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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-57- 3.25% |
$5K - $5.51K
|
1.7K
$233K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-37- 13.75% |
$3.25K - $3.58K
|
232
$31.8K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-773K- 75.22% |
$64.1M - $73.2M
|
255K
$34.9M
|
|
|
May 12, 2023
Q1 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-500K- 95.6% |
$41.4M - $47.3M
|
23K
$3.15M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-433K- 98.9% |
$35.9M - $41M
|
4.81K
$659K
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-100K- 36.1% |
$8.29M - $9.47M
|
177K
$24.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-3.88K- 9.76% |
$321K - $367K
|
35.9K
$4.92M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-3.1K- 6.69% |
$257K - $294K
|
43.3K
$5.93M
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-2.79K- 3.69% |
$232K - $264K
|
72.9K
$10M
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-2.33K- 49.03% |
$193K - $221K
|
2.42K
$332K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-2.25K- 49.3% |
$187K - $213K
|
2.32K
$317K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.12K- 10.27% |
$93.1K - $106K
|
9.81K
$1.35M
|
|
|
Apr 24, 2023
Q1 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-1.03K- 18.91% |
$85.1K - $97.2K
|
4.41K
$604K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-777- 6.83% |
$64.4K - $73.6K
|
10.6K
$1.45M
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-240- 45.63% |
$19.9K - $22.7K
|
286
$39.2K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-240- 6.03% |
$19.9K - $22.7K
|
3.74K
$513K
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-186- 2.15% |
$15.4K - $17.6K
|
8.47K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-120- 6.7% |
$9.95K - $11.4K
|
1.67K
$229K
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-15- 0.37% |
$1.24K - $1.42K
|
4.06K
$556K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-13Closed |
$1.08K - $1.23K
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-9- 1.41% |
$746 - $852
|
628
$86.1K
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-14.6K- 62.76% |
$1.13M - $1.32M
|
8.69K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-12.8K- 50.95% |
$991K - $1.15M
|
12.3K
$1.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-3.08K- 81.06% |
$238K - $277K
|
720
$98.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-3K- 63.16% |
$232K - $270K
|
1.75K
$240K
|
|
|
Feb 10, 2023
Q4 2022
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-1.38K- 10.32% |
$107K - $124K
|
12K
$1.64M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-887- 8.85% |
$68.7K - $79.7K
|
9.13K
$1.25M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-669- 73.44% |
$51.8K - $60.1K
|
242
$33.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-313- 10.5% |
$24.2K - $28.1K
|
2.67K
$366K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-289- 1.79% |
$22.4K - $26K
|
15.9K
$2.18M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-288- 88.89% |
$22.3K - $25.9K
|
36
$4.94K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-226- 9.61% |
$17.5K - $20.3K
|
2.13K
$291K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-200- 16.42% |
$15.5K - $18K
|
1.02K
$140K
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-187- 58.99% |
$14.5K - $16.8K
|
130
$17.8K
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-170Closed |
$13.2K - $15.3K
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-74- 1.34% |
$5.73K - $6.65K
|
5.44K
$746K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-73- 1.87% |
$5.65K - $6.56K
|
3.83K
$525K
|
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-64- 12.31% |
$4.95K - $5.75K
|
456
$62.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-62- 0.77% |
$4.8K - $5.57K
|
7.95K
$1.09M
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-58- 0.67% |
$4.49K - $5.21K
|
8.54K
$1.17M
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-50- 14.2% |
$3.87K - $4.49K
|
302
$41.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-12- 40.0% |
$929 - $1.08K
|
18
$2.47K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-12- 11.11% |
$929 - $1.08K
|
96
$13.2K
|
|
| Q3 2022 | |||||||
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-34.2KClosed |
$2.67M - $3.23M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-27.9K- 87.76% |
$2.17M - $2.63M
|
3.89K
$533K
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-12K- 67.53% |
$939K - $1.14M
|
5.79K
$794K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-7.92KClosed |
$618K - $747K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.98K- 4.12% |
$232K - $281K
|
69.2K
$9.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2.6K- 92.38% |
$203K - $245K
|
214
$29.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.67K- 8.1% |
$130K - $157K
|
18.9K
$2.59M
|
|