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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-2.28K- 1.21% |
$266K - $316K
|
186K
$21.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-2.45K- 7.92% |
$285K - $339K
|
28.4K
$3.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-2.68K- 4.75% |
$312K - $372K
|
53.8K
$6.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-2.88K- 5.91% |
$335K - $399K
|
45.8K
$5.19M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.94K- 27.32% |
$342K - $407K
|
7.82K
$886K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.98K- 6.97% |
$346K - $412K
|
39.7K
$4.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-3.12K- 6.94% |
$363K - $431K
|
41.8K
$4.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-3.15K- 14.23% |
$367K - $436K
|
19K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.3K- 58.22% |
$384K - $457K
|
2.37K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-3.31K- 2.37% |
$386K - $459K
|
136K
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-3.66K- 26.07% |
$426K - $507K
|
10.4K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.7K- 7.14% |
$430K - $512K
|
48.1K
$5.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.86K- 0.52% |
$449K - $535K
|
743K
$84.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-3.96K- 57.98% |
$461K - $549K
|
2.87K
$325K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.07K- 2.98% |
$473K - $563K
|
132K
$15M
|
|
|
Apr 01, 2025
Q4 2024
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-4.1K- 2.91% |
$477K - $567K
|
137K
$15.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-4.17K- 1.83% |
$486K - $578K
|
223K
$25.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.35K- 2.93% |
$506K - $603K
|
144K
$16.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-4.37K- 4.1% |
$509K - $605K
|
102K
$11.6M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-4.52K- 18.98% |
$526K - $626K
|
19.3K
$2.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-4.52K- 18.98% |
$526K - $626K
|
19.3K
$2.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5.13K- 4.2% |
$597K - $710K
|
117K
$13.3M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.29K- 1.5% |
$616K - $733K
|
348K
$39.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-5.41K- 13.21% |
$629K - $749K
|
35.5K
$4.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-5.42K- 27.66% |
$631K - $751K
|
14.2K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5.79K- 22.01% |
$674K - $802K
|
20.5K
$2.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-5.8K- 18.8% |
$675K - $803K
|
25K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-6K- 17.12% |
$698K - $830K
|
29K
$3.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-6.01K- 74.1% |
$699K - $832K
|
2.1K
$238K
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-6.01K- 5.22% |
$699K - $832K
|
109K
$12.4M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-6.1K- 1.79% |
$710K - $845K
|
336K
$38M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-6.47K- 25.53% |
$753K - $896K
|
18.9K
$2.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-6.9K- 2.85% |
$803K - $956K
|
235K
$26.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-6.93K- 3.68% |
$807K - $960K
|
182K
$20.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-7.07K- 6.25% |
$823K - $980K
|
106K
$12M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.96K- 1.0% |
$926K - $1.1M
|
785K
$88.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-7.99K- 1.57% |
$929K - $1.11M
|
502K
$56.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-7.99K- 46.46% |
$930K - $1.11M
|
9.21K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-8.13K- 28.16% |
$947K - $1.13M
|
20.7K
$2.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.17K- 99.9% |
$951K - $1.13M
|
8
$907
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-8.55K- 49.75% |
$995K - $1.18M
|
8.64K
$979K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-9.04K- 8.96% |
$1.05M - $1.25M
|
91.8K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-9.57K- 11.05% |
$1.11M - $1.32M
|
77K
$8.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-9.66K- 4.01% |
$1.12M - $1.34M
|
231K
$26.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.1K- 2.12% |
$1.17M - $1.4M
|
467K
$52.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-10.3K- 3.17% |
$1.2M - $1.43M
|
314K
$35.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-10.4K- 8.58% |
$1.21M - $1.44M
|
111K
$12.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-10.7K- 2.12% |
$1.24M - $1.48M
|
492K
$55.7M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-10.8K- 22.27% |
$1.25M - $1.49M
|
37.6K
$4.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-11K- 7.66% |
$1.27M - $1.52M
|
132K
$15M
|