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
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-156- 0.68% |
$17.9K - $21.8K
|
22.6K
$3.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-164- 1.64% |
$18.8K - $22.9K
|
9.82K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-168- 6.7% |
$19.3K - $23.5K
|
2.34K
$337K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-183- 2.92% |
$21K - $25.5K
|
6.09K
$879K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-184- 2.36% |
$21.1K - $25.7K
|
7.6K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-185- 0.15% |
$21.3K - $25.8K
|
123K
$17.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-187- 1.49% |
$21.5K - $26.1K
|
12.3K
$1.78M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-195- 3.05% |
$22.4K - $27.2K
|
6.2K
$894K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-198- 39.36% |
$22.8K - $27.6K
|
305
$44K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-200- 16.23% |
$23K - $27.9K
|
1.03K
$149K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-200- 8.83% |
$23K - $27.9K
|
2.06K
$298K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-200- 4.84% |
$23K - $27.9K
|
3.93K
$567K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-201- 1.8% |
$23.1K - $28.1K
|
11K
$1.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-205- 3.09% |
$23.6K - $28.6K
|
6.44K
$929K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-205- 0.55% |
$23.6K - $28.6K
|
37K
$5.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-214- 2.83% |
$24.6K - $29.9K
|
7.35K
$1.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-218- 0.76% |
$25K - $30.4K
|
28.5K
$4.11M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-218- 5.1% |
$25K - $30.4K
|
4.06K
$586K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-229- 1.38% |
$26.3K - $32K
|
16.3K
$2.35M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-230- 2.15% |
$26.4K - $32.1K
|
10.5K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-231- 11.37% |
$26.5K - $32.2K
|
1.8K
$260K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-231- 0.43% |
$26.5K - $32.2K
|
54.1K
$7.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-234- 1.4% |
$26.9K - $32.7K
|
16.4K
$2.37M
|
|
|
May 01, 2025
Q1 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-236- 5.76% |
$27.1K - $32.9K
|
3.86K
$557K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-246- 0.06% |
$28.3K - $34.3K
|
383K
$55.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-250- 2.08% |
$28.7K - $34.9K
|
11.8K
$1.7M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-252- 4.31% |
$29K - $35.2K
|
5.59K
$807K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-253- 4.56% |
$29.1K - $35.3K
|
5.29K
$763K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-254- 1.07% |
$29.2K - $35.5K
|
23.4K
$3.38M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-256- 0.59% |
$29.4K - $35.7K
|
42.8K
$6.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-260- 11.42% |
$29.9K - $36.3K
|
2.02K
$291K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-266- 0.82% |
$30.6K - $37.1K
|
32.1K
$4.63M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-271- 6.71% |
$31.1K - $37.8K
|
3.77K
$543K
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
SELL
|
- |
-274- 3.04% |
$31.5K - $38.3K
|
8.73K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-275- 4.9% |
$31.6K - $38.4K
|
5.34K
$770K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-276- 37.6% |
$31.7K - $38.5K
|
458
$66.1K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-284- 9.96% |
$32.6K - $39.6K
|
2.57K
$370K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-286- 0.94% |
$32.9K - $39.9K
|
30K
$4.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-296- 1.63% |
$34K - $41.3K
|
17.9K
$2.58M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-300- 9.48% |
$34.5K - $41.9K
|
2.87K
$413K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-303- 2.82% |
$34.8K - $42.3K
|
10.4K
$1.5M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-305- 8.84% |
$35K - $42.6K
|
3.14K
$453K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-314- 4.64% |
$36.1K - $43.8K
|
6.45K
$931K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-315- 1.72% |
$36.2K - $44K
|
18K
$2.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-324- 1.99% |
$37.2K - $45.2K
|
15.9K
$2.3M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-325- 11.54% |
$37.3K - $45.4K
|
2.49K
$359K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-339- 10.06% |
$39K - $47.3K
|
3.03K
$437K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-344- 9.44% |
$39.5K - $48K
|
3.3K
$476K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-348- 10.34% |
$40K - $48.6K
|
3.02K
$435K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-350- 9.52% |
$40.2K - $48.9K
|
3.33K
$480K
|