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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.96K- 12.45% |
$228K - $272K
|
13.8K
$1.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
445+ 19.1% |
$51.8K - $61.6K
|
2.78K
$352K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
55+ 21.15% |
$6.4K - $7.62K
|
315
$40K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1.79K+ 14.65% |
$209K - $248K
|
14K
$1.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
811+ 6.05% |
$94.4K - $112K
|
14.2K
$1.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
73KNew |
$8.5M - $10.1M
|
73K
$9.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5.13K- 4.2% |
$597K - $710K
|
117K
$14.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.06K+ 4.88% |
$123K - $147K
|
22.8K
$2.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-44- 0.16% |
$5.12K - $6.09K
|
26.8K
$3.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.83K+ 6.9% |
$329K - $392K
|
43.9K
$5.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-25- 1.26% |
$2.91K - $3.46K
|
1.96K
$248K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.68K+ 6.72% |
$196K - $233K
|
26.7K
$3.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.61KNew |
$188K - $223K
|
1.61K
$205K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-4.52K- 18.98% |
$526K - $626K
|
19.3K
$2.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
125+ 2.36% |
$14.6K - $17.3K
|
5.42K
$688K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-7.07K- 6.25% |
$823K - $980K
|
106K
$13.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
41KNew |
$4.77M - $5.68M
|
41K
$5.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
7KNew |
$815K - $970K
|
7K
$889K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
190+ 6.58% |
$22.1K - $26.3K
|
3.08K
$391K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.66KNew |
$193K - $230K
|
1.66K
$211K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-152- 3.7% |
$17.7K - $21.1K
|
3.95K
$502K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
232+ 2.08% |
$27K - $32.1K
|
11.4K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.58K- 1.36% |
$183K - $218K
|
114K
$14.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-139- 1.52% |
$16.2K - $19.3K
|
9.02K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
4.8KNew |
$559K - $665K
|
4.8K
$609K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-58- 0.46% |
$6.75K - $8.03K
|
12.5K
$1.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
38+ 4.58% |
$4.42K - $5.26K
|
868
$110K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1.2K- 2.13% |
$140K - $167K
|
55.2K
$7.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-46- 4.47% |
$5.35K - $6.37K
|
984
$125K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.8% |
$2.56K - $3.05K
|
2.71K
$344K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-750- 3.9% |
$87.3K - $104K
|
18.5K
$2.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
207+ 4.5% |
$24.1K - $28.7K
|
4.81K
$611K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-35- 0.53% |
$4.07K - $4.85K
|
6.53K
$828K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-35- 0.38% |
$4.07K - $4.85K
|
9.06K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-155- 5.47% |
$18K - $21.5K
|
2.68K
$340K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.26K+ 4.79% |
$263K - $313K
|
49.5K
$6.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.05K- 96.95% |
$122K - $145K
|
33
$4.19K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-400- 28.03% |
$46.6K - $55.4K
|
1.03K
$130K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-27- 0.59% |
$3.14K - $3.74K
|
4.56K
$579K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
403+ 4.35% |
$46.9K - $55.8K
|
9.66K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.16K- 28.88% |
$135K - $161K
|
2.85K
$362K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-193- 3.36% |
$22.5K - $26.7K
|
5.55K
$704K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
18.8K+ 950.08% |
$2.19M - $2.6M
|
20.8K
$2.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-121- 1.12% |
$14.1K - $16.8K
|
10.7K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
270+ 11.3% |
$31.4K - $37.4K
|
2.66K
$338K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
8+ 0.09% |
$931 - $1.11K
|
8.95K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
60New |
$6.98K - $8.31K
|
60
$7.62K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-107- 0.75% |
$12.5K - $14.8K
|
14.2K
$1.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-366- 1.81% |
$42.6K - $50.7K
|
19.8K
$2.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-26.6K- 7.35% |
$3.1M - $3.69M
|
336K
$42.6M
|