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
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-863- 3.81% |
$90K - $120K
|
21.8K
$3M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-872- 3.23% |
$91K - $121K
|
26.1K
$3.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.04K- 6.28% |
$108K - $144K
|
15.5K
$2.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-1.06K- 8.21% |
$111K - $147K
|
11.9K
$1.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.08K- 25.48% |
$113K - $150K
|
3.17K
$436K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-1.14K- 8.87% |
$119K - $159K
|
11.8K
$1.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-1.2K- 3.2% |
$125K - $166K
|
36.3K
$4.99M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.21K- 9.81% |
$126K - $168K
|
11.1K
$1.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.27K- 42.28% |
$132K - $176K
|
1.73K
$238K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.28K- 1.15% |
$134K - $178K
|
110K
$15.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.29K- 1.4% |
$134K - $178K
|
90.5K
$12.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.33K- 7.71% |
$139K - $185K
|
15.9K
$2.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-1.93K- 1.8% |
$201K - $267K
|
105K
$14.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.94K- 2.75% |
$202K - $269K
|
68.6K
$9.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.94K- 20.24% |
$202K - $269K
|
7.64K
$1.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-2.14K- 5.32% |
$223K - $297K
|
38.1K
$5.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-2.2K- 4.37% |
$230K - $306K
|
48.2K
$6.63M
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-2.84K- 65.25% |
$297K - $394K
|
1.51K
$208K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.88K- 1.8% |
$404K - $538K
|
212K
$29.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-4.99K- 7.05% |
$521K - $692K
|
65.8K
$9.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.01K- 11.07% |
$523K - $695K
|
40.3K
$5.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-5.11K- 53.43% |
$533K - $708K
|
4.45K
$613K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5.58K- 13.17% |
$582K - $773K
|
36.7K
$5.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-8.44K- 19.34% |
$881K - $1.17M
|
35.2K
$4.85M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-8.69K- 8.83% |
$907K - $1.2M
|
89.7K
$12.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.84K- 13.09% |
$922K - $1.23M
|
58.7K
$8.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-10.6K- 8.15% |
$1.11M - $1.47M
|
120K
$16.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-10.7K- 25.21% |
$1.12M - $1.48M
|
31.8K
$4.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-15.2K- 84.13% |
$1.58M - $2.11M
|
2.86K
$394K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-53.7K- 19.94% |
$5.6M - $7.45M
|
216K
$29.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-328K- 68.41% |
$34.2M - $45.5M
|
151K
$20.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-581K- 46.09% |
$60.6M - $80.6M
|
680K
$93.6M
|