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 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-327- 5.38% |
$27.1K - $30.4K
|
5.76K
$515K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-330- 3.05% |
$27.3K - $30.7K
|
10.5K
$938K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-334- 0.39% |
$27.7K - $31K
|
84.3K
$7.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-340- 1.44% |
$28.2K - $31.6K
|
23.2K
$2.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-344- 3.88% |
$28.5K - $32K
|
8.51K
$762K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-351- 0.78% |
$29.1K - $32.6K
|
44.5K
$3.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-353- 1.34% |
$29.2K - $32.8K
|
26.1K
$2.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-357- 0.93% |
$29.6K - $33.2K
|
38.1K
$3.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-362- 0.34% |
$30K - $33.6K
|
106K
$9.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-382- 2.03% |
$31.6K - $35.5K
|
18.5K
$1.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-395- 6.58% |
$32.7K - $36.7K
|
5.61K
$502K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-412- 4.35% |
$34.1K - $38.3K
|
9.05K
$811K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-420- 9.65% |
$34.8K - $39K
|
3.93K
$352K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-426- 0.7% |
$35.3K - $39.6K
|
60.1K
$5.38M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-430- 2.47% |
$35.6K - $40K
|
17K
$1.52M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-435- 1.7% |
$36K - $40.4K
|
25.1K
$2.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-442- 7.4% |
$36.6K - $41.1K
|
5.53K
$495K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-443- 4.87% |
$36.7K - $41.2K
|
8.65K
$774K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-452- 7.34% |
$37.4K - $42K
|
5.71K
$511K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-455- 0.26% |
$37.7K - $42.3K
|
171K
$15.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-459- 13.63% |
$38K - $42.7K
|
2.91K
$260K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-460- 8.23% |
$38.1K - $42.7K
|
5.13K
$459K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-482- 1.35% |
$39.9K - $44.8K
|
35.1K
$3.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-483- 17.43% |
$40K - $44.9K
|
2.29K
$205K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-485- 1.81% |
$40.2K - $45.1K
|
26.3K
$2.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-486- 11.97% |
$40.2K - $45.2K
|
3.57K
$320K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-486- 11.11% |
$40.2K - $45.2K
|
3.89K
$348K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-493- 2.87% |
$40.8K - $45.8K
|
16.7K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-495- 7.37% |
$41K - $46K
|
6.22K
$557K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-504- 2.54% |
$41.7K - $46.8K
|
19.3K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-505- 0.55% |
$41.8K - $46.9K
|
92K
$8.24M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-507- 22.55% |
$42K - $47.1K
|
1.74K
$156K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-508- 18.61% |
$42.1K - $47.2K
|
2.22K
$199K
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-511- 9.39% |
$42.3K - $47.5K
|
4.93K
$441K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-520- 10.02% |
$43.1K - $48.3K
|
4.67K
$418K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-520- 15.01% |
$43.1K - $48.3K
|
2.94K
$264K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-523- 12.07% |
$43.3K - $48.6K
|
3.81K
$341K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-526- 98.5% |
$43.6K - $48.9K
|
8
$716
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-527- 0.33% |
$43.6K - $49K
|
160K
$14.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-529- 18.22% |
$43.8K - $49.2K
|
2.38K
$213K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-533- 0.95% |
$44.1K - $49.5K
|
55.6K
$4.98M
|
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-542- 15.74% |
$44.9K - $50.4K
|
2.9K
$260K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-544- 0.7% |
$45K - $50.6K
|
76.8K
$6.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-545- 6.91% |
$45.1K - $50.6K
|
7.35K
$658K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-554- 3.41% |
$45.9K - $51.5K
|
15.7K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-556- 2.15% |
$46K - $51.7K
|
25.3K
$2.26M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-569- 10.74% |
$47.1K - $52.9K
|
4.73K
$424K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-578- 3.68% |
$47.9K - $53.7K
|
15.1K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-594- 1.66% |
$49.2K - $55.2K
|
35.2K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-598- 1.78% |
$49.5K - $55.6K
|
33K
$2.95M
|