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 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-198- 39.36% |
$22.8K - $27.6K
|
305
$40.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-200- 4.84% |
$23K - $27.9K
|
3.93K
$523K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-200- 16.23% |
$23K - $27.9K
|
1.03K
$137K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-200- 8.83% |
$23K - $27.9K
|
2.06K
$274K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-201- 1.8% |
$23.1K - $28.1K
|
11K
$1.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-205- 3.09% |
$23.6K - $28.6K
|
6.44K
$856K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-205- 0.55% |
$23.6K - $28.6K
|
37K
$4.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-214- 2.83% |
$24.6K - $29.9K
|
7.35K
$977K
|
|
|
Apr 25, 2025
Q1 2025
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-218- 0.76% |
$25K - $30.4K
|
28.5K
$3.79M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-218- 5.1% |
$25K - $30.4K
|
4.06K
$540K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-229- 1.38% |
$26.3K - $32K
|
16.3K
$2.17M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-230- 2.15% |
$26.4K - $32.1K
|
10.5K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-231- 11.37% |
$26.5K - $32.2K
|
1.8K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-231- 0.43% |
$26.5K - $32.2K
|
54.1K
$7.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-234- 1.4% |
$26.9K - $32.7K
|
16.4K
$2.18M
|
|
|
May 01, 2025
Q1 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-236- 5.76% |
$27.1K - $32.9K
|
3.86K
$514K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-246- 0.06% |
$28.3K - $34.3K
|
383K
$50.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-250- 2.08% |
$28.7K - $34.9K
|
11.8K
$1.57M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-252- 4.31% |
$29K - $35.2K
|
5.59K
$743K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-253- 4.56% |
$29.1K - $35.3K
|
5.29K
$704K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-254- 1.07% |
$29.2K - $35.5K
|
23.4K
$3.11M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-256- 0.59% |
$29.4K - $35.7K
|
42.8K
$5.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-260- 11.42% |
$29.9K - $36.3K
|
2.02K
$268K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-266- 0.82% |
$30.6K - $37.1K
|
32.1K
$4.27M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-271- 6.71% |
$31.1K - $37.8K
|
3.77K
$501K
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
SELL
|
- |
-274- 3.04% |
$31.5K - $38.3K
|
8.73K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-275- 4.9% |
$31.6K - $38.4K
|
5.34K
$710K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-276- 37.6% |
$31.7K - $38.5K
|
458
$60.9K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-284- 9.96% |
$32.6K - $39.6K
|
2.57K
$341K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-286- 0.94% |
$32.9K - $39.9K
|
30K
$3.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-296- 1.63% |
$34K - $41.3K
|
17.9K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-300- 9.48% |
$34.5K - $41.9K
|
2.87K
$381K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-303- 2.82% |
$34.8K - $42.3K
|
10.4K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-305- 8.84% |
$35K - $42.6K
|
3.14K
$418K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-314- 4.64% |
$36.1K - $43.8K
|
6.45K
$858K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-315- 1.72% |
$36.2K - $44K
|
18K
$2.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-324- 1.99% |
$37.2K - $45.2K
|
15.9K
$2.12M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-325- 11.54% |
$37.3K - $45.4K
|
2.49K
$331K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-339- 10.06% |
$39K - $47.3K
|
3.03K
$403K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-344- 9.44% |
$39.5K - $48K
|
3.3K
$439K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-348- 10.34% |
$40K - $48.6K
|
3.02K
$401K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-350- 9.52% |
$40.2K - $48.9K
|
3.33K
$442K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-355- 15.18% |
$40.8K - $49.6K
|
1.98K
$264K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-358- 1.72% |
$41.1K - $50K
|
20.4K
$2.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-371- 0.98% |
$42.6K - $51.8K
|
37.5K
$4.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-373- 1.08% |
$42.9K - $52.1K
|
34K
$4.53M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-385- 3.66% |
$44.2K - $53.7K
|
10.1K
$1.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-387- 14.11% |
$44.5K - $54K
|
2.36K
$313K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-387- 8.5% |
$44.5K - $54K
|
4.17K
$554K
|
|
|
May 12, 2025
Q1 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-388- 8.18% |
$44.6K - $54.2K
|
4.36K
$579K
|