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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1+ 0.04% |
$116 - $139
|
2.69K
$305K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.03% |
$116 - $139
|
3.16K
$358K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1- 0.02% |
$116 - $139
|
4.15K
$470K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1- 0.02% |
$116 - $139
|
4.33K
$491K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-1- 0.16% |
$116 - $139
|
622
$70.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2- 0.6% |
$233 - $277
|
329
$37.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2- 0.1% |
$233 - $277
|
2.03K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4- 0.04% |
$466 - $554
|
9.06K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-4- 0.08% |
$466 - $554
|
5.04K
$571K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-4- 0.32% |
$466 - $554
|
1.23K
$140K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-7- 0.12% |
$815 - $970
|
5.78K
$655K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-8Closed |
$931 - $1.11K
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-8- 0.07% |
$931 - $1.11K
|
11.1K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-9- 0.29% |
$1.05K - $1.25K
|
3.11K
$352K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-9- 0.37% |
$1.05K - $1.25K
|
2.43K
$275K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-9- 0.49% |
$1.05K - $1.25K
|
1.82K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-10- 0.52% |
$1.16K - $1.39K
|
1.93K
$218K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-10- 0.31% |
$1.16K - $1.39K
|
3.18K
$361K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-13- 0.43% |
$1.51K - $1.8K
|
3.01K
$341K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-13- 0.09% |
$1.51K - $1.8K
|
14.4K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-14- 0.05% |
$1.63K - $1.94K
|
28K
$3.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-15- 0.5% |
$1.75K - $2.08K
|
2.96K
$336K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-15- 0.67% |
$1.75K - $2.08K
|
2.23K
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-16- 0.1% |
$1.86K - $2.22K
|
16.6K
$1.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-17- 0.52% |
$1.98K - $2.35K
|
3.25K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-17- 0.4% |
$1.98K - $2.35K
|
4.19K
$475K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-18- 0.28% |
$2.1K - $2.49K
|
6.39K
$724K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-21- 0.07% |
$2.44K - $2.91K
|
30.2K
$3.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-21- 2.01% |
$2.44K - $2.91K
|
1.03K
$116K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-21- 0.33% |
$2.44K - $2.91K
|
6.28K
$711K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.8% |
$2.56K - $3.05K
|
2.71K
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-23- 0.17% |
$2.68K - $3.19K
|
13.4K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-24- 1.09% |
$2.79K - $3.32K
|
2.17K
$246K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-25- 1.26% |
$2.91K - $3.46K
|
1.96K
$222K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-26- 1.33% |
$3.03K - $3.6K
|
1.92K
$218K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-27- 0.59% |
$3.14K - $3.74K
|
4.56K
$517K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-27- 50.94% |
$3.14K - $3.74K
|
26
$2.95K
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
SELL
|
- |
-29- 0.32% |
$3.38K - $4.02K
|
9K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-32- 1.66% |
$3.72K - $4.43K
|
1.89K
$214K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-34- 11.3% |
$3.96K - $4.71K
|
267
$30.3K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-35- 0.53% |
$4.07K - $4.85K
|
6.53K
$739K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-35- 0.38% |
$4.07K - $4.85K
|
9.06K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-37- 0.46% |
$4.31K - $5.13K
|
8.08K
$915K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-37- 0.89% |
$4.31K - $5.13K
|
4.13K
$467K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-39- 1.9% |
$4.54K - $5.4K
|
2.01K
$228K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-39- 19.5% |
$4.54K - $5.4K
|
161
$18.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-40- 0.33% |
$4.66K - $5.54K
|
12K
$1.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-41- 1.81% |
$4.77K - $5.68K
|
2.23K
$252K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-42- 0.42% |
$4.89K - $5.82K
|
9.94K
$1.13M
|