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 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
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
236New |
$32.5K - $34.3K
|
236
$32.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
2.45K+ 0.45% |
$337K - $356K
|
545K
$74.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
123+ 1.74% |
$16.9K - $17.9K
|
7.19K
$984K
|
|
|
Oct 27, 2025
Q3 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-158- 1.71% |
$21.7K - $23K
|
9.09K
$1.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
864+ 48.7% |
$119K - $126K
|
2.64K
$361K
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
2+ 0.07% |
$275 - $291
|
2.98K
$407K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-2.32K- 2.8% |
$318K - $336K
|
80.3K
$11M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-74- 2.46% |
$10.2K - $10.7K
|
2.93K
$401K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-22- 1.31% |
$3.03K - $3.2K
|
1.65K
$226K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-10.7K- 3.8% |
$1.48M - $1.56M
|
272K
$37.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
SELL
|
- |
-1.02K- 2.81% |
$140K - $148K
|
35.2K
$4.82M
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
SELL
|
- |
-93- 2.75% |
$12.8K - $13.5K
|
3.28K
$449K
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
BUY
|
- |
4.56K+ 39.78% |
$627K - $662K
|
16K
$2.19M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-12.4K- 50.13% |
$1.7M - $1.8M
|
12.3K
$1.68M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.02K- 31.77% |
$278K - $294K
|
4.34K
$594K
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-1Closed |
$138 - $145
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
305+ 9.73% |
$41.9K - $44.3K
|
3.44K
$471K
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-39.9KClosed |
$5.49M - $5.8M
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
40.4K+ 1451.62% |
$5.55M - $5.86M
|
43.1K
$5.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.7K+ 56.39% |
$1.74M - $1.84M
|
35.2K
$4.81M
|
|
|
Oct 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
137+ 0.17% |
$18.8K - $19.9K
|
78.7K
$10.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
247+ 51.78% |
$34K - $35.9K
|
724
$99.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
14.6KNew |
$2.01M - $2.12M
|
14.6K
$2M
|
|
|
Oct 23, 2025
Q3 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-62- 0.87% |
$8.53K - $9.01K
|
7.09K
$971K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.35K+ 210.1% |
$461K - $486K
|
4.94K
$676K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
945+ 11.45% |
$130K - $137K
|
9.2K
$1.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-80- 1.48% |
$11K - $11.6K
|
5.32K
$728K
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
231New |
$31.8K - $33.6K
|
231
$31.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.64KNew |
$225K - $238K
|
1.64K
$224K
|
|
|
Oct 23, 2025
Q3 2025
|
First Bancorp, Inc
|
BUY
|
- |
1.43KNew |
$197K - $208K
|
1.43K
$196K
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.64K+ 2.89% |
$226K - $239K
|
58.5K
$8.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.55KNew |
$213K - $225K
|
1.55K
$212K
|
|
|
Oct 23, 2025
Q3 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
SELL
|
- |
-107- 1.53% |
$14.7K - $15.5K
|
6.89K
$942K
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
2.32KNew |
$319K - $337K
|
2.32K
$317K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-262- 50.0% |
$36K - $38.1K
|
262
$35.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
16New |
$2.2K - $2.32K
|
16
$2.19K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-213- 3.05% |
$29.3K - $30.9K
|
6.76K
$925K
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
SELL
|
- |
-573- 1.1% |
$78.8K - $83.2K
|
51.3K
$7.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
4+ 0.1% |
$550 - $581
|
4.12K
$564K
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.08K+ 2.23% |
$148K - $156K
|
49.3K
$6.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
159+ 2.59% |
$21.9K - $23.1K
|
6.29K
$861K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-106K- 4.24% |
$14.6M - $15.4M
|
2.39M
$327M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
307+ 9.42% |
$42.2K - $44.6K
|
3.57K
$488K
|
|