Purchases and Sales Made in Q4 2025 in Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
BUY
|
- |
248K+ 118.26% |
$34M - $36.1M
|
459K
$62.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Kelsey Financial, LLC
Moorpark, CA |
BUY
|
- |
28.8KNew |
$3.94M - $4.18M
|
28.8K
$3.94M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
27.6K+ 64.29% |
$3.78M - $4.01M
|
70.6K
$9.66M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
21.3K+ 200.4% |
$2.91M - $3.09M
|
31.9K
$4.36M
|
|
|
Jan 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
17.9K+ 9.68% |
$2.45M - $2.6M
|
203K
$27.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
BUY
|
- |
14.6K+ 26.94% |
$1.99M - $2.11M
|
68.6K
$9.39M
|
|
|
Jan 20, 2026
Q4 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
13.7KNew |
$1.87M - $1.99M
|
13.7K
$1.87M
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
10.1K+ 60.53% |
$1.39M - $1.47M
|
26.9K
$3.68M
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
9.71KNew |
$1.33M - $1.41M
|
9.71K
$1.33M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
8.5KNew |
$1.16M - $1.24M
|
8.5K
$1.16M
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
7.97KNew |
$1.09M - $1.16M
|
7.97K
$1.09M
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
7.97KNew |
$1.09M - $1.16M
|
7.97K
$1.09M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
7.25KNew |
$992K - $1.05M
|
7.25K
$992K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.22K+ 36.71% |
$851K - $903K
|
23.2K
$3.17M
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
5.87KNew |
$803K - $852K
|
5.87K
$803K
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
5.22KNew |
$714K - $758K
|
5.22K
$714K
|
|
|
Jan 14, 2026
Q4 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
4.17K+ 3.08% |
$571K - $606K
|
140K
$19.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.61KNew |
$494K - $525K
|
3.61K
$494K
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
3.53KNew |
$483K - $513K
|
3.53K
$483K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3.19K+ 9.24% |
$436K - $463K
|
37.7K
$5.16M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.15K+ 3.93% |
$432K - $458K
|
83.4K
$11.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.87K+ 396.27% |
$393K - $417K
|
3.59K
$492K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.82K+ 6.35% |
$386K - $409K
|
47.2K
$6.46M
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.4KNew |
$328K - $348K
|
2.4K
$328K
|
|
|
Jan 07, 2026
Q4 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.23K+ 7.08% |
$305K - $324K
|
33.7K
$4.61M
|
|
|
Jan 20, 2026
Q4 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.11KNew |
$288K - $306K
|
2.11K
$288K
|
|
|
Jan 08, 2026
Q4 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
2.05K+ 0.38% |
$281K - $298K
|
539K
$73.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.92K+ 1.75% |
$263K - $279K
|
112K
$15.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
1.79K+ 13.88% |
$245K - $260K
|
14.7K
$2.01M
|
|
|
Jan 14, 2026
Q4 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
1.78KNew |
$243K - $258K
|
1.78K
$243K
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.68K+ 100.0% |
$230K - $245K
|
3.37K
$461K
|
|
|
Jan 21, 2026
Q4 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
1.66KNew |
$227K - $241K
|
1.66K
$227K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.63K+ 48.86% |
$223K - $236K
|
4.96K
$678K
|
|
|
Jan 23, 2026
Q4 2025
|
Split Rock Private Trading & Wealth Management, LLC
Cloquet, MN |
BUY
|
- |
1.57KNew |
$214K - $227K
|
1.57K
$214K
|
|
|
Jan 23, 2026
Q4 2025
|
Burney CO
Reston, VA |
BUY
|
- |
1.53KNew |
$209K - $222K
|
1.53K
$209K
|
|
|
Jan 08, 2026
Q4 2025
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
1.46KNew |
$200K - $213K
|
1.46K
$200K
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
1.46K+ 11.84% |
$199K - $212K
|
13.8K
$1.88M
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.2K+ 224.3% |
$164K - $174K
|
1.74K
$237K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.19K+ 35.23% |
$163K - $173K
|
4.57K
$626K
|
|
|
Jan 22, 2026
Q4 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.17K+ 2.37% |
$160K - $169K
|
50.4K
$6.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.09KNew |
$149K - $158K
|
1.09K
$149K
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
1.08KNew |
$148K - $157K
|
1.08K
$148K
|
|
|
Jan 06, 2026
Q4 2025
|
Farmers Trust CO
|
BUY
|
- |
1.05K+ 54.65% |
$143K - $152K
|
2.96K
$405K
|
|
|
Jan 08, 2026
Q4 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
918+ 2.88% |
$126K - $133K
|
32.8K
$4.49M
|
|
|
Jan 20, 2026
Q4 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
845+ 59.05% |
$116K - $123K
|
2.28K
$311K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
835+ 2.43% |
$114K - $121K
|
35.3K
$4.82M
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
814+ 484.52% |
$111K - $118K
|
982
$134K
|
|
|
Jan 15, 2026
Q4 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
786+ 2.59% |
$108K - $114K
|
31.1K
$4.26M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
723+ 2.53% |
$98.9K - $105K
|
29.3K
$4.01M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
719+ 0.81% |
$98.4K - $104K
|
89.7K
$12.3M
|
|