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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-31.5K- 30.83% |
$3.62M - $4.4M
|
70.7K
$9.74M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-34.8K- 1.92% |
$3.99M - $4.85M
|
1.77M
$244M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-40.7K- 1.76% |
$4.67M - $5.68M
|
2.27M
$312M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-44.9K- 14.29% |
$5.16M - $6.27M
|
269K
$37.1M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-45.5K- 8.22% |
$5.23M - $6.35M
|
508K
$69.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-47.5K- 2.53% |
$5.46M - $6.63M
|
1.83M
$253M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-47.7K- 4.79% |
$5.48M - $6.66M
|
949K
$131M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-72.7K- 4.06% |
$8.36M - $10.2M
|
1.72M
$237M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-73.6K- 2.86% |
$8.46M - $10.3M
|
2.5M
$344M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-75.5K- 9.7% |
$8.68M - $10.5M
|
703K
$96.8M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-77.9K- 58.29% |
$8.95M - $10.9M
|
55.8K
$7.68M
|
|
|
May 09, 2025
Q1 2025
|
Summit Rock Advisors, LP
|
SELL
|
- |
-115K- 35.3% |
$13.2M - $16M
|
210K
$29M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-121K- 2.33% |
$13.9M - $16.9M
|
5.09M
$701M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-127K- 23.12% |
$14.6M - $17.7M
|
421K
$58M
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-134K- 99.65% |
$15.3M - $18.6M
|
472
$65K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-154K- 18.75% |
$17.7M - $21.5M
|
667K
$91.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-208K- 30.24% |
$23.9M - $29M
|
480K
$66M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-254K- 94.01% |
$29.2M - $35.5M
|
16.2K
$2.23M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-402K- 48.42% |
$46.2M - $56.2M
|
429K
$59M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-548K- 16.39% |
$62.9M - $76.5M
|
2.79M
$385M
|