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 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-65- 52.85% |
$7.47K - $9.07K
|
58
$7.71K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-67- 3.43% |
$7.7K - $9.35K
|
1.89K
$251K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-71- 6.92% |
$8.16K - $9.91K
|
955
$127K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-74- 1.62% |
$8.5K - $10.3K
|
4.49K
$597K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-76- 1.23% |
$8.73K - $10.6K
|
6.1K
$811K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-76- 2.29% |
$8.73K - $10.6K
|
3.25K
$432K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-78- 46.15% |
$8.96K - $10.9K
|
91
$12.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-80- 2.77% |
$9.19K - $11.2K
|
2.81K
$374K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-82- 2.66% |
$9.42K - $11.4K
|
3K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-82- 0.64% |
$9.42K - $11.4K
|
12.7K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-86- 0.05% |
$9.88K - $12K
|
170K
$22.6M
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-87- 1.96% |
$10K - $12.1K
|
4.35K
$578K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-88- 1.65% |
$10.1K - $12.3K
|
5.24K
$696K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-92- 0.15% |
$10.6K - $12.8K
|
61.4K
$8.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-92- 7.65% |
$10.6K - $12.8K
|
1.11K
$148K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-96- 3.95% |
$11K - $13.4K
|
2.33K
$310K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-98- 1.67% |
$11.3K - $13.7K
|
5.78K
$768K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-100- 44.44% |
$11.5K - $14K
|
125
$16.6K
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-100- 38.17% |
$11.5K - $14K
|
162
$21.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-100- 12.95% |
$11.5K - $14K
|
672
$89.3K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-105- 12.1% |
$12.1K - $14.7K
|
763
$101K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-105- 8.54% |
$12.1K - $14.7K
|
1.13K
$150K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-106- 1.02% |
$12.2K - $14.8K
|
10.3K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-110- 0.74% |
$12.6K - $15.4K
|
14.7K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-111- 0.73% |
$12.8K - $15.5K
|
15K
$1.99M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-111- 3.42% |
$12.8K - $15.5K
|
3.13K
$417K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-114- 6.29% |
$13.1K - $15.9K
|
1.7K
$226K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-119- 0.37% |
$13.7K - $16.6K
|
32.3K
$4.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-124- 0.44% |
$14.2K - $17.3K
|
27.9K
$3.7M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-126- 1.97% |
$14.5K - $17.6K
|
6.27K
$833K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-126- 1.4% |
$14.5K - $17.6K
|
8.9K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-127- 5.68% |
$14.6K - $17.7K
|
2.11K
$280K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-127- 2.76% |
$14.6K - $17.7K
|
4.47K
$594K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-131- 6.32% |
$15.1K - $18.3K
|
1.94K
$258K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-145- 2.16% |
$16.7K - $20.2K
|
6.56K
$872K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-146- 46.5% |
$16.8K - $20.4K
|
168
$22.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-149- 5.57% |
$17.1K - $20.8K
|
2.53K
$336K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-150- 2.3% |
$17.2K - $20.9K
|
6.38K
$847K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-152- 42.82% |
$17.5K - $21.2K
|
203
$27K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-152- 4.63% |
$17.5K - $21.2K
|
3.13K
$416K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-152- 4.15% |
$17.5K - $21.2K
|
3.51K
$466K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-155- 6.49% |
$17.8K - $21.6K
|
2.23K
$297K
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-156- 0.68% |
$17.9K - $21.8K
|
22.6K
$3.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-164- 1.64% |
$18.8K - $22.9K
|
9.82K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-168- 6.7% |
$19.3K - $23.5K
|
2.34K
$311K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-183- 2.92% |
$21K - $25.5K
|
6.09K
$810K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-184- 2.36% |
$21.1K - $25.7K
|
7.6K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-185- 0.15% |
$21.3K - $25.8K
|
123K
$16.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-187- 1.49% |
$21.5K - $26.1K
|
12.3K
$1.64M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-195- 3.05% |
$22.4K - $27.2K
|
6.2K
$824K
|