7
587 $80.8K
May 08, 2023 Q1 2023
Jdm Financial Group LLC

Encino, CA
BUY
 -
1
+ 0.75%
$82.9 - $94.7
134 $18.5K
Q4 2022
Mar 30, 2023 Q4 2022
Reframe Wealth, LLC

Fairfax, VA
BUY
 -
22.4K
New
$1.74M - $2.02M
22.4K $3.09M

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