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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
426New |
$32.1K - $43.7K
|
426
$53.4K
|
|
|
Aug 10, 2022
Q2 2022
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
368+ 153.33% |
$27.8K - $37.7K
|
608
$76.3K
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
362+ 40.09% |
$27.3K - $37.1K
|
1.27K
$159K
|
|
|
Aug 02, 2022
Q2 2022
|
Barnett & Company, Inc.
|
BUY
|
- |
316+ 11.21% |
$23.8K - $32.4K
|
3.14K
$393K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
262+ 9.23% |
$19.8K - $26.8K
|
3.1K
$389K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
150New |
$11.3K - $15.4K
|
150
$18.8K
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
140New |
$10.6K - $14.3K
|
140
$17.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
90New |
$6.79K - $9.22K
|
90
$11.3K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
90New |
$6.79K - $9.22K
|
90
$11.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
58New |
$4.37K - $5.94K
|
58
$7.27K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
47New |
$3.54K - $4.82K
|
47
$5.89K
|
|
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
10+ 0.35% |
$754 - $1.02K
|
2.91K
$365K
|
|
|
Jul 25, 2022
Q2 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
4+ 0.13% |
$302 - $410
|
3.11K
$390K
|
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1+ 1.16% |
$75.4 - $102
|
87
$10.9K
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
38.8KNew |
$3.48M - $4.43M
|
38.8K
$4.87M
|
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
10KNew |
$895K - $1.14M
|
10K
$1.25M
|
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
990New |
$88.6K - $113K
|
990
$124K
|
|
|
May 13, 2022
Q1 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
615+ 0.9% |
$55.1K - $70.1K
|
68.9K
$8.64M
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
512New |
$45.8K - $58.4K
|
512
$64.2K
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
89New |
$7.97K - $10.1K
|
89
$11.2K
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
68New |
$6.09K - $7.75K
|
68
$8.53K
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
34+ 0.32% |
$3.04K - $3.88K
|
10.8K
$1.35M
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
10+ 16.67% |
$895 - $1.14K
|
70
$8.78K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
400KNew |
$43.9M - $49.3M
|
400K
$50.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
6KNew |
$659K - $740K
|
6K
$753K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
4.66KNew |
$511K - $574K
|
4.66K
$584K
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.98KNew |
$218K - $244K
|
1.98K
$249K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.75KNew |
$192K - $215K
|
1.75K
$219K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.15KNew |
$126K - $142K
|
1.15K
$144K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
625New |
$68.6K - $77.1K
|
625
$78.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
212New |
$23.3K - $26.1K
|
212
$26.6K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$11K - $12.3K
|
100
$12.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100New |
$11K - $12.3K
|
100
$12.5K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
6.21KNew |
$679K - $742K
|
6.21K
$779K
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6.21KNew |
$679K - $741K
|
6.21K
$778K
|
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
550New |
$60.2K - $65.7K
|
550
$69K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
243New |
$26.6K - $29K
|
243
$30.5K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.36% |
$109 - $119
|
277
$34.7K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
8.11KNew |
$811K - $922K
|
8.11K
$1.02M
|
|
|
Aug 17, 2021
Q2 2021
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
5K+ 45.45% |
$500K - $569K
|
16K
$2.01M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
4.7KNew |
$470K - $534K
|
4.7K
$589K
|
|
|
Jul 28, 2021
Q2 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.82KNew |
$181K - $206K
|
1.82K
$228K
|
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1KNew |
$100K - $114K
|
1K
$125K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
90New |
$9K - $10.2K
|
90
$11.3K
|
|
| Q1 2021 | |||||||
|
Apr 06, 2021
Q1 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
150New |
$14.5K - $16.8K
|
150
$18.8K
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
86New |
$8.34K - $9.64K
|
86
$10.8K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
306KNew |
$26.4M - $32M
|
306K
$38.3M
|
|
|
Feb 03, 2021
Q4 2020
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
79.6KNew |
$6.89M - $8.34M
|
79.6K
$9.98M
|
|
|
Feb 11, 2021
Q4 2020
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
9.69K+ 100.0% |
$839K - $1.02M
|
19.4K
$2.43M
|
|
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
8.75KNew |
$757K - $917K
|
8.75K
$1.1M
|
|