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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-90- 2.16% |
$7.45K - $8.36K
|
4.08K
$365K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-94- 1.63% |
$7.78K - $8.74K
|
5.66K
$507K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-95- 3.69% |
$7.87K - $8.83K
|
2.48K
$222K
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-96- 0.68% |
$7.95K - $8.92K
|
14.1K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-99- 0.44% |
$8.2K - $9.2K
|
22.4K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-99- 0.32% |
$8.2K - $9.2K
|
30.9K
$2.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
SELL
|
- |
-100- 3.12% |
$8.28K - $9.29K
|
3.1K
$278K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-100- 1.18% |
$8.28K - $9.29K
|
8.4K
$752K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-100- 1.73% |
$8.28K - $9.29K
|
5.68K
$509K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-100- 0.73% |
$8.28K - $9.29K
|
13.7K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-102- 3.45% |
$8.45K - $9.48K
|
2.86K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-105- 0.35% |
$8.7K - $9.76K
|
30.3K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-110- 0.33% |
$9.11K - $10.2K
|
33.2K
$2.97M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-111- 1.24% |
$9.19K - $10.3K
|
8.82K
$790K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-112- 5.74% |
$9.27K - $10.4K
|
1.84K
$165K
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-113- 1.81% |
$9.36K - $10.5K
|
6.13K
$549K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-114- 0.85% |
$9.44K - $10.6K
|
13.3K
$1.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-115- 3.29% |
$9.52K - $10.7K
|
3.39K
$303K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-116- 0.01% |
$9.61K - $10.8K
|
876K
$78.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-117- 1.84% |
$9.69K - $10.9K
|
6.25K
$560K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-122- 1.65% |
$10.1K - $11.3K
|
7.28K
$652K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-124- 1.15% |
$10.3K - $11.5K
|
10.6K
$952K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-124- 2.79% |
$10.3K - $11.5K
|
4.31K
$386K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-127- 0.26% |
$10.5K - $11.8K
|
48.7K
$4.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-133- 0.79% |
$11K - $12.4K
|
16.6K
$1.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-134- 3.95% |
$11.1K - $12.5K
|
3.26K
$291K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-137- 2.81% |
$11.3K - $12.7K
|
4.74K
$424K
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-138- 0.88% |
$11.4K - $12.8K
|
15.5K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-140- 49.12% |
$11.6K - $13K
|
145
$13K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-143- 0.64% |
$11.8K - $13.3K
|
22K
$1.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-144- 2.6% |
$11.9K - $13.4K
|
5.39K
$483K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-144- 1.65% |
$11.9K - $13.4K
|
8.61K
$770K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-150- 2.35% |
$12.4K - $13.9K
|
6.22K
$557K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-157- 2.86% |
$13K - $14.6K
|
5.34K
$478K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-159- 2.91% |
$13.2K - $14.8K
|
5.31K
$476K
|
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-160- 4.17% |
$13.2K - $14.9K
|
3.68K
$329K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-160- 0.54% |
$13.2K - $14.9K
|
29.7K
$2.66M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-160- 1.2% |
$13.2K - $14.9K
|
13.1K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-160- 1.13% |
$13.2K - $14.9K
|
14K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-161- 3.67% |
$13.3K - $15K
|
4.23K
$379K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-165- 0.79% |
$13.7K - $15.3K
|
20.8K
$1.86M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-166- 4.33% |
$13.7K - $15.4K
|
3.67K
$328K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-169- 1.98% |
$14K - $15.7K
|
8.36K
$749K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-170- 0.73% |
$14.1K - $15.8K
|
23K
$2.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-171- 0.11% |
$14.2K - $15.9K
|
162K
$14.5M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-174- 5.27% |
$14.4K - $16.2K
|
3.13K
$280K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-176- 10.77% |
$14.6K - $16.4K
|
1.46K
$131K
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-178- 6.6% |
$14.7K - $16.5K
|
2.52K
$225K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-181- 5.99% |
$15K - $16.8K
|
2.84K
$255K
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
SELL
|
- |
-184- 6.73% |
$15.2K - $17.1K
|
2.55K
$228K
|