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 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
87+ 4.01% |
$10K - $12.1K
|
2.26K
$256K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
77New |
$8.85K - $10.7K
|
77
$8.73K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
73New |
$8.39K - $10.2K
|
73
$8.27K
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
72+ 73.47% |
$8.27K - $10.1K
|
170
$19.3K
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
55+ 2.48% |
$6.32K - $7.68K
|
2.27K
$257K
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
37+ 1.4% |
$4.25K - $5.17K
|
2.68K
$303K
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
36+ 1.9% |
$4.14K - $5.03K
|
1.93K
$218K
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
36+ 0.4% |
$4.14K - $5.03K
|
8.98K
$1.02M
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
28+ 0.03% |
$3.22K - $3.91K
|
93.7K
$10.6M
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
24+ 0.75% |
$2.76K - $3.35K
|
3.22K
$364K
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
19+ 0.85% |
$2.18K - $2.65K
|
2.26K
$256K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
13+ 1.5% |
$1.49K - $1.81K
|
878
$99.5K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
12+ 0.22% |
$1.38K - $1.68K
|
5.43K
$616K
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.06% |
$804 - $977
|
12.5K
$1.42M
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
6+ 0.08% |
$689 - $838
|
7.82K
$886K
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
4+ 0.19% |
$460 - $558
|
2.08K
$236K
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
3+ 0.07% |
$345 - $419
|
4.25K
$481K
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2+ 0.1% |
$230 - $279
|
2.01K
$228K
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2+ 0.05% |
$230 - $279
|
3.81K
$432K
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
2+ 0.07% |
$230 - $279
|
2.98K
$338K
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
1+ 0.04% |
$115 - $140
|
2.22K
$252K
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1+ 0.05% |
$115 - $140
|
1.96K
$222K
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.01% |
$115 - $140
|
6.81K
$771K
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1+ 0.02% |
$115 - $140
|
4.05K
$459K
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.16% |
$115 - $140
|
627
$71.1K
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.06% |
$115 - $140
|
1.79K
$203K
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.17% |
$115 - $140
|
573
$64.9K
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-1- 0.06% |
$115 - $140
|
1.66K
$188K
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-1- 0.1% |
$115 - $140
|
988
$112K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1- 0.05% |
$115 - $140
|
2.01K
$228K
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.11% |
$345 - $419
|
2.71K
$307K
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-4- 0.04% |
$460 - $558
|
9.59K
$1.09M
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-6- 2.82% |
$689 - $838
|
207
$23.5K
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-7- 0.39% |
$804 - $977
|
1.78K
$202K
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-13- 0.41% |
$1.49K - $1.81K
|
3.17K
$359K
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-17- 0.67% |
$1.95K - $2.37K
|
2.52K
$286K
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-30- 0.09% |
$3.45K - $4.19K
|
33.8K
$3.83M
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-33- 1.68% |
$3.79K - $4.61K
|
1.93K
$219K
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-40- 0.93% |
$4.6K - $5.58K
|
4.25K
$481K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-43- 3.5% |
$4.94K - $6K
|
1.19K
$134K
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-55- 1.5% |
$6.32K - $7.68K
|
3.6K
$408K
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-55- 17.46% |
$6.32K - $7.68K
|
260
$29.5K
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-58- 2.64% |
$6.66K - $8.1K
|
2.14K
$242K
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-61- 1.17% |
$7.01K - $8.52K
|
5.14K
$583K
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-63- 0.53% |
$7.24K - $8.79K
|
11.8K
$1.34M
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-67- 3.43% |
$7.7K - $9.35K
|
1.89K
$214K
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-74- 1.62% |
$8.5K - $10.3K
|
4.49K
$509K
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-76- 2.29% |
$8.73K - $10.6K
|
3.25K
$368K
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-82- 2.66% |
$9.42K - $11.4K
|
3K
$340K
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-98- 1.67% |
$11.3K - $13.7K
|
5.78K
$654K
|