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 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-263- 3.05% |
$30.6K - $36.4K
|
8.35K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-272- 2.57% |
$31.7K - $37.7K
|
10.3K
$1.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-284- 12.01% |
$33.1K - $39.3K
|
2.08K
$300K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-289- 1.83% |
$33.6K - $40K
|
15.5K
$2.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-293- 2.65% |
$34.1K - $40.6K
|
10.8K
$1.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-298- 8.35% |
$34.7K - $41.3K
|
3.27K
$472K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-319- 23.7% |
$37.1K - $44.2K
|
1.03K
$148K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-322- 15.93% |
$37.5K - $44.6K
|
1.7K
$245K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-331- 0.2% |
$38.5K - $45.9K
|
164K
$23.6M
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-332- 3.49% |
$38.6K - $46K
|
9.18K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-332- 5.91% |
$38.6K - $46K
|
5.29K
$763K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-337- 10.11% |
$39.2K - $46.7K
|
3K
$432K
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-337- 1.3% |
$39.2K - $46.7K
|
25.7K
$3.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-364- 3.46% |
$42.4K - $50.4K
|
10.2K
$1.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-365- 16.01% |
$42.5K - $50.6K
|
1.92K
$276K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-366- 1.81% |
$42.6K - $50.7K
|
19.8K
$2.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-374- 14.34% |
$43.5K - $51.8K
|
2.23K
$322K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-387- 3.59% |
$45K - $53.6K
|
10.4K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-388- 0.39% |
$45.2K - $53.7K
|
99.3K
$14.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-390- 10.96% |
$45.4K - $54K
|
3.17K
$457K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-398- 1.04% |
$46.3K - $55.1K
|
37.8K
$5.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-400- 28.03% |
$46.6K - $55.4K
|
1.03K
$148K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-400- 7.21% |
$46.6K - $55.4K
|
5.15K
$743K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-409- 1.98% |
$47.6K - $56.7K
|
20.3K
$2.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-423- 18.27% |
$49.2K - $58.6K
|
1.89K
$273K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-425- 2.55% |
$49.5K - $58.9K
|
16.3K
$2.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-428- 1.47% |
$49.8K - $59.3K
|
28.7K
$4.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-430- 0.42% |
$50.1K - $59.6K
|
101K
$14.6M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-454- 3.3% |
$52.8K - $62.9K
|
13.3K
$1.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-480- 1.61% |
$55.9K - $66.5K
|
29.4K
$4.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-487- 1.36% |
$56.7K - $67.5K
|
35.3K
$5.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-490- 6.8% |
$57K - $67.9K
|
6.71K
$968K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-493- 2.92% |
$57.4K - $68.3K
|
16.4K
$2.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-500- 14.22% |
$58.2K - $69.3K
|
3.02K
$435K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-511- 9.82% |
$59.5K - $70.8K
|
4.69K
$677K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-515- 2.22% |
$59.9K - $71.3K
|
22.7K
$3.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-516- 6.08% |
$60.1K - $71.5K
|
7.98K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-522- 0.83% |
$60.8K - $72.3K
|
62.6K
$9.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-528- 4.75% |
$61.5K - $73.1K
|
10.6K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-537- 0.8% |
$62.5K - $74.4K
|
66.3K
$9.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-552- 17.05% |
$64.3K - $76.5K
|
2.69K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-563- 4.34% |
$65.5K - $78K
|
12.4K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-573- 8.67% |
$66.7K - $79.4K
|
6.03K
$870K
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-573- 2.25% |
$66.7K - $79.4K
|
24.9K
$3.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-585- 1.29% |
$68.1K - $81K
|
44.9K
$6.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-585- 20.53% |
$68.1K - $81K
|
2.26K
$327K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-592- 0.91% |
$68.9K - $82K
|
64.4K
$9.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-597- 0.39% |
$69.5K - $82.7K
|
154K
$22.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-606- 3.37% |
$70.5K - $83.9K
|
17.4K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-612- 14.88% |
$71.2K - $84.8K
|
3.5K
$505K
|