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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
21.2KNew |
$2.44M - $2.97M
|
21.2K
$2.82M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
20.3KNew |
$2.33M - $2.83M
|
20.3K
$2.7M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
19.6K+ 257.66% |
$2.25M - $2.74M
|
27.2K
$3.62M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
19.3K+ 5.66% |
$2.22M - $2.7M
|
361K
$48M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
19K+ 621.85% |
$2.18M - $2.65M
|
22.1K
$2.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
17.7K+ 577.2% |
$2.03M - $2.47M
|
20.8K
$2.76M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17.3K+ 10.6% |
$1.98M - $2.41M
|
180K
$23.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
16.7KNew |
$1.92M - $2.33M
|
16.7K
$2.22M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.7K+ 0.67% |
$1.92M - $2.33M
|
2.5M
$332M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
16.3K+ 152.83% |
$1.88M - $2.28M
|
27K
$3.59M
|
|
|
May 15, 2025
Q1 2025
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
16KNew |
$1.84M - $2.23M
|
16K
$2.13M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
14.7K+ 6.23% |
$1.69M - $2.05M
|
250K
$33.2M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
14.4K+ 513.77% |
$1.66M - $2.02M
|
17.3K
$2.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.1K+ 36.35% |
$1.62M - $1.97M
|
53K
$7.04M
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
13.5KNew |
$1.55M - $1.88M
|
13.5K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
13.2K+ 27.43% |
$1.52M - $1.84M
|
61.3K
$8.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
12.2KNew |
$1.4M - $1.7M
|
12.2K
$1.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.9K+ 6.71% |
$1.37M - $1.67M
|
190K
$25.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
11.8K+ 97.11% |
$1.36M - $1.65M
|
24K
$3.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
BUY
|
- |
11.7KNew |
$1.34M - $1.63M
|
11.7K
$1.56M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
11.1K+ 14.08% |
$1.28M - $1.55M
|
90.1K
$12M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
10.3K+ 26.46% |
$1.19M - $1.44M
|
49.4K
$6.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
10.3KNew |
$1.18M - $1.44M
|
10.3K
$1.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
10.3K+ 38.57% |
$1.18M - $1.44M
|
36.9K
$4.91M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
9.95K+ 162.56% |
$1.14M - $1.39M
|
16.1K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.68K+ 5.4% |
$1.11M - $1.35M
|
189K
$25.1M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
9.52KNew |
$1.09M - $1.33M
|
9.52K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
9.34KNew |
$1.07M - $1.3M
|
9.34K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
9.33K+ 29.98% |
$1.07M - $1.3M
|
40.4K
$5.38M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.33K+ 12.12% |
$1.07M - $1.3M
|
86.3K
$11.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.18K+ 306.58% |
$1.06M - $1.28M
|
12.2K
$1.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
9.04K+ 67.1% |
$1.04M - $1.26M
|
22.5K
$2.99M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9.02K+ 279.75% |
$1.04M - $1.26M
|
12.2K
$1.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
9K+ 8.35% |
$1.03M - $1.26M
|
117K
$15.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.93K+ 111600.0% |
$1.03M - $1.25M
|
8.94K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
8.64K+ 5.34% |
$992K - $1.21M
|
170K
$22.7M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
8.18KNew |
$940K - $1.14M
|
8.18K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
7.95K+ 22.26% |
$913K - $1.11M
|
43.6K
$5.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.62K+ 31.73% |
$876K - $1.06M
|
31.6K
$4.21M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
7.16KNew |
$823K - $1M
|
7.16K
$952K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.09K+ 5.49% |
$814K - $989K
|
136K
$18.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
7.04K+ 3.04% |
$809K - $982K
|
238K
$31.7M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.83K+ 19.86% |
$785K - $954K
|
41.2K
$5.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
6.68K+ 3.59% |
$767K - $932K
|
193K
$25.6M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.5K+ 24.47% |
$747K - $908K
|
33.1K
$4.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
6.36K+ 112.1% |
$730K - $887K
|
12K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.27K+ 3.14% |
$720K - $875K
|
206K
$27.4M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
6.16K+ 1.93% |
$708K - $860K
|
326K
$43.4M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.06K+ 35.54% |
$696K - $846K
|
23.1K
$3.07M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
6K+ 12.13% |
$690K - $838K
|
55.5K
$7.37M
|