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 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
589New |
$61.5K - $81.7K
|
589
$85K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
588+ 29.64% |
$61.4K - $81.5K
|
2.57K
$371K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
563+ 3.67% |
$58.7K - $78.1K
|
15.9K
$2.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
530+ 18.49% |
$55.3K - $73.5K
|
3.4K
$490K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
521+ 23.32% |
$54.4K - $72.3K
|
2.76K
$397K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
517+ 0.02% |
$53.9K - $71.7K
|
2.5M
$360M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
510+ 14.37% |
$53.2K - $70.7K
|
4.06K
$586K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
497+ 9.15% |
$51.9K - $68.9K
|
5.93K
$855K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
476New |
$49.7K - $66K
|
476
$68.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
474+ 1.1% |
$49.5K - $65.7K
|
43.5K
$6.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
452+ 3.35% |
$47.2K - $62.7K
|
13.9K
$2.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
445+ 15.52% |
$46.4K - $61.7K
|
3.31K
$478K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
442+ 8.95% |
$46.1K - $61.3K
|
5.38K
$776K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
437+ 5.59% |
$45.6K - $60.6K
|
8.25K
$1.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
425+ 8.25% |
$44.3K - $58.9K
|
5.58K
$804K
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
410+ 3.09% |
$42.8K - $56.9K
|
13.7K
$1.97M
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
406New |
$42.4K - $56.3K
|
406
$58.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
401+ 0.85% |
$41.8K - $55.6K
|
47.7K
$6.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
388+ 1.86% |
$40.5K - $53.8K
|
21.2K
$3.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
383+ 5.95% |
$40K - $53.1K
|
6.82K
$984K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
382+ 3.87% |
$39.9K - $53K
|
10.3K
$1.48M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
377+ 4.8% |
$39.3K - $52.3K
|
8.23K
$1.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
366+ 1.83% |
$38.2K - $50.8K
|
20.4K
$2.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
363+ 3.62% |
$37.9K - $50.3K
|
10.4K
$1.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
357+ 2.02% |
$37.2K - $49.5K
|
18.1K
$2.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
352+ 1.01% |
$36.7K - $48.8K
|
35.1K
$5.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
344+ 1.15% |
$35.9K - $47.7K
|
30.2K
$4.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
330+ 0.64% |
$34.4K - $45.8K
|
52K
$7.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
329+ 0.24% |
$34.3K - $45.6K
|
136K
$19.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
325New |
$33.9K - $45.1K
|
325
$46.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
322+ 11.1% |
$33.6K - $44.7K
|
3.22K
$465K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
320+ 727.27% |
$33.4K - $44.4K
|
364
$52.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
318+ 2.87% |
$33.2K - $44.1K
|
11.4K
$1.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
315+ 14.51% |
$32.9K - $43.7K
|
2.49K
$359K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
308+ 2.78% |
$32.1K - $42.7K
|
11.4K
$1.64M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
304+ 16.57% |
$31.7K - $42.2K
|
2.14K
$309K
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
301+ 301.0% |
$31.4K - $41.7K
|
401
$57.8K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
288+ 6.98% |
$30K - $39.9K
|
4.42K
$637K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
280+ 2.39% |
$29.2K - $38.8K
|
12K
$1.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
264+ 1.81% |
$27.5K - $36.6K
|
14.9K
$2.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
257New |
$26.8K - $35.6K
|
257
$37.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
248New |
$25.9K - $34.4K
|
248
$35.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
201+ 16.29% |
$21K - $27.9K
|
1.44K
$207K
|
|
|
Aug 06, 2025
Q2 2025
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
200+ 2.21% |
$20.9K - $27.7K
|
9.26K
$1.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
200+ 0.91% |
$20.9K - $27.7K
|
22.3K
$3.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
199+ 0.25% |
$20.8K - $27.6K
|
79.2K
$11.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
192+ 0.82% |
$20K - $26.6K
|
23.6K
$3.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
186+ 101.09% |
$19.4K - $25.8K
|
370
$53.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
169+ 1.16% |
$17.6K - $23.4K
|
14.7K
$2.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
166New |
$17.3K - $23K
|
166
$23.9K
|