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 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
718K+ 12202.26% |
$83.6M - $99.5M
|
724K
$97.2M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
366K+ 25.64% |
$42.6M - $50.6M
|
1.79M
$241M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
139KNew |
$16.2M - $19.3M
|
139K
$18.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
91KNew |
$10.6M - $12.6M
|
91K
$12.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
89.6KNew |
$10.4M - $12.4M
|
89.6K
$12M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
73KNew |
$8.5M - $10.1M
|
73K
$9.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
50.3K+ 436.57% |
$5.85M - $6.97M
|
61.8K
$8.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
41KNew |
$4.77M - $5.68M
|
41K
$5.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
18.8K+ 950.08% |
$2.19M - $2.6M
|
20.8K
$2.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
16.8KNew |
$1.95M - $2.32M
|
16.8K
$2.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
15.8K+ 55.78% |
$1.84M - $2.19M
|
44.2K
$5.94M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
14.8KNew |
$1.73M - $2.05M
|
14.8K
$1.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
14.7KNew |
$1.71M - $2.04M
|
14.7K
$1.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
12.5KNew |
$1.46M - $1.74M
|
12.5K
$1.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
12.2KNew |
$1.42M - $1.69M
|
12.2K
$1.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.9K+ 119.77% |
$1.38M - $1.65M
|
21.8K
$2.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9.68KNew |
$1.13M - $1.34M
|
9.68K
$1.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
8.65K+ 8.73% |
$1.01M - $1.2M
|
108K
$14.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
8.1KNew |
$942K - $1.12M
|
8.1K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
7.45K+ 2.69% |
$867K - $1.03M
|
284K
$38.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.1K+ 42.0% |
$827K - $984K
|
24K
$3.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
7KNew |
$815K - $970K
|
7K
$940K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.87K+ 202.96% |
$567K - $675K
|
7.27K
$976K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
4.8KNew |
$559K - $665K
|
4.8K
$644K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
4.28KNew |
$498K - $593K
|
4.28K
$574K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
3.77KNew |
$438K - $522K
|
3.77K
$506K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.69KNew |
$430K - $512K
|
3.69K
$496K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
3.67K+ 46.65% |
$427K - $508K
|
11.5K
$1.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
3.66KNew |
$425K - $506K
|
3.66K
$491K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.57K+ 125.67% |
$415K - $494K
|
6.41K
$861K
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
3.38KNew |
$394K - $468K
|
3.38K
$454K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.31KNew |
$385K - $458K
|
3.31K
$444K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.13K+ 33.44% |
$365K - $434K
|
12.5K
$1.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.83K+ 6.9% |
$329K - $392K
|
43.9K
$5.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.73KNew |
$317K - $377K
|
2.73K
$366K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.6K+ 18.02% |
$303K - $360K
|
17K
$2.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
2.58KNew |
$300K - $357K
|
2.58K
$346K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.54K+ 5.86% |
$296K - $352K
|
45.9K
$6.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
2.52K+ 38.58% |
$293K - $349K
|
9.06K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.26K+ 4.79% |
$263K - $313K
|
49.5K
$6.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
2.22KNew |
$259K - $308K
|
2.22K
$298K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.22K+ 10.98% |
$259K - $308K
|
22.4K
$3.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.21KNew |
$257K - $306K
|
2.21K
$296K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2K+ 9.37% |
$233K - $277K
|
23.3K
$3.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.93K+ 98.92% |
$225K - $267K
|
3.88K
$521K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.89KNew |
$220K - $261K
|
1.89K
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.83K+ 1.41% |
$213K - $254K
|
132K
$17.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.82KNew |
$211K - $252K
|
1.82K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1.79K+ 14.65% |
$209K - $248K
|
14K
$1.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.74KNew |
$202K - $241K
|
1.74K
$233K
|