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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-600- 20.0% |
$51.4K - $63.1K
|
2.4K
$265K
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-590- 4.38% |
$50.5K - $62K
|
12.9K
$1.42M
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-436- 27.98% |
$37.3K - $45.8K
|
1.12K
$124K
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-434- 9.79% |
$37.2K - $45.6K
|
4K
$441K
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-415- 5.74% |
$35.5K - $43.6K
|
6.81K
$751K
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-398- 4.85% |
$34.1K - $41.8K
|
7.81K
$862K
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-380- 22.96% |
$32.6K - $39.9K
|
1.28K
$141K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-300- 60.0% |
$25.7K - $31.5K
|
200
$22.1K
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-240- 25.21% |
$20.6K - $25.2K
|
712
$78.6K
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-223- 11.45% |
$19.1K - $23.4K
|
1.73K
$190K
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-149- 6.61% |
$12.8K - $15.7K
|
2.11K
$232K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-141- 23.9% |
$12.1K - $14.8K
|
449
$49.5K
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-134- 6.89% |
$11.5K - $14.1K
|
1.81K
$200K
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-126- 5.52% |
$10.8K - $13.2K
|
2.16K
$238K
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-110- 1.96% |
$9.42K - $11.6K
|
5.51K
$607K
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-100- 28.09% |
$8.57K - $10.5K
|
256
$28.2K
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-100- 30.12% |
$8.57K - $10.5K
|
232
$25.6K
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
SELL
|
- |
-84- 1.22% |
$7.2K - $8.83K
|
6.81K
$751K
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-66- 1.11% |
$5.65K - $6.94K
|
5.91K
$652K
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-55- 65.48% |
$4.71K - $5.78K
|
29
$3.2K
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-50- 0.05% |
$4.28K - $5.26K
|
101K
$11.2M
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-45- 83.33% |
$3.85K - $4.73K
|
9
$993
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-31- 35.63% |
$2.66K - $3.26K
|
56
$6.18K
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-26- 2.14% |
$2.23K - $2.73K
|
1.19K
$131K
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-22- 7.41% |
$1.88K - $2.31K
|
275
$30.3K
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-19- 0.08% |
$1.63K - $2K
|
25.2K
$2.78M
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-9- 0.18% |
$771 - $946
|
4.89K
$540K
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-8- 0.15% |
$685 - $841
|
5.3K
$584K
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-6- 0.85% |
$514 - $631
|
701
$77.4K
|
|
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
$8.9M
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-3.24K- 48.65% |
$291K - $325K
|
3.42K
$377K
|
|
Oct 26, 2023
Q3 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-3K- 9.04% |
$270K - $301K
|
30.2K
$3.33M
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-2.56K- 39.76% |
$230K - $257K
|
3.88K
$428K
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.11KClosed |
$189K - $211K
|
0
$0
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-1.49K- 4.72% |
$134K - $149K
|
30K
$3.31M
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-976- 24.63% |
$87.8K - $97.9K
|
2.99K
$330K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-911- 58.1% |
$82K - $91.4K
|
657
$72.5K
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-834- 81.45% |
$75K - $83.7K
|
190
$21K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-720- 3.2% |
$64.8K - $72.2K
|
21.8K
$2.4M
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-675- 23.08% |
$60.7K - $67.7K
|
2.25K
$248K
|
|
Nov 06, 2023
Q3 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-644- 5.74% |
$57.9K - $64.6K
|
10.6K
$1.17M
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-574- 39.7% |
$51.6K - $57.6K
|
872
$96.2K
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-540- 3.39% |
$48.6K - $54.2K
|
15.4K
$1.7M
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-358- 10.25% |
$32.2K - $35.9K
|
3.14K
$346K
|
|
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
$2.14M
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-162- 6.81% |
$14.6K - $16.3K
|
2.22K
$245K
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-136- 5.22% |
$12.2K - $13.6K
|
2.47K
$272K
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-91- 3.36% |
$8.19K - $9.13K
|
2.62K
$289K
|