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 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
164New |
$17.1K - $22.7K
|
164
$23.7K
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
161+ 1.54% |
$16.8K - $22.3K
|
10.6K
$1.53M
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
156+ 5.83% |
$16.3K - $21.6K
|
2.83K
$409K
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
156New |
$16.3K - $21.6K
|
156
$22.5K
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
154New |
$16.1K - $21.4K
|
154
$22.2K
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
151+ 0.17% |
$15.8K - $20.9K
|
86.4K
$12.5M
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
147+ 5.57% |
$15.3K - $20.4K
|
2.79K
$402K
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
134+ 4.97% |
$14K - $18.6K
|
2.83K
$408K
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
132+ 0.22% |
$13.8K - $18.3K
|
59.2K
$8.54M
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
120+ 0.97% |
$12.5K - $16.6K
|
12.5K
$1.8M
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
115+ 6.35% |
$12K - $15.9K
|
1.93K
$278K
|
|
Aug 11, 2025
Q2 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
110+ 0.66% |
$11.5K - $15.3K
|
16.8K
$2.42M
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
108+ 2.91% |
$11.3K - $15K
|
3.82K
$552K
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
104+ 9.49% |
$10.9K - $14.4K
|
1.2K
$173K
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
101+ 5.74% |
$10.5K - $14K
|
1.86K
$268K
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
100+ 1.49% |
$10.4K - $13.9K
|
6.83K
$985K
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
100+ 4.89% |
$10.4K - $13.9K
|
2.15K
$310K
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
98+ 0.13% |
$10.2K - $13.6K
|
74.3K
$10.7M
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
95+ 1.25% |
$9.91K - $13.2K
|
7.7K
$1.11M
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
94+ 2.67% |
$9.81K - $13K
|
3.62K
$522K
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
90+ 2.02% |
$9.39K - $12.5K
|
4.54K
$655K
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
89+ 4.96% |
$9.29K - $12.3K
|
1.88K
$271K
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
88New |
$9.18K - $12.2K
|
88
$12.7K
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
82+ 0.78% |
$8.56K - $11.4K
|
10.6K
$1.53M
|
|
Aug 08, 2025
Q2 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
75+ 0.9% |
$7.83K - $10.4K
|
8.43K
$1.22M
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
62New |
$6.47K - $8.6K
|
62
$8.94K
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
59+ 2.6% |
$6.16K - $8.18K
|
2.33K
$336K
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
57+ 109.62% |
$5.95K - $7.9K
|
109
$15.7K
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
49+ 0.67% |
$5.11K - $6.8K
|
7.4K
$1.07M
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
48New |
$5.01K - $6.66K
|
48
$6.92K
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
48New |
$5.01K - $6.66K
|
48
$6.92K
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
48+ 0.98% |
$5.01K - $6.66K
|
4.95K
$714K
|
|
Aug 08, 2025
Q2 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
48+ 0.52% |
$5.01K - $6.66K
|
9.25K
$1.33M
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
46+ 4.21% |
$4.8K - $6.38K
|
1.14K
$164K
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
44New |
$4.59K - $6.1K
|
44
$6.35K
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
42+ 0.42% |
$4.38K - $5.82K
|
9.99K
$1.44M
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
41+ 0.64% |
$4.28K - $5.69K
|
6.49K
$936K
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
38+ 0.94% |
$3.96K - $5.27K
|
4.08K
$588K
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
35+ 1.55% |
$3.65K - $4.85K
|
2.29K
$331K
|
|
Jul 23, 2025
Q2 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
34+ 0.88% |
$3.55K - $4.72K
|
3.9K
$562K
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
33+ 0.43% |
$3.44K - $4.58K
|
7.72K
$1.11M
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
31+ 2.0% |
$3.23K - $4.3K
|
1.58K
$228K
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
30+ 5.26% |
$3.13K - $4.16K
|
600
$86.5K
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
28+ 0.48% |
$2.92K - $3.88K
|
5.82K
$839K
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
28+ 0.39% |
$2.92K - $3.88K
|
7.17K
$1.03M
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
26+ 0.4% |
$2.71K - $3.61K
|
6.47K
$933K
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
26+ 1.65% |
$2.71K - $3.61K
|
1.61K
$232K
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
23New |
$2.4K - $3.19K
|
23
$3.32K
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
23+ 0.55% |
$2.4K - $3.19K
|
4.19K
$604K
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
22New |
$2.3K - $3.05K
|
22
$3.17K
|