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 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
71New |
$8.26K - $9.83K
|
71
$8.9K
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
70New |
$8.15K - $9.7K
|
70
$8.78K
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
70+ 17.54% |
$8.15K - $9.7K
|
469
$58.8K
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
68+ 14.41% |
$7.92K - $9.42K
|
540
$67.7K
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
68New |
$7.92K - $9.42K
|
68
$8.53K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
66+ 8.03% |
$7.68K - $9.14K
|
888
$111K
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
63+ 0.41% |
$7.33K - $8.73K
|
15.6K
$1.95M
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
61New |
$7.1K - $8.45K
|
61
$7.65K
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
60+ 1.22% |
$6.98K - $8.31K
|
4.96K
$622K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
60+ 3.93% |
$6.98K - $8.31K
|
1.59K
$199K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
60New |
$6.98K - $8.31K
|
60
$7.53K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
55New |
$6.4K - $7.62K
|
55
$6.9K
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
55+ 21.15% |
$6.4K - $7.62K
|
315
$39.5K
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
51+ 1.85% |
$5.94K - $7.06K
|
2.81K
$352K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
50+ 0.39% |
$5.82K - $6.93K
|
12.8K
$1.6M
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
50New |
$5.82K - $6.93K
|
50
$6.27K
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
48+ 0.94% |
$5.59K - $6.65K
|
5.18K
$649K
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
47New |
$5.47K - $6.51K
|
47
$5.89K
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
47+ 0.63% |
$5.47K - $6.51K
|
7.48K
$938K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
45+ 18.29% |
$5.24K - $6.23K
|
291
$36.5K
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
44+ 1.64% |
$5.12K - $6.09K
|
2.73K
$342K
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
42+ 1.77% |
$4.89K - $5.82K
|
2.42K
$303K
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
41+ 0.86% |
$4.77K - $5.68K
|
4.81K
$603K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
38+ 4.58% |
$4.42K - $5.26K
|
868
$109K
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
36+ 1.12% |
$4.19K - $4.99K
|
3.24K
$406K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
32+ 1.72% |
$3.72K - $4.43K
|
1.9K
$238K
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
32+ 0.3% |
$3.72K - $4.43K
|
10.6K
$1.33M
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
31New |
$3.61K - $4.29K
|
31
$3.89K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
29+ 0.75% |
$3.38K - $4.02K
|
3.91K
$491K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
28+ 0.36% |
$3.26K - $3.88K
|
7.75K
$972K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
28+ 100.0% |
$3.26K - $3.88K
|
56
$7.02K
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
23New |
$2.68K - $3.19K
|
23
$2.88K
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
21+ 1.08% |
$2.44K - $2.91K
|
1.96K
$246K
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19+ 0.15% |
$2.21K - $2.63K
|
12.8K
$1.6M
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
18+ 0.21% |
$2.1K - $2.49K
|
8.67K
$1.09M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
16New |
$1.86K - $2.22K
|
16
$2.01K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
15New |
$1.75K - $2.08K
|
15
$1.88K
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
13+ 0.19% |
$1.51K - $1.8K
|
6.88K
$863K
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
11New |
$1.28K - $1.52K
|
11
$1.38K
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
11New |
$1.28K - $1.52K
|
11
$1.38K
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 1.78% |
$1.16K - $1.39K
|
572
$71.7K
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
8+ 0.1% |
$931 - $1.11K
|
7.81K
$980K
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
8+ 0.19% |
$931 - $1.11K
|
4.12K
$517K
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
8+ 0.09% |
$931 - $1.11K
|
8.95K
$1.12M
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7+ 0.55% |
$815 - $970
|
1.29K
$161K
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6+ 0.03% |
$698 - $831
|
21.6K
$2.71M
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
5+ 0.1% |
$582 - $693
|
5.14K
$645K
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
4+ 0.11% |
$466 - $554
|
3.81K
$477K
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
4+ 0.05% |
$466 - $554
|
7.46K
$935K
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
4+ 0.03% |
$466 - $554
|
15.7K
$1.97M
|