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 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.27K+ 12.9% |
$445K - $592K
|
37.3K
$5.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
4.2K+ 87.42% |
$439K - $583K
|
9.01K
$1.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.09KNew |
$427K - $567K
|
4.09K
$590K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
4.07K+ 11.97% |
$425K - $565K
|
38.1K
$5.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
4.06KNew |
$424K - $563K
|
4.06K
$586K
|
|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
4.04KNew |
$422K - $560K
|
4.04K
$583K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.88K+ 81.0% |
$405K - $538K
|
8.68K
$1.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.86K+ 20.68% |
$402K - $535K
|
22.5K
$3.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.79K+ 16.38% |
$395K - $525K
|
26.9K
$3.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.78K+ 1930.1% |
$395K - $525K
|
3.98K
$574K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
3.76K+ 1.15% |
$392K - $521K
|
330K
$47.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
3.76K+ 6.22% |
$392K - $521K
|
64.1K
$9.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.65K+ 37.27% |
$381K - $506K
|
13.5K
$1.94M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
3.56K+ 101.83% |
$371K - $493K
|
7.05K
$1.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
3.52K+ 4.38% |
$367K - $488K
|
83.9K
$12.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
3.5KNew |
$365K - $485K
|
3.5K
$505K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.49K+ 145.68% |
$364K - $484K
|
5.88K
$849K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.38K+ 30.06% |
$353K - $469K
|
14.6K
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.22K+ 2.67% |
$335K - $446K
|
124K
$17.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.18K+ 2.4% |
$332K - $441K
|
136K
$19.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.17K+ 184.62% |
$331K - $440K
|
4.89K
$705K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
3.14KNew |
$328K - $436K
|
3.14K
$453K
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
3.14KNew |
$328K - $436K
|
3.14K
$453K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.12K+ 1.31% |
$326K - $433K
|
241K
$34.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.1KNew |
$323K - $429K
|
3.1K
$447K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.08K+ 15.69% |
$321K - $426K
|
22.7K
$3.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.07KNew |
$320K - $425K
|
3.07K
$442K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
3.05K+ 3.39% |
$318K - $423K
|
93K
$13.4M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.04K+ 4.63% |
$318K - $422K
|
68.8K
$9.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.02K+ 1.96% |
$315K - $419K
|
158K
$22.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.02KNew |
$315K - $419K
|
3.02K
$436K
|
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
2.92KNew |
$305K - $405K
|
2.92K
$421K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
2.84KNew |
$297K - $394K
|
2.84K
$410K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.81K+ 1.86% |
$293K - $389K
|
153K
$22.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
2.72K+ 0.36% |
$283K - $377K
|
763K
$110M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.68K+ 140.47% |
$280K - $372K
|
4.59K
$662K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.67K+ 1.15% |
$279K - $371K
|
235K
$33.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.67K+ 72.46% |
$279K - $371K
|
6.36K
$918K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.62K+ 7.91% |
$274K - $364K
|
35.8K
$5.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2.62K+ 11.61% |
$273K - $363K
|
25.1K
$3.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
2.61K+ 7.45% |
$272K - $362K
|
37.6K
$5.43M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.59KNew |
$271K - $360K
|
2.59K
$374K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.53KNew |
$264K - $350K
|
2.53K
$364K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
2.47K+ 5.5% |
$257K - $342K
|
47.3K
$6.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.45K+ 18.11% |
$256K - $340K
|
16K
$2.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
2.44K+ 32.55% |
$255K - $339K
|
9.94K
$1.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.44K+ 2.79% |
$254K - $338K
|
89.7K
$12.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.41KNew |
$252K - $335K
|
2.41K
$348K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.41K+ 1.27% |
$251K - $334K
|
191K
$27.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.38K+ 30.71% |
$249K - $330K
|
10.1K
$1.46M
|