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 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-7- 0.13% |
$730 - $971
|
5.57K
$767K
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-7- 0.37% |
$730 - $971
|
1.9K
$261K
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-28- 0.27% |
$2.92K - $3.88K
|
10.3K
$1.41M
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-35- 0.39% |
$3.65K - $4.85K
|
8.86K
$1.22M
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-36- 0.5% |
$3.76K - $4.99K
|
7.19K
$989K
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-46- 0.14% |
$4.8K - $6.38K
|
33.7K
$4.64M
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-50- 0.51% |
$5.22K - $6.93K
|
9.77K
$1.35M
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-50- 2.96% |
$5.22K - $6.93K
|
1.64K
$226K
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-56- 34.78% |
$5.84K - $7.77K
|
105
$14.5K
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-67- 0.75% |
$6.99K - $9.29K
|
8.92K
$1.23M
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-74- 2.07% |
$7.72K - $10.3K
|
3.5K
$482K
|
|
Jul 07, 2025
Q2 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-76- 0.23% |
$7.93K - $10.5K
|
32.3K
$4.44M
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-78- 3.09% |
$8.14K - $10.8K
|
2.45K
$337K
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-83- 3.52% |
$8.66K - $11.5K
|
2.27K
$313K
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-86- 4.02% |
$8.97K - $11.9K
|
2.05K
$283K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-88- 11.53% |
$9.18K - $12.2K
|
675
$92.9K
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-89- 4.4% |
$9.29K - $12.3K
|
1.94K
$267K
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-91- 0.66% |
$9.49K - $12.6K
|
13.7K
$1.88M
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-98- 0.89% |
$10.2K - $13.6K
|
10.9K
$1.49M
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-98- 15.76% |
$10.2K - $13.6K
|
524
$72.1K
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-99- 0.84% |
$10.3K - $13.7K
|
11.7K
$1.6M
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-100- 2.04% |
$10.4K - $13.9K
|
4.8K
$661K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-104- 1.89% |
$10.9K - $14.4K
|
5.41K
$745K
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-107- 1.06% |
$11.2K - $14.8K
|
10K
$1.38M
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-110- 12.53% |
$11.5K - $15.3K
|
768
$106K
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-120- 2.08% |
$12.5K - $16.6K
|
5.66K
$779K
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-122- 6.78% |
$12.7K - $16.9K
|
1.68K
$231K
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-131- 0.4% |
$13.7K - $18.2K
|
32.6K
$4.49M
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-142- 2.33% |
$14.8K - $19.7K
|
5.95K
$820K
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-180- 9.24% |
$18.8K - $25K
|
1.77K
$244K
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-180- 6.85% |
$18.8K - $25K
|
2.45K
$337K
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-209- 6.74% |
$21.8K - $29K
|
2.89K
$398K
|
|
Jul 16, 2025
Q2 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-227- 0.89% |
$23.7K - $31.5K
|
25.2K
$3.47M
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-230- 22.4% |
$24K - $31.9K
|
797
$110K
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-240- 1.46% |
$25K - $33.3K
|
16.2K
$2.23M
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-265- 4.16% |
$27.7K - $36.8K
|
6.11K
$841K
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-274- 4.94% |
$28.6K - $38K
|
5.27K
$726K
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-284- 3.86% |
$29.6K - $39.4K
|
7.07K
$973K
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-327- 1.26% |
$34.1K - $45.3K
|
25.6K
$3.52M
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-375- 6.63% |
$39.1K - $52K
|
5.28K
$727K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-380- 4.25% |
$39.6K - $52.7K
|
8.56K
$1.18M
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-420- 13.91% |
$43.8K - $58.2K
|
2.6K
$358K
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-447- 9.96% |
$46.6K - $62K
|
4.04K
$557K
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-484- 13.99% |
$50.5K - $67.1K
|
2.98K
$410K
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-488- 1.09% |
$50.9K - $67.7K
|
44.4K
$6.12M
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-617- 1.83% |
$64.4K - $85.6K
|
33.1K
$4.56M
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-658- 28.2% |
$68.7K - $91.3K
|
1.68K
$231K
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-683- 16.24% |
$71.3K - $94.7K
|
3.52K
$485K
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-720- 0.77% |
$75.1K - $99.8K
|
93K
$12.8M
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-763- 20.26% |
$79.6K - $106K
|
3K
$413K
|