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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2022
Q1 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-350- 10.77% |
$31.3K - $39.9K
|
2.9K
$364K
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-36Closed |
$3.22K - $4.11K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
34+ 0.32% |
$3.04K - $3.88K
|
10.8K
$1.35M
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.07KClosed |
$185K - $236K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-323- 11.06% |
$28.9K - $36.8K
|
2.6K
$326K
|
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-9.38KClosed |
$840K - $1.07M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
68New |
$6.09K - $7.75K
|
68
$8.53K
|
|
| Q4 2021 | |||||||
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
625New |
$68.6K - $77.1K
|
625
$78.4K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$11K - $12.3K
|
100
$12.5K
|
|
|
Feb 18, 2022
Q4 2021
|
Castle Ark Alternatives, LLC
Chicago, IL |
SELL
|
- |
-16KClosed |
$1.76M - $1.97M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
400KNew |
$43.9M - $49.3M
|
400K
$50.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.15KNew |
$126K - $142K
|
1.15K
$144K
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-145Closed |
$15.9K - $17.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-154Closed |
$16.9K - $19K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-873Closed |
$95.9K - $108K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-71- 29.83% |
$7.8K - $8.75K
|
167
$20.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-100Closed |
$11K - $12.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.75KNew |
$192K - $215K
|
1.75K
$219K
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
6KNew |
$659K - $740K
|
6K
$753K
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.34KClosed |
$257K - $288K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Prism Advisors, Inc.
|
SELL
|
- |
-3.64K- 17.67% |
$400K - $449K
|
17K
$2.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
212New |
$23.3K - $26.1K
|
212
$26.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.15KClosed |
$126K - $141K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-344- 11.68% |
$37.8K - $42.4K
|
2.6K
$326K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-340Closed |
$37.3K - $41.9K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$110 - $123
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-2.57KClosed |
$283K - $317K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-2KClosed |
$220K - $247K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.98KNew |
$218K - $244K
|
1.98K
$249K
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-200Closed |
$22K - $24.7K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.93KClosed |
$212K - $238K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-288Closed |
$31.6K - $35.5K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100New |
$11K - $12.3K
|
100
$12.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
4.66KNew |
$511K - $574K
|
4.66K
$584K
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-1.93KClosed |
$212K - $238K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
SELL
|
- |
-180- 1.2% |
$19.8K - $22.2K
|
14.8K
$1.86M
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.82KClosed |
$200K - $225K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.26K- 88.1% |
$138K - $155K
|
170
$21.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-15- 42.86% |
$1.65K - $1.85K
|
20
$2.51K
|
|
|
Jan 18, 2022
Q4 2021
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-7.49KClosed |
$823K - $924K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-2.05KClosed |
$225K - $252K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-100- 1.39% |
$11K - $12.3K
|
7.11K
$891K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-378Closed |
$41.3K - $45.2K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
SELL
|
- |
-2.08KClosed |
$228K - $248K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-784Closed |
$85.8K - $93.7K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-72- 2.26% |
$7.88K - $8.6K
|
3.11K
$390K
|
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-1.1KClosed |
$120K - $131K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-112Closed |
$12.3K - $13.4K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
SELL
|
- |
-10- 1.98% |
$1.09K - $1.19K
|
494
$62K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.36% |
$109 - $119
|
277
$34.7K
|
|