Latest Institutional Purchases of Ishares Russell Mid Cap Growth (IWP)
This list provides information on the latest institutional transactions involving Ishares Russell Mid Cap Growth (IWP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
9+ 0.2% |
$771 - $946
|
4.61K
$578K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1+ 0.26% |
$85.7 - $105
|
382
$47.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.15% |
$85.7 - $105
|
676
$84.8K
|
|
| Q3 2023 | |||||||
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
56.7KNew |
$5.1M - $5.69M
|
56.7K
$7.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
54.5KNew |
$4.9M - $5.46M
|
54.5K
$6.83M
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
41.8KNew |
$3.76M - $4.19M
|
41.8K
$5.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
12.6K+ 23.71% |
$1.14M - $1.27M
|
65.9K
$8.27M
|
|
|
Oct 26, 2023
Q3 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9.03KNew |
$813K - $906K
|
9.03K
$1.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
7.39KNew |
$665K - $742K
|
7.39K
$927K
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
5.59KNew |
$503K - $560K
|
5.59K
$701K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.07KNew |
$276K - $308K
|
3.07K
$385K
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
2.49KNew |
$224K - $249K
|
2.49K
$312K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.34KNew |
$211K - $235K
|
2.34K
$294K
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.01K+ 31.99% |
$91K - $102K
|
4.18K
$524K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
900New |
$81K - $90.3K
|
900
$113K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
770+ 265.52% |
$69.3K - $77.2K
|
1.06K
$133K
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
BUY
|
- |
560New |
$50.4K - $56.2K
|
560
$70.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$45K - $50.2K
|
500
$62.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
383New |
$34.5K - $38.4K
|
383
$48K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
351New |
$31.6K - $35.2K
|
351
$44K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
320New |
$28.8K - $32.1K
|
320
$40.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
292+ 6.22% |
$26.3K - $29.3K
|
4.99K
$625K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
262New |
$23.6K - $26.3K
|
262
$32.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
257+ 22.19% |
$23.1K - $25.8K
|
1.42K
$177K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
131+ 65.5% |
$11.8K - $13.1K
|
331
$41.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
91New |
$8.19K - $9.13K
|
91
$11.4K
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
33New |
$2.97K - $3.31K
|
33
$4.14K
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
30New |
$2.7K - $3.01K
|
30
$3.76K
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
19New |
$1.71K - $1.91K
|
19
$2.38K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
17New |
$1.53K - $1.71K
|
17
$2.13K
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
24.7KNew |
$2.16M - $2.38M
|
24.7K
$3.09M
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
4.6KNew |
$404K - $445K
|
4.6K
$577K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3.63KNew |
$318K - $350K
|
3.63K
$455K
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.27K+ 11.23% |
$286K - $316K
|
32.4K
$4.06M
|
|
|
Jan 21, 2025
Q2 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2.72KNew |
$238K - $263K
|
2.72K
$341K
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
BUY
|
- |
2.6KNew |
$228K - $251K
|
2.6K
$326K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
543New |
$47.6K - $52.5K
|
543
$68.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
508+ 758.21% |
$44.6K - $49.1K
|
575
$72.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
396New |
$34.7K - $38.3K
|
396
$49.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
342New |
$30K - $33K
|
342
$42.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
192New |
$16.8K - $18.6K
|
192
$24.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
169+ 1.7% |
$14.8K - $16.3K
|
10.1K
$1.27M
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
110+ 5.12% |
$9.65K - $10.6K
|
2.26K
$283K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
51New |
$4.47K - $4.93K
|
51
$6.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
46New |
$4.04K - $4.44K
|
46
$5.77K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
42+ 44.68% |
$3.68K - $4.06K
|
136
$17.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8+ 0.09% |
$702 - $773
|
8.81K
$1.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
6+ 0.06% |
$526 - $580
|
10.2K
$1.28M
|
|
|
Feb 09, 2024
Q2 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
3+ 0.09% |
$263 - $290
|
3.45K
$433K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.09% |
$87.7 - $96.6
|
1.06K
$133K
|
|