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 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12.5K- 40.59% |
$1.46M - $1.74M
|
18.4K
$2.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-13.1K- 34.34% |
$1.52M - $1.81M
|
25K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-13.1K- 11.71% |
$1.53M - $1.82M
|
99K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.3K- 9.95% |
$1.66M - $1.97M
|
129K
$14.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-15.1K- 65.96% |
$1.76M - $2.09M
|
7.79K
$882K
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-15.5K- 18.75% |
$1.81M - $2.15M
|
67.3K
$7.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.6K- 1.01% |
$1.93M - $2.29M
|
1.62M
$184M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-16.8K- 11.96% |
$1.96M - $2.33M
|
124K
$14M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-18.7K- 4.27% |
$2.17M - $2.58M
|
418K
$47.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-18.8K- 19.2% |
$2.19M - $2.6M
|
79.1K
$8.96M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-19.8K- 23.92% |
$2.3M - $2.74M
|
62.9K
$7.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-21.7K- 36.1% |
$2.53M - $3.01M
|
38.4K
$4.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-22.2K- 67.48% |
$2.58M - $3.07M
|
10.7K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-23.3K- 12.07% |
$2.72M - $3.23M
|
170K
$19.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-24K- 88.68% |
$2.8M - $3.33M
|
3.07K
$347K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-26.6K- 7.35% |
$3.1M - $3.69M
|
336K
$38M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-35.8K- 1.37% |
$4.17M - $4.96M
|
2.57M
$291M
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-36.8K- 31.03% |
$4.28M - $5.1M
|
81.8K
$9.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-37.6K- 99.97% |
$4.37M - $5.21M
|
12
$1.36K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-48K- 5.46% |
$5.59M - $6.65M
|
831K
$94.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-49K- 2.64% |
$5.71M - $6.79M
|
1.81M
$205M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-56.7K- 9.3% |
$6.6M - $7.86M
|
553K
$62.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-77.7K- 67.64% |
$9.04M - $10.8M
|
37.2K
$4.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-89.6K- 89.33% |
$10.4M - $12.4M
|
10.7K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-100K- 38.27% |
$11.7M - $13.9M
|
162K
$18.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-183K- 5.19% |
$21.3M - $25.4M
|
3.34M
$379M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-216K- 98.03% |
$25.2M - $30M
|
4.36K
$494K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-718K- 99.15% |
$83.5M - $99.4M
|
6.18K
$700K
|