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 24, 2025
Q1 2025
|
First Merchants Corp
|
BUY
|
- |
5.88K+ 9.39% |
$676K - $821K
|
68.5K
$9.11M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.32K+ 83.02% |
$611K - $743K
|
11.7K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
5.21KNew |
$599K - $728K
|
5.21K
$693K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.04K+ 34.85% |
$579K - $704K
|
19.5K
$2.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.9K+ 2.15% |
$563K - $684K
|
232K
$30.9M
|
|
|
May 13, 2025
Q1 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
4.7K+ 47.55% |
$540K - $656K
|
14.6K
$1.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.54K+ 3.98% |
$521K - $633K
|
118K
$15.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.45KNew |
$511K - $621K
|
4.45K
$592K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.16K+ 6.39% |
$478K - $580K
|
69.2K
$9.2M
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
4.06K+ 29.15% |
$467K - $567K
|
18K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.05KNew |
$465K - $565K
|
4.05K
$538K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.03K+ 61.92% |
$463K - $562K
|
10.5K
$1.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3.85K+ 27.43% |
$442K - $537K
|
17.9K
$2.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.71K+ 6.45% |
$427K - $518K
|
61.3K
$8.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.7K+ 142.31% |
$425K - $517K
|
6.3K
$838K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.65KNew |
$420K - $510K
|
3.65K
$486K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
3.49KNew |
$401K - $487K
|
3.49K
$464K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.49K+ 6.26% |
$401K - $487K
|
59.3K
$7.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.48K+ 22.94% |
$400K - $486K
|
18.6K
$2.48M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.3KNew |
$380K - $461K
|
3.3K
$439K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
3.3K+ 65.35% |
$379K - $461K
|
8.35K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
3.25K+ 3.37% |
$373K - $454K
|
99.8K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.09K+ 7.86% |
$355K - $431K
|
42.4K
$5.64M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.04KNew |
$349K - $425K
|
3.04K
$404K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.98K+ 6.05% |
$342K - $415K
|
52.2K
$6.94M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
2.94K+ 161.65% |
$338K - $411K
|
4.76K
$633K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.92K+ 57.45% |
$335K - $407K
|
7.99K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.88K+ 14.52% |
$330K - $401K
|
22.7K
$3.01M
|
|
|
May 14, 2025
Q1 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
2.84K+ 4.8% |
$327K - $397K
|
62.1K
$8.25M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.78KNew |
$320K - $388K
|
2.78K
$370K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.78K+ 17.52% |
$319K - $388K
|
18.6K
$2.48M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.66K+ 0.64% |
$306K - $371K
|
420K
$55.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.65K+ 11.36% |
$304K - $370K
|
26K
$3.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.63K+ 6.62% |
$302K - $367K
|
42.3K
$5.63M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.62K+ 47.79% |
$301K - $366K
|
8.11K
$1.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.6K+ 70.4% |
$299K - $363K
|
6.29K
$837K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
2.56K+ 21.01% |
$294K - $357K
|
14.7K
$1.96M
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2.5K+ 5.03% |
$287K - $349K
|
52.2K
$6.94M
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
2.44K+ 94.61% |
$280K - $341K
|
5.02K
$667K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
2.42KNew |
$278K - $338K
|
2.42K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.4KNew |
$275K - $334K
|
2.4K
$318K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.35K+ 425.95% |
$270K - $328K
|
2.9K
$385K
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
2.32K+ 32.05% |
$266K - $323K
|
9.55K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
2.25K+ 135.64% |
$259K - $315K
|
3.91K
$520K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.16K+ 41.75% |
$248K - $302K
|
7.34K
$976K
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
2.13K+ 3.97% |
$245K - $298K
|
55.9K
$7.44M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.13KNew |
$245K - $297K
|
2.13K
$283K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.05K+ 0.49% |
$235K - $286K
|
420K
$55.9M
|
|
|
May 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
2.05K+ 32.18% |
$235K - $286K
|
8.41K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
2.03K+ 4.75% |
$233K - $283K
|
44.6K
$5.93M
|