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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-276- 37.6% |
$31.7K - $38.5K
|
458
$62.7K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.13K- 32.34% |
$130K - $157K
|
2.36K
$323K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.65KNew |
$420K - $510K
|
3.65K
$500K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-782- 12.15% |
$89.9K - $109K
|
5.65K
$773K
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-100- 38.17% |
$11.5K - $14K
|
162
$22.2K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-200- 16.23% |
$23K - $27.9K
|
1.03K
$141K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
8New |
$919 - $1.12K
|
8
$1.09K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
195+ 10.11% |
$22.4K - $27.2K
|
2.12K
$291K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-78- 46.15% |
$8.96K - $10.9K
|
91
$12.5K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.23KNew |
$141K - $171K
|
1.23K
$168K
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
145K+ 323.78% |
$16.6M - $20.2M
|
189K
$25.9M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.52KNew |
$175K - $212K
|
1.52K
$208K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.43K- 50.69% |
$164K - $200K
|
1.39K
$190K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
310+ 436.62% |
$35.6K - $43.3K
|
381
$52.1K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-835- 3.33% |
$95.9K - $117K
|
24.3K
$3.32M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-1.06K- 58.66% |
$122K - $148K
|
747
$102K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
38.3KNew |
$4.4M - $5.34M
|
38.3K
$5.24M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.85K- 44.41% |
$327K - $397K
|
3.56K
$488K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-32- 24.62% |
$3.68K - $4.47K
|
98
$13.4K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-2.8K- 35.12% |
$322K - $391K
|
5.17K
$708K
|
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-3.78K- 58.68% |
$434K - $527K
|
2.66K
$364K
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-1.5K- 4.98% |
$172K - $209K
|
28.6K
$3.91M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-111- 3.42% |
$12.8K - $15.5K
|
3.13K
$429K
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-30- 34.88% |
$3.45K - $4.19K
|
56
$7.66K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
202New |
$23.2K - $28.2K
|
202
$27.6K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-198- 39.36% |
$22.8K - $27.6K
|
305
$41.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
34.4KNew |
$3.96M - $4.81M
|
34.4K
$4.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
94+ 69.63% |
$10.8K - $13.1K
|
229
$31.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
10.3K+ 38.57% |
$1.18M - $1.44M
|
36.9K
$5.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
10.3KNew |
$1.18M - $1.44M
|
10.3K
$1.41M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
143New |
$16.4K - $20K
|
143
$19.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-260- 11.42% |
$29.9K - $36.3K
|
2.02K
$276K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-630- 57.22% |
$72.4K - $87.9K
|
471
$64.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
99New |
$11.4K - $13.8K
|
99
$13.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-6.6K- 75.0% |
$758K - $921K
|
2.2K
$301K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
44New |
$5.06K - $6.14K
|
44
$6.02K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
28+ 1.37% |
$3.22K - $3.91K
|
2.08K
$284K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-146- 46.5% |
$16.8K - $20.4K
|
168
$23K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-504- 13.21% |
$57.9K - $70.4K
|
3.31K
$453K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-100- 12.95% |
$11.5K - $14K
|
672
$92K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
47+ 6.08% |
$5.4K - $6.56K
|
820
$112K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
590+ 24.43% |
$67.8K - $82.4K
|
3.01K
$411K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-13- 1.32% |
$1.49K - $1.81K
|
971
$133K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
BUY
|
- |
11.7KNew |
$1.34M - $1.63M
|
11.7K
$1.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-105- 8.54% |
$12.1K - $14.7K
|
1.13K
$154K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-134K- 99.65% |
$15.3M - $18.6M
|
472
$64.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-200- 8.83% |
$23K - $27.9K
|
2.06K
$282K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-1- 0.06% |
$115 - $140
|
1.66K
$227K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-61- 1.17% |
$7.01K - $8.52K
|
5.14K
$704K
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-2.27K- 38.74% |
$260K - $316K
|
3.58K
$490K
|
|