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 |
|---|---|---|---|---|---|---|---|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-43- 1.33% |
$5.01K - $5.96K
|
3.2K
$362K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-44- 0.16% |
$5.12K - $6.09K
|
26.8K
$3.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-45- 2.42% |
$5.24K - $6.23K
|
1.81K
$205K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-46- 6.25% |
$5.35K - $6.37K
|
690
$78.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-46- 4.47% |
$5.35K - $6.37K
|
984
$112K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-48- 1.51% |
$5.59K - $6.65K
|
3.14K
$356K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-49- 0.62% |
$5.7K - $6.79K
|
7.83K
$887K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-50- 1.6% |
$5.82K - $6.93K
|
3.08K
$349K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-50- 0.05% |
$5.82K - $6.93K
|
102K
$11.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-55- 0.81% |
$6.4K - $7.62K
|
6.71K
$760K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-58- 0.46% |
$6.75K - $8.03K
|
12.5K
$1.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-60- 2.64% |
$6.98K - $8.31K
|
2.21K
$251K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-60- 0.06% |
$6.98K - $8.31K
|
93.7K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-61- 0.29% |
$7.1K - $8.45K
|
20.8K
$2.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-61- 12.5% |
$7.1K - $8.45K
|
427
$48.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-71- 8.82% |
$8.26K - $9.83K
|
734
$83.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-73- 3.32% |
$8.5K - $10.1K
|
2.12K
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-74- 1.1% |
$8.61K - $10.3K
|
6.62K
$751K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-75- 0.96% |
$8.73K - $10.4K
|
7.71K
$874K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-75- 1.61% |
$8.73K - $10.4K
|
4.6K
$521K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-75- 38.46% |
$8.73K - $10.4K
|
120
$13.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-75- 0.41% |
$8.73K - $10.4K
|
18.2K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-75- 0.28% |
$8.73K - $10.4K
|
27K
$3.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-77- 70.64% |
$8.96K - $10.7K
|
32
$3.63K
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-77- 0.26% |
$8.96K - $10.7K
|
30.1K
$3.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-79- 0.35% |
$9.2K - $10.9K
|
22.8K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-81- 9.83% |
$9.43K - $11.2K
|
743
$84.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-84- 16.7% |
$9.78K - $11.6K
|
419
$47.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-86- 0.8% |
$10K - $11.9K
|
10.7K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-90- 9.09% |
$10.5K - $12.5K
|
900
$102K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-95- 1.6% |
$11.1K - $13.2K
|
5.85K
$663K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-96- 1.4% |
$11.2K - $13.3K
|
6.76K
$766K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-96- 2.56% |
$11.2K - $13.3K
|
3.66K
$415K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-98- 0.69% |
$11.4K - $13.6K
|
14.2K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-100- 0.74% |
$11.6K - $13.9K
|
13.5K
$1.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-102- 5.31% |
$11.9K - $14.1K
|
1.82K
$206K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-104- 0.31% |
$12.1K - $14.4K
|
33.8K
$3.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-105- 2.54% |
$12.2K - $14.5K
|
4.04K
$457K
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-106- 2.26% |
$12.3K - $14.7K
|
4.59K
$521K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-107- 0.75% |
$12.5K - $14.8K
|
14.2K
$1.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-107- 4.55% |
$12.5K - $14.8K
|
2.25K
$254K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-112- 1.88% |
$13K - $15.5K
|
5.84K
$662K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-114- 5.57% |
$13.3K - $15.8K
|
1.93K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
SELL
|
- |
-114- 1.49% |
$13.3K - $15.8K
|
7.52K
$852K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-117- 0.53% |
$13.6K - $16.2K
|
21.8K
$2.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-121- 1.12% |
$14.1K - $16.8K
|
10.7K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-122- 5.01% |
$14.2K - $16.9K
|
2.31K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-122- 2.87% |
$14.2K - $16.9K
|
4.13K
$467K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-123- 9.28% |
$14.3K - $17K
|
1.2K
$136K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-128- 43.1% |
$14.9K - $17.7K
|
169
$19.2K
|