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
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-145- 2.56% |
$16.9K - $20.1K
|
5.51K
$740K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-148- 4.21% |
$17.2K - $20.5K
|
3.37K
$452K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-148- 3.9% |
$17.2K - $20.5K
|
3.65K
$490K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-150- 0.94% |
$17.5K - $20.8K
|
15.8K
$2.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-152- 3.7% |
$17.7K - $21.1K
|
3.95K
$531K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-155- 5.47% |
$18K - $21.5K
|
2.68K
$359K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-161- 5.42% |
$18.7K - $22.3K
|
2.81K
$377K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-169- 20.19% |
$19.7K - $23.4K
|
668
$89.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-172- 1.57% |
$20K - $23.8K
|
10.8K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-185- 1.12% |
$21.5K - $25.6K
|
16.4K
$2.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-186- 4.37% |
$21.7K - $25.8K
|
4.07K
$547K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-193- 3.36% |
$22.5K - $26.7K
|
5.55K
$745K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-204- 0.57% |
$23.7K - $28.3K
|
35.7K
$4.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-210- 6.15% |
$24.4K - $29.1K
|
3.2K
$430K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-233- 2.99% |
$27.1K - $32.3K
|
7.56K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-237- 4.76% |
$27.6K - $32.8K
|
4.74K
$636K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-254- 2.23% |
$29.6K - $35.2K
|
11.2K
$1.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-263- 3.05% |
$30.6K - $36.4K
|
8.35K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-293- 2.65% |
$34.1K - $40.6K
|
10.8K
$1.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-298- 8.35% |
$34.7K - $41.3K
|
3.27K
$439K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-319- 23.7% |
$37.1K - $44.2K
|
1.03K
$138K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-322- 15.93% |
$37.5K - $44.6K
|
1.7K
$228K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-331- 0.2% |
$38.5K - $45.9K
|
164K
$22M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-332- 5.91% |
$38.6K - $46K
|
5.29K
$710K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-337- 10.11% |
$39.2K - $46.7K
|
3K
$402K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-364- 3.46% |
$42.4K - $50.4K
|
10.2K
$1.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-366- 1.81% |
$42.6K - $50.7K
|
19.8K
$2.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-374- 14.34% |
$43.5K - $51.8K
|
2.23K
$300K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-387- 3.59% |
$45K - $53.6K
|
10.4K
$1.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-388- 0.39% |
$45.2K - $53.7K
|
99.3K
$13.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-390- 10.96% |
$45.4K - $54K
|
3.17K
$426K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-398- 1.04% |
$46.3K - $55.1K
|
37.8K
$5.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-400- 28.03% |
$46.6K - $55.4K
|
1.03K
$138K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-423- 18.27% |
$49.2K - $58.6K
|
1.89K
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-425- 2.55% |
$49.5K - $58.9K
|
16.3K
$2.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-428- 1.47% |
$49.8K - $59.3K
|
28.7K
$3.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-480- 1.61% |
$55.9K - $66.5K
|
29.4K
$3.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-487- 1.36% |
$56.7K - $67.5K
|
35.3K
$4.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-511- 9.82% |
$59.5K - $70.8K
|
4.69K
$630K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-522- 0.83% |
$60.8K - $72.3K
|
62.6K
$8.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-528- 4.75% |
$61.5K - $73.1K
|
10.6K
$1.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-552- 17.05% |
$64.3K - $76.5K
|
2.69K
$361K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-585- 20.53% |
$68.1K - $81K
|
2.26K
$304K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-620- 25.5% |
$72.2K - $85.9K
|
1.81K
$243K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-624- 8.11% |
$72.6K - $86.4K
|
7.07K
$949K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-655- 5.75% |
$76.2K - $90.7K
|
10.7K
$1.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-721- 1.17% |
$83.9K - $99.9K
|
60.7K
$8.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-750- 3.9% |
$87.3K - $104K
|
18.5K
$2.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-762- 5.38% |
$88.7K - $106K
|
13.4K
$1.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-891- 13.89% |
$104K - $123K
|
5.52K
$741K
|