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 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
801+ 29.75% |
$92K - $112K
|
3.49K
$464K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
780New |
$89.6K - $109K
|
780
$104K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
773+ 5.21% |
$88.8K - $108K
|
15.6K
$2.08M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
768+ 0.58% |
$88.2K - $107K
|
132K
$17.6M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
747+ 5.27% |
$85.8K - $104K
|
14.9K
$1.98M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
739+ 1.5% |
$84.9K - $103K
|
50K
$6.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
731+ 8.07% |
$84K - $102K
|
9.79K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
725+ 26.61% |
$83.3K - $101K
|
3.45K
$459K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
707+ 333.49% |
$81.2K - $98.7K
|
919
$122K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
698+ 7.86% |
$80.2K - $97.4K
|
9.58K
$1.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
664+ 3.29% |
$76.3K - $92.7K
|
20.8K
$2.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
660+ 18.47% |
$75.8K - $92.1K
|
4.23K
$563K
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
657+ 37.82% |
$75.5K - $91.7K
|
2.39K
$318K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
652+ 2.22% |
$74.9K - $91K
|
30.1K
$4M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
642+ 5.73% |
$73.8K - $89.6K
|
11.8K
$1.57M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
620+ 1.87% |
$71.2K - $86.6K
|
33.7K
$4.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
590+ 24.43% |
$67.8K - $82.4K
|
3.01K
$399K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
585+ 51.68% |
$67.2K - $81.7K
|
1.72K
$228K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
563+ 2.01% |
$64.7K - $78.6K
|
28.5K
$3.79M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
547+ 6.48% |
$62.9K - $76.4K
|
8.99K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
546+ 6.32% |
$62.7K - $76.2K
|
9.19K
$1.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
535+ 3.26% |
$61.5K - $74.7K
|
16.9K
$2.25M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
524+ 3.87% |
$60.2K - $73.2K
|
14.1K
$1.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
524+ 5.61% |
$60.2K - $73.2K
|
9.87K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
517+ 2.08% |
$59.4K - $72.2K
|
25.4K
$3.38M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
505+ 4.44% |
$58K - $70.5K
|
11.9K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
501+ 4.35% |
$57.6K - $69.9K
|
12K
$1.6M
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
500+ 55.56% |
$57.5K - $69.8K
|
1.4K
$186K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
500+ 28.57% |
$57.5K - $69.8K
|
2.25K
$299K
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
467+ 1.35% |
$53.7K - $65.2K
|
35K
$4.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
466+ 51.43% |
$53.5K - $65.1K
|
1.37K
$182K
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
465+ 1.58% |
$53.4K - $64.9K
|
29.8K
$3.97M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
454+ 13.33% |
$52.2K - $63.4K
|
3.86K
$513K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
451+ 13.93% |
$51.8K - $63K
|
3.69K
$490K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
446+ 10.29% |
$51.2K - $62.3K
|
4.78K
$635K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
444+ 2.04% |
$51K - $62K
|
22.2K
$2.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
440+ 0.55% |
$50.6K - $61.4K
|
79.7K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
428+ 18.85% |
$49.2K - $59.7K
|
2.7K
$359K
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
415+ 16.3% |
$47.7K - $57.9K
|
2.96K
$394K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
407+ 2.87% |
$46.8K - $56.8K
|
14.6K
$1.94M
|
|
|
May 12, 2025
Q1 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
405+ 2.85% |
$46.5K - $56.5K
|
14.6K
$1.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
405+ 2.44% |
$46.5K - $56.5K
|
17K
$2.26M
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
402+ 15.36% |
$46.2K - $56.1K
|
3.02K
$401K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
400+ 6.32% |
$46K - $55.8K
|
6.73K
$895K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
397+ 0.92% |
$45.6K - $55.4K
|
43.7K
$5.81M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
394+ 3.69% |
$45.3K - $55K
|
11.1K
$1.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
388+ 13.83% |
$44.6K - $54.2K
|
3.19K
$424K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
374+ 377.78% |
$43K - $52.2K
|
473
$62.9K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
373+ 1.1% |
$42.9K - $52.1K
|
34.3K
$4.56M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
368+ 2.37% |
$42.3K - $51.4K
|
15.9K
$2.12M
|