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 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.4K- 6.52% |
$355K - $471K
|
48.7K
$7.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-3.52K- 22.06% |
$367K - $487K
|
12.4K
$1.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.6K- 57.14% |
$376K - $499K
|
2.7K
$389K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.88K- 1.8% |
$404K - $538K
|
212K
$30.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-4.14K- 4.59% |
$432K - $574K
|
85.9K
$12.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.25K- 2.58% |
$443K - $589K
|
160K
$23.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-4.43K- 14.54% |
$462K - $614K
|
26K
$3.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.55K- 15.08% |
$474K - $631K
|
25.6K
$3.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-4.75K- 67.86% |
$496K - $659K
|
2.25K
$325K
|
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-4.78K- 26.7% |
$499K - $663K
|
13.1K
$1.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.91K- 18.69% |
$513K - $681K
|
21.4K
$3.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-4.99K- 7.05% |
$521K - $692K
|
65.8K
$9.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.01K- 11.07% |
$523K - $695K
|
40.3K
$5.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-5.11K- 53.43% |
$533K - $708K
|
4.45K
$642K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.4K- 12.36% |
$564K - $749K
|
38.3K
$5.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-5.53K- 63.46% |
$577K - $767K
|
3.18K
$459K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-5.56K- 0.26% |
$580K - $771K
|
2.11M
$304M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5.58K- 13.17% |
$582K - $773K
|
36.7K
$5.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.31K- 10.29% |
$658K - $875K
|
55K
$7.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.79K- 2.43% |
$708K - $941K
|
272K
$39.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-6.81K- 27.22% |
$710K - $944K
|
18.2K
$2.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.01K- 34.31% |
$731K - $972K
|
13.4K
$1.93M
|
|
|
Aug 04, 2025
Q2 2025
|
Geneva Capital Management LLC
|
SELL
|
- |
-7.5K- 38.72% |
$783K - $1.04M
|
11.9K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-7.6K- 2.69% |
$793K - $1.05M
|
275K
$39.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-8.06K- 14.41% |
$841K - $1.12M
|
47.9K
$6.91M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-8.27K- 31.43% |
$863K - $1.15M
|
18.1K
$2.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-8.44K- 19.34% |
$881K - $1.17M
|
35.2K
$5.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-8.55K- 81.48% |
$892K - $1.19M
|
1.94K
$280K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-8.69K- 8.83% |
$907K - $1.2M
|
89.7K
$12.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.84K- 13.09% |
$922K - $1.23M
|
58.7K
$8.46M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-9.97K- 3.04% |
$1.04M - $1.38M
|
318K
$45.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-10.4K- 61.52% |
$1.09M - $1.44M
|
6.51K
$939K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-10.6K- 8.15% |
$1.11M - $1.47M
|
120K
$17.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-10.7K- 25.21% |
$1.12M - $1.48M
|
31.8K
$4.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10.8K- 4.8% |
$1.12M - $1.49M
|
213K
$30.8M
|
|
|
Aug 14, 2025
Q2 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-11.1K- 12.4% |
$1.15M - $1.53M
|
78.1K
$11.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-11.2K- 5.14% |
$1.17M - $1.55M
|
206K
$29.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-11.4K- 76.54% |
$1.19M - $1.59M
|
3.5K
$505K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.8K- 50.16% |
$1.23M - $1.64M
|
11.7K
$1.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-12K- 23.99% |
$1.25M - $1.66M
|
38K
$5.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-12.6K- 48.28% |
$1.32M - $1.75M
|
13.5K
$1.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-12.7K- 3.51% |
$1.32M - $1.76M
|
348K
$50.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-12.8K- 57.54% |
$1.33M - $1.77M
|
9.44K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-13K- 85.83% |
$1.36M - $1.81M
|
2.15K
$310K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-13.3K- 3.15% |
$1.38M - $1.84M
|
408K
$58.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-13.6K- 81.52% |
$1.42M - $1.89M
|
3.09K
$446K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-14K- 7.77% |
$1.46M - $1.93M
|
166K
$23.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.9K- 65.49% |
$1.56M - $2.07M
|
7.87K
$1.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-15.2K- 84.13% |
$1.58M - $2.11M
|
2.86K
$413K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-15.3K- 24.02% |
$1.6M - $2.12M
|
48.4K
$6.98M
|