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 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.43K+ 4.54% |
$166K - $198K
|
32.9K
$4.18M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
66+ 8.03% |
$7.68K - $9.14K
|
888
$113K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.46K+ 1.24% |
$169K - $202K
|
119K
$15.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-104- 0.31% |
$12.1K - $14.4K
|
33.8K
$4.29M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-216K- 98.03% |
$25.2M - $30M
|
4.36K
$553K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
295+ 5.45% |
$34.3K - $40.9K
|
5.71K
$725K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-6.47K- 25.53% |
$753K - $896K
|
18.9K
$2.4M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-21- 0.33% |
$2.44K - $2.91K
|
6.28K
$797K
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
8.55K+ 99.0% |
$888K - $1.01M
|
17.2K
$2.18M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
16.2KNew |
$1.68M - $1.91M
|
16.2K
$2.06M
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.44K+ 5.79% |
$149K - $169K
|
26.2K
$3.33M
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.1KNew |
$114K - $129K
|
1.1K
$139K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1+ 0.1% |
$104 - $118
|
1.05K
$133K
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
2.09KNew |
$218K - $246K
|
2.09K
$266K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
75+ 136.36% |
$7.79K - $8.82K
|
130
$16.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-50- 0.78% |
$5.19K - $5.88K
|
6.33K
$804K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
124New |
$12.9K - $14.6K
|
124
$15.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1+ 0.99% |
$104 - $118
|
102
$12.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
180+ 5.08% |
$18.7K - $21.2K
|
3.72K
$473K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.75KNew |
$181K - $205K
|
1.75K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
195KNew |
$20.3M - $22.9M
|
195K
$24.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
525+ 3.28% |
$54.5K - $61.7K
|
16.5K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
318K+ 156.48% |
$33.1M - $37.4M
|
522K
$66.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-257- 3.71% |
$26.7K - $30.2K
|
6.68K
$848K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-281- 4.38% |
$29.2K - $33K
|
6.14K
$780K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-899- 13.58% |
$93.4K - $106K
|
5.72K
$726K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-5.91K- 48.04% |
$614K - $695K
|
6.39K
$811K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-61- 2.64% |
$6.34K - $7.17K
|
2.25K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.74KNew |
$181K - $205K
|
1.74K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-28- 21.05% |
$2.91K - $3.29K
|
105
$13.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
2K+ 80.0% |
$208K - $235K
|
4.5K
$571K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-50- 1.4% |
$5.19K - $5.88K
|
3.53K
$448K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.84K+ 16.98% |
$295K - $334K
|
19.5K
$2.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-226- 1.99% |
$23.5K - $26.6K
|
11.1K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
240New |
$24.9K - $28.2K
|
240
$30.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
124New |
$12.9K - $14.6K
|
124
$15.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
2.53KNew |
$263K - $298K
|
2.53K
$321K
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.16KNew |
$224K - $254K
|
2.16K
$274K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-384- 2.59% |
$39.9K - $45.2K
|
14.5K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-892- 7.31% |
$92.7K - $105K
|
11.3K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
482+ 3442.86% |
$50.1K - $56.7K
|
496
$63K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.81KNew |
$188K - $212K
|
1.81K
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.48KNew |
$465K - $527K
|
4.48K
$569K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
CALL |
-4.3K- 69.35% |
$447K - $506K
|
1.9K
$241K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.12K- 33.99% |
$117K - $132K
|
2.18K
$277K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-126- 9.07% |
$13.1K - $14.8K
|
1.26K
$160K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-102- 0.05% |
$10.6K - $12K
|
216K
$27.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.12K+ 10.28% |
$116K - $132K
|
12K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
334+ 3.86% |
$34.7K - $39.3K
|
8.98K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-270- 1.76% |
$28K - $31.7K
|
15.1K
$1.92M
|
|