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 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-785- 0.28% |
$90.2K - $110K
|
283K
$37.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-811- 29.73% |
$93.2K - $113K
|
1.92K
$255K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-823- 1.44% |
$94.6K - $115K
|
56.5K
$7.51M
|
|
|
Apr 01, 2025
Q1 2025
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-832- 0.61% |
$95.6K - $116K
|
136K
$18.1M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-835- 3.33% |
$95.9K - $117K
|
24.3K
$3.23M
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-837- 4.78% |
$96.2K - $117K
|
16.7K
$2.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-854- 3.19% |
$98.1K - $119K
|
25.9K
$3.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-871- 1.44% |
$100K - $122K
|
59.8K
$7.95M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-896- 1.71% |
$103K - $125K
|
51.5K
$6.85M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-907- 3.83% |
$104K - $127K
|
22.8K
$3.03M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-925- 6.63% |
$106K - $129K
|
13K
$1.73M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-944- 22.88% |
$108K - $132K
|
3.18K
$423K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-945- 8.8% |
$109K - $132K
|
9.8K
$1.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-951- 12.27% |
$109K - $133K
|
6.8K
$904K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-954- 30.53% |
$110K - $133K
|
2.17K
$289K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-990- 2.54% |
$114K - $138K
|
38K
$5.06M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-1.03K- 2.25% |
$119K - $144K
|
44.8K
$5.96M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-1.06K- 58.66% |
$122K - $148K
|
747
$99.3K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.07K- 23.33% |
$123K - $150K
|
3.52K
$468K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.09K- 5.25% |
$125K - $152K
|
19.7K
$2.62M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.13K- 32.34% |
$130K - $157K
|
2.36K
$314K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.14K- 19.89% |
$131K - $159K
|
4.59K
$610K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 0.97% |
$138K - $168K
|
123K
$16.3M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.2K- 4.8% |
$138K - $168K
|
23.8K
$3.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-1.21K- 2.19% |
$139K - $169K
|
54K
$7.18M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.22K- 13.44% |
$140K - $170K
|
7.84K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-1.28K- 6.41% |
$147K - $178K
|
18.7K
$2.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.28K- 14.12% |
$147K - $179K
|
7.78K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.28K- 5.69% |
$148K - $179K
|
21.3K
$2.83M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.31K- 0.58% |
$150K - $183K
|
224K
$29.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.34K- 19.44% |
$154K - $187K
|
5.55K
$737K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.35K- 27.75% |
$156K - $189K
|
3.53K
$469K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.38K- 2.84% |
$159K - $193K
|
47.3K
$6.29M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.39K- 5.59% |
$160K - $195K
|
23.5K
$3.13M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.4K- 8.35% |
$161K - $195K
|
15.4K
$2.04M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.4K- 4.78% |
$161K - $195K
|
27.9K
$3.7M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.43K- 50.69% |
$164K - $200K
|
1.39K
$185K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.46K- 3.79% |
$167K - $203K
|
37K
$4.91M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.49K- 21.98% |
$171K - $207K
|
5.27K
$701K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.5K- 6.28% |
$172K - $209K
|
22.3K
$2.97M
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-1.5K- 4.98% |
$172K - $209K
|
28.6K
$3.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 14.48% |
$179K - $217K
|
9.2K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.58K- 0.87% |
$181K - $220K
|
180K
$23.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.58K- 8.19% |
$182K - $221K
|
17.7K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-1.6K- 7.39% |
$184K - $223K
|
20K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-1.6K- 5.62% |
$184K - $223K
|
26.8K
$3.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.6K- 71.27% |
$184K - $223K
|
645
$85.7K
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.64K- 18.96% |
$188K - $229K
|
7K
$931K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-1.75K- 1.73% |
$201K - $245K
|
99.5K
$13.2M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.92K- 1.3% |
$220K - $268K
|
146K
$19.4M
|