Purchases and Sales Made in Q2 2025 in Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
14.6M+ 744932.0% |
$1.52B - $2.02B
|
14.6M
$2.04B
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
192KNew |
$20.1M - $26.7M
|
192K
$26.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
51.9KNew |
$5.42M - $7.2M
|
51.9K
$7.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
39.9KNew |
$4.17M - $5.54M
|
39.9K
$5.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
31.5K+ 2234.8% |
$3.28M - $4.36M
|
32.9K
$4.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
21.5K+ 23.57% |
$2.24M - $2.98M
|
113K
$15.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
21.1K+ 2.86% |
$2.2M - $2.92M
|
757K
$106M
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
19.8K+ 3.89% |
$2.07M - $2.75M
|
529K
$74M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
19K+ 91.29% |
$1.98M - $2.63M
|
39.7K
$5.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
17.3K+ 16.62% |
$1.81M - $2.4M
|
122K
$17M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
15.9K+ 86.17% |
$1.66M - $2.21M
|
34.4K
$4.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14.7K+ 120.63% |
$1.53M - $2.04M
|
26.9K
$3.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
12.8KNew |
$1.34M - $1.78M
|
12.8K
$1.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
11.9K+ 10.21% |
$1.24M - $1.65M
|
129K
$18M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
11.7K+ 0.75% |
$1.22M - $1.62M
|
1.57M
$220M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
10K+ 30.39% |
$1.04M - $1.39M
|
42.9K
$6.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
9.59KNew |
$1M - $1.33M
|
9.59K
$1.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.73K+ 89.25% |
$911K - $1.21M
|
18.5K
$2.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.8K+ 6.11% |
$814K - $1.08M
|
135K
$19M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
6.04K+ 104.9% |
$630K - $837K
|
11.8K
$1.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.86K+ 20.68% |
$402K - $535K
|
22.5K
$3.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.65K+ 37.27% |
$381K - $506K
|
13.5K
$1.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
3.56K+ 101.83% |
$371K - $493K
|
7.05K
$986K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
3.52K+ 4.38% |
$367K - $488K
|
83.9K
$11.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
2.84KNew |
$297K - $394K
|
2.84K
$398K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.67K+ 1.15% |
$279K - $371K
|
235K
$32.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
2.47K+ 5.5% |
$257K - $342K
|
47.3K
$6.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.41KNew |
$252K - $335K
|
2.41K
$338K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.33KNew |
$243K - $323K
|
2.33K
$326K
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
2.3KNew |
$240K - $319K
|
2.3K
$322K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.3K+ 24.78% |
$240K - $319K
|
11.6K
$1.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.3K+ 249.73% |
$239K - $318K
|
3.21K
$450K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
2.29K+ 5.18% |
$238K - $317K
|
46.4K
$6.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.28KNew |
$238K - $316K
|
2.28K
$319K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.26K+ 3.69% |
$236K - $314K
|
63.6K
$8.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.26K+ 57.26% |
$236K - $314K
|
6.22K
$870K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.26K+ 1.95% |
$236K - $314K
|
118K
$16.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.26KNew |
$236K - $313K
|
2.26K
$316K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.15KNew |
$224K - $298K
|
2.15K
$301K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.06K+ 2.97% |
$215K - $285K
|
71.3K
$9.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
2.05K+ 42.99% |
$214K - $284K
|
6.81K
$953K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
2.02K+ 2.53% |
$210K - $280K
|
81.8K
$11.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
BUY
|
- |
1.91KNew |
$200K - $265K
|
1.91K
$268K
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
1.9K+ 44.8% |
$198K - $263K
|
6.13K
$858K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.89KNew |
$197K - $262K
|
1.89K
$265K
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.86K+ 3.55% |
$194K - $257K
|
54.1K
$7.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.78KNew |
$186K - $247K
|
1.78K
$250K
|
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
1.77KNew |
$185K - $246K
|
1.77K
$248K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.73KNew |
$181K - $240K
|
1.73K
$243K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.7KNew |
$177K - $236K
|
1.7K
$238K
|