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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
4.89KNew |
$378K - $439K
|
4.89K
$613K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.08KNew |
$83.9K - $97.4K
|
1.08K
$136K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-289- 1.79% |
$22.4K - $26K
|
15.9K
$1.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-12- 40.0% |
$929 - $1.08K
|
18
$2.26K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
2.46KNew |
$191K - $221K
|
2.46K
$309K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
180New |
$13.9K - $16.2K
|
180
$22.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-3.08K- 81.06% |
$238K - $277K
|
720
$90.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-226- 9.61% |
$17.5K - $20.3K
|
2.13K
$267K
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-3K- 63.16% |
$232K - $270K
|
1.75K
$219K
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
5.09KNew |
$394K - $457K
|
5.09K
$638K
|
|
|
Feb 10, 2023
Q4 2022
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-1.38K- 10.32% |
$107K - $124K
|
12K
$1.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
102New |
$7.89K - $9.17K
|
102
$12.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-74- 1.34% |
$5.73K - $6.65K
|
5.44K
$682K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
14New |
$1.08K - $1.26K
|
14
$1.76K
|
|
|
Feb 08, 2023
Q4 2022
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
2.4KNew |
$186K - $216K
|
2.4K
$301K
|
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
12.6KNew |
$975K - $1.13M
|
12.6K
$1.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 0.42% |
$155 - $180
|
480
$60.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.45KNew |
$190K - $220K
|
2.45K
$307K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.93K+ 1.79% |
$381K - $443K
|
281K
$35.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
3.04K+ 38.61% |
$235K - $273K
|
10.9K
$1.37M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
264New |
$20.4K - $23.7K
|
264
$33.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-887- 8.85% |
$68.7K - $79.7K
|
9.13K
$1.15M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
22.4KNew |
$1.74M - $2.02M
|
22.4K
$2.82M
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
31New |
$2.4K - $2.79K
|
31
$3.89K
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-187- 58.99% |
$14.5K - $16.8K
|
130
$16.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
147New |
$11.4K - $13.2K
|
147
$18.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
460New |
$35.6K - $41.3K
|
460
$57.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
7.05KNew |
$546K - $634K
|
7.05K
$885K
|
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-14.6K- 62.76% |
$1.13M - $1.32M
|
8.69K
$1.09M
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
BUY
|
- |
4.43KNew |
$343K - $399K
|
4.43K
$556K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-669- 73.44% |
$51.8K - $60.1K
|
242
$30.4K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
105+ 1.65% |
$8.13K - $9.44K
|
6.47K
$811K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-313- 10.5% |
$24.2K - $28.1K
|
2.67K
$335K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
42New |
$3.25K - $3.77K
|
42
$5.27K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-62- 0.77% |
$4.8K - $5.57K
|
7.95K
$997K
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
17.9KNew |
$1.39M - $1.61M
|
17.9K
$2.25M
|
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-64- 12.31% |
$4.95K - $5.75K
|
456
$57.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
8New |
$619 - $719
|
8
$1K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
30New |
$2.32K - $2.7K
|
30
$3.76K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-12- 11.11% |
$929 - $1.08K
|
96
$12K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
326New |
$25.2K - $29.3K
|
326
$40.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
184New |
$14.2K - $16.5K
|
184
$23.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-288- 88.89% |
$22.3K - $25.9K
|
36
$4.52K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-73- 1.87% |
$5.65K - $6.56K
|
3.83K
$480K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
4.54KNew |
$352K - $408K
|
4.54K
$570K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
348New |
$26.9K - $31.3K
|
348
$43.6K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-200- 16.42% |
$15.5K - $18K
|
1.02K
$128K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-50- 14.2% |
$3.87K - $4.49K
|
302
$37.9K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-548Closed |
$42.8K - $51.7K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.98K- 4.12% |
$232K - $281K
|
69.2K
$8.68M
|
|