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, 2022
Q2 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
28.7KNew |
$2.16M - $2.94M
|
28.7K
$3.6M
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-3.38KClosed |
$255K - $347K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1+ 1.16% |
$75.4 - $102
|
87
$10.9K
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
499+ 7.37% |
$37.6K - $51.1K
|
7.27K
$912K
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
28.2KNew |
$2.13M - $2.89M
|
28.2K
$3.54M
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-15.7KClosed |
$1.19M - $1.61M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.94KClosed |
$222K - $302K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
695New |
$52.4K - $71.2K
|
695
$87.2K
|
|
Aug 11, 2022
Q2 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-400- 13.16% |
$30.2K - $41K
|
2.64K
$331K
|
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
10+ 0.35% |
$754 - $1.02K
|
2.91K
$365K
|
|
Aug 11, 2022
Q2 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-240Closed |
$18.1K - $24.6K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.35KClosed |
$177K - $241K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-411Closed |
$31K - $42.1K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
368+ 153.33% |
$27.8K - $37.7K
|
608
$76.3K
|
|
Aug 10, 2022
Q2 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-3.2KClosed |
$241K - $328K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-107- 0.58% |
$8.07K - $11K
|
18.5K
$2.32M
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
2.83KNew |
$213K - $290K
|
2.83K
$355K
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
658+ 21.23% |
$49.6K - $67.4K
|
3.76K
$471K
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.11KClosed |
$159K - $216K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
1.07KNew |
$80.6K - $110K
|
1.07K
$134K
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-932Closed |
$70.3K - $95.5K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-7.05KClosed |
$532K - $723K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-2KClosed |
$151K - $205K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.32K+ 219.17% |
$99.2K - $135K
|
1.92K
$240K
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.24KClosed |
$169K - $229K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-3.42KClosed |
$258K - $350K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.75KNew |
$208K - $282K
|
2.75K
$345K
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.26K+ 10.9% |
$94.9K - $129K
|
12.8K
$1.61M
|
|
Aug 05, 2022
Q2 2022
|
Vista Finance, LLC
|
SELL
|
- |
-2.61KClosed |
$197K - $268K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-2.03KClosed |
$153K - $208K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
140New |
$10.6K - $14.3K
|
140
$17.6K
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-1.09KClosed |
$82.2K - $112K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Barnett & Company, Inc.
|
BUY
|
- |
316+ 11.21% |
$23.8K - $32.4K
|
3.14K
$393K
|
|
Aug 02, 2022
Q2 2022
|
Northern Capital Management, Inc.
|
SELL
|
- |
-37.8K- 45.46% |
$2.85M - $3.88M
|
45.4K
$5.69M
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-8.69K- 68.11% |
$655K - $890K
|
4.07K
$510K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
90New |
$6.79K - $9.22K
|
90
$11.3K
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.65KNew |
$200K - $271K
|
2.65K
$332K
|
|
Aug 01, 2022
Q2 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-2KClosed |
$151K - $205K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Redw Wealth LLC
|
SELL
|
- |
-2.37KClosed |
$179K - $243K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
3.17K+ 11.02% |
$239K - $325K
|
31.9K
$4M
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-720Closed |
$54.3K - $73.8K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.73K- 77.57% |
$130K - $177K
|
500
$62.7K
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
262+ 9.23% |
$19.8K - $26.8K
|
3.1K
$389K
|
|
Jul 27, 2022
Q2 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
487+ 11.86% |
$36.7K - $49.9K
|
4.59K
$576K
|
|
Jul 27, 2022
Q2 2022
|
Covenant Partners, LLC
|
SELL
|
- |
-285Closed |
$21.5K - $29.2K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.17KClosed |
$164K - $222K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-236Closed |
$17.8K - $24.2K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-2.1K- 45.16% |
$158K - $215K
|
2.55K
$320K
|
|
Jul 26, 2022
Q2 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.13KClosed |
$161K - $218K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-3.33KClosed |
$251K - $341K
|
0
$0
|