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 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14.7K+ 120.63% |
$1.53M - $2.04M
|
26.9K
$3.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
14.5K+ 680.38% |
$1.51M - $2.01M
|
16.6K
$2.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
14K+ 24.85% |
$1.47M - $1.95M
|
70.6K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14K+ 2.27% |
$1.46M - $1.94M
|
632K
$91.2M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
13.6K+ 22.22% |
$1.42M - $1.89M
|
75.1K
$10.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
13.2K+ 212.48% |
$1.37M - $1.83M
|
19.4K
$2.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.8K+ 7.54% |
$1.34M - $1.78M
|
183K
$26.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
12.8KNew |
$1.34M - $1.78M
|
12.8K
$1.85M
|
|
|
Aug 21, 2025
Q2 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
12.8KNew |
$1.34M - $1.77M
|
12.8K
$1.85M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
12.4K+ 100.32% |
$1.29M - $1.71M
|
24.7K
$3.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
12.3K+ 87.42% |
$1.28M - $1.7M
|
26.4K
$3.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
12.3KNew |
$1.28M - $1.7M
|
12.3K
$1.77M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
11.9K+ 10.21% |
$1.24M - $1.65M
|
129K
$18.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
11.7K+ 0.75% |
$1.22M - $1.62M
|
1.57M
$227M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
11.5K+ 19.46% |
$1.2M - $1.6M
|
70.8K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.2K+ 87.94% |
$1.17M - $1.55M
|
23.9K
$3.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
10.8K+ 6.61% |
$1.13M - $1.5M
|
174K
$25.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
10.7K+ 2.0% |
$1.11M - $1.48M
|
542K
$78.2M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
10.2K+ 120.06% |
$1.06M - $1.41M
|
18.7K
$2.7M
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
10.2K+ 134.71% |
$1.06M - $1.41M
|
17.8K
$2.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
10K+ 30.39% |
$1.04M - $1.39M
|
42.9K
$6.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.71K+ 6.65% |
$1.01M - $1.35M
|
156K
$22.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.7KNew |
$1.01M - $1.35M
|
9.7K
$1.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
9.62K+ 33.75% |
$1M - $1.33M
|
38.1K
$5.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
9.59KNew |
$1M - $1.33M
|
9.59K
$1.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.73K+ 89.25% |
$911K - $1.21M
|
18.5K
$2.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
8KNew |
$834K - $1.11M
|
8K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.8K+ 6.11% |
$814K - $1.08M
|
135K
$19.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.49KNew |
$781K - $1.04M
|
7.49K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.48K+ 33.49% |
$780K - $1.04M
|
29.8K
$4.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
7.42K+ 10.78% |
$775K - $1.03M
|
76.3K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
7.38K+ 17.23% |
$770K - $1.02M
|
50.2K
$7.24M
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
7.3K+ 14.79% |
$761K - $1.01M
|
56.7K
$8.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.24K+ 1.89% |
$755K - $1M
|
390K
$56.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.86K+ 94.86% |
$716K - $952K
|
14.1K
$2.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.49K+ 4.32% |
$677K - $900K
|
157K
$22.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
6.04K+ 104.9% |
$630K - $837K
|
11.8K
$1.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
BUY
|
- |
6.03K+ 40.94% |
$629K - $837K
|
20.8K
$2.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.96K+ 31.84% |
$622K - $827K
|
24.7K
$3.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.67KNew |
$591K - $786K
|
5.67K
$817K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.45K+ 66.61% |
$569K - $756K
|
13.6K
$1.97M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.33K+ 45.34% |
$557K - $740K
|
17.1K
$2.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
5.1K+ 13.8% |
$532K - $707K
|
42.1K
$6.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.02K+ 2.48% |
$523K - $695K
|
207K
$29.9M
|
|
|
Aug 11, 2025
Q2 2025
|
October Effect LTD
Virginia Beach, VA |
BUY
|
- |
4.99KNew |
$520K - $691K
|
4.99K
$719K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
4.84K+ 40.1% |
$505K - $671K
|
16.9K
$2.44M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
4.61K+ 24.32% |
$481K - $639K
|
23.6K
$3.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
4.54KNew |
$474K - $629K
|
4.54K
$655K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.48K+ 21.58% |
$467K - $621K
|
25.2K
$3.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4.44KNew |
$463K - $615K
|
4.44K
$640K
|