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 |
---|---|---|---|---|---|---|---|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-2.12KClosed |
$160K - $217K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-1.65KClosed |
$125K - $169K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
4+ 0.13% |
$302 - $410
|
3.11K
$390K
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
11.5KNew |
$870K - $1.18M
|
11.5K
$1.45M
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
47New |
$3.54K - $4.82K
|
47
$5.89K
|
|
Jul 22, 2022
Q2 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-60Closed |
$4.52K - $6.15K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-2.29KClosed |
$172K - $234K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Financial Life Advisors
|
SELL
|
- |
-2.51KClosed |
$190K - $258K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-96Closed |
$7.24K - $9.84K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
150New |
$11.3K - $15.4K
|
150
$18.8K
|
|
Jul 22, 2022
Q2 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-2.12KClosed |
$160K - $217K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-16- 0.53% |
$1.21K - $1.64K
|
3K
$376K
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.07KClosed |
$156K - $212K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
SELL
|
- |
-2.53KClosed |
$191K - $260K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-180Closed |
$13.6K - $18.4K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Hall Private Wealth Advisors
|
SELL
|
- |
-2KClosed |
$151K - $205K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
58New |
$4.37K - $5.94K
|
58
$7.27K
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-478Closed |
$36K - $49K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
90New |
$6.79K - $9.22K
|
90
$11.3K
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.39KNew |
$331K - $450K
|
4.39K
$551K
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
SELL
|
- |
-16.9KClosed |
$1.28M - $1.73M
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.26KClosed |
$94.9K - $129K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-4.16K- 14.47% |
$313K - $426K
|
24.6K
$3.08M
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-20Closed |
$1.51K - $2.05K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-31- 25.62% |
$2.34K - $3.18K
|
90
$11.3K
|
|
Jul 13, 2022
Q2 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-3.11KClosed |
$234K - $318K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-206- 1.75% |
$15.5K - $21.1K
|
11.6K
$1.45M
|
|
Jul 12, 2022
Q2 2022
|
Arden Trust CO
|
SELL
|
- |
-2.14KClosed |
$161K - $219K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-600- 8.32% |
$45.2K - $61.5K
|
6.61K
$829K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-364Closed |
$27.4K - $37.3K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
4.46KNew |
$337K - $457K
|
4.46K
$560K
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-3.26KClosed |
$246K - $334K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-37.2KClosed |
$2.81M - $3.82M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-1.6K- 21.92% |
$121K - $164K
|
5.7K
$715K
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-166- 79.81% |
$12.5K - $17K
|
42
$5.27K
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
SELL
|
- |
-90- 14.88% |
$6.79K - $9.22K
|
515
$64.6K
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-300Closed |
$22.6K - $30.7K
|
0
$0
|
|
Jul 01, 2022
Q2 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.45KClosed |
$185K - $251K
|
0
$0
|
|
Q1 2022 | |||||||
Feb 20, 2025
Q1 2022
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-1.83KClosed |
$163K - $208K
|
0
$0
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-4.89KClosed |
$438K - $557K
|
0
$0
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1Closed |
$89.5 - $114
|
0
$0
|
|
Dec 05, 2023
Q1 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-2.06KClosed |
$184K - $235K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-195Closed |
$17.5K - $22.2K
|
0
$0
|
|
Jun 09, 2022
Q1 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-21.9KClosed |
$1.96M - $2.5M
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.2KClosed |
$107K - $137K
|
0
$0
|
|
May 18, 2022
Q1 2022
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
PUT |
-265KClosed |
$23.7M - $30.2M
|
0
$0
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1KClosed |
$89.5K - $114K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-350Closed |
$31.3K - $39.9K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-33Closed |
$2.95K - $3.76K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-260Closed |
$23.3K - $29.6K
|
0
$0
|