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 |
---|---|---|---|---|---|---|---|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
105+ 1.65% |
$8.13K - $9.44K
|
6.47K
$811K
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
102New |
$7.89K - $9.17K
|
102
$12.8K
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
71New |
$5.5K - $6.38K
|
71
$8.9K
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
42New |
$3.25K - $3.77K
|
42
$5.27K
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
31New |
$2.4K - $2.79K
|
31
$3.89K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
30New |
$2.32K - $2.7K
|
30
$3.76K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
14New |
$1.08K - $1.26K
|
14
$1.76K
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
8New |
$619 - $719
|
8
$1K
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 0.42% |
$155 - $180
|
480
$60.2K
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.76K+ 28.2% |
$371K - $449K
|
21.6K
$2.71M
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
4.26KNew |
$332K - $402K
|
4.26K
$534K
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4.13KNew |
$322K - $390K
|
4.13K
$518K
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.69KNew |
$288K - $349K
|
3.69K
$463K
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
3KNew |
$234K - $283K
|
3K
$376K
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.95KNew |
$230K - $278K
|
2.95K
$370K
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
2.74KNew |
$214K - $259K
|
2.74K
$344K
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.4KNew |
$109K - $132K
|
1.4K
$176K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
817New |
$63.7K - $77.1K
|
817
$102K
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
800New |
$62.4K - $75.5K
|
800
$100K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
496+ 73.81% |
$38.7K - $46.8K
|
1.17K
$146K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
494New |
$38.5K - $46.6K
|
494
$62K
|
|
Nov 03, 2022
Q3 2022
|
America First Investment Advisors, LLC
|
BUY
|
- |
202New |
$15.8K - $19.1K
|
202
$25.3K
|
|
Oct 14, 2022
Q3 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
143+ 3.04% |
$11.2K - $13.5K
|
4.84K
$607K
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
BUY
|
- |
124New |
$9.67K - $11.7K
|
124
$15.6K
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
120New |
$9.36K - $11.3K
|
120
$15.1K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
92New |
$7.18K - $8.68K
|
92
$11.5K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
76New |
$5.93K - $7.17K
|
76
$9.53K
|
|
Oct 31, 2022
Q3 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
50+ 0.3% |
$3.9K - $4.72K
|
16.6K
$2.09M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1+ 0.23% |
$78 - $94.4
|
444
$55.7K
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$78 - $94.4
|
1
$125
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
PUT |
300KNew |
$22.6M - $30.7M
|
300K
$37.6M
|
|
Aug 15, 2022
Q2 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
41.2KNew |
$3.1M - $4.22M
|
41.2K
$5.16M
|
|
Aug 12, 2022
Q2 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
28.7KNew |
$2.16M - $2.94M
|
28.7K
$3.6M
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
28.2KNew |
$2.13M - $2.89M
|
28.2K
$3.54M
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
11.5KNew |
$870K - $1.18M
|
11.5K
$1.45M
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
4.46KNew |
$337K - $457K
|
4.46K
$560K
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.39KNew |
$331K - $450K
|
4.39K
$551K
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
3.17K+ 11.02% |
$239K - $325K
|
31.9K
$4M
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
2.83KNew |
$213K - $290K
|
2.83K
$355K
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.75KNew |
$208K - $282K
|
2.75K
$345K
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.65KNew |
$200K - $271K
|
2.65K
$332K
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.32K+ 219.17% |
$99.2K - $135K
|
1.92K
$240K
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.26K+ 10.9% |
$94.9K - $129K
|
12.8K
$1.61M
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
1.07KNew |
$80.6K - $110K
|
1.07K
$134K
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
723New |
$54.5K - $74.1K
|
723
$90.7K
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
695New |
$52.4K - $71.2K
|
695
$87.2K
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
658+ 21.23% |
$49.6K - $67.4K
|
3.76K
$471K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
546New |
$41.2K - $55.9K
|
546
$68.5K
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
499+ 7.37% |
$37.6K - $51.1K
|
7.27K
$912K
|