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 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-332- 5.91% |
$38.6K - $46K
|
5.29K
$599K
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-337- 1.3% |
$39.2K - $46.7K
|
25.7K
$2.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-337- 10.11% |
$39.2K - $46.7K
|
3K
$339K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-364- 3.46% |
$42.4K - $50.4K
|
10.2K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-365- 16.01% |
$42.5K - $50.6K
|
1.92K
$217K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-366- 1.81% |
$42.6K - $50.7K
|
19.8K
$2.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-374- 14.34% |
$43.5K - $51.8K
|
2.23K
$253K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-387- 3.59% |
$45K - $53.6K
|
10.4K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-388- 0.39% |
$45.2K - $53.7K
|
99.3K
$11.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-390- 10.96% |
$45.4K - $54K
|
3.17K
$359K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-398- 1.04% |
$46.3K - $55.1K
|
37.8K
$4.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-400- 7.21% |
$46.6K - $55.4K
|
5.15K
$584K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-400- 28.03% |
$46.6K - $55.4K
|
1.03K
$116K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-409- 1.98% |
$47.6K - $56.7K
|
20.3K
$2.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-423- 18.27% |
$49.2K - $58.6K
|
1.89K
$214K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-425- 2.55% |
$49.5K - $58.9K
|
16.3K
$1.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-428- 1.47% |
$49.8K - $59.3K
|
28.7K
$3.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-430- 0.42% |
$50.1K - $59.6K
|
101K
$11.5M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-454- 3.3% |
$52.8K - $62.9K
|
13.3K
$1.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-480- 1.61% |
$55.9K - $66.5K
|
29.4K
$3.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-487- 1.36% |
$56.7K - $67.5K
|
35.3K
$4M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-490- 6.8% |
$57K - $67.9K
|
6.71K
$761K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-500- 14.22% |
$58.2K - $69.3K
|
3.02K
$342K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-511- 9.82% |
$59.5K - $70.8K
|
4.69K
$532K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-515- 2.22% |
$59.9K - $71.3K
|
22.7K
$2.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-516- 6.08% |
$60.1K - $71.5K
|
7.98K
$904K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-522- 0.83% |
$60.8K - $72.3K
|
62.6K
$7.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-528- 4.75% |
$61.5K - $73.1K
|
10.6K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-537- 0.8% |
$62.5K - $74.4K
|
66.3K
$7.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-552- 17.05% |
$64.3K - $76.5K
|
2.69K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-563- 4.34% |
$65.5K - $78K
|
12.4K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-573- 8.67% |
$66.7K - $79.4K
|
6.03K
$684K
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-573- 2.25% |
$66.7K - $79.4K
|
24.9K
$2.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-585- 20.53% |
$68.1K - $81K
|
2.26K
$257K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-585- 1.29% |
$68.1K - $81K
|
44.9K
$5.09M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-592- 0.91% |
$68.9K - $82K
|
64.4K
$7.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-597- 0.39% |
$69.5K - $82.7K
|
154K
$17.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-606- 3.37% |
$70.5K - $83.9K
|
17.4K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-612- 14.88% |
$71.2K - $84.8K
|
3.5K
$397K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-620- 25.5% |
$72.2K - $85.9K
|
1.81K
$205K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-624- 8.11% |
$72.6K - $86.4K
|
7.07K
$801K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-635- 4.39% |
$73.9K - $88K
|
13.8K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-645- 15.46% |
$75.1K - $89.3K
|
3.53K
$400K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-655- 5.75% |
$76.2K - $90.7K
|
10.7K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-662- 25.66% |
$77.1K - $91.7K
|
1.92K
$217K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-697- 0.1% |
$81.1K - $96.5K
|
709K
$80.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-705- 2.01% |
$82.1K - $97.7K
|
34.3K
$3.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-721- 1.17% |
$83.9K - $99.9K
|
60.7K
$6.88M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-736- 3.32% |
$85.7K - $102K
|
21.4K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-744- 3.09% |
$86.6K - $103K
|
23.3K
$2.64M
|