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 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
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-51- 0.42% |
$7.01K - $7.41K
|
12.1K
$1.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
SELL
|
- |
-200- 2.33% |
$27.5K - $29.1K
|
8.39K
$1.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$138 - $145
|
3.9K
$533K
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
2.21K+ 3.89% |
$303K - $320K
|
58.9K
$8.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
4.15KNew |
$570K - $602K
|
4.15K
$567K
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
SELL
|
- |
-67- 2.12% |
$9.21K - $9.73K
|
3.09K
$422K
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
216+ 2.92% |
$29.7K - $31.4K
|
7.62K
$1.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11.5K- 18.28% |
$1.58M - $1.67M
|
51.5K
$7.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.41K+ 7.91% |
$194K - $205K
|
19.2K
$2.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3- 0.05% |
$413 - $436
|
5.88K
$804K
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-613- 4.15% |
$84.3K - $89K
|
14.2K
$1.94M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-120- 17.78% |
$16.5K - $17.4K
|
555
$75.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.42K- 5.82% |
$471K - $497K
|
55.4K
$7.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
129+ 2.31% |
$17.7K - $18.7K
|
5.71K
$781K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.2K+ 6.48% |
$165K - $174K
|
19.7K
$2.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.65K+ 5.03% |
$227K - $240K
|
34.5K
$4.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
2+ 0.08% |
$275 - $291
|
2.5K
$342K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
258+ 3.38% |
$35.5K - $37.5K
|
7.9K
$1.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.51KNew |
$482K - $510K
|
3.51K
$480K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-788- 25.81% |
$108K - $114K
|
2.27K
$310K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
539+ 3.37% |
$74.1K - $78.3K
|
16.5K
$2.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-397- 1.56% |
$54.6K - $57.7K
|
25K
$3.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-130- 3.71% |
$17.9K - $18.9K
|
3.37K
$461K
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-124- 2.67% |
$17.1K - $18K
|
4.52K
$618K
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2+ 0.1% |
$275 - $291
|
2.02K
$276K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-141- 5.06% |
$19.4K - $20.5K
|
2.64K
$362K
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
SELL
|
- |
-14- 4.73% |
$1.93K - $2.03K
|
282
$38.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
160+ 3.94% |
$22K - $23.2K
|
4.22K
$577K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-1.35K- 13.82% |
$186K - $196K
|
8.42K
$1.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
36+ 2.26% |
$4.95K - $5.23K
|
1.63K
$223K
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
24+ 0.77% |
$3.3K - $3.49K
|
3.14K
$430K
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
13.4KNew |
$1.85M - $1.95M
|
13.4K
$1.84M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
253+ 2.46% |
$34.8K - $36.8K
|
10.5K
$1.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-10.9K- 43.48% |
$1.5M - $1.59M
|
14.2K
$1.94M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-343- 2.56% |
$47.2K - $49.8K
|
13.1K
$1.79M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.22K- 40.74% |
$167K - $176K
|
1.77K
$242K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
33+ 0.25% |
$4.54K - $4.79K
|
13.5K
$1.85M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
5+ 3.55% |
$688 - $726
|
146
$20K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-322- 0.39% |
$44.3K - $46.8K
|
81.4K
$11.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
147+ 3.42% |
$20.2K - $21.4K
|
4.44K
$608K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-52- 25.0% |
$7.15K - $7.55K
|
156
$21.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-2.72K- 2.41% |
$373K - $395K
|
110K
$15.1M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
5.02KNew |
$690K - $729K
|
5.02K
$687K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
SELL
|
- |
-118- 45.21% |
$16.2K - $17.1K
|
143
$19.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-14- 1.53% |
$1.93K - $2.03K
|
900
$123K
|
|