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, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.15KNew |
$126K - $142K
|
1.15K
$158K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
625New |
$68.6K - $77.1K
|
625
$86.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
212New |
$23.3K - $26.1K
|
212
$29.2K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$11K - $12.3K
|
100
$13.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100New |
$11K - $12.3K
|
100
$13.8K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
6.21KNew |
$679K - $742K
|
6.21K
$855K
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6.21KNew |
$679K - $741K
|
6.21K
$855K
|
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
550New |
$60.2K - $65.7K
|
550
$75.7K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
243New |
$26.6K - $29K
|
243
$33.5K
|
|
|
May 05, 2025
Q3 2021
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
1+ 0.03% |
$109 - $119
|
3.29K
$453K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.36% |
$109 - $119
|
277
$38.1K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
8.11KNew |
$811K - $922K
|
8.11K
$1.12M
|
|
|
Aug 17, 2021
Q2 2021
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
5K+ 45.45% |
$500K - $569K
|
16K
$2.2M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
4.7KNew |
$470K - $534K
|
4.7K
$647K
|
|
|
Jul 28, 2021
Q2 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.82KNew |
$181K - $206K
|
1.82K
$250K
|
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1KNew |
$100K - $114K
|
1K
$138K
|
|
| Q1 2021 | |||||||
|
Apr 06, 2021
Q1 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
150New |
$14.5K - $16.8K
|
150
$20.7K
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
86New |
$8.34K - $9.64K
|
86
$11.8K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
306KNew |
$26.4M - $32M
|
306K
$42.1M
|
|
|
Feb 03, 2021
Q4 2020
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
79.6KNew |
$6.89M - $8.34M
|
79.6K
$11M
|
|
|
Feb 11, 2021
Q4 2020
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
9.69K+ 100.0% |
$839K - $1.02M
|
19.4K
$2.67M
|
|
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
8.75KNew |
$757K - $917K
|
8.75K
$1.21M
|
|
|
Jan 11, 2021
Q4 2020
|
First National Bank Sioux Falls
|
BUY
|
- |
7.65K+ 100.0% |
$662K - $801K
|
15.3K
$2.11M
|
|
|
Jan 28, 2021
Q4 2020
|
Btc Capital Management, Inc.
|
BUY
|
- |
6.47K+ 100.0% |
$560K - $678K
|
12.9K
$1.78M
|
|
|
Feb 08, 2021
Q4 2020
|
Financial Management Network Inc
|
BUY
|
- |
3.04KNew |
$263K - $319K
|
3.04K
$419K
|
|
|
Feb 10, 2021
Q4 2020
|
Meridian Management CO
|
BUY
|
- |
2.6K+ 100.0% |
$225K - $272K
|
5.2K
$716K
|
|
|
Jan 25, 2021
Q4 2020
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.55KNew |
$221K - $267K
|
2.55K
$351K
|
|
|
Feb 26, 2021
Q4 2020
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.07KNew |
$179K - $217K
|
2.07K
$286K
|
|
|
Jan 25, 2021
Q4 2020
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2K+ 100.0% |
$173K - $210K
|
4K
$551K
|
|
|
Feb 08, 2021
Q4 2020
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.86K+ 100.0% |
$161K - $195K
|
3.73K
$513K
|
|
|
Feb 08, 2021
Q4 2020
|
Hbc Financial Services, Pllc
|
BUY
|
- |
850+ 100.0% |
$73.6K - $89.1K
|
1.7K
$234K
|
|
|
Feb 16, 2021
Q4 2020
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
800New |
$69.2K - $83.8K
|
800
$110K
|
|
|
Jan 13, 2021
Q4 2020
|
Norway Savings Bank
|
BUY
|
- |
85+ 100.0% |
$7.36K - $8.91K
|
170
$23.4K
|
|
|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
66+ 100.0% |
$5.71K - $6.92K
|
132
$18.2K
|
|
| Q3 2020 | |||||||
|
Nov 06, 2020
Q3 2020
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
7.24K+ 41.72% |
$576K - $652K
|
24.6K
$3.39M
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
2.45KNew |
$195K - $221K
|
2.45K
$338K
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.32KNew |
$105K - $119K
|
1.32K
$181K
|
|
| Q2 2020 | |||||||
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
79+ 14.6% |
$4.55K - $6.42K
|
620
$85.4K
|
|
| Q4 2019 | |||||||
|
Jul 08, 2024
Q4 2019
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
1.54KNew |
$106K - $118K
|
1.54K
$212K
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
221New |
$15.2K - $16.9K
|
221
$30.4K
|
|
|
Feb 12, 2020
Q4 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1+ 0.29% |
$68.8 - $76.6
|
341
$47K
|
|
| Q3 2019 | |||||||
|
Oct 31, 2019
Q3 2019
|
Fulcrum Capital LLC
|
BUY
|
- |
169New |
$11.9K - $12.2K
|
169
$23.3K
|
|
| Q1 2019 | |||||||
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
4.12KNew |
N/A
|
4.12K
$567K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
36.3KNew |
N/A
|
36.3K
$5M
|
|
|
Nov 15, 2018
Q3 2018
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
18.6KNew |
N/A
|
18.6K
$2.56M
|
|
| Q1 2018 | |||||||
|
Oct 04, 2024
Q1 2018
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.41KNew |
N/A
|
2.41K
$332K
|
|