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 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
2K+ 4.14% |
$230K - $280K
|
50.4K
$6.7M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2K+ 2.18% |
$229K - $279K
|
93.8K
$12.5M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.97K+ 33.65% |
$226K - $275K
|
7.82K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
1.96K+ 9.79% |
$225K - $274K
|
22K
$2.92M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.95KNew |
$224K - $272K
|
1.95K
$259K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.84KNew |
$211K - $257K
|
1.84K
$245K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.79KNew |
$206K - $250K
|
1.79K
$238K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.78K+ 16.83% |
$205K - $249K
|
12.4K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.77KNew |
$203K - $246K
|
1.77K
$235K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
1.74K+ 4.17% |
$200K - $243K
|
43.5K
$5.78M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.72K+ 19.82% |
$198K - $240K
|
10.4K
$1.38M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.72KNew |
$197K - $240K
|
1.72K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.7K+ 8.28% |
$195K - $237K
|
22.2K
$2.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.69K+ 41.46% |
$194K - $235K
|
5.75K
$765K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.59K+ 23.5% |
$183K - $222K
|
8.37K
$1.11M
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.55KNew |
$178K - $217K
|
1.55K
$206K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.52KNew |
$175K - $212K
|
1.52K
$202K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1.51K+ 10.28% |
$173K - $211K
|
16.2K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.5K+ 24.03% |
$172K - $209K
|
7.74K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.41K+ 2.18% |
$161K - $196K
|
65.8K
$8.74M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.36K+ 70.7% |
$156K - $189K
|
3.27K
$435K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
1.32K+ 62.04% |
$152K - $185K
|
3.46K
$460K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.26K+ 252.72% |
$144K - $175K
|
1.75K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
1.26K+ 44.11% |
$144K - $175K
|
4.1K
$545K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.23KNew |
$142K - $172K
|
1.23K
$164K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.23K+ 95.8% |
$142K - $172K
|
2.52K
$335K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.23KNew |
$141K - $171K
|
1.23K
$163K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
1.23K+ 18.25% |
$141K - $171K
|
7.94K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.19K+ 2.06% |
$137K - $167K
|
59.1K
$7.85M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.19K+ 1.93% |
$137K - $167K
|
63K
$8.38M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.19K+ 8.28% |
$137K - $166K
|
15.6K
$2.07M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.19K+ 22.51% |
$137K - $166K
|
6.47K
$860K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
1.16K+ 9.28% |
$134K - $162K
|
13.7K
$1.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.14K+ 128.04% |
$131K - $159K
|
2.03K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.07K+ 59.87% |
$123K - $150K
|
2.87K
$381K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.07K+ 2.42% |
$123K - $149K
|
45.3K
$6.02M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.02K+ 11.74% |
$117K - $142K
|
9.69K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
997+ 2.95% |
$115K - $139K
|
34.9K
$4.63M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
995+ 9.32% |
$114K - $139K
|
11.7K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
929+ 13.79% |
$107K - $130K
|
7.66K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
917+ 1.51% |
$105K - $128K
|
61.7K
$8.2M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
885+ 7.81% |
$102K - $124K
|
12.2K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
884+ 3.05% |
$102K - $123K
|
29.9K
$3.98M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
883+ 7.14% |
$101K - $123K
|
13.3K
$1.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
877+ 132.28% |
$101K - $122K
|
1.54K
$205K
|
|
|
May 09, 2025
Q1 2025
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
860New |
$98.8K - $120K
|
860
$114K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
844+ 1.92% |
$97K - $118K
|
44.9K
$5.97M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
844+ 36.05% |
$97K - $118K
|
3.19K
$423K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
835+ 0.56% |
$95.9K - $117K
|
151K
$20M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
820New |
$94.2K - $114K
|
820
$109K
|