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 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-150- 0.94% |
$17.5K - $20.8K
|
15.8K
$1.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-152- 3.7% |
$17.7K - $21.1K
|
3.95K
$494K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-152- 0.28% |
$17.7K - $21.1K
|
54.3K
$6.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-155- 5.47% |
$18K - $21.5K
|
2.68K
$335K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-161- 5.42% |
$18.7K - $22.3K
|
2.81K
$351K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-161- 3.3% |
$18.7K - $22.3K
|
4.71K
$589K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-165- 1.51% |
$19.2K - $22.9K
|
10.7K
$1.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-169- 20.19% |
$19.7K - $23.4K
|
668
$83.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-172- 1.57% |
$20K - $23.8K
|
10.8K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-185- 16.89% |
$21.5K - $25.6K
|
910
$114K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-185- 1.12% |
$21.5K - $25.6K
|
16.4K
$2.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-186- 4.37% |
$21.7K - $25.8K
|
4.07K
$509K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-187- 3.67% |
$21.8K - $25.9K
|
4.9K
$613K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-193- 3.36% |
$22.5K - $26.7K
|
5.55K
$693K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-200- 1.53% |
$23.3K - $27.7K
|
12.9K
$1.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-204- 0.57% |
$23.7K - $28.3K
|
35.7K
$4.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-208- 2.9% |
$24.2K - $28.8K
|
6.97K
$871K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-210- 6.15% |
$24.4K - $29.1K
|
3.2K
$400K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-212- 1.28% |
$24.7K - $29.4K
|
16.4K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-219- 6.47% |
$25.5K - $30.3K
|
3.17K
$396K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-219- 3.91% |
$25.5K - $30.3K
|
5.38K
$672K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-233- 2.99% |
$27.1K - $32.3K
|
7.56K
$945K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-237- 4.76% |
$27.6K - $32.8K
|
4.74K
$592K
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-250- 1.41% |
$29.1K - $34.6K
|
17.5K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-254- 1.84% |
$29.6K - $35.2K
|
13.5K
$1.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-254- 2.23% |
$29.6K - $35.2K
|
11.2K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-259- 2.51% |
$30.1K - $35.9K
|
10.1K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-263- 3.05% |
$30.6K - $36.4K
|
8.35K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-272- 2.57% |
$31.7K - $37.7K
|
10.3K
$1.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-284- 12.01% |
$33.1K - $39.3K
|
2.08K
$260K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-289- 1.83% |
$33.6K - $40K
|
15.5K
$1.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-293- 2.65% |
$34.1K - $40.6K
|
10.8K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-298- 8.35% |
$34.7K - $41.3K
|
3.27K
$409K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-319- 23.7% |
$37.1K - $44.2K
|
1.03K
$128K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-322- 15.93% |
$37.5K - $44.6K
|
1.7K
$212K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-331- 0.2% |
$38.5K - $45.9K
|
164K
$20.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-332- 5.91% |
$38.6K - $46K
|
5.29K
$661K
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-332- 3.49% |
$38.6K - $46K
|
9.18K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-337- 10.11% |
$39.2K - $46.7K
|
3K
$374K
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-337- 1.3% |
$39.2K - $46.7K
|
25.7K
$3.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-364- 3.46% |
$42.4K - $50.4K
|
10.2K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-365- 16.01% |
$42.5K - $50.6K
|
1.92K
$239K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-366- 1.81% |
$42.6K - $50.7K
|
19.8K
$2.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-374- 14.34% |
$43.5K - $51.8K
|
2.23K
$279K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-387- 3.59% |
$45K - $53.6K
|
10.4K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-388- 0.39% |
$45.2K - $53.7K
|
99.3K
$12.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-390- 10.96% |
$45.4K - $54K
|
3.17K
$396K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-398- 1.04% |
$46.3K - $55.1K
|
37.8K
$4.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-400- 28.03% |
$46.6K - $55.4K
|
1.03K
$128K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-400- 7.21% |
$46.6K - $55.4K
|
5.15K
$644K
|