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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
94+ 69.63% |
$10.8K - $13.1K
|
229
$31.5K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
92+ 0.08% |
$10.6K - $12.8K
|
111K
$15.2M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
85+ 1.48% |
$9.77K - $11.9K
|
5.82K
$801K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
78+ 0.23% |
$8.96K - $10.9K
|
34.7K
$4.78M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
77New |
$8.85K - $10.7K
|
77
$10.6K
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
75+ 1.99% |
$8.62K - $10.5K
|
3.84K
$529K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
73New |
$8.39K - $10.2K
|
73
$10.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
72+ 73.47% |
$8.27K - $10.1K
|
170
$23.4K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
64+ 0.6% |
$7.35K - $8.93K
|
10.7K
$1.47M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
58+ 0.82% |
$6.66K - $8.1K
|
7.14K
$983K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
55+ 2.48% |
$6.32K - $7.68K
|
2.27K
$312K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
50+ 19.46% |
$5.75K - $6.98K
|
307
$42.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
47+ 6.08% |
$5.4K - $6.56K
|
820
$113K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
44+ 1.97% |
$5.06K - $6.14K
|
2.27K
$313K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
44New |
$5.06K - $6.14K
|
44
$6.06K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
42+ 40.0% |
$4.83K - $5.86K
|
147
$20.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
40+ 2.6% |
$4.6K - $5.58K
|
1.58K
$218K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
37+ 1.72% |
$4.25K - $5.17K
|
2.19K
$302K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
36+ 1.02% |
$4.14K - $5.03K
|
3.55K
$489K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
36+ 2.09% |
$4.14K - $5.03K
|
1.76K
$242K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
36+ 1.9% |
$4.14K - $5.03K
|
1.93K
$265K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
33+ 300.0% |
$3.79K - $4.61K
|
44
$6.06K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
32New |
$3.68K - $4.47K
|
32
$4.41K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
28+ 1.37% |
$3.22K - $3.91K
|
2.08K
$286K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
24+ 0.9% |
$2.76K - $3.35K
|
2.7K
$372K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
24+ 0.75% |
$2.76K - $3.35K
|
3.22K
$443K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22+ 0.93% |
$2.53K - $3.07K
|
2.38K
$327K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
22+ 4.45% |
$2.53K - $3.07K
|
516
$71K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
19+ 0.23% |
$2.18K - $2.65K
|
8.18K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
19+ 0.31% |
$2.18K - $2.65K
|
6.14K
$845K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
19+ 0.85% |
$2.18K - $2.65K
|
2.26K
$311K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
18New |
$2.07K - $2.51K
|
18
$2.48K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
17+ 0.28% |
$1.95K - $2.37K
|
6.15K
$846K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
13+ 2.77% |
$1.49K - $1.81K
|
482
$66.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
12+ 0.22% |
$1.38K - $1.68K
|
5.43K
$748K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
10+ 0.17% |
$1.15K - $1.4K
|
5.79K
$797K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9+ 0.14% |
$1.03K - $1.26K
|
6.44K
$887K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
9+ 0.11% |
$1.03K - $1.26K
|
8.09K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
8+ 0.3% |
$919 - $1.12K
|
2.69K
$370K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
8New |
$919 - $1.12K
|
8
$1.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
8+ 0.08% |
$919 - $1.12K
|
9.78K
$1.35M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.06% |
$804 - $977
|
12.5K
$1.72M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5+ 0.27% |
$575 - $698
|
1.83K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4+ 0.0% |
$460 - $558
|
102K
$14.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
4+ 0.06% |
$460 - $558
|
7.08K
$974K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
4+ 0.19% |
$460 - $558
|
2.08K
$287K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3+ 0.07% |
$345 - $419
|
4.11K
$566K
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
2+ 0.01% |
$230 - $279
|
18.6K
$2.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2+ 0.1% |
$230 - $279
|
2.01K
$277K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
2+ 0.07% |
$230 - $279
|
2.98K
$411K
|