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 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2- 0.69% |
$230 - $279
|
289
$41.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.11% |
$345 - $419
|
2.71K
$391K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4- 0.03% |
$460 - $558
|
15.7K
$2.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-4- 0.04% |
$460 - $558
|
9.59K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-5- 0.26% |
$575 - $698
|
1.92K
$277K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-5- 0.26% |
$575 - $698
|
1.91K
$275K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-6- 2.82% |
$689 - $838
|
207
$29.9K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-7- 0.09% |
$804 - $977
|
7.82K
$1.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-7- 0.39% |
$804 - $977
|
1.78K
$257K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-7- 0.29% |
$804 - $977
|
2.38K
$343K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8- 1.66% |
$919 - $1.12K
|
473
$68.2K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-8- 0.19% |
$919 - $1.12K
|
4.11K
$593K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-10- 5.65% |
$1.15K - $1.4K
|
167
$24.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-13- 1.32% |
$1.49K - $1.81K
|
971
$140K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-13- 0.41% |
$1.49K - $1.81K
|
3.17K
$457K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-13- 0.32% |
$1.49K - $1.81K
|
4K
$577K
|
|
|
May 14, 2025
Q1 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-13- 0.12% |
$1.49K - $1.81K
|
11.1K
$1.6M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-14- 25.0% |
$1.61K - $1.95K
|
42
$6.06K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-16- 0.64% |
$1.84K - $2.23K
|
2.49K
$360K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-17- 0.08% |
$1.95K - $2.37K
|
20.3K
$2.92M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-17- 0.67% |
$1.95K - $2.37K
|
2.52K
$364K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-17- 0.88% |
$1.95K - $2.37K
|
1.91K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-24- 0.36% |
$2.76K - $3.35K
|
6.73K
$971K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-25- 0.05% |
$2.87K - $3.49K
|
53K
$7.64M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-25- 0.06% |
$2.87K - $3.49K
|
42.2K
$6.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.74% |
$3.45K - $4.19K
|
4.04K
$583K
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-30- 34.88% |
$3.45K - $4.19K
|
56
$8.08K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-30- 0.09% |
$3.45K - $4.19K
|
33.8K
$4.87M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-31- 0.09% |
$3.56K - $4.33K
|
35.5K
$5.12M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-32- 33.33% |
$3.68K - $4.47K
|
64
$9.23K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-32- 24.62% |
$3.68K - $4.47K
|
98
$14.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-33- 1.68% |
$3.79K - $4.61K
|
1.93K
$278K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-35- 0.25% |
$4.02K - $4.89K
|
13.8K
$1.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-36- 1.22% |
$4.14K - $5.03K
|
2.93K
$422K
|
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-36- 0.71% |
$4.14K - $5.03K
|
5K
$721K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-37- 0.79% |
$4.25K - $5.17K
|
4.68K
$674K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-39- 0.42% |
$4.48K - $5.44K
|
9.28K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-40- 0.93% |
$4.6K - $5.58K
|
4.25K
$613K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-40- 1.22% |
$4.6K - $5.58K
|
3.23K
$466K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-40- 0.4% |
$4.6K - $5.58K
|
10K
$1.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-43- 3.5% |
$4.94K - $6K
|
1.19K
$171K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-44- 10.5% |
$5.06K - $6.14K
|
375
$54.1K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-45- 1.05% |
$5.17K - $6.28K
|
4.25K
$613K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-48- 0.46% |
$5.52K - $6.7K
|
10.3K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-50- 1.64% |
$5.75K - $6.98K
|
2.99K
$432K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-50- 0.88% |
$5.75K - $6.98K
|
5.66K
$816K
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-54- 1.7% |
$6.2K - $7.54K
|
3.11K
$449K
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-55- 1.5% |
$6.32K - $7.68K
|
3.6K
$519K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-55- 17.46% |
$6.32K - $7.68K
|
260
$37.5K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-56- 0.04% |
$6.43K - $7.82K
|
132K
$19.1M
|