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 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
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.6K- 3.51% |
$186K - $222K
|
44.1K
$6.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.67K- 9.92% |
$194K - $231K
|
15.2K
$2.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.68K- 50.0% |
$195K - $232K
|
1.68K
$230K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.73K- 3.2% |
$201K - $239K
|
52.2K
$7.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.75K- 28.32% |
$204K - $243K
|
4.44K
$609K
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-1.93K- 0.43% |
$225K - $268K
|
445K
$61M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.96K- 12.45% |
$228K - $272K
|
13.8K
$1.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.24K- 1.01% |
$261K - $311K
|
220K
$30.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-2.28K- 1.21% |
$266K - $316K
|
186K
$25.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-2.88K- 5.91% |
$335K - $399K
|
45.8K
$6.28M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.94K- 27.32% |
$342K - $407K
|
7.82K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-3.12K- 6.94% |
$363K - $431K
|
41.8K
$5.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.86K- 0.52% |
$449K - $535K
|
743K
$102M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.07K- 2.98% |
$473K - $563K
|
132K
$18.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-4.37K- 4.1% |
$509K - $605K
|
102K
$14M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-4.52K- 18.98% |
$526K - $626K
|
19.3K
$2.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5.13K- 4.2% |
$597K - $710K
|
117K
$16M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.29K- 1.5% |
$616K - $733K
|
348K
$47.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-5.41K- 13.21% |
$629K - $749K
|
35.5K
$4.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-5.42K- 27.66% |
$631K - $751K
|
14.2K
$1.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-6.01K- 5.22% |
$699K - $832K
|
109K
$14.9M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-6.1K- 1.79% |
$710K - $845K
|
336K
$46M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-6.47K- 25.53% |
$753K - $896K
|
18.9K
$2.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-7.07K- 6.25% |
$823K - $980K
|
106K
$14.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.17K- 99.9% |
$951K - $1.13M
|
8
$1.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-9.66K- 4.01% |
$1.12M - $1.34M
|
231K
$31.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-10.3K- 3.17% |
$1.2M - $1.43M
|
314K
$43.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-10.7K- 2.12% |
$1.24M - $1.48M
|
492K
$67.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12.5K- 40.59% |
$1.46M - $1.74M
|
18.4K
$2.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-13.1K- 34.34% |
$1.52M - $1.81M
|
25K
$3.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-15.1K- 65.96% |
$1.76M - $2.09M
|
7.79K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-15.5K- 18.75% |
$1.81M - $2.15M
|
67.3K
$9.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-16.8K- 11.96% |
$1.96M - $2.33M
|
124K
$17M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-18.7K- 4.27% |
$2.17M - $2.58M
|
418K
$57.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-22.2K- 67.48% |
$2.58M - $3.07M
|
10.7K
$1.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-26.6K- 7.35% |
$3.1M - $3.69M
|
336K
$46M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-100K- 38.27% |
$11.7M - $13.9M
|
162K
$22.2M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-216K- 98.03% |
$25.2M - $30M
|
4.36K
$597K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-718K- 99.15% |
$83.5M - $99.4M
|
6.18K
$847K
|