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 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
23+ 0.55% |
$2.4K - $3.19K
|
4.19K
$601K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
22New |
$2.3K - $3.05K
|
22
$3.16K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
21+ 1.08% |
$2.19K - $2.91K
|
1.96K
$282K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
20+ 1.16% |
$2.09K - $2.77K
|
1.74K
$249K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
20New |
$2.09K - $2.77K
|
20
$2.87K
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
19+ 0.13% |
$1.98K - $2.63K
|
14.8K
$2.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
18+ 0.18% |
$1.88K - $2.5K
|
9.8K
$1.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
17+ 0.15% |
$1.77K - $2.36K
|
11.3K
$1.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16+ 0.13% |
$1.67K - $2.22K
|
12.4K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
15+ 0.63% |
$1.57K - $2.08K
|
2.41K
$346K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
15New |
$1.57K - $2.08K
|
15
$2.15K
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
14+ 0.47% |
$1.46K - $1.94K
|
2.98K
$427K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
13+ 22.41% |
$1.36K - $1.8K
|
71
$10.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
12+ 1.5% |
$1.25K - $1.66K
|
812
$117K
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
11New |
$1.15K - $1.53K
|
11
$1.58K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11+ 0.8% |
$1.15K - $1.53K
|
1.38K
$199K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
11+ 0.09% |
$1.15K - $1.53K
|
12.5K
$1.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.08% |
$1.04K - $1.39K
|
12.5K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
9+ 0.01% |
$939 - $1.25K
|
111K
$15.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
9New |
$939 - $1.25K
|
9
$1.29K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
8+ 0.15% |
$835 - $1.11K
|
5.46K
$784K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
8+ 0.01% |
$835 - $1.11K
|
61.4K
$8.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
8+ 0.1% |
$835 - $1.11K
|
7.83K
$1.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
7+ 0.09% |
$730 - $971
|
7.58K
$1.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
6+ 0.08% |
$626 - $832
|
7.08K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
6+ 0.04% |
$626 - $832
|
16.2K
$2.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
5+ 0.1% |
$522 - $693
|
5.15K
$739K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5+ 2.46% |
$522 - $693
|
208
$29.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4New |
$417 - $555
|
4
$574
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
4+ 0.1% |
$417 - $555
|
4.12K
$591K
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
3+ 0.11% |
$313 - $416
|
2.72K
$391K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$313 - $416
|
14K
$2.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3+ 0.05% |
$313 - $416
|
6.63K
$951K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
3+ 0.1% |
$313 - $416
|
2.87K
$412K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
3+ 0.07% |
$313 - $416
|
4.54K
$651K
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
3+ 0.13% |
$313 - $416
|
2.38K
$341K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
3+ 0.1% |
$313 - $416
|
2.99K
$429K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
3+ 0.1% |
$313 - $416
|
3.12K
$447K
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
3+ 0.1% |
$313 - $416
|
3.15K
$452K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2+ 0.1% |
$209 - $277
|
2.01K
$289K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.07% |
$209 - $277
|
3.04K
$436K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2+ 0.03% |
$209 - $277
|
6.98K
$1M
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
2+ 0.09% |
$209 - $277
|
2.23K
$319K
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
2+ 0.11% |
$209 - $277
|
1.89K
$271K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2+ 0.04% |
$209 - $277
|
4.83K
$693K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.03% |
$209 - $277
|
6.81K
$977K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
2+ 0.08% |
$209 - $277
|
2.5K
$358K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2+ 0.11% |
$209 - $277
|
1.8K
$258K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2+ 0.03% |
$209 - $277
|
8K
$1.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
1+ 0.05% |
$104 - $139
|
1.86K
$267K
|