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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-586- 2.58% |
$61.1K - $81.3K
|
22.1K
$3.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-595- 13.42% |
$62.1K - $82.5K
|
3.84K
$554K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-600- 1.08% |
$62.6K - $83.2K
|
55.1K
$7.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-617- 1.83% |
$64.4K - $85.6K
|
33.1K
$4.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-624- 6.79% |
$65.1K - $86.5K
|
8.56K
$1.23M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-644- 0.99% |
$67.2K - $89.3K
|
64.2K
$9.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-651- 4.09% |
$67.9K - $90.3K
|
15.3K
$2.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-655- 1.26% |
$68.3K - $90.8K
|
51.4K
$7.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-658- 28.2% |
$68.7K - $91.3K
|
1.68K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-665- 2.48% |
$69.4K - $92.2K
|
26.2K
$3.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-683- 16.24% |
$71.3K - $94.7K
|
3.52K
$508K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-691- 2.3% |
$72.1K - $95.8K
|
29.4K
$4.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-697- 5.89% |
$72.7K - $96.7K
|
11.1K
$1.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-720- 0.77% |
$75.1K - $99.8K
|
93K
$13.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-738- 12.01% |
$77K - $102K
|
5.41K
$780K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-750- 3.19% |
$78.3K - $104K
|
22.7K
$3.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-758- 41.2% |
$79.1K - $105K
|
1.08K
$156K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-763- 20.26% |
$79.6K - $106K
|
3K
$433K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-777- 6.54% |
$81.1K - $108K
|
11.1K
$1.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-816- 7.68% |
$85.1K - $113K
|
9.81K
$1.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-831- 1.54% |
$86.7K - $115K
|
53.3K
$7.68M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-842- 6.47% |
$87.9K - $117K
|
12.2K
$1.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-863- 3.81% |
$90K - $120K
|
21.8K
$3.14M
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-866- 3.94% |
$90.4K - $120K
|
21.1K
$3.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-867- 2.62% |
$90.5K - $120K
|
32.2K
$4.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-872- 3.23% |
$91K - $121K
|
26.1K
$3.77M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-895- 13.02% |
$93.4K - $124K
|
5.98K
$862K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-896- 16.46% |
$93.5K - $124K
|
4.55K
$656K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-953- 9.64% |
$99.4K - $132K
|
8.93K
$1.29M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-975- 1.42% |
$102K - $135K
|
67.6K
$9.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-992- 1.6% |
$104K - $138K
|
61.1K
$8.81M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.03K- 13.43% |
$108K - $143K
|
6.65K
$959K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.03K- 13.55% |
$108K - $143K
|
6.59K
$950K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.04K- 6.28% |
$108K - $144K
|
15.5K
$2.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-1.06K- 17.2% |
$110K - $147K
|
5.09K
$734K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-1.06K- 8.21% |
$111K - $147K
|
11.9K
$1.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.07K- 4.05% |
$112K - $149K
|
25.4K
$3.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-1.08K- 1.08% |
$112K - $149K
|
98.4K
$14.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.08K- 25.48% |
$113K - $150K
|
3.17K
$456K
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.12K- 2.53% |
$117K - $155K
|
43K
$6.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.14K- 33.43% |
$119K - $158K
|
2.27K
$327K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-1.14K- 8.87% |
$119K - $159K
|
11.8K
$1.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-1.17K- 39.19% |
$122K - $162K
|
1.81K
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-1.17K- 0.81% |
$122K - $162K
|
144K
$20.7M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.19K- 18.76% |
$124K - $164K
|
5.14K
$741K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-1.2K- 3.2% |
$125K - $166K
|
36.3K
$5.23M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.21K- 9.81% |
$126K - $168K
|
11.1K
$1.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.23K- 14.69% |
$128K - $171K
|
7.14K
$1.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.27K- 42.28% |
$132K - $176K
|
1.73K
$250K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.27K- 26.6% |
$133K - $176K
|
3.51K
$506K
|