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 13, 2025
Q2 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
1.64KNew |
$171K - $227K
|
1.64K
$236K
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.61K+ 0.32% |
$168K - $224K
|
509K
$73.5M
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
1.6KNew |
$167K - $222K
|
1.6K
$231K
|
|
Aug 04, 2025
Q2 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
1.6KNew |
$167K - $222K
|
1.6K
$231K
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.6K+ 36.42% |
$167K - $222K
|
5.99K
$864K
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.59KNew |
$166K - $221K
|
1.59K
$230K
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.59KNew |
$166K - $221K
|
1.59K
$230K
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.59KNew |
$166K - $221K
|
1.59K
$230K
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.59KNew |
$166K - $220K
|
1.59K
$229K
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.58KNew |
$165K - $219K
|
1.58K
$228K
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.57KNew |
$164K - $218K
|
1.57K
$227K
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.57KNew |
$163K - $217K
|
1.57K
$226K
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1.56KNew |
$163K - $216K
|
1.56K
$225K
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.56KNew |
$163K - $216K
|
1.56K
$225K
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
1.56KNew |
$163K - $216K
|
1.56K
$225K
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.56KNew |
$163K - $216K
|
1.56K
$225K
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.55KNew |
$161K - $215K
|
1.55K
$223K
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.54KNew |
$161K - $214K
|
1.54K
$222K
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.54K+ 35.02% |
$160K - $213K
|
5.92K
$854K
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.53KNew |
$160K - $212K
|
1.53K
$221K
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.52KNew |
$159K - $211K
|
1.52K
$220K
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
1.52KNew |
$159K - $211K
|
1.52K
$220K
|
|
Aug 13, 2025
Q2 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
1.52KNew |
$159K - $211K
|
1.52K
$220K
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
BUY
|
- |
1.52KNew |
$158K - $211K
|
1.52K
$219K
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
1.52KNew |
$158K - $211K
|
1.52K
$219K
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.52KNew |
$158K - $211K
|
1.52K
$219K
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.52KNew |
$158K - $210K
|
1.52K
$219K
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.51KNew |
$158K - $210K
|
1.51K
$218K
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.51KNew |
$158K - $209K
|
1.51K
$218K
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.51KNew |
$157K - $209K
|
1.51K
$217K
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.51K+ 65.14% |
$157K - $209K
|
3.82K
$551K
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.5KNew |
$157K - $208K
|
1.5K
$216K
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
1.5KNew |
$157K - $208K
|
1.5K
$216K
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.5K+ 9.17% |
$156K - $207K
|
17.8K
$2.57M
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.49KNew |
$156K - $207K
|
1.49K
$215K
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.49K+ 7.02% |
$156K - $207K
|
22.7K
$3.28M
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.49K+ 0.63% |
$155K - $207K
|
240K
$34.6M
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1.49KNew |
$155K - $206K
|
1.49K
$215K
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.49KNew |
$155K - $206K
|
1.49K
$215K
|
|
Aug 12, 2025
Q2 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
1.48KNew |
$154K - $205K
|
1.48K
$213K
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
BUY
|
- |
1.47KNew |
$154K - $204K
|
1.47K
$213K
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.47K+ 6.62% |
$154K - $204K
|
23.7K
$3.42M
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
1.47K+ 9.87% |
$154K - $204K
|
16.4K
$2.36M
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1.47KNew |
$153K - $204K
|
1.47K
$212K
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.47KNew |
$153K - $204K
|
1.47K
$212K
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.47KNew |
$153K - $204K
|
1.47K
$212K
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.46KNew |
$153K - $203K
|
1.46K
$211K
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.46KNew |
$153K - $203K
|
1.46K
$211K
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.46K+ 14.39% |
$152K - $202K
|
11.6K
$1.67M
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.46KNew |
$152K - $202K
|
1.46K
$210K
|