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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-4- 0.08% |
$466 - $554
|
5.04K
$629K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-7- 0.12% |
$815 - $970
|
5.78K
$722K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-8- 0.07% |
$931 - $1.11K
|
11.1K
$1.39M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-8Closed |
$931 - $1.11K
|
0
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-9- 0.37% |
$1.05K - $1.25K
|
2.43K
$304K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-9- 0.29% |
$1.05K - $1.25K
|
3.11K
$388K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-9- 0.49% |
$1.05K - $1.25K
|
1.82K
$228K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-10- 0.31% |
$1.16K - $1.39K
|
3.18K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-10- 0.52% |
$1.16K - $1.39K
|
1.93K
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-13- 0.43% |
$1.51K - $1.8K
|
3.01K
$376K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-13- 0.09% |
$1.51K - $1.8K
|
14.4K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-14- 0.05% |
$1.63K - $1.94K
|
28K
$3.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-15- 0.5% |
$1.75K - $2.08K
|
2.96K
$370K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-16- 0.1% |
$1.86K - $2.22K
|
16.6K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-17- 0.4% |
$1.98K - $2.35K
|
4.19K
$524K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-17- 0.52% |
$1.98K - $2.35K
|
3.25K
$405K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-18- 0.28% |
$2.1K - $2.49K
|
6.39K
$799K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-21- 0.07% |
$2.44K - $2.91K
|
30.2K
$3.77M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-21- 0.33% |
$2.44K - $2.91K
|
6.28K
$784K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-21- 2.01% |
$2.44K - $2.91K
|
1.03K
$128K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.8% |
$2.56K - $3.05K
|
2.71K
$339K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-23- 0.17% |
$2.68K - $3.19K
|
13.4K
$1.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-24- 1.09% |
$2.79K - $3.32K
|
2.17K
$271K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-25- 1.26% |
$2.91K - $3.46K
|
1.96K
$244K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-26- 1.33% |
$3.03K - $3.6K
|
1.92K
$240K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-27- 0.59% |
$3.14K - $3.74K
|
4.56K
$570K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-27- 50.94% |
$3.14K - $3.74K
|
26
$3.25K
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
SELL
|
- |
-29- 0.32% |
$3.38K - $4.02K
|
9K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-32- 1.66% |
$3.72K - $4.43K
|
1.89K
$236K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-34- 11.3% |
$3.96K - $4.71K
|
267
$33.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-35- 0.38% |
$4.07K - $4.85K
|
9.06K
$1.13M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-35- 0.53% |
$4.07K - $4.85K
|
6.53K
$815K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-37- 0.89% |
$4.31K - $5.13K
|
4.13K
$515K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-37- 0.46% |
$4.31K - $5.13K
|
8.08K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-39- 1.9% |
$4.54K - $5.4K
|
2.01K
$252K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-40- 0.33% |
$4.66K - $5.54K
|
12K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-41- 1.81% |
$4.77K - $5.68K
|
2.23K
$278K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-42- 0.42% |
$4.89K - $5.82K
|
9.94K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-44- 0.16% |
$5.12K - $6.09K
|
26.8K
$3.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-45- 2.42% |
$5.24K - $6.23K
|
1.81K
$226K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-46- 4.47% |
$5.35K - $6.37K
|
984
$123K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-46- 6.25% |
$5.35K - $6.37K
|
690
$86.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-48- 1.51% |
$5.59K - $6.65K
|
3.14K
$392K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-49- 0.62% |
$5.7K - $6.79K
|
7.83K
$978K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-50- 0.05% |
$5.82K - $6.93K
|
102K
$12.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-50- 1.6% |
$5.82K - $6.93K
|
3.08K
$385K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-55- 0.81% |
$6.4K - $7.62K
|
6.71K
$838K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-58- 0.46% |
$6.75K - $8.03K
|
12.5K
$1.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-60- 2.64% |
$6.98K - $8.31K
|
2.21K
$277K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-60- 0.06% |
$6.98K - $8.31K
|
93.7K
$11.7M
|