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 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
367+ 3.8% |
$42.2K - $51.2K
|
10K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
342New |
$39.3K - $47.7K
|
342
$45.5K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
325+ 7.39% |
$37.3K - $45.4K
|
4.73K
$628K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
322+ 4.66% |
$37K - $45K
|
7.24K
$962K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
316+ 1.05% |
$36.3K - $44.1K
|
30.5K
$4.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
311New |
$35.7K - $43.4K
|
311
$41.3K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
310+ 436.62% |
$35.6K - $43.3K
|
381
$50.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
308+ 0.94% |
$35.4K - $43K
|
33K
$4.39M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
299+ 2.41% |
$34.4K - $41.7K
|
12.7K
$1.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
297+ 0.33% |
$34.1K - $41.5K
|
91.3K
$12.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
294+ 7.52% |
$33.8K - $41K
|
4.21K
$559K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
286+ 5.41% |
$32.9K - $39.9K
|
5.57K
$741K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
285+ 8.31% |
$32.7K - $39.8K
|
3.72K
$494K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
277+ 3.96% |
$31.8K - $38.7K
|
7.27K
$966K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
265+ 6.8% |
$30.4K - $37K
|
4.16K
$553K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
258+ 6.25% |
$29.6K - $36K
|
4.38K
$583K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
247+ 5.26% |
$28.4K - $34.5K
|
4.94K
$657K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
243New |
$27.9K - $33.9K
|
243
$32.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
242+ 9.1% |
$27.8K - $33.8K
|
2.9K
$386K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
240+ 4.24% |
$27.6K - $33.5K
|
5.9K
$784K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
230+ 3.21% |
$26.4K - $32.1K
|
7.41K
$984K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
219+ 9.25% |
$25.2K - $30.6K
|
2.59K
$344K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
213+ 1.8% |
$24.5K - $29.7K
|
12.1K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
212New |
$24.4K - $29.6K
|
212
$28.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
203+ 2.72% |
$23.3K - $28.3K
|
7.68K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
202New |
$23.2K - $28.2K
|
202
$26.9K
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
202+ 13.48% |
$23.2K - $28.2K
|
1.7K
$226K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
200+ 83.33% |
$23K - $27.9K
|
440
$58.5K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
198+ 1.21% |
$22.8K - $27.6K
|
16.6K
$2.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
198+ 0.7% |
$22.8K - $27.6K
|
28.4K
$3.78M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
195+ 9.32% |
$22.4K - $27.2K
|
2.29K
$304K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
195+ 10.11% |
$22.4K - $27.2K
|
2.12K
$282K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
195+ 0.84% |
$22.4K - $27.2K
|
23.5K
$3.12M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
190+ 5.39% |
$21.8K - $26.5K
|
3.72K
$494K
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
180+ 2.46% |
$20.7K - $25.1K
|
7.5K
$997K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
180+ 7.35% |
$20.7K - $25.1K
|
2.63K
$349K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
180+ 5.85% |
$20.7K - $25.1K
|
3.26K
$433K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
175+ 4.53% |
$20.1K - $24.4K
|
4.04K
$537K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
170+ 9.79% |
$19.5K - $23.7K
|
1.91K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
168+ 2.24% |
$19.3K - $23.5K
|
7.68K
$1.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
165+ 5.62% |
$19K - $23K
|
3.1K
$413K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
161+ 0.6% |
$18.5K - $22.5K
|
27K
$3.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
153+ 1.54% |
$17.6K - $21.4K
|
10.1K
$1.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
151+ 3.06% |
$17.3K - $21.1K
|
5.09K
$677K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
147+ 18.75% |
$16.9K - $20.5K
|
931
$124K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
144+ 0.02% |
$16.5K - $20.1K
|
736K
$97.8M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
143+ 1.47% |
$16.4K - $20K
|
9.89K
$1.31M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
143New |
$16.4K - $20K
|
143
$19K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
139+ 1.8% |
$16K - $19.4K
|
7.85K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
136+ 0.26% |
$15.6K - $19K
|
52.1K
$6.93M
|