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 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-1.94K- 1.78% |
$223K - $271K
|
107K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1.96K- 1.44% |
$225K - $273K
|
134K
$17.8M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.02K- 9.72% |
$232K - $282K
|
18.7K
$2.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.14K- 15.42% |
$246K - $299K
|
11.8K
$1.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.17K- 6.14% |
$249K - $302K
|
33.1K
$4.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-2.22K- 40.6% |
$255K - $310K
|
3.25K
$432K
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-2.27K- 38.74% |
$260K - $316K
|
3.58K
$476K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.31K- 18.1% |
$266K - $323K
|
10.5K
$1.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-2.35K- 12.46% |
$270K - $328K
|
16.5K
$2.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.46K- 3.37% |
$283K - $344K
|
70.5K
$9.37M
|
|
|
May 09, 2025
Q1 2025
|
Geneva Capital Management LLC
|
SELL
|
- |
-2.47K- 11.29% |
$283K - $344K
|
19.4K
$2.58M
|
|
|
May 13, 2025
Q1 2025
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-2.48K- 42.89% |
$285K - $346K
|
3.3K
$439K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2.52K- 16.97% |
$289K - $351K
|
12.3K
$1.64M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.52K- 57.86% |
$290K - $352K
|
1.84K
$244K
|
|
|
May 12, 2025
Q1 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-2.68K- 9.95% |
$308K - $375K
|
24.3K
$3.23M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-2.71K- 15.35% |
$311K - $378K
|
14.9K
$1.99M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-2.8K- 35.12% |
$322K - $391K
|
5.17K
$688K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.85K- 44.41% |
$327K - $397K
|
3.56K
$474K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.88K- 2.35% |
$331K - $402K
|
120K
$15.9M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-2.96K- 6.68% |
$340K - $413K
|
41.3K
$5.48M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.07K- 26.05% |
$353K - $428K
|
8.71K
$1.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-3.1K- 10.59% |
$356K - $432K
|
26.2K
$3.48M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.18K- 1.11% |
$365K - $444K
|
283K
$37.6M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.19K- 2.08% |
$366K - $445K
|
150K
$20M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.22K- 4.83% |
$370K - $449K
|
63.4K
$8.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-3.23K- 10.81% |
$371K - $450K
|
26.6K
$3.54M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.31K- 5.98% |
$380K - $462K
|
52K
$6.91M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.44K- 54.31% |
$395K - $480K
|
2.89K
$384K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-3.59K- 35.37% |
$413K - $501K
|
6.56K
$872K
|
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-3.78K- 58.68% |
$434K - $527K
|
2.66K
$354K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.9K- 3.14% |
$448K - $544K
|
120K
$16M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.91K- 11.83% |
$450K - $546K
|
29.2K
$3.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-4.07K- 1.85% |
$468K - $568K
|
215K
$28.6M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-4.27K- 34.14% |
$490K - $596K
|
8.23K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-4.51K- 17.99% |
$519K - $630K
|
20.6K
$2.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-4.66K- 32.78% |
$535K - $650K
|
9.55K
$1.27M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.84K- 7.3% |
$556K - $675K
|
61.4K
$8.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.87K- 66.99% |
$560K - $680K
|
2.4K
$319K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.93K- 2.79% |
$567K - $688K
|
172K
$22.9M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-4.98K- 13.26% |
$572K - $695K
|
32.6K
$4.33M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-5.11K- 26.91% |
$587K - $713K
|
13.9K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-5.28K- 50.38% |
$607K - $737K
|
5.2K
$691K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-5.28K- 13.74% |
$607K - $738K
|
33.2K
$4.41M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-5.29K- 21.25% |
$608K - $738K
|
19.6K
$2.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-5.44K- 6.05% |
$625K - $759K
|
84.4K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.51K- 3.44% |
$633K - $769K
|
155K
$20.5M
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-5.54K- 6.94% |
$636K - $773K
|
74.2K
$9.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5.57K- 4.76% |
$640K - $777K
|
111K
$14.8M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-5.66KClosed |
$650K - $790K
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.68K- 6.11% |
$653K - $793K
|
87.2K
$11.6M
|