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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-673- 1.56% |
$92.5K - $97.8K
|
42.4K
$5.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
300+ 7.73% |
$41.3K - $43.6K
|
4.18K
$572K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-16.7K- 18.65% |
$2.3M - $2.43M
|
73K
$9.98M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-897- 4.2% |
$123K - $130K
|
20.5K
$2.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-213- 7.42% |
$29.3K - $30.9K
|
2.66K
$364K
|
|
|
Nov 04, 2025
Q3 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1+ 0.06% |
$138 - $145
|
1.58K
$216K
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.11K- 47.23% |
$290K - $307K
|
2.36K
$323K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.07K+ 5.54% |
$285K - $301K
|
39.4K
$5.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-324- 1.43% |
$44.6K - $47.1K
|
22.4K
$3.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-185- 17.19% |
$25.4K - $26.9K
|
891
$122K
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-11.7K- 50.12% |
$1.61M - $1.7M
|
11.6K
$1.59M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-2K- 16.96% |
$275K - $290K
|
9.79K
$1.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
346K+ 6.61% |
$47.6M - $50.2M
|
5.58M
$763M
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
385New |
$52.9K - $55.9K
|
385
$52.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.56K+ 0.66% |
$215K - $227K
|
237K
$32.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
189+ 0.98% |
$26K - $27.5K
|
19.6K
$2.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
925New |
$127K - $134K
|
925
$127K
|
|
|
Nov 04, 2025
Q3 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
129+ 1.82% |
$17.7K - $18.7K
|
7.21K
$987K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
313+ 3.98% |
$43K - $45.5K
|
8.17K
$1.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-26.2K- 92.63% |
$3.61M - $3.81M
|
2.09K
$285K
|
|
|
Nov 04, 2025
Q3 2025
|
Performa LTD (Us), LLC
|
BUY
|
- |
1+ 0.07% |
$138 - $145
|
1.46K
$199K
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
19.3K+ 24.74% |
$2.66M - $2.8M
|
97.4K
$13.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-243- 1.46% |
$33.4K - $35.3K
|
16.4K
$2.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
124New |
$17.1K - $18K
|
124
$17K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
35New |
$4.81K - $5.08K
|
35
$4.79K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
96New |
$13.2K - $13.9K
|
96
$13.1K
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Investor Services, Inc.
Raleigh, NC |
BUY
|
- |
88.6KNew |
$12.2M - $12.9M
|
88.6K
$12.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13.1K+ 92.64% |
$1.8M - $1.9M
|
27.2K
$3.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-85- 0.24% |
$11.7K - $12.3K
|
34.9K
$4.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
12.6K+ 7.46% |
$1.73M - $1.83M
|
181K
$24.8M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.49K- 9.43% |
$892K - $942K
|
62.3K
$8.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-137- 0.6% |
$18.8K - $19.9K
|
22.7K
$3.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.41M+ 171.12% |
$468M - $495M
|
5.4M
$739M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
208+ 9.82% |
$28.6K - $30.2K
|
2.33K
$318K
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
204+ 3.87% |
$28.1K - $29.6K
|
5.48K
$750K
|
|
|
Nov 03, 2025
Q3 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
653+ 35.13% |
$89.8K - $94.9K
|
2.51K
$344K
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
19.5K+ 368.31% |
$2.68M - $2.83M
|
24.8K
$3.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-16.3K- 25.42% |
$2.24M - $2.37M
|
47.8K
$6.54M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.03% |
$275 - $291
|
6.81K
$932K
|
|
|
Nov 03, 2025
Q3 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-65- 2.78% |
$8.94K - $9.44K
|
2.28K
$311K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.24K- 0.48% |
$446K - $471K
|
676K
$92.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-175- 1.18% |
$24.1K - $25.4K
|
14.7K
$2.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
799+ 16.79% |
$110K - $116K
|
5.56K
$761K
|
|
|
Nov 03, 2025
Q3 2025
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
12.4K+ 80.19% |
$1.7M - $1.8M
|
27.8K
$3.81M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-1.58K- 2.47% |
$218K - $230K
|
62.6K
$8.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-76.5K- 46.14% |
$10.5M - $11.1M
|
89.2K
$12.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-24- 4.2% |
$3.3K - $3.49K
|
547
$74.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-110- 7.95% |
$15.1K - $16K
|
1.27K
$174K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.1K+ 128.65% |
$563K - $595K
|
7.28K
$996K
|
|
|
Nov 03, 2025
Q3 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-143- 3.44% |
$19.7K - $20.8K
|
4.02K
$550K
|
|