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 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-390- 10.96% |
$45.4K - $54K
|
3.17K
$435K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-398- 1.04% |
$46.3K - $55.1K
|
37.8K
$5.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-400- 7.21% |
$46.6K - $55.4K
|
5.15K
$706K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-400- 28.03% |
$46.6K - $55.4K
|
1.03K
$141K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-423- 18.27% |
$49.2K - $58.6K
|
1.89K
$259K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-425- 2.55% |
$49.5K - $58.9K
|
16.3K
$2.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-428- 1.47% |
$49.8K - $59.3K
|
28.7K
$3.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-430- 0.42% |
$50.1K - $59.6K
|
101K
$13.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-480- 1.61% |
$55.9K - $66.5K
|
29.4K
$4.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-487- 1.36% |
$56.7K - $67.5K
|
35.3K
$4.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-511- 9.82% |
$59.5K - $70.8K
|
4.69K
$644K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-515- 2.22% |
$59.9K - $71.3K
|
22.7K
$3.11M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-522- 0.83% |
$60.8K - $72.3K
|
62.6K
$8.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-528- 4.75% |
$61.5K - $73.1K
|
10.6K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-552- 17.05% |
$64.3K - $76.5K
|
2.69K
$368K
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-573- 2.25% |
$66.7K - $79.4K
|
24.9K
$3.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-585- 1.29% |
$68.1K - $81K
|
44.9K
$6.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-585- 20.53% |
$68.1K - $81K
|
2.26K
$310K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-592- 0.91% |
$68.9K - $82K
|
64.4K
$8.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-606- 3.37% |
$70.5K - $83.9K
|
17.4K
$2.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-620- 25.5% |
$72.2K - $85.9K
|
1.81K
$248K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-624- 8.11% |
$72.6K - $86.4K
|
7.07K
$970K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-655- 5.75% |
$76.2K - $90.7K
|
10.7K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-697- 0.1% |
$81.1K - $96.5K
|
709K
$97.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-705- 2.01% |
$82.1K - $97.7K
|
34.3K
$4.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-721- 1.17% |
$83.9K - $99.9K
|
60.7K
$8.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-750- 3.9% |
$87.3K - $104K
|
18.5K
$2.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-762- 5.38% |
$88.7K - $106K
|
13.4K
$1.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-891- 13.89% |
$104K - $123K
|
5.52K
$757K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-892- 0.72% |
$104K - $124K
|
123K
$16.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-937- 1.0% |
$109K - $130K
|
92.4K
$12.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-943- 6.52% |
$110K - $131K
|
13.5K
$1.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-996- 16.95% |
$116K - $138K
|
4.88K
$669K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-1.01K- 26.06% |
$117K - $139K
|
2.85K
$391K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.04K- 1.68% |
$121K - $144K
|
60.7K
$8.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.05K- 96.95% |
$122K - $145K
|
33
$4.52K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.07K- 8.32% |
$124K - $148K
|
11.8K
$1.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-1.08K- 3.26% |
$126K - $149K
|
32K
$4.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.16K- 28.88% |
$135K - $161K
|
2.85K
$391K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1.2K- 2.13% |
$140K - $167K
|
55.2K
$7.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-1.25K- 3.82% |
$146K - $173K
|
31.5K
$4.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.26K- 3.92% |
$146K - $174K
|
30.7K
$4.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-1.3K- 4.39% |
$151K - $179K
|
28.2K
$3.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.3K- 9.67% |
$152K - $180K
|
12.2K
$1.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.35K- 0.78% |
$157K - $187K
|
173K
$23.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.43K- 7.9% |
$166K - $198K
|
16.7K
$2.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.45K- 40.18% |
$168K - $200K
|
2.15K
$295K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.45K- 19.78% |
$169K - $201K
|
5.88K
$806K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.57K- 40.13% |
$183K - $217K
|
2.34K
$321K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.58K- 1.36% |
$183K - $218K
|
114K
$15.7M
|