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 26, 2026
Q4 2025
|
Diversified Management Inc
Milwaukee, WI |
BUY
|
- |
122KNew |
$16.7M - $17.7M
|
122K
$16.7M
|
|
|
Jan 27, 2026
Q4 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
97.8K+ 5.16% |
$13.4M - $14.2M
|
1.99M
$273M
|
|
|
Jan 27, 2026
Q4 2025
|
Ticino Wealth
Mission Viejo, CA |
BUY
|
- |
42.9KNew |
$5.88M - $6.24M
|
42.9K
$5.88M
|
|
|
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 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
25.3K+ 193.46% |
$3.46M - $3.67M
|
38.4K
$5.25M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
21.3K+ 200.4% |
$2.91M - $3.09M
|
31.9K
$4.36M
|
|
|
Jan 27, 2026
Q4 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
18.2K+ 42.2% |
$2.49M - $2.64M
|
61.3K
$8.39M
|
|
|
Jan 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
17.9K+ 9.68% |
$2.45M - $2.6M
|
203K
$27.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
16.2KNew |
$2.21M - $2.35M
|
16.2K
$2.21M
|
|
|
Jan 27, 2026
Q4 2025
|
Krilogy Financial LLC
|
BUY
|
- |
15.3K+ 5.75% |
$2.1M - $2.23M
|
282K
$38.6M
|
|
|
Jan 28, 2026
Q4 2025
|
Global Trust Wealth Management LLC
West Palm Beach, FL |
BUY
|
- |
14.8KNew |
$2.03M - $2.15M
|
14.8K
$2.03M
|
|
|
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 26, 2026
Q4 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
12KNew |
$1.64M - $1.74M
|
12K
$1.64M
|
|
|
Jan 27, 2026
Q4 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
11.2K+ 1.51% |
$1.53M - $1.62M
|
753K
$103M
|
|
|
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 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.97K+ 6.69% |
$817K - $868K
|
95.2K
$13M
|
|
|
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 23, 2026
Q4 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
4.51K+ 67.3% |
$617K - $656K
|
11.2K
$1.53M
|
|
|
Jan 26, 2026
Q4 2025
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
BUY
|
- |
4.29KNew |
$587K - $623K
|
4.29K
$587K
|
|
|
Jan 14, 2026
Q4 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
4.17K+ 3.08% |
$571K - $606K
|
140K
$19.1M
|
|
|
Jan 28, 2026
Q4 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.7K+ 1.56% |
$506K - $538K
|
240K
$32.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.61KNew |
$494K - $525K
|
3.61K
$494K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
3.58K+ 4.06% |
$489K - $520K
|
91.8K
$12.6M
|
|
|
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 27, 2026
Q4 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.7KNew |
$369K - $392K
|
2.7K
$369K
|
|
|
Jan 23, 2026
Q4 2025
|
Monument Capital Management
|
BUY
|
- |
2.68K+ 5.57% |
$367K - $390K
|
50.8K
$6.95M
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.67K+ 49.62% |
$365K - $387K
|
8.04K
$1.1M
|
|
|
Jan 27, 2026
Q4 2025
|
Wealth Enhancement Trust Services, Inc.
Sioux Falls, SD |
BUY
|
- |
2.64KNew |
$361K - $383K
|
2.64K
$361K
|
|
|
Jan 27, 2026
Q4 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.63K+ 20.44% |
$360K - $382K
|
15.5K
$2.12M
|
|
|
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 26, 2026
Q4 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2.06K+ 14.47% |
$281K - $299K
|
16.3K
$2.23M
|
|
|
Jan 08, 2026
Q4 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
2.05K+ 0.38% |
$281K - $298K
|
539K
$73.7M
|
|
|
Jan 28, 2026
Q4 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.98K+ 2.27% |
$271K - $288K
|
89.3K
$12.2M
|
|
|
Jan 28, 2026
Q4 2025
|
Old National Bancorp
|
BUY
|
- |
1.96K+ 4.68% |
$268K - $285K
|
43.8K
$6M
|
|