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 03, 2021
Q4 2020
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
79.6KNew |
$6.89M - $8.34M
|
79.6K
$9.36M
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-520Closed |
$45K - $54.5K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Duncker Streett & CO Inc
|
BUY
|
- |
770+ 100.0% |
$66.6K - $80.7K
|
1.54K
$181K
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-103Closed |
$8.91K - $10.8K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.32KClosed |
$114K - $138K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
American Research & Management Co.
|
SELL
|
- |
-142Closed |
$12.3K - $14.9K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Btc Capital Management, Inc.
|
BUY
|
- |
6.47K+ 100.0% |
$560K - $678K
|
12.9K
$1.52M
|
|
Jan 25, 2021
Q4 2020
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2K+ 100.0% |
$173K - $210K
|
4K
$471K
|
|
Jan 25, 2021
Q4 2020
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.55KNew |
$221K - $267K
|
2.55K
$300K
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-52Closed |
$4.5K - $5.45K
|
0
$0
|
|
Jan 13, 2021
Q4 2020
|
Norway Savings Bank
|
BUY
|
- |
85+ 100.0% |
$7.36K - $8.91K
|
170
$20K
|
|
Jan 12, 2021
Q4 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-64Closed |
$5.54K - $6.71K
|
0
$0
|
|
Jan 11, 2021
Q4 2020
|
First National Bank Sioux Falls
|
BUY
|
- |
7.65K+ 100.0% |
$662K - $801K
|
15.3K
$1.8M
|
|
Q3 2020 | |||||||
Nov 17, 2020
Q3 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-53Closed |
$4.22K - $4.78K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-482Closed |
$38.3K - $43.4K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.32KNew |
$105K - $119K
|
1.32K
$155K
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-408Closed |
$32.5K - $36.8K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
7.24K+ 41.72% |
$576K - $652K
|
24.6K
$2.89M
|
|
Nov 02, 2020
Q3 2020
|
Townsend Asset Management Corp
|
SELL
|
- |
-83Closed |
$6.6K - $7.48K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-509Closed |
$40.5K - $45.9K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
2.45KNew |
$195K - $221K
|
2.45K
$289K
|
|
Oct 21, 2020
Q3 2020
|
Transform Wealth, LLC
|
SELL
|
- |
-8.91KClosed |
$709K - $803K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-827- 8.03% |
$47.6K - $67.2K
|
9.47K
$1.11M
|
|
Sep 23, 2021
Q2 2020
|
Systelligence, LLC
|
SELL
|
- |
-65.7KClosed |
$3.79M - $5.34M
|
0
$0
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-283Closed |
$16.3K - $23K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-176Closed |
$10.1K - $14.3K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-4.72KClosed |
$272K - $384K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
79+ 14.6% |
$4.55K - $6.42K
|
620
$72.9K
|
|
Aug 07, 2020
Q2 2020
|
Victory Capital Management Inc
|
SELL
|
- |
-158Closed |
$9.1K - $12.8K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.86KClosed |
$107K - $151K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-391Closed |
$22.5K - $31.8K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Calamos Advisors LLC
|
SELL
|
- |
-35.5KClosed |
$2.04M - $2.89M
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-12.5KClosed |
$717K - $1.01M
|
0
$0
|
|
Q1 2020 | |||||||
May 20, 2020
Q1 2020
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-157Closed |
$8.21K - $12.8K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.51KClosed |
$131K - $204K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-11.6KClosed |
$609K - $949K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
First National Bank Of South Miami
|
SELL
|
- |
-700Closed |
$36.6K - $57.1K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-17.3KClosed |
$906K - $1.41M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-11Closed |
$576 - $897
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-2.22KClosed |
$116K - $181K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-97Closed |
$5.08K - $7.91K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1.08KClosed |
$56.7K - $88.4K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-1.48KClosed |
$77.6K - $121K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.75KClosed |
$91.3K - $142K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.54KClosed |
$80.6K - $126K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-9Closed |
$471 - $734
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Washington Capital Management Inc
|
SELL
|
- |
-5.45KClosed |
$285K - $445K
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.05KClosed |
$107K - $167K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-93Closed |
$4.87K - $7.59K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-33Closed |
$1.73K - $2.69K
|
0
$0
|