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 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22+ 0.93% |
$2.53K - $3.07K
|
2.38K
$343K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
22+ 4.45% |
$2.53K - $3.07K
|
516
$74.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
19+ 0.85% |
$2.18K - $2.65K
|
2.26K
$326K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
19+ 0.31% |
$2.18K - $2.65K
|
6.14K
$885K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
19+ 0.23% |
$2.18K - $2.65K
|
8.18K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
18New |
$2.07K - $2.51K
|
18
$2.6K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
17+ 0.28% |
$1.95K - $2.37K
|
6.15K
$886K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
13+ 2.77% |
$1.49K - $1.81K
|
482
$69.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
13+ 1.5% |
$1.49K - $1.81K
|
878
$127K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
12+ 0.22% |
$1.38K - $1.68K
|
5.43K
$784K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
10+ 0.17% |
$1.15K - $1.4K
|
5.79K
$835K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
9+ 0.11% |
$1.03K - $1.26K
|
8.09K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9+ 0.14% |
$1.03K - $1.26K
|
6.44K
$929K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
8+ 0.3% |
$919 - $1.12K
|
2.69K
$388K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
8+ 0.08% |
$919 - $1.12K
|
9.78K
$1.41M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
8New |
$919 - $1.12K
|
8
$1.15K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.06% |
$804 - $977
|
12.5K
$1.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
6+ 0.08% |
$689 - $838
|
7.82K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5+ 0.27% |
$575 - $698
|
1.83K
$264K
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
4+ 0.06% |
$460 - $558
|
7.08K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4+ 0.0% |
$460 - $558
|
102K
$14.7M
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
4+ 0.08% |
$460 - $558
|
5.15K
$742K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
4+ 0.19% |
$460 - $558
|
2.08K
$300K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
3+ 0.07% |
$345 - $419
|
4.25K
$613K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3+ 0.07% |
$345 - $419
|
4.11K
$593K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3+ 0.05% |
$345 - $419
|
6.63K
$956K
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
2+ 0.01% |
$230 - $279
|
18.6K
$2.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2+ 0.05% |
$230 - $279
|
3.81K
$549K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
2+ 0.07% |
$230 - $279
|
2.98K
$430K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2+ 0.1% |
$230 - $279
|
2.01K
$290K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1+ 0.03% |
$115 - $140
|
3.2K
$462K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1+ 0.02% |
$115 - $140
|
4.05K
$584K
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1+ 0.05% |
$115 - $140
|
1.96K
$282K
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
1+ 0.05% |
$115 - $140
|
2.1K
$302K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.06% |
$115 - $140
|
1.79K
$259K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
1+ 0.04% |
$115 - $140
|
2.22K
$321K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1+ 0.01% |
$115 - $140
|
6.97K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.17% |
$115 - $140
|
573
$82.6K
|
|
|
May 09, 2025
Q1 2025
|
Performa LTD (Us), LLC
|
BUY
|
- |
1+ 0.07% |
$115 - $140
|
1.46K
$210K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.16% |
$115 - $140
|
627
$90.4K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1+ 0.04% |
$115 - $140
|
2.4K
$346K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.01% |
$115 - $140
|
6.81K
$982K
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1+ 0.03% |
$115 - $140
|
3.28K
$473K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
1+ 0.0% |
$115 - $140
|
25.2K
$3.63M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
1+ 0.07% |
$115 - $140
|
1.37K
$197K
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1+ 0.03% |
$115 - $140
|
2.87K
$413K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1+ 0.02% |
$115 - $140
|
4.83K
$696K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1- 0.05% |
$115 - $140
|
2.01K
$290K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-1- 0.1% |
$115 - $140
|
988
$142K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-1- 0.06% |
$115 - $140
|
1.66K
$239K
|