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 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-750- 3.9% |
$87.3K - $104K
|
18.5K
$2.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-762- 5.38% |
$88.7K - $106K
|
13.4K
$1.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-773- 12.0% |
$90K - $107K
|
5.67K
$643K
|
|
|
Feb 11, 2025
Q4 2024
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-803- 32.59% |
$93.5K - $111K
|
1.66K
$188K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-820- 52.36% |
$95.4K - $114K
|
746
$84.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-891- 13.89% |
$104K - $123K
|
5.52K
$626K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-892- 0.72% |
$104K - $124K
|
123K
$13.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-937- 1.0% |
$109K - $130K
|
92.4K
$10.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-943- 6.52% |
$110K - $131K
|
13.5K
$1.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-996- 16.95% |
$116K - $138K
|
4.88K
$553K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-1.01K- 26.06% |
$117K - $139K
|
2.85K
$323K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-1.02K- 6.3% |
$118K - $141K
|
15.1K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.02K- 8.33% |
$118K - $141K
|
11.2K
$1.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.04K- 1.68% |
$121K - $144K
|
60.7K
$6.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.05K- 96.95% |
$122K - $145K
|
33
$3.74K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.06K- 0.25% |
$123K - $147K
|
426K
$48.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.07K- 8.32% |
$124K - $148K
|
11.8K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-1.08K- 3.26% |
$126K - $149K
|
32K
$3.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.16K- 28.88% |
$135K - $161K
|
2.85K
$323K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.19K- 9.38% |
$139K - $165K
|
11.5K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1.2K- 2.13% |
$140K - $167K
|
55.2K
$6.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-1.25K- 3.82% |
$146K - $173K
|
31.5K
$3.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.26K- 3.92% |
$146K - $174K
|
30.7K
$3.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-1.3K- 4.39% |
$151K - $179K
|
28.2K
$3.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.3K- 9.67% |
$152K - $180K
|
12.2K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.35K- 0.78% |
$157K - $187K
|
173K
$19.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.37K- 3.98% |
$160K - $190K
|
33.1K
$3.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.4K- 8.04% |
$162K - $193K
|
16K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1.4K- 13.15% |
$163K - $194K
|
9.25K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.43K- 7.9% |
$166K - $198K
|
16.7K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.44K- 3.24% |
$168K - $200K
|
43.1K
$4.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.45K- 40.18% |
$168K - $200K
|
2.15K
$244K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.45K- 19.78% |
$169K - $201K
|
5.88K
$666K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.5K- 3.34% |
$174K - $208K
|
43.3K
$4.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.5K- 4.89% |
$175K - $208K
|
29.2K
$3.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.57K- 40.13% |
$183K - $217K
|
2.34K
$265K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.58K- 1.36% |
$183K - $218K
|
114K
$13M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.6K- 3.51% |
$186K - $222K
|
44.1K
$4.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.64K- 6.39% |
$191K - $227K
|
24K
$2.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.67K- 9.92% |
$194K - $231K
|
15.2K
$1.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.68K- 50.0% |
$195K - $232K
|
1.68K
$190K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.73K- 3.2% |
$201K - $239K
|
52.2K
$5.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.75K- 28.32% |
$204K - $243K
|
4.44K
$503K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.76K- 4.27% |
$204K - $243K
|
39.3K
$4.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-1.93K- 0.43% |
$225K - $268K
|
445K
$50.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.96K- 12.45% |
$228K - $272K
|
13.8K
$1.56M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2K- 1.69% |
$233K - $277K
|
117K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.03K- 18.22% |
$237K - $282K
|
9.13K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.24K- 3.88% |
$260K - $310K
|
55.3K
$6.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.24K- 1.01% |
$261K - $311K
|
220K
$24.9M
|