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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.69KNew |
$176K - $235K
|
1.69K
$231K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
248New |
$25.9K - $34.4K
|
248
$33.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-816- 7.68% |
$85.1K - $113K
|
9.81K
$1.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-202- 6.15% |
$21.1K - $28K
|
3.08K
$421K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1+ 0.03% |
$104 - $139
|
3.49K
$478K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
23New |
$2.4K - $3.19K
|
23
$3.15K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
4.06KNew |
$424K - $563K
|
4.06K
$556K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
304+ 16.57% |
$31.7K - $42.2K
|
2.14K
$293K
|
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
BUY
|
- |
1.47KNew |
$154K - $204K
|
1.47K
$202K
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-74- 0.81% |
$7.72K - $10.3K
|
9.1K
$1.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-13- 0.46% |
$1.36K - $1.8K
|
2.8K
$383K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
26+ 1.65% |
$2.71K - $3.61K
|
1.61K
$220K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.44KNew |
$151K - $200K
|
1.44K
$198K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2+ 0.04% |
$209 - $277
|
4.83K
$661K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
563+ 3.67% |
$58.7K - $78.1K
|
15.9K
$2.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-160- 8.02% |
$16.7K - $22.2K
|
1.84K
$251K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.9K- 65.49% |
$1.56M - $2.07M
|
7.87K
$1.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-200- 14.29% |
$20.9K - $27.7K
|
1.2K
$164K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-365- 1.31% |
$38.1K - $50.6K
|
27.5K
$3.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-15.3K- 24.02% |
$1.6M - $2.12M
|
48.4K
$6.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.28KNew |
$238K - $316K
|
2.28K
$312K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-738- 12.01% |
$77K - $102K
|
5.41K
$740K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1- 0.02% |
$104 - $139
|
6.14K
$840K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.72K- 6.86% |
$179K - $238K
|
23.3K
$3.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
2.3KNew |
$240K - $319K
|
2.3K
$315K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
325New |
$33.9K - $45.1K
|
325
$44.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-3.52K- 22.06% |
$367K - $487K
|
12.4K
$1.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.51KNew |
$158K - $210K
|
1.51K
$207K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-85- 15.18% |
$8.87K - $11.8K
|
475
$65K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.46KNew |
$152K - $202K
|
1.46K
$199K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-304- 6.81% |
$31.7K - $42.2K
|
4.16K
$570K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
156New |
$16.3K - $21.6K
|
156
$21.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.52KNew |
$158K - $210K
|
1.52K
$207K
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-180- 9.24% |
$18.8K - $25K
|
1.77K
$242K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-1.93K- 1.8% |
$201K - $267K
|
105K
$14.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
30+ 5.26% |
$3.13K - $4.16K
|
600
$82.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.89KNew |
$197K - $262K
|
1.89K
$259K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1.49KNew |
$155K - $206K
|
1.49K
$204K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-50- 2.96% |
$5.22K - $6.93K
|
1.64K
$225K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-420- 13.91% |
$43.8K - $58.2K
|
2.6K
$356K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-122- 6.78% |
$12.7K - $16.9K
|
1.68K
$230K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.46KNew |
$152K - $202K
|
1.46K
$199K
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.04% |
$104 - $139
|
2.4K
$328K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
2.84KNew |
$297K - $394K
|
2.84K
$389K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
2.47K+ 5.5% |
$257K - $342K
|
47.3K
$6.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-107- 1.06% |
$11.2K - $14.8K
|
10K
$1.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.66KNew |
$173K - $230K
|
1.66K
$227K
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.53KNew |
$160K - $212K
|
1.53K
$209K
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
1.52KNew |
$158K - $211K
|
1.52K
$208K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
62New |
$6.47K - $8.6K
|
62
$8.48K
|
|