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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
67.5KNew |
$7.76M - $9.42M
|
67.5K
$7.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
64.2K+ 14.43% |
$7.38M - $8.96M
|
509K
$57.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
17.7K+ 577.2% |
$2.03M - $2.47M
|
20.8K
$2.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
16.7KNew |
$1.92M - $2.33M
|
16.7K
$1.89M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
12.2KNew |
$1.4M - $1.7M
|
12.2K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
9.52KNew |
$1.09M - $1.33M
|
9.52K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.18K+ 306.58% |
$1.06M - $1.28M
|
12.2K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
9.04K+ 67.1% |
$1.04M - $1.26M
|
22.5K
$2.55M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9.02K+ 279.75% |
$1.04M - $1.26M
|
12.2K
$1.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
9K+ 8.35% |
$1.03M - $1.26M
|
117K
$13.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.93K+ 111600.0% |
$1.03M - $1.25M
|
8.94K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
7.04K+ 3.04% |
$809K - $982K
|
238K
$27M
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3.85K+ 27.43% |
$442K - $537K
|
17.9K
$2.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.71K+ 6.45% |
$427K - $518K
|
61.3K
$6.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.48K+ 22.94% |
$400K - $486K
|
18.6K
$2.11M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.65K+ 11.36% |
$304K - $370K
|
26K
$2.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.6K+ 70.4% |
$299K - $363K
|
6.29K
$713K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
2.42KNew |
$278K - $338K
|
2.42K
$274K
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
2K+ 4.14% |
$230K - $280K
|
50.4K
$5.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
1.74K+ 4.17% |
$200K - $243K
|
43.5K
$4.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
1.16K+ 9.28% |
$134K - $162K
|
13.7K
$1.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.14K+ 128.04% |
$131K - $159K
|
2.03K
$229K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.07K+ 2.42% |
$123K - $149K
|
45.3K
$5.13M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.02K+ 11.74% |
$117K - $142K
|
9.69K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
917+ 1.51% |
$105K - $128K
|
61.7K
$6.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
877+ 132.28% |
$101K - $122K
|
1.54K
$175K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
844+ 36.05% |
$97K - $118K
|
3.19K
$361K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
664+ 3.29% |
$76.3K - $92.7K
|
20.8K
$2.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
590+ 24.43% |
$67.8K - $82.4K
|
3.01K
$341K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
547+ 6.48% |
$62.9K - $76.4K
|
8.99K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
524+ 5.61% |
$60.2K - $73.2K
|
9.87K
$1.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
466+ 51.43% |
$53.5K - $65.1K
|
1.37K
$155K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
388+ 13.83% |
$44.6K - $54.2K
|
3.19K
$362K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
367+ 3.8% |
$42.2K - $51.2K
|
10K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
311New |
$35.7K - $43.4K
|
311
$35.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
308+ 0.94% |
$35.4K - $43K
|
33K
$3.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
294+ 7.52% |
$33.8K - $41K
|
4.21K
$477K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
286+ 5.41% |
$32.9K - $39.9K
|
5.57K
$632K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
265+ 6.8% |
$30.4K - $37K
|
4.16K
$472K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
242+ 9.1% |
$27.8K - $33.8K
|
2.9K
$329K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
180+ 5.85% |
$20.7K - $25.1K
|
3.26K
$369K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
180+ 7.35% |
$20.7K - $25.1K
|
2.63K
$298K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
170+ 9.79% |
$19.5K - $23.7K
|
1.91K
$216K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
165+ 5.62% |
$19K - $23K
|
3.1K
$352K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
161+ 0.6% |
$18.5K - $22.5K
|
27K
$3.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
153+ 1.54% |
$17.6K - $21.4K
|
10.1K
$1.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
151+ 3.06% |
$17.3K - $21.1K
|
5.09K
$577K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
144+ 0.02% |
$16.5K - $20.1K
|
736K
$83.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
100+ 0.61% |
$11.5K - $14K
|
16.5K
$1.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
100New |
$11.5K - $14K
|
100
$11.3K
|