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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
291KNew |
$24.1M - $27.5M
|
291K
$36.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.04KNew |
$252K - $288K
|
3.04K
$381K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.71KNew |
$224K - $256K
|
2.71K
$339K
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.44KNew |
$202K - $231K
|
2.44K
$306K
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.41K+ 2647.25% |
$200K - $228K
|
2.5K
$314K
|
|
|
Apr 25, 2023
Q1 2023
|
Monarch Capital Management Inc
|
BUY
|
- |
2.26KNew |
$187K - $214K
|
2.26K
$283K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.49K+ 1105.19% |
$124K - $141K
|
1.63K
$204K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
810+ 10.28% |
$67.1K - $76.7K
|
8.69K
$1.09M
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
472New |
$39.1K - $44.7K
|
472
$59.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
220+ 4.53% |
$18.2K - $20.8K
|
5.08K
$637K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
210+ 105.53% |
$17.4K - $19.9K
|
409
$51.3K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
167New |
$13.8K - $15.8K
|
167
$20.9K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
140New |
$11.6K - $13.3K
|
140
$17.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
43New |
$3.56K - $4.07K
|
43
$5.39K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
35+ 1.12% |
$2.9K - $3.31K
|
3.15K
$395K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
24New |
$1.99K - $2.27K
|
24
$3.01K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
22New |
$1.82K - $2.08K
|
22
$2.76K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
13+ 0.05% |
$1.08K - $1.23K
|
28.2K
$3.53M
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
10+ 0.15% |
$829 - $947
|
6.7K
$840K
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1+ 0.17% |
$82.9 - $94.7
|
587
$73.6K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.75% |
$82.9 - $94.7
|
134
$16.8K
|
|
| Q4 2022 | |||||||
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
22.4KNew |
$1.74M - $2.02M
|
22.4K
$2.82M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
22.4KNew |
$1.74M - $2.02M
|
22.4K
$2.82M
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
17.9KNew |
$1.39M - $1.61M
|
17.9K
$2.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
14.4KNew |
$1.11M - $1.29M
|
14.4K
$1.81M
|
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
12.6KNew |
$975K - $1.13M
|
12.6K
$1.58M
|
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
8.2KNew |
$635K - $737K
|
8.2K
$1.03M
|
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
7.05KNew |
$546K - $634K
|
7.05K
$885K
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
5.09KNew |
$394K - $457K
|
5.09K
$638K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.93K+ 1.79% |
$381K - $443K
|
281K
$35.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
4.89KNew |
$378K - $439K
|
4.89K
$613K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
4.54KNew |
$352K - $408K
|
4.54K
$570K
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
BUY
|
- |
4.43KNew |
$343K - $399K
|
4.43K
$556K
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
4.37KNew |
$339K - $393K
|
4.37K
$549K
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.77KNew |
$292K - $339K
|
3.77K
$473K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
3.04K+ 38.61% |
$235K - $273K
|
10.9K
$1.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
2.46KNew |
$191K - $221K
|
2.46K
$309K
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.45KNew |
$190K - $220K
|
2.45K
$307K
|
|
|
Feb 08, 2023
Q4 2022
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
2.4KNew |
$186K - $216K
|
2.4K
$301K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.78KNew |
$138K - $160K
|
1.78K
$223K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.16KNew |
$89.5K - $104K
|
1.16K
$145K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.08KNew |
$83.9K - $97.4K
|
1.08K
$136K
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
460New |
$35.6K - $41.3K
|
460
$57.7K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
348New |
$26.9K - $31.3K
|
348
$43.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
326New |
$25.2K - $29.3K
|
326
$40.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
284New |
$22K - $25.5K
|
284
$35.6K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
264New |
$20.4K - $23.7K
|
264
$33.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
184New |
$14.2K - $16.5K
|
184
$23.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
180New |
$13.9K - $16.2K
|
180
$22.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
147New |
$11.4K - $13.2K
|
147
$18.4K
|
|