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 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.07K- 2.98% |
$473K - $563K
|
132K
$16.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-4.17K- 1.83% |
$486K - $578K
|
223K
$27.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.35K- 2.93% |
$506K - $603K
|
144K
$18M
|
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-4.37K- 4.1% |
$509K - $605K
|
102K
$12.8M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-4.52K- 18.98% |
$526K - $626K
|
19.3K
$2.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-4.52K- 18.98% |
$526K - $626K
|
19.3K
$2.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5.13K- 4.2% |
$597K - $710K
|
117K
$14.6M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.29K- 1.5% |
$616K - $733K
|
348K
$43.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-5.41K- 13.21% |
$629K - $749K
|
35.5K
$4.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-5.42K- 27.66% |
$631K - $751K
|
14.2K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5.79K- 22.01% |
$674K - $802K
|
20.5K
$2.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-5.8K- 18.8% |
$675K - $803K
|
25K
$3.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-6K- 17.12% |
$698K - $830K
|
29K
$3.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-6.01K- 74.1% |
$699K - $832K
|
2.1K
$262K
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-6.01K- 5.22% |
$699K - $832K
|
109K
$13.6M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-6.1K- 1.79% |
$710K - $845K
|
336K
$42M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-6.47K- 25.53% |
$753K - $896K
|
18.9K
$2.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-6.9K- 2.85% |
$803K - $956K
|
235K
$29.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-6.93K- 3.68% |
$807K - $960K
|
182K
$22.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-7.07K- 6.25% |
$823K - $980K
|
106K
$13.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.96K- 1.0% |
$926K - $1.1M
|
785K
$98.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-7.99K- 1.57% |
$929K - $1.11M
|
502K
$62.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-7.99K- 46.46% |
$930K - $1.11M
|
9.21K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-8.13K- 28.16% |
$947K - $1.13M
|
20.7K
$2.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.17K- 99.9% |
$951K - $1.13M
|
8
$1K
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-8.55K- 49.75% |
$995K - $1.18M
|
8.64K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-9.04K- 8.96% |
$1.05M - $1.25M
|
91.8K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-9.57K- 11.05% |
$1.11M - $1.32M
|
77K
$9.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-9.66K- 4.01% |
$1.12M - $1.34M
|
231K
$28.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.1K- 2.12% |
$1.17M - $1.4M
|
467K
$58.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-10.3K- 3.17% |
$1.2M - $1.43M
|
314K
$39.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-10.4K- 8.58% |
$1.21M - $1.44M
|
111K
$13.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-10.7K- 2.12% |
$1.24M - $1.48M
|
492K
$61.4M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-10.8K- 22.27% |
$1.25M - $1.49M
|
37.6K
$4.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-11K- 7.66% |
$1.27M - $1.52M
|
132K
$16.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12.5K- 40.59% |
$1.46M - $1.74M
|
18.4K
$2.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-13.1K- 34.34% |
$1.52M - $1.81M
|
25K
$3.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-13.1K- 11.71% |
$1.53M - $1.82M
|
99K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.3K- 9.95% |
$1.66M - $1.97M
|
129K
$16.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-15.1K- 65.96% |
$1.76M - $2.09M
|
7.79K
$973K
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-15.5K- 18.75% |
$1.81M - $2.15M
|
67.3K
$8.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.6K- 1.01% |
$1.93M - $2.29M
|
1.62M
$203M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-16.8K- 11.96% |
$1.96M - $2.33M
|
124K
$15.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-18.7K- 4.27% |
$2.17M - $2.58M
|
418K
$52.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-18.8K- 19.2% |
$2.19M - $2.6M
|
79.1K
$9.88M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-19.8K- 23.92% |
$2.3M - $2.74M
|
62.9K
$7.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-21.7K- 36.1% |
$2.53M - $3.01M
|
38.4K
$4.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-22.2K- 67.48% |
$2.58M - $3.07M
|
10.7K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-23.3K- 12.07% |
$2.72M - $3.23M
|
170K
$21.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-24K- 88.68% |
$2.8M - $3.33M
|
3.07K
$383K
|