Latest Institutional Transactions on Ishares Russell Mid Cap Growth (IWP)
This table provides information on the latest institutional transactions involving Ishares Russell Mid Cap Growth (IWP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-892- 0.72% |
$104K - $124K
|
123K
$15.6M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
32+ 0.3% |
$3.72K - $4.43K
|
10.6K
$1.34M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-161- 3.3% |
$18.7K - $22.3K
|
4.71K
$598K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
198+ 1.35% |
$23K - $27.4K
|
14.9K
$1.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-75- 0.96% |
$8.73K - $10.4K
|
7.71K
$979K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
382+ 3.52% |
$44.5K - $52.9K
|
11.2K
$1.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
498New |
$58K - $69K
|
498
$63.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
3K+ 146.34% |
$349K - $416K
|
5.05K
$641K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.54K+ 0.26% |
$644K - $767K
|
2.14M
$272M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
1.86KNew |
$217K - $258K
|
1.86K
$236K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.69KNew |
$197K - $235K
|
1.69K
$215K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
76+ 0.63% |
$8.85K - $10.5K
|
12.1K
$1.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.81K+ 3.46% |
$443K - $527K
|
114K
$14.5M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
176+ 0.34% |
$20.5K - $24.4K
|
52K
$6.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
666+ 2.0% |
$77.5K - $92.3K
|
33.9K
$4.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
20.4K+ 282.3% |
$2.37M - $2.83M
|
27.6K
$3.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.75K- 28.32% |
$204K - $243K
|
4.44K
$563K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-16.8K- 11.96% |
$1.96M - $2.33M
|
124K
$15.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
2+ 0.05% |
$233 - $277
|
4.1K
$520K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
526+ 6.48% |
$61.2K - $72.9K
|
8.64K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.35K+ 3.55% |
$506K - $602K
|
127K
$16.1M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
888+ 2.33% |
$103K - $123K
|
39K
$4.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
1.3KNew |
$151K - $179K
|
1.3K
$164K
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
14.7KNew |
$1.71M - $2.04M
|
14.7K
$1.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.6KNew |
$303K - $360K
|
2.6K
$330K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.99K+ 7.63% |
$697K - $830K
|
84.5K
$10.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-400- 7.21% |
$46.6K - $55.4K
|
5.15K
$654K
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-77- 0.26% |
$8.96K - $10.7K
|
30.1K
$3.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-697- 0.1% |
$81.1K - $96.5K
|
709K
$90.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-365- 16.01% |
$42.5K - $50.6K
|
1.92K
$243K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
144+ 1.04% |
$16.8K - $19.9K
|
13.9K
$1.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.34K+ 5.97% |
$156K - $185K
|
23.7K
$3.01M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.81K+ 35.91% |
$327K - $389K
|
10.6K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
99+ 1.02% |
$11.5K - $13.7K
|
9.77K
$1.24M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
70+ 17.54% |
$8.15K - $9.7K
|
469
$59.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-42- 0.42% |
$4.89K - $5.82K
|
9.94K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
15New |
$1.75K - $2.08K
|
15
$1.9K
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
786+ 1.0% |
$91.5K - $109K
|
79.8K
$10.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-943- 6.52% |
$110K - $131K
|
13.5K
$1.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.07K- 2.98% |
$473K - $563K
|
132K
$16.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.24KNew |
$261K - $310K
|
2.24K
$284K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
116+ 5.75% |
$13.5K - $16.1K
|
2.13K
$271K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
4+ 0.09% |
$466 - $554
|
4.24K
$539K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
6.12KNew |
$713K - $848K
|
6.12K
$777K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
4+ 0.1% |
$466 - $554
|
4.11K
$522K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-122- 5.01% |
$14.2K - $16.9K
|
2.31K
$294K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-41- 1.81% |
$4.77K - $5.68K
|
2.23K
$283K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
399+ 10.88% |
$46.4K - $55.3K
|
4.07K
$516K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-522- 0.83% |
$60.8K - $72.3K
|
62.6K
$7.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-73- 3.32% |
$8.5K - $10.1K
|
2.12K
$270K
|