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 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
498New |
$58K - $69K
|
498
$62.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
493+ 0.4% |
$57.4K - $68.3K
|
124K
$15.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
478+ 5.24% |
$55.6K - $66.2K
|
9.6K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Geneva Capital Management LLC
|
BUY
|
- |
476+ 2.23% |
$55.4K - $65.9K
|
21.8K
$2.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
460+ 27.12% |
$53.5K - $63.7K
|
2.16K
$269K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
454+ 17.44% |
$52.8K - $62.9K
|
3.06K
$382K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
450+ 65.98% |
$52.4K - $62.3K
|
1.13K
$141K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
450+ 3.95% |
$52.4K - $62.3K
|
11.9K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
445+ 19.1% |
$51.8K - $61.6K
|
2.78K
$347K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
441+ 5.23% |
$51.3K - $61.1K
|
8.88K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
428New |
$49.8K - $59.3K
|
428
$53.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
424+ 7.29% |
$49.4K - $58.7K
|
6.24K
$780K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
420+ 14.97% |
$48.9K - $58.2K
|
3.23K
$403K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
419+ 3.47% |
$48.8K - $58K
|
12.5K
$1.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
403+ 4.35% |
$46.9K - $55.8K
|
9.66K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
400+ 10.0% |
$46.6K - $55.4K
|
4.4K
$550K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
399+ 21.33% |
$46.4K - $55.3K
|
2.27K
$284K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
399+ 10.88% |
$46.4K - $55.3K
|
4.07K
$508K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
392+ 7.35% |
$45.6K - $54.3K
|
5.73K
$716K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
382+ 3.52% |
$44.5K - $52.9K
|
11.2K
$1.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
365+ 6.33% |
$42.5K - $50.6K
|
6.13K
$766K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
364+ 0.98% |
$42.4K - $50.4K
|
37.6K
$4.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
351+ 0.23% |
$40.9K - $48.6K
|
153K
$19.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
338+ 9.59% |
$39.3K - $46.8K
|
3.86K
$483K
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
329+ 0.78% |
$38.3K - $45.6K
|
42.6K
$5.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
324+ 11.77% |
$37.7K - $44.9K
|
3.08K
$385K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
314+ 33.33% |
$36.5K - $43.5K
|
1.26K
$157K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
300+ 7.49% |
$34.9K - $41.6K
|
4.31K
$538K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
298New |
$34.7K - $41.3K
|
298
$37.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
295+ 5.45% |
$34.3K - $40.9K
|
5.71K
$713K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
284+ 13.65% |
$33.1K - $39.3K
|
2.37K
$296K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
283+ 259.63% |
$32.9K - $39.2K
|
392
$49K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
275+ 15.19% |
$32K - $38.1K
|
2.09K
$261K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
270+ 11.3% |
$31.4K - $37.4K
|
2.66K
$332K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
267+ 0.69% |
$31.1K - $37K
|
38.8K
$4.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
263+ 11.06% |
$30.6K - $36.4K
|
2.64K
$330K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
257+ 1.29% |
$29.9K - $35.6K
|
20.2K
$2.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
257+ 1.04% |
$29.9K - $35.6K
|
24.9K
$3.11M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
253+ 0.94% |
$29.4K - $35K
|
27.1K
$3.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
244+ 0.81% |
$28.4K - $33.8K
|
30.3K
$3.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
237+ 97.13% |
$27.6K - $32.8K
|
481
$60.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
232+ 2.08% |
$27K - $32.1K
|
11.4K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
231+ 0.67% |
$26.9K - $32K
|
34.6K
$4.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
229+ 4.93% |
$26.7K - $31.7K
|
4.87K
$609K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
225+ 1.64% |
$26.2K - $31.2K
|
13.9K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
221+ 0.94% |
$25.7K - $30.6K
|
23.8K
$2.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
219+ 33.9% |
$25.5K - $30.3K
|
865
$108K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
218+ 8.86% |
$25.4K - $30.2K
|
2.68K
$335K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
216+ 0.74% |
$25.1K - $29.9K
|
29.3K
$3.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
213+ 1.08% |
$24.8K - $29.5K
|
19.9K
$2.49M
|