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 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.17% |
$116 - $139
|
576
$77.3K
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1+ 0.04% |
$116 - $139
|
2.69K
$361K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$116 - $139
|
841
$113K
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 0.04% |
$116 - $139
|
2.39K
$321K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-1- 0.16% |
$116 - $139
|
622
$83.5K
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2- 0.6% |
$233 - $277
|
329
$44.2K
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-8- 0.07% |
$931 - $1.11K
|
11.1K
$1.49M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-9- 0.37% |
$1.05K - $1.25K
|
2.43K
$326K
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-9- 0.49% |
$1.05K - $1.25K
|
1.82K
$245K
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-10- 0.31% |
$1.16K - $1.39K
|
3.18K
$427K
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-13- 0.43% |
$1.51K - $1.8K
|
3.01K
$403K
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-15- 0.5% |
$1.75K - $2.08K
|
2.96K
$398K
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-16- 0.1% |
$1.86K - $2.22K
|
16.6K
$2.23M
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-17- 0.52% |
$1.98K - $2.35K
|
3.25K
$436K
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-21- 0.33% |
$2.44K - $2.91K
|
6.28K
$843K
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.8% |
$2.56K - $3.05K
|
2.71K
$364K
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-24- 1.09% |
$2.79K - $3.32K
|
2.17K
$292K
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-25- 1.26% |
$2.91K - $3.46K
|
1.96K
$263K
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-27- 0.59% |
$3.14K - $3.74K
|
4.56K
$613K
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
SELL
|
- |
-29- 0.32% |
$3.38K - $4.02K
|
9K
$1.21M
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-35- 0.53% |
$4.07K - $4.85K
|
6.53K
$876K
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-35- 0.38% |
$4.07K - $4.85K
|
9.06K
$1.22M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-37- 0.89% |
$4.31K - $5.13K
|
4.13K
$554K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-39- 1.9% |
$4.54K - $5.4K
|
2.01K
$270K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-40- 0.33% |
$4.66K - $5.54K
|
12K
$1.62M
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-44- 0.16% |
$5.12K - $6.09K
|
26.8K
$3.6M
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-46- 4.47% |
$5.35K - $6.37K
|
984
$132K
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-48- 1.51% |
$5.59K - $6.65K
|
3.14K
$421K
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-58- 0.46% |
$6.75K - $8.03K
|
12.5K
$1.68M
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-60- 0.06% |
$6.98K - $8.31K
|
93.7K
$12.6M
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-61- 0.29% |
$7.1K - $8.45K
|
20.8K
$2.79M
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-73- 3.32% |
$8.5K - $10.1K
|
2.12K
$285K
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-75- 0.41% |
$8.73K - $10.4K
|
18.2K
$2.44M
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-75- 38.46% |
$8.73K - $10.4K
|
120
$16.1K
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-95- 1.6% |
$11.1K - $13.2K
|
5.85K
$785K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-96- 1.4% |
$11.2K - $13.3K
|
6.76K
$907K
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-96- 2.56% |
$11.2K - $13.3K
|
3.66K
$492K
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-98- 0.69% |
$11.4K - $13.6K
|
14.2K
$1.91M
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-104- 0.31% |
$12.1K - $14.4K
|
33.8K
$4.54M
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-105- 2.54% |
$12.2K - $14.5K
|
4.04K
$542K
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-107- 0.75% |
$12.5K - $14.8K
|
14.2K
$1.9M
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-107- 4.55% |
$12.5K - $14.8K
|
2.25K
$301K
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-112- 1.88% |
$13K - $15.5K
|
5.84K
$785K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-117- 0.53% |
$13.6K - $16.2K
|
21.8K
$2.93M
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-121- 1.12% |
$14.1K - $16.8K
|
10.7K
$1.43M
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-123- 9.28% |
$14.3K - $17K
|
1.2K
$161K
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-128- 43.1% |
$14.9K - $17.7K
|
169
$22.7K
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-138- 1.15% |
$16.1K - $19.1K
|
11.9K
$1.6M
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-139- 1.52% |
$16.2K - $19.3K
|
9.02K
$1.21M
|