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 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-265- 4.16% |
$27.7K - $36.8K
|
6.11K
$881K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-274- 4.94% |
$28.6K - $38K
|
5.27K
$760K
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-280- 13.85% |
$29.2K - $38.8K
|
1.74K
$251K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-284- 3.86% |
$29.6K - $39.4K
|
7.07K
$1.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
SELL
|
- |
-293- 0.94% |
$30.6K - $40.6K
|
30.8K
$4.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-304- 6.81% |
$31.7K - $42.2K
|
4.16K
$600K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-305- 11.88% |
$31.8K - $42.3K
|
2.26K
$326K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-310- 4.86% |
$32.3K - $43K
|
6.07K
$876K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-324- 4.4% |
$33.8K - $44.9K
|
7.05K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-327- 1.26% |
$34.1K - $45.3K
|
25.6K
$3.69M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-332- 9.59% |
$34.6K - $46K
|
3.13K
$452K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-341- 70.75% |
$35.6K - $47.3K
|
141
$20.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-347- 5.69% |
$36.2K - $48.1K
|
5.75K
$830K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-348- 8.61% |
$36.3K - $48.3K
|
3.7K
$533K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-350- 12.1% |
$36.5K - $48.5K
|
2.54K
$367K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-365- 1.31% |
$38.1K - $50.6K
|
27.5K
$3.97M
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-373- 18.58% |
$38.9K - $51.7K
|
1.64K
$236K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-375- 6.63% |
$39.1K - $52K
|
5.28K
$762K
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-379- 7.55% |
$39.5K - $52.6K
|
4.64K
$669K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-380- 30.09% |
$39.6K - $52.7K
|
883
$127K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-380- 4.25% |
$39.6K - $52.7K
|
8.56K
$1.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-384- 4.67% |
$40.1K - $53.3K
|
7.85K
$1.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-390- 0.09% |
$40.7K - $54.1K
|
419K
$60.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-418- 0.15% |
$43.6K - $58K
|
283K
$40.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-420- 13.91% |
$43.8K - $58.2K
|
2.6K
$375K
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-420- 7.22% |
$43.8K - $58.2K
|
5.4K
$779K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-421- 2.63% |
$43.9K - $58.4K
|
15.6K
$2.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-437- 2.12% |
$45.6K - $60.6K
|
20.1K
$2.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-438- 12.42% |
$45.7K - $60.7K
|
3.09K
$445K
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-441- 3.67% |
$46K - $61.2K
|
11.6K
$1.67M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-446- 0.75% |
$46.5K - $61.9K
|
59.4K
$8.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-446- 1.03% |
$46.5K - $61.9K
|
43.1K
$6.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-447- 9.96% |
$46.6K - $62K
|
4.04K
$583K
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
SELL
|
- |
-451- 2.43% |
$47.1K - $62.5K
|
18.1K
$2.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-454- 48.76% |
$47.4K - $63K
|
477
$68.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-459- 0.38% |
$47.9K - $63.7K
|
119K
$17.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-460- 28.64% |
$48K - $63.8K
|
1.15K
$165K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-463- 3.91% |
$48.3K - $64.2K
|
11.4K
$1.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-471- 1.33% |
$49.1K - $65.3K
|
35K
$5.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-474- 1.58% |
$49.5K - $65.7K
|
29.5K
$4.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-484- 13.99% |
$50.5K - $67.1K
|
2.98K
$429K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-488- 1.09% |
$50.9K - $67.7K
|
44.4K
$6.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-491- 0.83% |
$51.2K - $68.1K
|
58.8K
$8.48M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-500- 7.34% |
$52.2K - $69.3K
|
6.31K
$910K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-508- 4.42% |
$53K - $70.4K
|
11K
$1.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-514- 4.27% |
$53.6K - $71.3K
|
11.5K
$1.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-544- 6.47% |
$56.8K - $75.4K
|
7.86K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
SELL
|
- |
-570- 4.74% |
$59.5K - $79K
|
11.5K
$1.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-579- 4.31% |
$60.4K - $80.3K
|
12.9K
$1.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-582- 14.37% |
$60.7K - $80.7K
|
3.47K
$500K
|