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
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.28K- 1.15% |
$134K - $178K
|
110K
$15.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.29K- 1.4% |
$134K - $178K
|
90.5K
$13.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.33K- 7.71% |
$139K - $185K
|
15.9K
$2.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-1.37K- 5.06% |
$143K - $190K
|
25.6K
$3.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.42K- 9.08% |
$148K - $197K
|
14.2K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.45K- 1.41% |
$151K - $200K
|
101K
$14.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.46K- 1.19% |
$152K - $202K
|
121K
$17.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.5K- 24.0% |
$157K - $209K
|
4.76K
$687K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.55K- 3.01% |
$162K - $215K
|
50K
$7.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.57K- 49.26% |
$164K - $218K
|
1.62K
$233K
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-1.62K- 3.93% |
$169K - $225K
|
39.6K
$5.72M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.64K- 0.96% |
$171K - $227K
|
169K
$24.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.7K- 27.08% |
$178K - $236K
|
4.59K
$662K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.72K- 6.86% |
$179K - $238K
|
23.3K
$3.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.73K- 1.55% |
$181K - $240K
|
110K
$15.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.74K- 4.3% |
$182K - $241K
|
38.7K
$5.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-1.75K- 21.35% |
$182K - $242K
|
6.44K
$928K
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.82K- 7.93% |
$190K - $252K
|
21.1K
$3.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.83K- 47.45% |
$191K - $254K
|
2.03K
$293K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.84K- 11.38% |
$192K - $256K
|
14.4K
$2.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.88K- 4.42% |
$196K - $260K
|
40.5K
$5.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.88K- 13.64% |
$196K - $261K
|
11.9K
$1.72M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-1.93K- 1.8% |
$201K - $267K
|
105K
$15.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.94K- 2.75% |
$202K - $269K
|
68.6K
$9.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.94K- 20.24% |
$202K - $269K
|
7.64K
$1.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.01K- 24.76% |
$210K - $278K
|
6.1K
$880K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.1K- 15.1% |
$219K - $291K
|
11.8K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.13K- 1.56% |
$223K - $296K
|
134K
$19.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-2.14K- 5.32% |
$223K - $297K
|
38.1K
$5.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-2.2K- 4.37% |
$230K - $306K
|
48.2K
$6.95M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.22K- 4.45% |
$232K - $308K
|
47.8K
$6.89M
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-2.29K- 18.56% |
$239K - $318K
|
10K
$1.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-2.34K- 24.51% |
$244K - $325K
|
7.21K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-2.38K- 2.77% |
$248K - $330K
|
83.4K
$12M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-2.42K- 59.7% |
$253K - $336K
|
1.64K
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-2.44K- 15.17% |
$254K - $338K
|
13.6K
$1.97M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.52K- 26.18% |
$263K - $349K
|
7.11K
$1.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-2.57K- 1.33% |
$268K - $356K
|
190K
$27.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-2.73K- 14.24% |
$285K - $378K
|
16.4K
$2.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.8K- 14.36% |
$292K - $388K
|
16.7K
$2.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-2.82K- 97.34% |
$294K - $391K
|
77
$11.1K
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-2.84K- 65.25% |
$297K - $394K
|
1.51K
$218K
|
|
|
Aug 07, 2025
Q2 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-2.89K- 11.89% |
$301K - $401K
|
21.4K
$3.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.94K- 24.05% |
$306K - $407K
|
9.28K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.94K- 42.84% |
$306K - $407K
|
3.92K
$565K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-3.07K- 2.28% |
$320K - $425K
|
131K
$18.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.24K- 1.8% |
$338K - $449K
|
177K
$25.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-3.26K- 74.23% |
$340K - $452K
|
1.13K
$163K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-3.29K- 12.36% |
$344K - $457K
|
23.3K
$3.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-3.33K- 7.45% |
$347K - $461K
|
41.3K
$5.96M
|