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 29, 2025
Q1 2025
|
Eukles Asset Management
|
SELL
|
- |
-414- 1.31% |
$47.6K - $57.8K
|
31.1K
$4.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-419- 8.71% |
$48.1K - $58.5K
|
4.39K
$584K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-419- 2.42% |
$48.1K - $58.5K
|
16.9K
$2.25M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-430- 8.67% |
$49.4K - $60K
|
4.53K
$602K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-434- 2.61% |
$49.9K - $60.6K
|
16.2K
$2.15M
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-434- 14.13% |
$49.9K - $60.6K
|
2.64K
$351K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-434- 31.11% |
$49.9K - $60.6K
|
961
$128K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-438- 3.09% |
$50.3K - $61.1K
|
13.7K
$1.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-446- 9.14% |
$51.2K - $62.3K
|
4.44K
$590K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-447- 3.09% |
$51.4K - $62.4K
|
14K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-453- 1.94% |
$52K - $63.2K
|
22.9K
$3.05M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-455- 2.93% |
$52.3K - $63.5K
|
15.1K
$2M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-466- 1.73% |
$53.5K - $65.1K
|
26.5K
$3.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-472- 12.17% |
$54.2K - $65.9K
|
3.41K
$453K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-473- 4.46% |
$54.3K - $66K
|
10.1K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-474- 1.97% |
$54.5K - $66.2K
|
23.5K
$3.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-487- 0.62% |
$56K - $68K
|
78.6K
$10.5M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-487- 19.62% |
$56K - $68K
|
2K
$265K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-491- 2.19% |
$56.4K - $68.5K
|
22K
$2.92M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-494- 4.44% |
$56.8K - $69K
|
10.6K
$1.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-495- 3.7% |
$56.9K - $69.1K
|
12.9K
$1.71M
|
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-499- 5.22% |
$57.3K - $69.7K
|
9.06K
$1.2M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-504- 13.21% |
$57.9K - $70.4K
|
3.31K
$440K
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-515- 15.23% |
$59.2K - $71.9K
|
2.87K
$381K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-521- 7.05% |
$59.9K - $72.7K
|
6.87K
$914K
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-527- 15.05% |
$60.6K - $73.6K
|
2.98K
$395K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-550- 25.51% |
$63.2K - $76.8K
|
1.61K
$214K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-551- 2.42% |
$63.3K - $76.9K
|
22.2K
$2.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-556- 0.48% |
$63.9K - $77.6K
|
116K
$15.4M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-561- 23.62% |
$64.5K - $78.3K
|
1.81K
$241K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-587- 1.91% |
$67.4K - $81.9K
|
30.2K
$4.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-609- 2.2% |
$70K - $85K
|
27K
$3.59M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-626- 0.68% |
$71.9K - $87.4K
|
91.8K
$12.2M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-628- 1.67% |
$72.2K - $87.7K
|
36.9K
$4.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-630- 57.22% |
$72.4K - $87.9K
|
471
$62.6K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-655- 2.55% |
$75.3K - $91.4K
|
25K
$3.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-662- 4.88% |
$76.1K - $92.4K
|
12.9K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-671- 3.13% |
$77.1K - $93.7K
|
20.7K
$2.76M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-671- 6.32% |
$77.1K - $93.7K
|
9.95K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-680- 6.76% |
$78.1K - $94.9K
|
9.38K
$1.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-681- 21.55% |
$78.2K - $95.1K
|
2.48K
$330K
|
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-701- 0.78% |
$80.5K - $97.9K
|
89.1K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-720- 1.6% |
$82.7K - $101K
|
44.2K
$5.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-743- 2.41% |
$85.4K - $104K
|
30.1K
$4.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-749- 1.83% |
$86.1K - $105K
|
40.3K
$5.35M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-776- 3.42% |
$89.2K - $108K
|
21.9K
$2.92M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-782- 12.15% |
$89.9K - $109K
|
5.65K
$751K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-782- 9.36% |
$89.9K - $109K
|
7.57K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-785- 5.11% |
$90.2K - $110K
|
14.6K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-785- 4.92% |
$90.2K - $110K
|
15.2K
$2.02M
|