Purchases and Sales Made in Q1 2025 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL MID-CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2+ 0.06% |
$166 - $186
|
3.41K
$316K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.13% |
$166 - $186
|
1.53K
$142K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.06% |
$166 - $186
|
3.32K
$308K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
2+ 0.05% |
$166 - $186
|
4.12K
$382K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 0.1% |
$82.8 - $92.9
|
991
$92K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1+ 0.03% |
$82.8 - $92.9
|
3.5K
$325K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.03% |
$82.8 - $92.9
|
3.36K
$312K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.03% |
$82.8 - $92.9
|
3.48K
$323K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.01% |
$82.8 - $92.9
|
13.3K
$1.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1+ 0.19% |
$82.8 - $92.9
|
535
$49.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.01% |
$82.8 - $92.9
|
7.14K
$663K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
1+ 0.01% |
$82.8 - $92.9
|
9.05K
$840K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1+ 0.0% |
$82.8 - $92.9
|
29.7K
$2.76M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.21% |
$82.8 - $92.9
|
469
$43.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-1- 0.02% |
$82.8 - $92.9
|
6.66K
$618K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1- 4.0% |
$82.8 - $92.9
|
24
$2.23K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-3- 8.82% |
$248 - $279
|
31
$2.88K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-4- 0.1% |
$331 - $372
|
4.19K
$389K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-4- 2.48% |
$331 - $372
|
157
$14.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-5- 2.62% |
$414 - $465
|
186
$17.3K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-5- 0.02% |
$414 - $465
|
22.6K
$2.1M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-7- -0.0% |
$580 - $651
|
165K
$15.4M
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-7- -0.0% |
$580 - $651
|
165K
$15.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-8- 0.04% |
$662 - $743
|
18.7K
$1.74M
|
|
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-8- 0.63% |
$662 - $743
|
1.27K
$118K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-9- 36.0% |
$745 - $836
|
16
$1.49K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-10- 0.29% |
$828 - $929
|
3.38K
$314K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-10- 0.07% |
$828 - $929
|
15.2K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-10- 0.28% |
$828 - $929
|
3.52K
$327K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-11- 0.07% |
$911 - $1.02K
|
16.1K
$1.49M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-11- 0.27% |
$911 - $1.02K
|
4.03K
$374K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-11- 0.16% |
$911 - $1.02K
|
6.78K
$630K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-12- 1.96% |
$994 - $1.12K
|
600
$55.7K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-12- 1.82% |
$994 - $1.12K
|
649
$60.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-14- 0.35% |
$1.16K - $1.3K
|
4.01K
$373K
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-16- 0.36% |
$1.32K - $1.49K
|
4.38K
$406K
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-16- 0.55% |
$1.32K - $1.49K
|
2.89K
$268K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-16- 3.08% |
$1.32K - $1.49K
|
503
$46.7K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-17- 0.15% |
$1.41K - $1.58K
|
11K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-17- 0.32% |
$1.41K - $1.58K
|
5.29K
$491K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-17- 3.98% |
$1.41K - $1.58K
|
410
$38.1K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-18- 0.29% |
$1.49K - $1.67K
|
6.17K
$573K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-19- 0.01% |
$1.57K - $1.77K
|
162K
$15M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-21- 0.01% |
$1.74K - $1.95K
|
265K
$24.6M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-21- 0.22% |
$1.74K - $1.95K
|
9.51K
$883K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-21Closed |
$1.74K - $1.95K
|
0
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-22- 0.28% |
$1.82K - $2.04K
|
7.96K
$739K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-22- 0.62% |
$1.82K - $2.04K
|
3.52K
$327K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-23- 0.21% |
$1.9K - $2.14K
|
10.7K
$991K
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-23- 13.77% |
$1.9K - $2.14K
|
144
$13.4K
|