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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-8- 0.29% |
$720 - $803
|
2.75K
$379K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-526K- 86.02% |
$46.1M - $50.8M
|
85.4K
$11.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-61.1K- 0.54% |
$5.36M - $5.91M
|
11.2M
$1.55B
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-4.71K- 32.63% |
$413K - $455K
|
9.72K
$1.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-4.5K- 5.04% |
$395K - $435K
|
84.9K
$11.7M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-2.37K- 29.96% |
$208K - $229K
|
5.55K
$763K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-2.37K- 29.96% |
$208K - $229K
|
5.55K
$763K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.2K- 78.43% |
$105K - $116K
|
330
$45.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-851- 1.55% |
$74.6K - $82.2K
|
54K
$7.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-172- 7.31% |
$15.1K - $16.6K
|
2.18K
$300K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-154- 2.94% |
$13.5K - $14.9K
|
5.09K
$701K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-37- 13.75% |
$3.25K - $3.58K
|
232
$31.9K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-773K- 75.22% |
$64.1M - $73.2M
|
255K
$35.1M
|
|
|
May 12, 2023
Q1 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-500K- 95.6% |
$41.4M - $47.3M
|
23K
$3.17M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-433K- 98.9% |
$35.9M - $41M
|
4.81K
$662K
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-100K- 36.1% |
$8.29M - $9.47M
|
177K
$24.4M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-3.88K- 9.76% |
$321K - $367K
|
35.9K
$4.94M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-3.1K- 6.69% |
$257K - $294K
|
43.3K
$5.96M
|
|
|
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
$333K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-2.25K- 49.3% |
$187K - $213K
|
2.32K
$319K
|
|
|
Apr 24, 2023
Q1 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-1.03K- 18.91% |
$85.1K - $97.2K
|
4.41K
$607K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-240- 45.63% |
$19.9K - $22.7K
|
286
$39.4K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-240- 6.03% |
$19.9K - $22.7K
|
3.74K
$515K
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-186- 2.15% |
$15.4K - $17.6K
|
8.47K
$1.17M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-120- 6.7% |
$9.95K - $11.4K
|
1.67K
$230K
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-15- 0.37% |
$1.24K - $1.42K
|
4.06K
$559K
|
|
|
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
$86.5K
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-14.6K- 62.76% |
$1.13M - $1.32M
|
8.69K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-12.8K- 50.95% |
$991K - $1.15M
|
12.3K
$1.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-3.08K- 81.06% |
$238K - $277K
|
720
$99.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-1.38K- 10.32% |
$107K - $124K
|
12K
$1.65M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-887- 8.85% |
$68.7K - $79.7K
|
9.13K
$1.26M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-669- 73.44% |
$51.8K - $60.1K
|
242
$33.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-313- 10.5% |
$24.2K - $28.1K
|
2.67K
$367K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-289- 1.79% |
$22.4K - $26K
|
15.9K
$2.19M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-288- 88.89% |
$22.3K - $25.9K
|
36
$4.96K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-226- 9.61% |
$17.5K - $20.3K
|
2.13K
$293K
|
|
|
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
$17.9K
|
|
|
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
$749K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-73- 1.87% |
$5.65K - $6.56K
|
3.83K
$527K
|
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-64- 12.31% |
$4.95K - $5.75K
|
456
$62.8K
|
|
|
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
$1.18M
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-50- 14.2% |
$3.87K - $4.49K
|
302
$41.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-12- 40.0% |
$929 - $1.08K
|
18
$2.48K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-12- 11.11% |
$929 - $1.08K
|
96
$13.2K
|
|