Purchases and Sales Made in Q1 2025 in Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.18M+ 16.27% |
$136M - $165M
|
8.47M
$1.13B
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
760KNew |
$87.4M - $106M
|
760K
$101M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
551K+ 77.69% |
$63.3M - $76.9M
|
1.26M
$168M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
507K+ 108.66% |
$58.3M - $70.8M
|
974K
$129M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
344KNew |
$39.5M - $48M
|
344K
$45.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
309K+ 19.03% |
$35.5M - $43.1M
|
1.93M
$257M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
231K+ 1.28% |
$26.6M - $32.3M
|
18.3M
$2.43B
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
186KNew |
$21.4M - $26M
|
186K
$24.8M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
177K+ 126.33% |
$20.3M - $24.7M
|
316K
$42.1M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
169K+ 3.73% |
$19.5M - $23.7M
|
4.71M
$626M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
168KNew |
$19.3M - $23.4M
|
168K
$22.3M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
154K+ 3.28% |
$17.7M - $21.6M
|
4.86M
$646M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
153K+ 120.42% |
$17.5M - $21.3M
|
279K
$37.1M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
148K+ 86.88% |
$17M - $20.6M
|
318K
$42.3M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
145K+ 323.78% |
$16.6M - $20.2M
|
189K
$25.2M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
144K+ 6.7% |
$16.6M - $20.1M
|
2.3M
$306M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
144K+ 109.32% |
$16.5M - $20.1M
|
276K
$36.7M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
140K+ 14.35% |
$16M - $19.5M
|
1.11M
$148M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
134K+ 24226.04% |
$15.4M - $18.7M
|
135K
$17.9M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
132KNew |
$15.1M - $18.4M
|
132K
$17.5M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
107K+ 518.66% |
$12.3M - $14.9M
|
128K
$17M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
98.1K+ 74.34% |
$11.3M - $13.7M
|
230K
$30.6M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
85.7KNew |
$9.85M - $12M
|
85.7K
$11.4M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
82.7K+ 11.13% |
$9.5M - $11.5M
|
825K
$110M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
80.6K+ 671366.69% |
$9.26M - $11.2M
|
80.6K
$10.7M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
75.8K+ 5.1% |
$8.71M - $10.6M
|
1.56M
$208M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
69.7K+ 656.2% |
$8.01M - $9.74M
|
80.4K
$10.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
68.9K+ 90.79% |
$7.92M - $9.62M
|
145K
$19.3M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
68K+ 51.71% |
$7.81M - $9.49M
|
199K
$26.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
67.5KNew |
$7.76M - $9.42M
|
67.5K
$8.97M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
64.8KNew |
$7.45M - $9.05M
|
64.8K
$8.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
64.2K+ 14.43% |
$7.38M - $8.96M
|
509K
$67.7M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
58.1K+ 542.97% |
$6.68M - $8.12M
|
68.8K
$9.15M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
57K+ 16.98% |
$6.55M - $7.96M
|
393K
$52.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
51.7KNew |
$5.94M - $7.21M
|
51.7K
$6.87M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
49.2K+ 8.64% |
$5.65M - $6.87M
|
618K
$82.2M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
41.7K+ 78.66% |
$4.79M - $5.82M
|
94.7K
$12.6M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
40.3K+ 8.21% |
$4.63M - $5.63M
|
532K
$70.7M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
38.3KNew |
$4.4M - $5.34M
|
38.3K
$5.09M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
35.6K+ 476.79% |
$4.09M - $4.96M
|
43K
$5.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
34.4KNew |
$3.96M - $4.81M
|
34.4K
$4.58M
|
|
|
May 14, 2025
Q1 2025
|
American Family Investments, Inc.
Madison, WI |
BUY
|
- |
32.1K+ 5.84% |
$3.69M - $4.48M
|
581K
$77.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.8K+ 229.38% |
$3.54M - $4.3M
|
44.2K
$5.87M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
29.5K+ 22.09% |
$3.39M - $4.12M
|
163K
$21.7M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.2K+ 3.46% |
$3.12M - $3.8M
|
812K
$108M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
26.3KNew |
$3.02M - $3.67M
|
26.3K
$3.5M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
25.2K+ 75.59% |
$2.89M - $3.52M
|
58.5K
$7.78M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
24.9K+ 35577.14% |
$2.86M - $3.48M
|
25K
$3.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
23.2K+ 12.93% |
$2.66M - $3.23M
|
202K
$26.9M
|
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
BUY
|
- |
22.6K+ 113.9% |
$2.6M - $3.16M
|
42.5K
$5.64M
|