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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-380- 30.09% |
$39.6K - $52.7K
|
883
$121K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-26- 0.5% |
$2.71K - $3.61K
|
5.19K
$710K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
20New |
$2.09K - $2.77K
|
20
$2.74K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
17+ 0.15% |
$1.77K - $2.36K
|
11.3K
$1.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-474- 1.58% |
$49.5K - $65.7K
|
29.5K
$4.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
1.6KNew |
$167K - $222K
|
1.6K
$219K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.6K- 57.14% |
$376K - $499K
|
2.7K
$369K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-22- 4.26% |
$2.3K - $3.05K
|
494
$67.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-582- 14.37% |
$60.7K - $80.7K
|
3.47K
$475K
|
|
|
Aug 08, 2025
Q2 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
75+ 0.9% |
$7.83K - $10.4K
|
8.43K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.49K+ 145.68% |
$364K - $484K
|
5.88K
$805K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.44K+ 2.79% |
$254K - $338K
|
89.7K
$12.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-40- 16.67% |
$4.17K - $5.55K
|
200
$27.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-170- 2.51% |
$17.7K - $23.6K
|
6.61K
$905K
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
99KNew |
$10.3M - $13.7M
|
99K
$13.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
120+ 0.97% |
$12.5K - $16.6K
|
12.5K
$1.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-2.89K- 11.89% |
$301K - $401K
|
21.4K
$2.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-11- 0.41% |
$1.15K - $1.53K
|
2.68K
$366K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-460- 28.64% |
$48K - $63.8K
|
1.15K
$157K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
352+ 1.01% |
$36.7K - $48.8K
|
35.1K
$4.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-373- 18.58% |
$38.9K - $51.7K
|
1.64K
$224K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.02KNew |
$315K - $419K
|
3.02K
$413K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-500- 7.34% |
$52.2K - $69.3K
|
6.31K
$863K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-89- 2.81% |
$9.29K - $12.3K
|
3.08K
$422K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.59KNew |
$166K - $221K
|
1.59K
$218K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-54- 0.45% |
$5.63K - $7.49K
|
11.9K
$1.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
1+ 0.06% |
$104 - $139
|
1.7K
$233K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
315+ 14.51% |
$32.9K - $43.7K
|
2.49K
$340K
|
|
|
Aug 06, 2025
Q2 2025
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
200+ 2.21% |
$20.9K - $27.7K
|
9.26K
$1.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-78- 0.77% |
$8.14K - $10.8K
|
10K
$1.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.49KNew |
$156K - $207K
|
1.49K
$204K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
48New |
$5.01K - $6.66K
|
48
$6.57K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-758- 41.2% |
$79.1K - $105K
|
1.08K
$148K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$104 - $139
|
2.32K
$317K
|
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-76- 2.43% |
$7.93K - $10.5K
|
3.05K
$418K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.57KNew |
$164K - $218K
|
1.57K
$215K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.4K- 6.52% |
$355K - $471K
|
48.7K
$6.67M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-228- 10.82% |
$23.8K - $31.6K
|
1.88K
$257K
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-77- 4.32% |
$8.03K - $10.7K
|
1.7K
$233K
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-280- 13.85% |
$29.2K - $38.8K
|
1.74K
$238K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-750- 3.19% |
$78.3K - $104K
|
22.7K
$3.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.7KNew |
$178K - $236K
|
1.7K
$233K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
104+ 9.49% |
$10.9K - $14.4K
|
1.2K
$164K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.06K+ 48.15% |
$110K - $146K
|
3.25K
$444K
|
|
|
Jul 31, 2025
Q2 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-120- 0.18% |
$12.5K - $16.6K
|
67.2K
$9.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
101+ 5.74% |
$10.5K - $14K
|
1.86K
$255K
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
BUY
|
- |
1.69KNew |
$176K - $234K
|
1.69K
$231K
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-121- 3.78% |
$12.6K - $16.8K
|
3.08K
$422K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
59+ 2.6% |
$6.16K - $8.18K
|
2.33K
$319K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.23KNew |
$232K - $309K
|
2.23K
$304K
|
|