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 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-144- 4.58% |
$19.8K - $20.9K
|
3K
$411K
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-10- 0.02% |
$1.38K - $1.45K
|
43.5K
$5.95M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-125- 1.05% |
$17.2K - $18.2K
|
11.8K
$1.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
27.2KNew |
$3.73M - $3.94M
|
27.2K
$3.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Geneva Capital Management LLC
|
BUY
|
- |
2.59K+ 21.78% |
$356K - $376K
|
14.5K
$1.98M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
813+ 18.13% |
$112K - $118K
|
5.3K
$725K
|
|
|
Nov 13, 2025
Q3 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-579- 4.41% |
$79.6K - $84.1K
|
12.5K
$1.72M
|
|
|
Nov 13, 2025
Q3 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-300- 9.94% |
$41.3K - $43.6K
|
2.72K
$372K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.87K+ 2.61% |
$395K - $417K
|
113K
$15.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
19.5K+ 9.15% |
$2.69M - $2.84M
|
233K
$31.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.81K+ 1.61% |
$386K - $408K
|
177K
$24.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
70+ 47.62% |
$9.63K - $10.2K
|
217
$29.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10+ 0.06% |
$1.38K - $1.45K
|
16.7K
$2.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
500+ 4.98% |
$68.8K - $72.6K
|
10.5K
$1.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
9.14K+ 250.77% |
$1.26M - $1.33M
|
12.8K
$1.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-160- 2.23% |
$22K - $23.2K
|
7.01K
$959K
|
|
|
Nov 13, 2025
Q3 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
400+ 1.71% |
$55K - $58.1K
|
23.8K
$3.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.03% |
$550 - $581
|
12.5K
$1.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
3+ 0.1% |
$413 - $436
|
3.15K
$431K
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
107+ 3.93% |
$14.7K - $15.5K
|
2.83K
$387K
|
|
|
Nov 13, 2025
Q3 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
113+ 6.72% |
$15.5K - $16.4K
|
1.79K
$245K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
SELL
|
- |
-697- 3.0% |
$95.8K - $101K
|
22.6K
$3.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
60.4K+ 1.17% |
$8.31M - $8.77M
|
5.23M
$716M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
31.6K+ 1.38% |
$4.35M - $4.59M
|
2.32M
$317M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
107+ 3.66% |
$14.7K - $15.5K
|
3.03K
$414K
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1+ 0.02% |
$138 - $145
|
6.1K
$835K
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.7K- 27.84% |
$371K - $392K
|
7K
$958K
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-63- 0.1% |
$8.66K - $9.15K
|
61.3K
$8.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-252- 14.23% |
$34.7K - $36.6K
|
1.52K
$208K
|
|
|
Nov 13, 2025
Q3 2025
|
Systelligence, LLC
|
SELL
|
- |
-60.3K- 43.02% |
$8.29M - $8.75M
|
79.8K
$10.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Athena Investment Management
|
BUY
|
- |
1.59KNew |
$219K - $231K
|
1.59K
$218K
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
3.16K+ 178.89% |
$435K - $459K
|
4.93K
$674K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-242- 7.13% |
$33.3K - $35.2K
|
3.15K
$432K
|
|
|
Nov 13, 2025
Q3 2025
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-1.12K- 5.73% |
$154K - $162K
|
18.4K
$2.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.27K- 13.62% |
$174K - $184K
|
8.04K
$1.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.14K+ 20.12% |
$157K - $166K
|
6.81K
$931K
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-674- 1.77% |
$92.7K - $97.9K
|
37.3K
$5.11M
|
|
|
Nov 13, 2025
Q3 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-25- 0.24% |
$3.44K - $3.63K
|
10.3K
$1.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-4.97K- 9.68% |
$684K - $722K
|
46.4K
$6.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
10.6K+ 29.66% |
$1.46M - $1.54M
|
46.4K
$6.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
425+ 1.13% |
$58.4K - $61.7K
|
38.1K
$5.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
4.01KNew |
$551K - $582K
|
4.01K
$548K
|
|
|
Nov 13, 2025
Q3 2025
|
Compass Capital Management, Inc
|
BUY
|
- |
3.93KNew |
$540K - $571K
|
3.93K
$538K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.04% |
$138 - $145
|
2.36K
$322K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
110+ 125.0% |
$15.1K - $16K
|
198
$27.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
261+ 11.56% |
$35.9K - $37.9K
|
2.52K
$345K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.3KNew |
$866K - $915K
|
6.3K
$862K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-59.6K- 38.5% |
$8.19M - $8.65M
|
95.1K
$13M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
19New |
$2.61K - $2.76K
|
19
$2.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
38K+ 30.77% |
$5.23M - $5.52M
|
162K
$22.1M
|
|