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 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.46KNew |
$152K - $202K
|
1.46K
$210K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.46KNew |
$152K - $202K
|
1.46K
$210K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.46KNew |
$152K - $202K
|
1.46K
$210K
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.45KNew |
$152K - $202K
|
1.45K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.45K+ 13.95% |
$152K - $201K
|
11.9K
$1.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.45KNew |
$151K - $201K
|
1.45K
$209K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.44KNew |
$151K - $200K
|
1.44K
$208K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.43K+ 1.69% |
$149K - $198K
|
85.8K
$12.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.4K+ 2.52% |
$146K - $194K
|
56.9K
$8.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.37K+ 11.22% |
$142K - $189K
|
13.5K
$1.95M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.35K+ 13.89% |
$140K - $187K
|
11K
$1.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
1.29K+ 16.2% |
$134K - $178K
|
9.23K
$1.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.25K+ 3.58% |
$130K - $173K
|
36.1K
$5.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.24K+ 4.15% |
$130K - $172K
|
31.1K
$4.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.21K+ 19.29% |
$126K - $168K
|
7.47K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.18K+ 4.36% |
$123K - $163K
|
28.2K
$4.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.15K+ 74.61% |
$120K - $159K
|
2.69K
$388K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.1K+ 62.81% |
$115K - $153K
|
2.85K
$412K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.1KNew |
$114K - $152K
|
1.1K
$158K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.06K+ 48.15% |
$110K - $146K
|
3.25K
$468K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.05K+ 1.98% |
$109K - $145K
|
54K
$7.79M
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.05K+ 22.12% |
$109K - $145K
|
5.77K
$832K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.04K+ 31.77% |
$109K - $144K
|
4.31K
$622K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.03K+ 3.54% |
$108K - $143K
|
30.2K
$4.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.02K+ 21.3% |
$107K - $142K
|
5.83K
$841K
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1.01K+ 5.64% |
$105K - $140K
|
18.9K
$2.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
977+ 19.23% |
$102K - $135K
|
6.06K
$874K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
944+ 55.63% |
$98.5K - $131K
|
2.64K
$381K
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
933+ 6.39% |
$97.3K - $129K
|
15.5K
$2.24M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
910+ 40.02% |
$94.9K - $126K
|
3.18K
$459K
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
903+ 4.12% |
$94.2K - $125K
|
22.8K
$3.29M
|
|
|
Aug 01, 2025
Q2 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
880+ 0.88% |
$91.8K - $122K
|
101K
$14.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
875+ 19.07% |
$91.3K - $121K
|
5.46K
$788K
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
852+ 2.02% |
$88.9K - $118K
|
43.1K
$6.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
852+ 4.56% |
$88.9K - $118K
|
19.5K
$2.82M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
843+ 40.51% |
$88K - $117K
|
2.92K
$422K
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
804+ 89.33% |
$83.9K - $111K
|
1.7K
$246K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
779+ 22.53% |
$81.3K - $108K
|
4.24K
$611K
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
772+ 0.18% |
$80.6K - $107K
|
421K
$60.7M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
769+ 20.69% |
$80.2K - $107K
|
4.49K
$647K
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
760+ 4.46% |
$79.3K - $105K
|
17.8K
$2.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
749+ 10.11% |
$78.2K - $104K
|
8.15K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
739+ 22.57% |
$77.1K - $102K
|
4.01K
$579K
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
739+ 2.24% |
$77.1K - $102K
|
33.8K
$4.87M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
728+ 10.71% |
$76K - $101K
|
7.53K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
671+ 2.46% |
$70K - $93.1K
|
27.9K
$4.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
656+ 11.49% |
$68.4K - $91K
|
6.36K
$918K
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
655+ 20.15% |
$68.3K - $90.8K
|
3.91K
$563K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
617+ 12340.0% |
$64.4K - $85.6K
|
622
$89.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
594+ 1.73% |
$62K - $82.4K
|
34.9K
$5.03M
|