Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-26.2K- 41.35% |
$2.24M - $2.75M
|
37.1K
$5.08M
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-14.6K- 87.48% |
$1.25M - $1.54M
|
2.09K
$286K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3.75K- 5.11% |
$321K - $394K
|
69.6K
$9.53M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-1.7K- 4.97% |
$146K - $179K
|
32.5K
$4.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
PUT |
-800- 88.89% |
$68.5K - $84.1K
|
100
$13.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-798- 8.12% |
$68.4K - $83.9K
|
9.03K
$1.24M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-590- 4.38% |
$50.5K - $62K
|
12.9K
$1.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-436- 27.98% |
$37.3K - $45.8K
|
1.12K
$154K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-380- 22.96% |
$32.6K - $39.9K
|
1.28K
$174K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-300- 60.0% |
$25.7K - $31.5K
|
200
$27.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-223- 11.45% |
$19.1K - $23.4K
|
1.73K
$236K
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-126- 5.52% |
$10.8K - $13.2K
|
2.16K
$295K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-84- 80.77% |
$7.2K - $8.83K
|
20
$2.74K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-55- 65.48% |
$4.71K - $5.78K
|
29
$3.97K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-45- 83.33% |
$3.85K - $4.73K
|
9
$1.23K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-192KClosed |
$17.3M - $19.3M
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-22.7K- 21.94% |
$2.04M - $2.27M
|
80.6K
$11M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-1.49K- 4.72% |
$134K - $149K
|
30K
$4.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-976- 24.63% |
$87.8K - $97.9K
|
2.99K
$409K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-911- 58.1% |
$82K - $91.4K
|
657
$89.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-720- 3.2% |
$64.8K - $72.2K
|
21.8K
$2.98M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-540- 3.39% |
$48.6K - $54.2K
|
15.4K
$2.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-358- 10.25% |
$32.2K - $35.9K
|
3.14K
$429K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-173Closed |
$15.6K - $17.4K
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-168- 0.86% |
$15.1K - $16.9K
|
19.4K
$2.65M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-136- 5.22% |
$12.2K - $13.6K
|
2.47K
$338K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-81- 16.67% |
$7.29K - $8.13K
|
405
$55.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-33- 1.31% |
$2.97K - $3.31K
|
2.49K
$340K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-26- 0.61% |
$2.34K - $2.61K
|
4.21K
$576K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-8- 0.29% |
$720 - $803
|
2.75K
$376K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-526K- 86.02% |
$46.1M - $50.8M
|
85.4K
$11.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-61.1K- 0.54% |
$5.36M - $5.91M
|
11.2M
$1.54B
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-4.71K- 32.63% |
$413K - $455K
|
9.72K
$1.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-4.5K- 5.04% |
$395K - $435K
|
84.9K
$11.6M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-2.37K- 29.96% |
$208K - $229K
|
5.55K
$759K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-2.37K- 29.96% |
$208K - $229K
|
5.55K
$759K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.2K- 78.43% |
$105K - $116K
|
330
$45.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-851- 1.55% |
$74.6K - $82.2K
|
54K
$7.39M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-154- 2.94% |
$13.5K - $14.9K
|
5.09K
$696K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-37- 13.75% |
$3.25K - $3.58K
|
232
$31.7K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-773K- 75.22% |
$64.1M - $73.2M
|
255K
$34.9M
|
|
|
May 12, 2023
Q1 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-500K- 95.6% |
$41.4M - $47.3M
|
23K
$3.15M
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-100K- 36.1% |
$8.29M - $9.47M
|
177K
$24.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-3.88K- 9.76% |
$321K - $367K
|
35.9K
$4.91M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-3.1K- 6.69% |
$257K - $294K
|
43.3K
$5.92M
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-2.79K- 3.69% |
$232K - $264K
|
72.9K
$9.98M
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-2.33K- 49.03% |
$193K - $221K
|
2.42K
$331K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-240- 45.63% |
$19.9K - $22.7K
|
286
$39.1K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-240- 6.03% |
$19.9K - $22.7K
|
3.74K
$512K
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-186- 2.15% |
$15.4K - $17.6K
|
8.47K
$1.16M
|
|