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 13, 2025
Q4 2024
|
Capital Square, LLC
|
SELL
|
- |
-114- 1.49% |
$13.3K - $15.8K
|
7.52K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-114- 5.57% |
$13.3K - $15.8K
|
1.93K
$279K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-117- 0.53% |
$13.6K - $16.2K
|
21.8K
$3.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-121- 1.12% |
$14.1K - $16.8K
|
10.7K
$1.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-122- 5.01% |
$14.2K - $16.9K
|
2.31K
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-122- 2.87% |
$14.2K - $16.9K
|
4.13K
$595K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-123- 9.28% |
$14.3K - $17K
|
1.2K
$173K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-128- 43.1% |
$14.9K - $17.7K
|
169
$24.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-130- 6.31% |
$15.1K - $18K
|
1.93K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-133- 0.53% |
$15.5K - $18.4K
|
25.2K
$3.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-137- 2.02% |
$15.9K - $19K
|
6.64K
$958K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-137- 0.11% |
$15.9K - $19K
|
120K
$17.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-138- 1.15% |
$16.1K - $19.1K
|
11.9K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-139- 1.52% |
$16.2K - $19.3K
|
9.02K
$1.3M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-144- 9.36% |
$16.8K - $19.9K
|
1.4K
$201K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-145- 2.56% |
$16.9K - $20.1K
|
5.51K
$795K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-147- 6.6% |
$17.1K - $20.4K
|
2.08K
$300K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-148- 4.21% |
$17.2K - $20.5K
|
3.37K
$486K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-148- 3.9% |
$17.2K - $20.5K
|
3.65K
$526K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-150- 2.03% |
$17.5K - $20.8K
|
7.25K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-150- 1.55% |
$17.5K - $20.8K
|
9.55K
$1.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-150- 0.94% |
$17.5K - $20.8K
|
15.8K
$2.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-152- 0.28% |
$17.7K - $21.1K
|
54.3K
$7.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-152- 3.7% |
$17.7K - $21.1K
|
3.95K
$570K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-155- 5.47% |
$18K - $21.5K
|
2.68K
$386K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-161- 3.3% |
$18.7K - $22.3K
|
4.71K
$680K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-161- 5.42% |
$18.7K - $22.3K
|
2.81K
$405K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-165- 1.51% |
$19.2K - $22.9K
|
10.7K
$1.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-169- 20.19% |
$19.7K - $23.4K
|
668
$96.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-172- 1.57% |
$20K - $23.8K
|
10.8K
$1.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-185- 1.12% |
$21.5K - $25.6K
|
16.4K
$2.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-185- 16.89% |
$21.5K - $25.6K
|
910
$131K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-186- 4.37% |
$21.7K - $25.8K
|
4.07K
$587K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-187- 3.67% |
$21.8K - $25.9K
|
4.9K
$707K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-193- 3.36% |
$22.5K - $26.7K
|
5.55K
$800K
|
|
|
Aug 15, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-195- 2.28% |
$22.7K - $27K
|
8.37K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-200- 1.53% |
$23.3K - $27.7K
|
12.9K
$1.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-204- 0.57% |
$23.7K - $28.3K
|
35.7K
$5.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-208- 2.9% |
$24.2K - $28.8K
|
6.97K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-210- 6.15% |
$24.4K - $29.1K
|
3.2K
$462K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-211- 0.24% |
$24.6K - $29.2K
|
86.2K
$12.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-212- 1.28% |
$24.7K - $29.4K
|
16.4K
$2.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-219- 6.47% |
$25.5K - $30.3K
|
3.17K
$457K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-219- 3.91% |
$25.5K - $30.3K
|
5.38K
$776K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-233- 2.99% |
$27.1K - $32.3K
|
7.56K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-237- 4.76% |
$27.6K - $32.8K
|
4.74K
$683K
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-250- 1.41% |
$29.1K - $34.6K
|
17.5K
$2.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-254- 2.23% |
$29.6K - $35.2K
|
11.2K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-254- 1.84% |
$29.6K - $35.2K
|
13.5K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-259- 2.51% |
$30.1K - $35.9K
|
10.1K
$1.45M
|