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 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-435- 10.76% |
$59.8K - $63.2K
|
3.61K
$494K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1+ 0.65% |
$138 - $145
|
155
$21.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.08K+ 64.03% |
$148K - $156K
|
2.75K
$377K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
147+ 0.11% |
$20.2K - $21.4K
|
136K
$18.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
168New |
$23.1K - $24.4K
|
168
$23K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
252+ 4.05% |
$34.7K - $36.6K
|
6.47K
$885K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
601+ 0.65% |
$82.6K - $87.3K
|
93.6K
$12.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-666- 11.12% |
$91.6K - $96.7K
|
5.32K
$728K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-113- 4.28% |
$15.5K - $16.4K
|
2.53K
$346K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-480- 9.54% |
$66K - $69.7K
|
4.55K
$622K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-110- 0.87% |
$15.1K - $16K
|
12.6K
$1.72M
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.16% |
$138 - $145
|
628
$85.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
118New |
$16.2K - $17.1K
|
118
$16.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
8+ 5.33% |
$1.1K - $1.16K
|
158
$21.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.96K- 32.99% |
$545K - $576K
|
8.05K
$1.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-928- 13.63% |
$128K - $135K
|
5.88K
$805K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
558+ 35.82% |
$76.7K - $81.1K
|
2.12K
$290K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.62K- 18.68% |
$223K - $235K
|
7.06K
$966K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-370- 2.19% |
$50.9K - $53.7K
|
16.5K
$2.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-204- 2.67% |
$28.1K - $29.6K
|
7.43K
$1.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-468- 24.64% |
$64.4K - $68K
|
1.43K
$196K
|
|
|
Oct 15, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
10.4KNew |
$1.43M - $1.51M
|
10.4K
$1.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
2.33K+ 6.9% |
$320K - $338K
|
36.1K
$4.94M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
535New |
$73.6K - $77.7K
|
535
$73.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.28K+ 2.65% |
$313K - $331K
|
88.2K
$12.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-119- 0.73% |
$16.4K - $17.3K
|
16.2K
$2.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
7.13K+ 5.54% |
$980K - $1.04M
|
136K
$18.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-240- 4.93% |
$33K - $34.9K
|
4.63K
$634K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-710- 3.93% |
$97.6K - $103K
|
17.4K
$2.37M
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
826+ 5.09% |
$114K - $120K
|
17.1K
$2.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-22.2K- 78.26% |
$3.05M - $3.22M
|
6.17K
$844K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.17% |
$138 - $145
|
574
$78.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.2K+ 529.75% |
$1.96M - $2.07M
|
16.9K
$2.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.05K+ 4.46% |
$145K - $153K
|
24.7K
$3.37M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-1.17K- 2.72% |
$161K - $170K
|
41.9K
$5.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
324+ 4.6% |
$44.6K - $47.1K
|
7.37K
$1.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
SELL
|
- |
-3.86K- 7.43% |
$531K - $561K
|
48.1K
$6.59M
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-7.25K- 3.36% |
$997K - $1.05M
|
208K
$28.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-8.3K- 2.12% |
$1.14M - $1.21M
|
384K
$52.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-387- 3.56% |
$53.2K - $56.2K
|
10.5K
$1.43M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
4.08K+ 3.41% |
$561K - $593K
|
124K
$17M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-175- 4.99% |
$24.1K - $25.4K
|
3.33K
$456K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-614- 79.95% |
$84.4K - $89.2K
|
154
$21.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
SELL
|
- |
-260- 2.21% |
$35.8K - $37.8K
|
11.5K
$1.57M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-40- 0.09% |
$5.5K - $5.81K
|
44.4K
$6.07M
|
|
|
Oct 10, 2025
Q3 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.44K+ 1.93% |
$198K - $209K
|
75.8K
$10.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-8- 0.15% |
$1.1K - $1.16K
|
5.45K
$746K
|
|
|
Oct 09, 2025
Q3 2025
|
First Financial Corp
|
SELL
|
- |
-2- 0.08% |
$275 - $291
|
2.52K
$345K
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
1.21K+ 75.69% |
$167K - $176K
|
2.81K
$385K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-73.4K- 96.18% |
$10.1M - $10.7M
|
2.92K
$399K
|
|