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 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-105- 12.1% |
$12.1K - $14.7K
|
763
$86.5K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-106- 1.02% |
$12.2K - $14.8K
|
10.3K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-114- 6.29% |
$13.1K - $15.9K
|
1.7K
$192K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-124- 0.44% |
$14.2K - $17.3K
|
27.9K
$3.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-126- 1.4% |
$14.5K - $17.6K
|
8.9K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-127- 5.68% |
$14.6K - $17.7K
|
2.11K
$239K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-149- 5.57% |
$17.1K - $20.8K
|
2.53K
$286K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-150- 2.3% |
$17.2K - $20.9K
|
6.38K
$722K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-152- 4.63% |
$17.5K - $21.2K
|
3.13K
$355K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-183- 2.92% |
$21K - $25.5K
|
6.09K
$691K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-201- 1.8% |
$23.1K - $28.1K
|
11K
$1.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-205- 3.09% |
$23.6K - $28.6K
|
6.44K
$730K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-214- 2.83% |
$24.6K - $29.9K
|
7.35K
$833K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-254- 1.07% |
$29.2K - $35.5K
|
23.4K
$2.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-275- 4.9% |
$31.6K - $38.4K
|
5.34K
$605K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-286- 0.94% |
$32.9K - $39.9K
|
30K
$3.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-315- 1.72% |
$36.2K - $44K
|
18K
$2.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-358- 1.72% |
$41.1K - $50K
|
20.4K
$2.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-371- 0.98% |
$42.6K - $51.8K
|
37.5K
$4.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-387- 14.11% |
$44.5K - $54K
|
2.36K
$267K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-473- 4.46% |
$54.3K - $66K
|
10.1K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-495- 3.7% |
$56.9K - $69.1K
|
12.9K
$1.46M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-515- 15.23% |
$59.2K - $71.9K
|
2.87K
$325K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-556- 0.48% |
$63.9K - $77.6K
|
116K
$13.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-681- 21.55% |
$78.2K - $95.1K
|
2.48K
$281K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-749- 1.83% |
$86.1K - $105K
|
40.3K
$4.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-785- 0.28% |
$90.2K - $110K
|
283K
$32.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-811- 29.73% |
$93.2K - $113K
|
1.92K
$217K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-823- 1.44% |
$94.6K - $115K
|
56.5K
$6.41M
|
|
|
Apr 01, 2025
Q1 2025
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-832- 0.61% |
$95.6K - $116K
|
136K
$15.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-854- 3.19% |
$98.1K - $119K
|
25.9K
$2.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-945- 8.8% |
$109K - $132K
|
9.8K
$1.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.28K- 14.12% |
$147K - $179K
|
7.78K
$882K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.34K- 19.44% |
$154K - $187K
|
5.55K
$628K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 14.48% |
$179K - $217K
|
9.2K
$1.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.58K- 8.19% |
$182K - $221K
|
17.7K
$2.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.17K- 6.14% |
$249K - $302K
|
33.1K
$3.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-2.22K- 40.6% |
$255K - $310K
|
3.25K
$368K
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-2.27K- 38.74% |
$260K - $316K
|
3.58K
$406K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-2.35K- 12.46% |
$270K - $328K
|
16.5K
$1.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.46K- 3.37% |
$283K - $344K
|
70.5K
$7.99M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-2.96K- 6.68% |
$340K - $413K
|
41.3K
$4.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-3.23K- 10.81% |
$371K - $450K
|
26.6K
$3.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-3.59K- 35.37% |
$413K - $501K
|
6.56K
$744K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-4.07K- 1.85% |
$468K - $568K
|
215K
$24.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.87K- 66.99% |
$560K - $680K
|
2.4K
$272K
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-5.54K- 6.94% |
$636K - $773K
|
74.2K
$8.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5.83K- 1.37% |
$670K - $814K
|
420K
$47.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-7.74K- 7.29% |
$889K - $1.08M
|
98.4K
$11.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-10.2K- 8.88% |
$1.17M - $1.42M
|
104K
$11.8M
|