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, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.51KNew |
$252K - $286K
|
2.51K
$318K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4New |
$403 - $457
|
4
$508
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
133+ 0.79% |
$13.4K - $15.2K
|
16.9K
$2.14M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
1.83KNew |
$184K - $209K
|
1.83K
$232K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
11.3KNew |
$1.13M - $1.29M
|
11.3K
$1.43M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.82KNew |
$183K - $207K
|
1.82K
$230K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
248New |
$25K - $28.3K
|
248
$31.5K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-213- 7.81% |
$21.4K - $24.3K
|
2.51K
$319K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
4.16KNew |
$419K - $475K
|
4.16K
$529K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-971- 19.04% |
$97.7K - $111K
|
4.13K
$524K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-175- 8.54% |
$17.6K - $20K
|
1.87K
$238K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
400New |
$40.3K - $45.7K
|
400
$50.8K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-313- 8.93% |
$31.5K - $35.7K
|
3.19K
$405K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-17- 0.74% |
$1.71K - $1.94K
|
2.28K
$289K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
7.9K+ 36.55% |
$795K - $901K
|
29.5K
$3.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.05K+ 87.17% |
$105K - $119K
|
2.25K
$285K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-87- 0.92% |
$8.76K - $9.93K
|
9.39K
$1.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
2.7K+ 3.39% |
$272K - $308K
|
82.4K
$10.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-100- 4.13% |
$10.1K - $11.4K
|
2.32K
$295K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
16New |
$1.61K - $1.83K
|
16
$2.03K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
523+ 6.91% |
$52.6K - $59.7K
|
8.09K
$1.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.69K+ 15.68% |
$170K - $193K
|
12.5K
$1.58M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-20- 1.73% |
$2.01K - $2.28K
|
1.14K
$144K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
78New |
$7.85K - $8.9K
|
78
$9.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2.1KNew |
$212K - $240K
|
2.1K
$267K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-566- 7.41% |
$57K - $64.6K
|
7.08K
$898K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
720+ 310.34% |
$72.5K - $82.2K
|
952
$121K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
949New |
$95.5K - $108K
|
949
$120K
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
30KNew |
$3.02M - $3.42M
|
30K
$3.81M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
6.12KNew |
$616K - $698K
|
6.12K
$777K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4+ 0.21% |
$403 - $457
|
1.95K
$248K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.15KNew |
$115K - $131K
|
1.15K
$145K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-158- 6.7% |
$15.9K - $18K
|
2.2K
$279K
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-582- 7.46% |
$58.6K - $66.4K
|
7.22K
$917K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-334- 62.43% |
$33.6K - $38.1K
|
201
$25.5K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-250- 7.16% |
$25.2K - $28.5K
|
3.24K
$411K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
11New |
$1.11K - $1.26K
|
11
$1.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
150New |
$15.1K - $17.1K
|
150
$19K
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.76KNew |
$177K - $201K
|
1.76K
$224K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
37.5KNew |
$3.78M - $4.29M
|
37.5K
$4.77M
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-50- 0.83% |
$5.03K - $5.71K
|
5.95K
$755K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.45% |
$101 - $114
|
225
$28.6K
|
|
|
Apr 02, 2024
Q1 2024
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
5.19K+ 3.83% |
$522K - $592K
|
141K
$17.9M
|
|
| Q4 2023 | |||||||
|
Feb 26, 2025
Q4 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-4- 0.12% |
$343 - $420
|
3.4K
$432K
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
6.9K+ 33.51% |
$591K - $726K
|
27.5K
$3.49M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-84- 80.77% |
$7.2K - $8.83K
|
20
$2.54K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
107+ 5.82% |
$9.17K - $11.2K
|
1.95K
$247K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
104New |
$8.91K - $10.9K
|
104
$13.2K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-9- 0.18% |
$771 - $946
|
4.89K
$621K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
648New |
$55.5K - $68.1K
|
648
$82.3K
|
|