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 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
22New |
$1.88K - $2.31K
|
22
$2.79K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-380- 22.96% |
$32.6K - $39.9K
|
1.28K
$162K
|
|
|
Jan 24, 2024
Q4 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
2.05KNew |
$176K - $216K
|
2.05K
$261K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
18.9KNew |
$1.62M - $1.99M
|
18.9K
$2.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
466New |
$39.9K - $49K
|
466
$59.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-300- 60.0% |
$25.7K - $31.5K
|
200
$25.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
PUT |
-800- 88.89% |
$68.5K - $84.1K
|
100
$12.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-415- 5.74% |
$35.5K - $43.6K
|
6.81K
$864K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.18KNew |
$187K - $229K
|
2.18K
$277K
|
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-5.82K- 98.54% |
$498K - $611K
|
86
$10.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3.75K- 5.11% |
$321K - $394K
|
69.6K
$8.84M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-590- 4.38% |
$50.5K - $62K
|
12.9K
$1.64M
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2.41KNew |
$206K - $253K
|
2.41K
$306K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.07KNew |
$177K - $217K
|
2.07K
$263K
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
BUY
|
- |
2.09KNew |
$179K - $220K
|
2.09K
$266K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
2.14KNew |
$183K - $225K
|
2.14K
$271K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
201New |
$17.2K - $21.1K
|
201
$25.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-149- 6.61% |
$12.8K - $15.7K
|
2.11K
$267K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-28.7K- 17.9% |
$2.46M - $3.01M
|
131K
$16.7M
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
82New |
$7.02K - $8.62K
|
82
$10.4K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-1.7K- 4.97% |
$146K - $179K
|
32.5K
$4.13M
|
|
| Q3 2023 | |||||||
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-61- 0.94% |
$5.49K - $6.12K
|
6.43K
$817K
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
33New |
$2.97K - $3.31K
|
33
$4.19K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.34KNew |
$211K - $235K
|
2.34K
$297K
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.01K+ 31.99% |
$91K - $102K
|
4.18K
$530K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
900New |
$81K - $90.3K
|
900
$114K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-26- 0.61% |
$2.34K - $2.61K
|
4.21K
$534K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.07KNew |
$276K - $308K
|
3.07K
$389K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-81- 16.67% |
$7.29K - $8.13K
|
405
$51.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
262New |
$23.6K - $26.3K
|
262
$33.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-720- 3.2% |
$64.8K - $72.2K
|
21.8K
$2.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
131+ 65.5% |
$11.8K - $13.1K
|
331
$42K
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
19New |
$1.71K - $1.91K
|
19
$2.41K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
54.5KNew |
$4.9M - $5.46M
|
54.5K
$6.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-192KClosed |
$17.3M - $19.3M
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
770+ 265.52% |
$69.3K - $77.2K
|
1.06K
$135K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
91New |
$8.19K - $9.13K
|
91
$11.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-540- 3.39% |
$48.6K - $54.2K
|
15.4K
$1.95M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
257+ 22.19% |
$23.1K - $25.8K
|
1.42K
$180K
|
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
12.6K+ 23.71% |
$1.14M - $1.27M
|
65.9K
$8.37M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
7.39KNew |
$665K - $742K
|
7.39K
$939K
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
41.8KNew |
$3.76M - $4.19M
|
41.8K
$5.3M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-22.7K- 21.94% |
$2.04M - $2.27M
|
80.6K
$10.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-136- 5.22% |
$12.2K - $13.6K
|
2.47K
$313K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
320New |
$28.8K - $32.1K
|
320
$40.6K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-173Closed |
$15.6K - $17.4K
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-91- 3.36% |
$8.19K - $9.13K
|
2.62K
$332K
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-976- 24.63% |
$87.8K - $97.9K
|
2.99K
$379K
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
BUY
|
- |
560New |
$50.4K - $56.2K
|
560
$71.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
5.59KNew |
$503K - $560K
|
5.59K
$709K
|
|