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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
135+ 7.16% |
$15.5K - $18.8K
|
2.02K
$269K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
133+ 8.8% |
$15.3K - $18.6K
|
1.65K
$219K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
107+ 1.11% |
$12.3K - $14.9K
|
9.78K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
107+ 1.55% |
$12.3K - $14.9K
|
6.99K
$930K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
100New |
$11.5K - $14K
|
100
$13.3K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
100New |
$11.5K - $14K
|
100
$13.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
100+ 0.61% |
$11.5K - $14K
|
16.5K
$2.19M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
99+ 1.37% |
$11.4K - $13.8K
|
7.35K
$977K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
99New |
$11.4K - $13.8K
|
99
$13.2K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
97+ 25.33% |
$11.1K - $13.5K
|
480
$63.8K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
96+ 4.63% |
$11K - $13.4K
|
2.17K
$288K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
94+ 69.63% |
$10.8K - $13.1K
|
229
$30.4K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
92+ 0.08% |
$10.6K - $12.8K
|
111K
$14.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
87+ 4.01% |
$10K - $12.1K
|
2.26K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
85+ 1.48% |
$9.77K - $11.9K
|
5.82K
$774K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
78+ 0.23% |
$8.96K - $10.9K
|
34.7K
$4.62M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
77New |
$8.85K - $10.7K
|
77
$10.2K
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
75+ 1.99% |
$8.62K - $10.5K
|
3.84K
$510K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
73New |
$8.39K - $10.2K
|
73
$9.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
72+ 73.47% |
$8.27K - $10.1K
|
170
$22.6K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
64+ 0.6% |
$7.35K - $8.93K
|
10.7K
$1.42M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
58+ 0.82% |
$6.66K - $8.1K
|
7.14K
$949K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
55+ 2.48% |
$6.32K - $7.68K
|
2.27K
$302K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
50+ 3.05% |
$5.75K - $6.98K
|
1.69K
$225K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
50+ 19.46% |
$5.75K - $6.98K
|
307
$40.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
47+ 6.08% |
$5.4K - $6.56K
|
820
$109K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
44+ 1.97% |
$5.06K - $6.14K
|
2.27K
$302K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
44New |
$5.06K - $6.14K
|
44
$5.85K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
42+ 40.0% |
$4.83K - $5.86K
|
147
$19.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
40+ 2.6% |
$4.6K - $5.58K
|
1.58K
$210K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
37+ 1.4% |
$4.25K - $5.17K
|
2.68K
$356K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
37+ 1.72% |
$4.25K - $5.17K
|
2.19K
$291K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
36+ 1.02% |
$4.14K - $5.03K
|
3.55K
$472K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
36+ 2.09% |
$4.14K - $5.03K
|
1.76K
$234K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
36+ 1.9% |
$4.14K - $5.03K
|
1.93K
$256K
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
36+ 0.4% |
$4.14K - $5.03K
|
8.98K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
33+ 300.0% |
$3.79K - $4.61K
|
44
$5.85K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
32New |
$3.68K - $4.47K
|
32
$4.25K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
28+ 0.03% |
$3.22K - $3.91K
|
93.7K
$12.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
28+ 1.37% |
$3.22K - $3.91K
|
2.08K
$276K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
24+ 0.75% |
$2.76K - $3.35K
|
3.22K
$427K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
24+ 0.9% |
$2.76K - $3.35K
|
2.7K
$359K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22+ 0.93% |
$2.53K - $3.07K
|
2.38K
$316K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
22+ 4.45% |
$2.53K - $3.07K
|
516
$68.6K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
19+ 0.23% |
$2.18K - $2.65K
|
8.18K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
19+ 0.85% |
$2.18K - $2.65K
|
2.26K
$300K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
19+ 0.31% |
$2.18K - $2.65K
|
6.14K
$816K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
18New |
$2.07K - $2.51K
|
18
$2.39K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
17+ 0.28% |
$1.95K - $2.37K
|
6.15K
$817K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
13+ 1.5% |
$1.49K - $1.81K
|
878
$117K
|