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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-25Closed |
$2.73K - $2.99K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-116KClosed |
$12.7M - $13.8M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
550New |
$60.2K - $65.7K
|
550
$75.3K
|
|
|
Nov 02, 2021
Q3 2021
|
Renaissance Investment Group LLC
|
SELL
|
- |
-1.91KClosed |
$208K - $228K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Torray LLC
|
SELL
|
- |
-2.04KClosed |
$224K - $244K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.82KClosed |
$199K - $217K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-2.6KClosed |
$284K - $311K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6.21KNew |
$679K - $741K
|
6.21K
$849K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
243New |
$26.6K - $29K
|
243
$33.3K
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-38Closed |
$4.16K - $4.54K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
6.21KNew |
$679K - $742K
|
6.21K
$850K
|
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.27KClosed |
$358K - $391K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-470Closed |
$51.4K - $56.2K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-108Closed |
$11.8K - $12.9K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-6.41KClosed |
$701K - $766K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-2.24KClosed |
$245K - $267K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-2.54K- 36.48% |
$278K - $303K
|
4.42K
$604K
|
|
|
Oct 12, 2021
Q3 2021
|
Resource Planning Group
|
SELL
|
- |
-1.77KClosed |
$194K - $212K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-140- 25.0% |
$15.3K - $16.7K
|
420
$57.5K
|
|
| Q2 2021 | |||||||
|
Aug 31, 2021
Q2 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-168Closed |
$16.8K - $19.1K
|
0
$0
|
|
|
Aug 17, 2021
Q2 2021
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
5K+ 45.45% |
$500K - $569K
|
16K
$2.19M
|
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-3.6KClosed |
$360K - $409K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-391Closed |
$39.1K - $44.5K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-6.47KClosed |
$647K - $736K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
8.11KNew |
$811K - $922K
|
8.11K
$1.11M
|
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1KNew |
$100K - $114K
|
1K
$137K
|
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-84Closed |
$8.4K - $9.55K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-368Closed |
$36.8K - $41.9K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-1.59KClosed |
$159K - $181K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-350Closed |
$35K - $39.8K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-4Closed |
$400 - $455
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.82KNew |
$181K - $206K
|
1.82K
$248K
|
|
|
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
$643K
|
|
|
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
$228K
|
|
| 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
$11.8K
|
|
|
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 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
|
|