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
|
Investment Partners, Ltd.
|
BUY
|
- |
2.37K+ 6.23% |
$247K - $329K
|
40.4K
$5.83M
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.33KNew |
$243K - $323K
|
2.33K
$336K
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
2.3KNew |
$240K - $319K
|
2.3K
$332K
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.3K+ 24.78% |
$240K - $319K
|
11.6K
$1.67M
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.3K+ 249.73% |
$239K - $318K
|
3.21K
$464K
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
2.29K+ 5.18% |
$238K - $317K
|
46.4K
$6.69M
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.28KNew |
$238K - $316K
|
2.28K
$329K
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.26K+ 3.69% |
$236K - $314K
|
63.6K
$9.17M
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.26K+ 57.26% |
$236K - $314K
|
6.22K
$896K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.26K+ 1.95% |
$236K - $314K
|
118K
$17.1M
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.26KNew |
$236K - $313K
|
2.26K
$326K
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.23KNew |
$232K - $309K
|
2.23K
$321K
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.19K+ 1.61% |
$229K - $304K
|
138K
$20M
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.15KNew |
$224K - $298K
|
2.15K
$310K
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.14KNew |
$224K - $297K
|
2.14K
$309K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.06K+ 2.97% |
$215K - $285K
|
71.3K
$10.3M
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
2.05K+ 42.99% |
$214K - $284K
|
6.81K
$982K
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
2.02K+ 2.53% |
$210K - $280K
|
81.8K
$11.8M
|
|
Aug 13, 2025
Q2 2025
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
2K+ 12.5% |
$209K - $277K
|
18K
$2.6M
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2K+ 12.84% |
$208K - $277K
|
17.5K
$2.53M
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.97K+ 26.85% |
$206K - $273K
|
9.31K
$1.34M
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.94K+ 24.32% |
$203K - $270K
|
9.94K
$1.43M
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.92K+ 10.31% |
$200K - $266K
|
20.5K
$2.96M
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
BUY
|
- |
1.91KNew |
$200K - $265K
|
1.91K
$276K
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
1.9K+ 44.8% |
$198K - $263K
|
6.13K
$884K
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.89KNew |
$197K - $262K
|
1.89K
$273K
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.86K+ 6.67% |
$194K - $258K
|
29.7K
$4.29M
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.86K+ 3.55% |
$194K - $257K
|
54.1K
$7.8M
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.85KNew |
$193K - $257K
|
1.85K
$267K
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.78KNew |
$186K - $247K
|
1.78K
$257K
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
1.77KNew |
$185K - $246K
|
1.77K
$256K
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
1.77KNew |
$184K - $245K
|
1.77K
$255K
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.75K+ 1.95% |
$183K - $243K
|
91.4K
$13.2M
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.73KNew |
$181K - $240K
|
1.73K
$250K
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.71KNew |
$178K - $236K
|
1.71K
$246K
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.7KNew |
$178K - $236K
|
1.7K
$245K
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.7KNew |
$177K - $236K
|
1.7K
$245K
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.7K+ 1.28% |
$177K - $235K
|
134K
$19.3M
|
|
Jul 22, 2025
Q2 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
1.69KNew |
$177K - $235K
|
1.69K
$244K
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.69KNew |
$176K - $235K
|
1.69K
$244K
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
BUY
|
- |
1.69KNew |
$176K - $234K
|
1.69K
$243K
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.68KNew |
$176K - $233K
|
1.68K
$243K
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
1.68KNew |
$175K - $233K
|
1.68K
$242K
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.68K+ 8.28% |
$175K - $233K
|
22K
$3.17M
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.68KNew |
$175K - $233K
|
1.68K
$242K
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.68K+ 3.21% |
$175K - $233K
|
53.9K
$7.77M
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.66KNew |
$173K - $230K
|
1.66K
$240K
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.66K+ 11.06% |
$173K - $230K
|
16.7K
$2.4M
|
|
Aug 11, 2025
Q2 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.66KNew |
$173K - $230K
|
1.66K
$239K
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.66KNew |
$173K - $230K
|
1.66K
$239K
|