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 28, 2021
Q2 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.82KNew |
$181K - $206K
|
1.82K
$213K
|
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-62Closed |
$6.2K - $7.05K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
4.7KNew |
$470K - $534K
|
4.7K
$552K
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-200Closed |
$20K - $22.7K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-323- 16.22% |
$32.3K - $36.7K
|
1.67K
$196K
|
|
| Q1 2021 | |||||||
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-30Closed |
$2.91K - $3.36K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-30Closed |
$2.91K - $3.36K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-45.6KClosed |
$4.42M - $5.11M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.01KClosed |
$195K - $225K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.69KClosed |
$261K - $302K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
86New |
$8.34K - $9.64K
|
86
$10.1K
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-952Closed |
$92.3K - $107K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-460Closed |
$44.6K - $51.5K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-2.43KClosed |
$235K - $272K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-300Closed |
$29.1K - $33.6K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-4.44KClosed |
$430K - $497K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.25KClosed |
$218K - $252K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-4KClosed |
$388K - $448K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.12KClosed |
$109K - $126K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Clear Investment Research, LLC
|
SELL
|
- |
-3.22KClosed |
$312K - $361K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-29.4KClosed |
$2.85M - $3.3M
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-128Closed |
$12.4K - $14.3K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-146Closed |
$14.2K - $16.4K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-314Closed |
$30.4K - $35.2K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Ma Private Wealth
|
SELL
|
- |
-2.49KClosed |
$241K - $279K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-748Closed |
$72.5K - $83.8K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-4.52K- 26.56% |
$438K - $506K
|
12.5K
$1.47M
|
|
|
Apr 21, 2021
Q1 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-15- 18.29% |
$1.45K - $1.68K
|
67
$7.88K
|
|
|
Apr 12, 2021
Q1 2021
|
Hms Capital Management, LLC
|
SELL
|
PUT |
-4.9K- 84.48% |
$475K - $549K
|
900
$106K
|
|
|
Apr 06, 2021
Q1 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
150New |
$14.5K - $16.8K
|
150
$17.6K
|
|
|
Apr 05, 2021
Q1 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-3.49KClosed |
$338K - $390K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
8.75KNew |
$757K - $917K
|
8.75K
$1.03M
|
|
|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
66+ 100.0% |
$5.71K - $6.92K
|
132
$15.5K
|
|
|
Mar 09, 2021
Q4 2020
|
Tru Independence LLC
|
SELL
|
- |
-51Closed |
$4.41K - $5.34K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-55Closed |
$4.76K - $5.76K
|
0
$0
|
|
|
Feb 26, 2021
Q4 2020
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.07KNew |
$179K - $217K
|
2.07K
$244K
|
|
|
Feb 17, 2021
Q4 2020
|
S&T Bank
Indiana, PA |
SELL
|
- |
-1.51KClosed |
$131K - $158K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
800New |
$69.2K - $83.8K
|
800
$94.1K
|
|
|
Feb 16, 2021
Q4 2020
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
SELL
|
PUT |
-73.5KClosed |
$6.36M - $7.7M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
306KNew |
$26.4M - $32M
|
306K
$35.9M
|
|
|
Feb 11, 2021
Q4 2020
|
Canandaigua National Corp
|
SELL
|
- |
-5.73KClosed |
$496K - $601K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
9.69K+ 100.0% |
$839K - $1.02M
|
19.4K
$2.28M
|
|
|
Feb 10, 2021
Q4 2020
|
Meridian Management CO
|
BUY
|
- |
2.6K+ 100.0% |
$225K - $272K
|
5.2K
$612K
|
|
|
Feb 08, 2021
Q4 2020
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.86K+ 100.0% |
$161K - $195K
|
3.73K
$439K
|
|
|
Feb 08, 2021
Q4 2020
|
Financial Management Network Inc
|
BUY
|
- |
3.04KNew |
$263K - $319K
|
3.04K
$358K
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-20Closed |
$1.73K - $2.1K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Hbc Financial Services, Pllc
|
BUY
|
- |
850+ 100.0% |
$73.6K - $89.1K
|
1.7K
$200K
|
|
|
Feb 05, 2021
Q4 2020
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-3.53KClosed |
$305K - $370K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Human Investing LLC
|
SELL
|
- |
-214Closed |
$18.5K - $22.4K
|
0
$0
|
|