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 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
5+ 0.1% |
$529 - $567
|
4.9K
$671K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
28+ 0.13% |
$2.96K - $3.18K
|
21.9K
$3M
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
24+ 0.44% |
$2.54K - $2.72K
|
5.43K
$743K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-46- 86.79% |
$4.86K - $5.22K
|
7
$958
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-288- 40.11% |
$30.4K - $32.7K
|
430
$58.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
50New |
$5.29K - $5.67K
|
50
$6.84K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-80- 20.0% |
$8.46K - $9.07K
|
320
$43.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-73Closed |
$7.72K - $8.28K
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
679+ 13.54% |
$71.8K - $77K
|
5.69K
$779K
|
|
|
Aug 08, 2024
Q2 2024
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
48.8KNew |
$5.15M - $5.53M
|
48.8K
$6.67M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-3.87K- 99.85% |
$409K - $439K
|
6
$821
|
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.04KNew |
$215K - $231K
|
2.04K
$278K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
97+ 30.7% |
$10.3K - $11K
|
413
$56.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-500- 18.52% |
$52.9K - $56.7K
|
2.2K
$301K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-489- 8.28% |
$51.7K - $55.5K
|
5.42K
$741K
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
3.97KNew |
$420K - $450K
|
3.97K
$543K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
114+ 4.06% |
$12K - $12.9K
|
2.92K
$400K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-2.01K- 33.13% |
$213K - $228K
|
4.07K
$556K
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
99New |
$10.5K - $11.2K
|
99
$13.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.86KNew |
$302K - $324K
|
2.86K
$391K
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-64- 3.33% |
$6.76K - $7.26K
|
1.86K
$254K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-130- 8.59% |
$13.7K - $14.7K
|
1.38K
$189K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.52K+ 25.43% |
$161K - $172K
|
7.49K
$1.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-1.01KClosed |
$107K - $115K
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-184- 7.93% |
$19.4K - $20.9K
|
2.14K
$292K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
19New |
$2.01K - $2.16K
|
19
$2.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-388- 14.06% |
$41K - $44K
|
2.37K
$325K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1.33K- 88.23% |
$141K - $151K
|
178
$24.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-55- 2.88% |
$5.81K - $6.24K
|
1.85K
$253K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
102New |
$10.8K - $11.6K
|
102
$14K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.31KNew |
$350K - $375K
|
3.31K
$453K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.2KNew |
$232K - $249K
|
2.2K
$301K
|
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-39- 0.13% |
$4.12K - $4.42K
|
30.6K
$4.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-30- 7.43% |
$3.17K - $3.4K
|
374
$51.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-63- 5.32% |
$6.66K - $7.15K
|
1.12K
$154K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
107New |
$11.3K - $12.1K
|
107
$14.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
64+ 2.75% |
$6.76K - $7.26K
|
2.39K
$327K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-661- 25.95% |
$69.9K - $75K
|
1.89K
$258K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
303New |
$32K - $34.4K
|
303
$41.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-200- 3.85% |
$21.1K - $22.7K
|
5K
$684K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
78New |
$8.24K - $8.85K
|
78
$10.7K
|
|
| Q1 2024 | |||||||
|
Feb 13, 2025
Q1 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-2.33KClosed |
$234K - $265K
|
0
$0
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
5.15KNew |
$518K - $587K
|
5.15K
$704K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-799- 34.44% |
$80.4K - $91.2K
|
1.52K
$208K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
50+ 1250.0% |
$5.03K - $5.71K
|
54
$7.39K
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-10.8K- 35.53% |
$1.09M - $1.23M
|
19.6K
$2.68M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
58New |
$5.84K - $6.62K
|
58
$7.94K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-43.3K- 99.99% |
$4.36M - $4.95M
|
4
$547
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
17.6KNew |
$1.77M - $2.01M
|
17.6K
$2.4M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
75+ 7.05% |
$7.55K - $8.56K
|
1.14K
$156K
|
|