Purchases and Sales Made in Q4 2024 in Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL MID-CAP GROWTH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
11New |
$1.28K - $1.52K
|
11
$1.46K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
11New |
$1.28K - $1.52K
|
11
$1.46K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 1.78% |
$1.16K - $1.39K
|
572
$76K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
8+ 0.1% |
$931 - $1.11K
|
7.81K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
8+ 0.19% |
$931 - $1.11K
|
4.12K
$548K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
8+ 0.09% |
$931 - $1.11K
|
8.95K
$1.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7+ 0.55% |
$815 - $970
|
1.29K
$171K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6+ 0.03% |
$698 - $831
|
21.6K
$2.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
5+ 0.1% |
$582 - $693
|
5.14K
$684K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
4+ 0.09% |
$466 - $554
|
4.24K
$564K
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
4+ 0.11% |
$466 - $554
|
3.81K
$506K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
4+ 0.1% |
$466 - $554
|
4.11K
$546K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
4+ 0.03% |
$466 - $554
|
15.7K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
4+ 0.05% |
$466 - $554
|
7.46K
$991K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
3+ 0.1% |
$349 - $416
|
2.98K
$396K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.1% |
$349 - $416
|
3.08K
$409K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
3+ 0.12% |
$349 - $416
|
2.51K
$334K
|
|
|
Feb 10, 2025
Q4 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
3+ 0.21% |
$349 - $416
|
1.45K
$193K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
3+ 0.09% |
$349 - $416
|
3.17K
$421K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 0.12% |
$349 - $416
|
2.48K
$330K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2+ 0.04% |
$233 - $277
|
4.83K
$642K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2+ 0.03% |
$233 - $277
|
5.87K
$781K
|
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
2+ 0.05% |
$233 - $277
|
4.1K
$545K
|
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
2+ 0.07% |
$233 - $277
|
2.86K
$381K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2+ 0.1% |
$233 - $277
|
2.01K
$267K
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
2+ 0.06% |
$233 - $277
|
3.45K
$459K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 1.5% |
$233 - $277
|
135
$17.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.03% |
$233 - $277
|
6.81K
$905K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
2+ 0.01% |
$233 - $277
|
18.6K
$2.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.1% |
$233 - $277
|
2.05K
$272K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2+ 0.08% |
$233 - $277
|
2.38K
$317K
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$116 - $139
|
997K
$132M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1+ 0.01% |
$116 - $139
|
9.32K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$116 - $139
|
61.5K
$8.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
1+ 0.07% |
$116 - $139
|
1.37K
$182K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.11% |
$116 - $139
|
906
$120K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1+ 0.02% |
$116 - $139
|
4.3K
$571K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$116 - $139
|
2.32K
$308K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1+ 0.03% |
$116 - $139
|
2.95K
$392K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.01% |
$116 - $139
|
7.99K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.03% |
$116 - $139
|
3.16K
$420K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1+ 0.03% |
$116 - $139
|
3.04K
$405K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1+ 0.04% |
$116 - $139
|
2.69K
$358K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.18% |
$116 - $139
|
570
$75.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1+ 0.04% |
$116 - $139
|
2.4K
$318K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.39% |
$116 - $139
|
257
$34.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.06% |
$116 - $139
|
1.79K
$238K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.07% |
$116 - $139
|
1.41K
$187K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1+ 0.03% |
$116 - $139
|
3.63K
$483K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.47% |
$116 - $139
|
213
$28.3K
|