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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-40- 16.67% |
$4.17K - $5.55K
|
200
$28.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
SELL
|
- |
-40- 1.25% |
$4.17K - $5.55K
|
3.15K
$453K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-41- 4.29% |
$4.28K - $5.69K
|
914
$131K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-41- 0.4% |
$4.28K - $5.69K
|
10.3K
$1.48M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-42- 0.25% |
$4.38K - $5.82K
|
16.9K
$2.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-42- 4.37% |
$4.38K - $5.82K
|
919
$132K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-44- 0.68% |
$4.59K - $6.1K
|
6.43K
$922K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-46- 0.14% |
$4.8K - $6.38K
|
33.7K
$4.84M
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-47- 0.84% |
$4.9K - $6.52K
|
5.55K
$796K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-47- 1.48% |
$4.9K - $6.52K
|
3.13K
$450K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-49- 0.73% |
$5.11K - $6.8K
|
6.63K
$951K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-49- 2.57% |
$5.11K - $6.8K
|
1.86K
$267K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-50- 0.51% |
$5.22K - $6.93K
|
9.77K
$1.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-50- 2.96% |
$5.22K - $6.93K
|
1.64K
$236K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-50- 1.27% |
$5.22K - $6.93K
|
3.88K
$557K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-52- 0.79% |
$5.43K - $7.21K
|
6.51K
$934K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-54- 1.85% |
$5.63K - $7.49K
|
2.87K
$412K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-54- 0.45% |
$5.63K - $7.49K
|
11.9K
$1.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-56- 34.78% |
$5.84K - $7.77K
|
105
$15.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-58- 2.78% |
$6.05K - $8.04K
|
2.03K
$291K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-63- 0.51% |
$6.57K - $8.74K
|
12.2K
$1.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-63- 1.18% |
$6.57K - $8.74K
|
5.28K
$758K
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-65- 0.66% |
$6.78K - $9.01K
|
9.71K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-65- 16.13% |
$6.78K - $9.01K
|
338
$48.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-66- 7.73% |
$6.89K - $9.15K
|
788
$113K
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-67- 0.75% |
$6.99K - $9.29K
|
8.92K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-70- 2.21% |
$7.3K - $9.71K
|
3.1K
$445K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-70- 0.13% |
$7.3K - $9.71K
|
52.9K
$7.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-70- 2.44% |
$7.3K - $9.71K
|
2.8K
$402K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-72- 0.99% |
$7.51K - $9.98K
|
7.2K
$1.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-72- 2.41% |
$7.51K - $9.98K
|
2.92K
$419K
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-74- 0.09% |
$7.72K - $10.3K
|
78.5K
$11.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-74- 2.07% |
$7.72K - $10.3K
|
3.5K
$502K
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-74- 0.81% |
$7.72K - $10.3K
|
9.1K
$1.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-76- 0.23% |
$7.93K - $10.5K
|
32.3K
$4.63M
|
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-76- 1.29% |
$7.93K - $10.5K
|
5.82K
$835K
|
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-76- 2.43% |
$7.93K - $10.5K
|
3.05K
$438K
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-77- 4.32% |
$8.03K - $10.7K
|
1.7K
$245K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-78- 0.77% |
$8.14K - $10.8K
|
10K
$1.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-78- 3.09% |
$8.14K - $10.8K
|
2.45K
$352K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-79- 0.79% |
$8.24K - $11K
|
9.87K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-79- 16.7% |
$8.24K - $11K
|
394
$56.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-83- 3.52% |
$8.66K - $11.5K
|
2.27K
$326K
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-85- 2.71% |
$8.87K - $11.8K
|
3.05K
$438K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-85- 15.18% |
$8.87K - $11.8K
|
475
$68.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-86- 4.02% |
$8.97K - $11.9K
|
2.05K
$295K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-88- 11.53% |
$9.18K - $12.2K
|
675
$96.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-89- 4.4% |
$9.29K - $12.3K
|
1.94K
$278K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-89- 1.24% |
$9.29K - $12.3K
|
7.07K
$1.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-89- 2.81% |
$9.29K - $12.3K
|
3.08K
$442K
|