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
|
Willner & Heller, LLC
|
BUY
|
- |
232+ 2.08% |
$27K - $32.1K
|
11.4K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
231+ 0.67% |
$26.9K - $32K
|
34.6K
$3.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
229+ 4.93% |
$26.7K - $31.7K
|
4.87K
$552K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
225+ 1.64% |
$26.2K - $31.2K
|
13.9K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
221+ 0.94% |
$25.7K - $30.6K
|
23.8K
$2.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
219+ 33.9% |
$25.5K - $30.3K
|
865
$98K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
218+ 8.86% |
$25.4K - $30.2K
|
2.68K
$304K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
216+ 0.74% |
$25.1K - $29.9K
|
29.3K
$3.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
213+ 1.08% |
$24.8K - $29.5K
|
19.9K
$2.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
208New |
$24.2K - $28.8K
|
208
$23.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
207+ 71.38% |
$24.1K - $28.7K
|
497
$56.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
207+ 4.5% |
$24.1K - $28.7K
|
4.81K
$545K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
205+ 44.76% |
$23.9K - $28.4K
|
663
$75.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
201+ 5.44% |
$23.4K - $27.8K
|
3.9K
$442K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
200New |
$23.3K - $27.7K
|
200
$22.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
198+ 1.35% |
$23K - $27.4K
|
14.9K
$1.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
193+ 2.93% |
$22.5K - $26.7K
|
6.78K
$768K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
190+ 6.58% |
$22.1K - $26.3K
|
3.08K
$349K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
189+ 0.92% |
$22K - $26.2K
|
20.6K
$2.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
182+ 2.53% |
$21.2K - $25.2K
|
7.37K
$835K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
177New |
$20.6K - $24.5K
|
177
$20.1K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
176+ 0.34% |
$20.5K - $24.4K
|
52K
$5.89M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
173+ 1.42% |
$20.1K - $24K
|
12.4K
$1.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
168+ 7.18% |
$19.6K - $23.3K
|
2.51K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
163+ 1.54% |
$19K - $22.6K
|
10.7K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
153+ 2.16% |
$17.8K - $21.2K
|
7.23K
$819K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
150New |
$17.5K - $20.8K
|
150
$17K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
149New |
$17.3K - $20.6K
|
149
$16.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
146+ 86.9% |
$17K - $20.2K
|
314
$35.6K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
144+ 1.04% |
$16.8K - $19.9K
|
13.9K
$1.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
133New |
$15.5K - $18.4K
|
133
$15.1K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
130New |
$15.1K - $18K
|
130
$14.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
128+ 1.86% |
$14.9K - $17.7K
|
6.99K
$792K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
125+ 2.36% |
$14.6K - $17.3K
|
5.42K
$614K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
123New |
$14.3K - $17K
|
123
$13.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
120New |
$14K - $16.6K
|
120
$13.6K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
119+ 2.15% |
$13.9K - $16.5K
|
5.66K
$641K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
117+ 1.72% |
$13.6K - $16.2K
|
6.91K
$783K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
116+ 5.75% |
$13.5K - $16.1K
|
2.13K
$242K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
115New |
$13.4K - $15.9K
|
115
$13K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
113+ 0.23% |
$13.2K - $15.7K
|
49.2K
$5.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
111+ 7.1% |
$12.9K - $15.4K
|
1.68K
$190K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
108+ 0.77% |
$12.6K - $15K
|
14.2K
$1.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
105+ 2.06% |
$12.2K - $14.5K
|
5.2K
$590K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
102New |
$11.9K - $14.1K
|
102
$11.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
100+ 80.0% |
$11.6K - $13.9K
|
225
$25.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
99+ 1.76% |
$11.5K - $13.7K
|
5.74K
$650K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
99+ 4.72% |
$11.5K - $13.7K
|
2.2K
$249K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
99+ 1.02% |
$11.5K - $13.7K
|
9.77K
$1.11M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
99New |
$11.5K - $13.7K
|
99
$11.2K
|