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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
630+ 6.11% |
$86.6K - $91.5K
|
10.9K
$1.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1- 0.01% |
$138 - $145
|
11K
$1.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-46- 0.14% |
$6.33K - $6.68K
|
33.6K
$4.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
1.18K+ 12.02% |
$162K - $171K
|
11K
$1.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
309+ 1.88% |
$42.5K - $44.9K
|
16.7K
$2.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$138 - $145
|
2.03K
$277K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-21- 0.81% |
$2.89K - $3.05K
|
2.57K
$351K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-1.96K- 7.64% |
$269K - $285K
|
23.7K
$3.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
409+ 1.85% |
$56.2K - $59.4K
|
22.5K
$3.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-2.11K- 46.42% |
$290K - $306K
|
2.43K
$333K
|
|
|
Oct 29, 2025
Q3 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
2.39KNew |
$329K - $347K
|
2.39K
$327K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
50+ 2.89% |
$6.88K - $7.26K
|
1.78K
$244K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
495New |
$68.1K - $71.9K
|
495
$67.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
938+ 22.62% |
$129K - $136K
|
5.09K
$696K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.59K- 3.43% |
$219K - $231K
|
44.8K
$6.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 0.04% |
$138 - $145
|
2.76K
$377K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.82K- 3.15% |
$525K - $555K
|
117K
$16.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Hms Capital Management, LLC
|
BUY
|
- |
271+ 0.85% |
$37.3K - $39.4K
|
32K
$4.38M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-20- 0.16% |
$2.75K - $2.91K
|
12.4K
$1.69M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 7.21% |
$13.8K - $14.5K
|
1.29K
$176K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-14- 2.45% |
$1.93K - $2.03K
|
558
$76.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
275+ 18.24% |
$37.8K - $39.9K
|
1.78K
$244K
|
|
|
Oct 28, 2025
Q3 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
2+ 0.12% |
$275 - $291
|
1.69K
$231K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
115+ 2.19% |
$15.8K - $16.7K
|
5.37K
$735K
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-107- 1.08% |
$14.7K - $15.5K
|
9.84K
$1.35M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.95K+ 3.25% |
$543K - $574K
|
125K
$17.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-9- 0.15% |
$1.24K - $1.31K
|
5.84K
$799K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
42+ 1.16% |
$5.78K - $6.1K
|
3.67K
$503K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.01K+ 8.53% |
$139K - $147K
|
12.9K
$1.76M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.54K- 22.62% |
$212K - $224K
|
5.28K
$722K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
19.8KNew |
$2.72M - $2.88M
|
19.8K
$2.71M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-30- 30.0% |
$4.13K - $4.36K
|
70
$9.58K
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-178- 2.29% |
$24.5K - $25.9K
|
7.6K
$1.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
338+ 29.68% |
$46.5K - $49.1K
|
1.48K
$202K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.53K+ 12.96% |
$210K - $222K
|
13.3K
$1.82M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.51K- 2.2% |
$208K - $219K
|
67.1K
$9.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
460+ 47.47% |
$63.3K - $66.8K
|
1.43K
$196K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
921+ 30.83% |
$127K - $134K
|
3.91K
$535K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-605- 40.6% |
$83.2K - $87.9K
|
885
$121K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
SELL
|
- |
-50- 0.82% |
$6.88K - $7.26K
|
6.06K
$829K
|
|
|
Oct 27, 2025
Q3 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-61.2K- 8.02% |
$8.41M - $8.89M
|
702K
$96.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.41K- 3.84% |
$194K - $205K
|
35.3K
$4.83M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.05K+ 9.07% |
$145K - $153K
|
12.6K
$1.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-27- 1.41% |
$3.71K - $3.92K
|
1.89K
$258K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.04K- 39.53% |
$418K - $442K
|
4.65K
$637K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
28+ 0.26% |
$3.85K - $4.07K
|
10.7K
$1.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-258- 4.79% |
$35.5K - $37.5K
|
5.13K
$701K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-27- 0.45% |
$3.71K - $3.92K
|
5.95K
$814K
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.64K- 42.63% |
$225K - $238K
|
2.2K
$301K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|