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 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5.83K- 1.37% |
$670K - $814K
|
420K
$55.9M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.96K- 11.82% |
$685K - $832K
|
44.5K
$5.92M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-6K- 2.68% |
$689K - $837K
|
217K
$28.9M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.48K- 57.47% |
$744K - $904K
|
4.79K
$637K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-6.58K- 6.82% |
$756K - $919K
|
89.9K
$12M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-6.6K- 75.0% |
$758K - $921K
|
2.2K
$292K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.67K- 2.73% |
$766K - $931K
|
237K
$31.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-6.88K- 9.74% |
$791K - $961K
|
63.7K
$8.47M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-6.96K- 97.26% |
$799K - $971K
|
196
$26.1K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.1K- 55.45% |
$816K - $992K
|
5.71K
$759K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-7.38K- 2.2% |
$848K - $1.03M
|
328K
$43.7M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-7.64K- 5.3% |
$877K - $1.07M
|
136K
$18.1M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-7.68K- 54.83% |
$882K - $1.07M
|
6.32K
$841K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-7.74K- 7.29% |
$889K - $1.08M
|
98.4K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-7.8K- 6.51% |
$896K - $1.09M
|
112K
$14.9M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-8.08K- 15.48% |
$928K - $1.13M
|
44.1K
$5.86M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-8.19K- 30.18% |
$941K - $1.14M
|
19K
$2.52M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.57K- 4.95% |
$985K - $1.2M
|
164K
$21.9M
|
|
|
May 07, 2025
Q1 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-8.86K- 5.77% |
$1.02M - $1.24M
|
145K
$19.2M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.13KClosed |
$1.05M - $1.27M
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-9.18K- 9.24% |
$1.05M - $1.28M
|
90.1K
$12M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-9.26K- 42.86% |
$1.06M - $1.29M
|
12.3K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-9.27K- 9.37% |
$1.07M - $1.29M
|
89.7K
$11.9M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-10.1K- 11.28% |
$1.15M - $1.4M
|
79K
$10.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-10.2K- 8.88% |
$1.17M - $1.42M
|
104K
$13.9M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-10.3K- 15.65% |
$1.19M - $1.44M
|
55.7K
$7.4M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-11.2K- 56.77% |
$1.28M - $1.56M
|
8.49K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-11.6K- 49.72% |
$1.34M - $1.62M
|
11.8K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11.9K- 99.96% |
$1.37M - $1.66M
|
5
$665
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-12K- 50.0% |
$1.38M - $1.67M
|
12K
$1.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.2K- 55.9% |
$1.4M - $1.7M
|
9.63K
$1.28M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-12.4K- 89.95% |
$1.43M - $1.73M
|
1.39K
$184K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-14.6K- 84.2% |
$1.68M - $2.04M
|
2.75K
$365K
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-15.2K- 44.17% |
$1.74M - $2.12M
|
19.2K
$2.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-17.6K- 40.08% |
$2.02M - $2.45M
|
26.3K
$3.49M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-18.5K- 70.89% |
$2.13M - $2.59M
|
7.61K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.1K- 7.16% |
$2.31M - $2.81M
|
261K
$34.7M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-21K- 73.55% |
$2.42M - $2.94M
|
7.57K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-21.4K- 26.17% |
$2.46M - $2.99M
|
60.4K
$8.03M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-22.1K- 10.97% |
$2.54M - $3.09M
|
180K
$23.9M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-22.3K- 0.83% |
$2.57M - $3.12M
|
2.67M
$354M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-23.8K- 6.83% |
$2.73M - $3.32M
|
324K
$43.1M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-24K- 1.12% |
$2.76M - $3.36M
|
2.12M
$281M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-27.6K- 35.56% |
$3.17M - $3.85M
|
50K
$6.64M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-27.6K- 41.33% |
$3.17M - $3.85M
|
39.2K
$5.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-27.8K- 17.55% |
$3.19M - $3.88M
|
130K
$17.3M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-29.3K- 33.11% |
$3.37M - $4.1M
|
59.3K
$7.88M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-29.9K- 65.18% |
$3.44M - $4.18M
|
16K
$2.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-31.5K- 30.83% |
$3.62M - $4.4M
|
70.7K
$9.4M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-34.8K- 1.92% |
$3.99M - $4.85M
|
1.77M
$236M
|