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 |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.51KNew |
$176K - $209K
|
1.51K
$204K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.46K+ 1.24% |
$169K - $202K
|
119K
$16M
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.43K+ 4.54% |
$166K - $198K
|
32.9K
$4.44M
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.39K+ 6.23% |
$161K - $192K
|
23.7K
$3.19M
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.38K+ 339.31% |
$161K - $191K
|
1.79K
$241K
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
1.37K+ 0.87% |
$160K - $190K
|
158K
$21.3M
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.31K+ 2.32% |
$152K - $181K
|
57.6K
$7.77M
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.14K+ 1.28% |
$132K - $157K
|
89.8K
$12.1M
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.06K+ 4.88% |
$123K - $147K
|
22.8K
$3.07M
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
906+ 2.82% |
$105K - $125K
|
33.1K
$4.46M
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
901+ 450.5% |
$105K - $125K
|
1.1K
$148K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
817+ 9.58% |
$95.1K - $113K
|
9.35K
$1.26M
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
811+ 6.05% |
$94.4K - $112K
|
14.2K
$1.92M
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
777+ 11100.0% |
$90.4K - $108K
|
784
$106K
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
714+ 1.5% |
$83.1K - $98.9K
|
48.4K
$6.52M
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
582+ 2.12% |
$67.7K - $80.6K
|
28K
$3.77M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
569+ 11.27% |
$66.2K - $78.8K
|
5.62K
$757K
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
509+ 11.64% |
$59.2K - $70.5K
|
4.88K
$658K
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
503+ 0.64% |
$58.5K - $69.7K
|
79.3K
$10.7M
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
478+ 5.24% |
$55.6K - $66.2K
|
9.6K
$1.29M
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
445+ 19.1% |
$51.8K - $61.6K
|
2.78K
$374K
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
420+ 14.97% |
$48.9K - $58.2K
|
3.23K
$435K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
403+ 4.35% |
$46.9K - $55.8K
|
9.66K
$1.3M
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
298New |
$34.7K - $41.3K
|
298
$40.2K
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
295+ 5.45% |
$34.3K - $40.9K
|
5.71K
$770K
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
283+ 259.63% |
$32.9K - $39.2K
|
392
$52.9K
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
270+ 11.3% |
$31.4K - $37.4K
|
2.66K
$359K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
267+ 0.69% |
$31.1K - $37K
|
38.8K
$5.24M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
263+ 11.06% |
$30.6K - $36.4K
|
2.64K
$356K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
257+ 1.04% |
$29.9K - $35.6K
|
24.9K
$3.36M
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
257+ 1.29% |
$29.9K - $35.6K
|
20.2K
$2.72M
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
232+ 2.08% |
$27K - $32.1K
|
11.4K
$1.53M
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
229+ 4.93% |
$26.7K - $31.7K
|
4.87K
$657K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
225+ 1.64% |
$26.2K - $31.2K
|
13.9K
$1.88M
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
219+ 33.9% |
$25.5K - $30.3K
|
865
$117K
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
207+ 4.5% |
$24.1K - $28.7K
|
4.81K
$649K
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
200New |
$23.3K - $27.7K
|
200
$27K
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
190+ 6.58% |
$22.1K - $26.3K
|
3.08K
$415K
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
189+ 0.92% |
$22K - $26.2K
|
20.6K
$2.78M
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
182+ 2.53% |
$21.2K - $25.2K
|
7.37K
$994K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
150New |
$17.5K - $20.8K
|
150
$20.2K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
133New |
$15.5K - $18.4K
|
133
$17.9K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
125+ 2.36% |
$14.6K - $17.3K
|
5.42K
$731K
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
111+ 7.1% |
$12.9K - $15.4K
|
1.68K
$226K
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
105+ 2.06% |
$12.2K - $14.5K
|
5.2K
$702K
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
99+ 4.72% |
$11.5K - $13.7K
|
2.2K
$296K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
96New |
$11.2K - $13.3K
|
96
$12.9K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
94New |
$10.9K - $13K
|
94
$12.7K
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
85+ 2.48% |
$9.89K - $11.8K
|
3.51K
$474K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
77+ 1.33% |
$8.96K - $10.7K
|
5.85K
$789K
|