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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-93- 1.28% |
$9.7K - $12.9K
|
7.16K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-94- 6.64% |
$9.81K - $13K
|
1.32K
$191K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-98- 0.89% |
$10.2K - $13.6K
|
10.9K
$1.57M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-98- 15.76% |
$10.2K - $13.6K
|
524
$75.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-99- 0.84% |
$10.3K - $13.7K
|
11.7K
$1.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-100- 2.04% |
$10.4K - $13.9K
|
4.8K
$692K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-104- 1.89% |
$10.9K - $14.4K
|
5.41K
$780K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-107- 1.06% |
$11.2K - $14.8K
|
10K
$1.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-109- 10.11% |
$11.4K - $15.1K
|
969
$140K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-110- 12.53% |
$11.5K - $15.3K
|
768
$111K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-111- 2.12% |
$11.6K - $15.4K
|
5.13K
$739K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-114- 0.56% |
$11.9K - $15.8K
|
20.2K
$2.91M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-116- 0.71% |
$12.1K - $16.1K
|
16.3K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-117- 1.12% |
$12.2K - $16.2K
|
10.3K
$1.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-120- 0.18% |
$12.5K - $16.6K
|
67.2K
$9.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-120- 0.51% |
$12.5K - $16.6K
|
23.4K
$3.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-120- 5.05% |
$12.5K - $16.6K
|
2.26K
$326K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-120- 2.08% |
$12.5K - $16.6K
|
5.66K
$816K
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-121- 3.78% |
$12.6K - $16.8K
|
3.08K
$445K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-122- 6.78% |
$12.7K - $16.9K
|
1.68K
$242K
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-131- 0.4% |
$13.7K - $18.2K
|
32.6K
$4.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
SELL
|
- |
-133- 3.79% |
$13.9K - $18.4K
|
3.38K
$487K
|
|
|
Aug 07, 2025
Q2 2025
|
Brickley Wealth Management
|
SELL
|
- |
-136- 1.56% |
$14.2K - $18.9K
|
8.59K
$1.24M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-142- 2.33% |
$14.8K - $19.7K
|
5.95K
$858K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-145- 0.39% |
$15.1K - $20.1K
|
36.8K
$5.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-145- 0.51% |
$15.1K - $20.1K
|
28.4K
$4.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-150- 7.81% |
$15.7K - $20.8K
|
1.77K
$255K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-155- 9.42% |
$16.2K - $21.5K
|
1.49K
$215K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-160- 8.02% |
$16.7K - $22.2K
|
1.84K
$265K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-170- 14.35% |
$17.7K - $23.6K
|
1.02K
$146K
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-170- 2.51% |
$17.7K - $23.6K
|
6.61K
$954K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-180- 6.85% |
$18.8K - $25K
|
2.45K
$353K
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-180- 9.24% |
$18.8K - $25K
|
1.77K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-181- 3.36% |
$18.9K - $25.1K
|
5.2K
$750K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-181- 62.63% |
$18.9K - $25.1K
|
108
$15.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-185- 10.48% |
$19.3K - $25.7K
|
1.58K
$228K
|
|
|
Aug 08, 2025
Q2 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-192- 4.41% |
$20K - $26.6K
|
4.16K
$600K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-194- 0.57% |
$20.2K - $26.9K
|
33.7K
$4.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-200- 14.29% |
$20.9K - $27.7K
|
1.2K
$173K
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-202- 6.15% |
$21.1K - $28K
|
3.08K
$444K
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-206- 4.41% |
$21.5K - $28.6K
|
4.47K
$645K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-209- 6.74% |
$21.8K - $29K
|
2.89K
$417K
|
|
|
Jul 16, 2025
Q2 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-227- 0.89% |
$23.7K - $31.5K
|
25.2K
$3.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-228- 10.82% |
$23.8K - $31.6K
|
1.88K
$271K
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-229- 2.83% |
$23.9K - $31.8K
|
7.86K
$1.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-230- 22.4% |
$24K - $31.9K
|
797
$115K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-231- 1.82% |
$24.1K - $32K
|
12.5K
$1.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-240- 1.46% |
$25K - $33.3K
|
16.2K
$2.34M
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-242- 9.71% |
$25.3K - $33.6K
|
2.25K
$325K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-250- 11.11% |
$26.1K - $34.7K
|
2K
$288K
|