Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-80- 32.26% |
$8.05K - $9.13K
|
168
$22.6K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-77- 46.95% |
$7.75K - $8.79K
|
87
$11.7K
|
|
|
May 10, 2024
Q1 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-62- 2.17% |
$6.24K - $7.08K
|
2.8K
$376K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-57- 0.27% |
$5.74K - $6.51K
|
21.2K
$2.85M
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-50- 0.83% |
$5.03K - $5.71K
|
5.95K
$799K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-32- 0.58% |
$3.22K - $3.65K
|
5.46K
$733K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-20- 1.73% |
$2.01K - $2.28K
|
1.14K
$153K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-17- 0.74% |
$1.71K - $1.94K
|
2.28K
$306K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-88.2K- 94.59% |
$7.55M - $9.27M
|
5.04K
$677K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-28.7K- 17.9% |
$2.46M - $3.01M
|
131K
$17.7M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-26.2K- 41.35% |
$2.24M - $2.75M
|
37.1K
$4.99M
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-14.6K- 87.48% |
$1.25M - $1.54M
|
2.09K
$281K
|
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-5.82K- 98.54% |
$498K - $611K
|
86
$11.5K
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-4.35K- 61.4% |
$372K - $457K
|
2.73K
$367K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3.75K- 5.11% |
$321K - $394K
|
69.6K
$9.35M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-1.7K- 4.97% |
$146K - $179K
|
32.5K
$4.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
PUT |
-800- 88.89% |
$68.5K - $84.1K
|
100
$13.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-798- 8.12% |
$68.4K - $83.9K
|
9.03K
$1.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-590- 4.38% |
$50.5K - $62K
|
12.9K
$1.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-436- 27.98% |
$37.3K - $45.8K
|
1.12K
$151K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-434- 9.79% |
$37.2K - $45.6K
|
4K
$537K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-415- 5.74% |
$35.5K - $43.6K
|
6.81K
$914K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-380- 22.96% |
$32.6K - $39.9K
|
1.28K
$171K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-300- 60.0% |
$25.7K - $31.5K
|
200
$26.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-223- 11.45% |
$19.1K - $23.4K
|
1.73K
$232K
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-149- 6.61% |
$12.8K - $15.7K
|
2.11K
$283K
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-126- 5.52% |
$10.8K - $13.2K
|
2.16K
$289K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-100- 28.09% |
$8.57K - $10.5K
|
256
$34.4K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-84- 80.77% |
$7.2K - $8.83K
|
20
$2.69K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-55- 65.48% |
$4.71K - $5.78K
|
29
$3.89K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-45- 83.33% |
$3.85K - $4.73K
|
9
$1.21K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-9- 0.18% |
$771 - $946
|
4.89K
$657K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-192KClosed |
$17.3M - $19.3M
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-22.7K- 21.94% |
$2.04M - $2.27M
|
80.6K
$10.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-3K- 9.04% |
$270K - $301K
|
30.2K
$4.05M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-1.49K- 4.72% |
$134K - $149K
|
30K
$4.02M
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-976- 24.63% |
$87.8K - $97.9K
|
2.99K
$401K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-911- 58.1% |
$82K - $91.4K
|
657
$88.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-720- 3.2% |
$64.8K - $72.2K
|
21.8K
$2.92M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-540- 3.39% |
$48.6K - $54.2K
|
15.4K
$2.06M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-358- 10.25% |
$32.2K - $35.9K
|
3.14K
$421K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-173Closed |
$15.6K - $17.4K
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-168- 0.86% |
$15.1K - $16.9K
|
19.4K
$2.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-136- 5.22% |
$12.2K - $13.6K
|
2.47K
$331K
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-91- 3.36% |
$8.19K - $9.13K
|
2.62K
$352K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-88- 0.71% |
$7.92K - $8.83K
|
12.3K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-81- 16.67% |
$7.29K - $8.13K
|
405
$54.4K
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-61- 0.94% |
$5.49K - $6.12K
|
6.43K
$864K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-33- 1.31% |
$2.97K - $3.31K
|
2.49K
$334K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-26- 0.61% |
$2.34K - $2.61K
|
4.21K
$565K
|
|