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 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.34K+ 5.97% |
$156K - $185K
|
23.7K
$2.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.31K+ 2.32% |
$152K - $181K
|
57.6K
$7.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.3K+ 2.29% |
$151K - $180K
|
57.9K
$7.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
1.3KNew |
$151K - $179K
|
1.3K
$162K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.25K+ 2.23% |
$146K - $173K
|
57.3K
$7.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
1.23KNew |
$143K - $170K
|
1.23K
$154K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.23KNew |
$143K - $170K
|
1.23K
$154K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.23K+ 0.89% |
$143K - $170K
|
140K
$17.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.23K+ 20.59% |
$143K - $170K
|
7.18K
$900K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
1.18K+ 3.74% |
$137K - $163K
|
32.7K
$4.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.16K+ 13.46% |
$135K - $160K
|
9.74K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.15K+ 68.54% |
$134K - $159K
|
2.82K
$354K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.14K+ 1.28% |
$132K - $157K
|
89.8K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.1K+ 0.55% |
$128K - $152K
|
202K
$25.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.06K+ 4.88% |
$123K - $147K
|
22.8K
$2.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1K+ 1.54% |
$117K - $139K
|
66K
$8.28M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
991+ 40.61% |
$115K - $137K
|
3.43K
$430K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
969+ 2.55% |
$113K - $134K
|
39K
$4.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
910+ 16.27% |
$106K - $126K
|
6.5K
$816K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
906+ 2.82% |
$105K - $125K
|
33.1K
$4.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
901+ 450.5% |
$105K - $125K
|
1.1K
$138K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
897+ 0.28% |
$104K - $124K
|
320K
$40.1M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
888+ 2.33% |
$103K - $123K
|
39K
$4.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
872+ 11.16% |
$102K - $121K
|
8.68K
$1.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
860+ 99.54% |
$100K - $119K
|
1.72K
$216K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
817+ 9.58% |
$95.1K - $113K
|
9.35K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
814+ 0.61% |
$94.7K - $113K
|
134K
$16.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
811+ 6.05% |
$94.4K - $112K
|
14.2K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
791+ 2.72% |
$92.1K - $110K
|
29.9K
$3.74M
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
786+ 1.0% |
$91.5K - $109K
|
79.8K
$10M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
777+ 0.88% |
$90.4K - $108K
|
89.1K
$11.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
777+ 11100.0% |
$90.4K - $108K
|
784
$98.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
758New |
$88.2K - $105K
|
758
$95.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
727+ 0.97% |
$84.6K - $101K
|
75.9K
$9.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
723+ 7.37% |
$84.2K - $100K
|
10.5K
$1.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
714+ 1.5% |
$83.1K - $98.9K
|
48.4K
$6.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
675New |
$78.6K - $93.5K
|
675
$84.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
673+ 3.21% |
$78.3K - $93.2K
|
21.6K
$2.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
666+ 2.0% |
$77.5K - $92.3K
|
33.9K
$4.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
638+ 2.11% |
$74.3K - $88.4K
|
30.9K
$3.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
582+ 2.12% |
$67.7K - $80.6K
|
28K
$3.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
569+ 11.27% |
$66.2K - $78.8K
|
5.62K
$704K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
553New |
$64.4K - $76.6K
|
553
$69.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
551New |
$64.1K - $76.3K
|
551
$69.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
526+ 6.48% |
$61.2K - $72.9K
|
8.64K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
524+ 1.26% |
$61K - $72.6K
|
42.2K
$5.3M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
523+ 10.89% |
$60.9K - $72.4K
|
5.32K
$668K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
509New |
$59.2K - $70.5K
|
509
$63.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
509+ 11.64% |
$59.2K - $70.5K
|
4.88K
$612K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
503+ 0.64% |
$58.5K - $69.7K
|
79.3K
$9.95M
|