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 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-544- 0.7% |
$45K - $50.6K
|
76.8K
$7.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-545- 6.91% |
$45.1K - $50.6K
|
7.35K
$682K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-554- 3.41% |
$45.9K - $51.5K
|
15.7K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-556- 2.15% |
$46K - $51.7K
|
25.3K
$2.35M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-569- 10.74% |
$47.1K - $52.9K
|
4.73K
$439K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-578- 3.68% |
$47.9K - $53.7K
|
15.1K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-594- 1.66% |
$49.2K - $55.2K
|
35.2K
$3.27M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-598- 1.78% |
$49.5K - $55.6K
|
33K
$3.06M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-600- 18.02% |
$49.7K - $55.8K
|
2.73K
$253K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-620- 3.72% |
$51.3K - $57.6K
|
16K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-632- 1.09% |
$52.3K - $58.7K
|
57.3K
$5.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-650- 1.45% |
$53.8K - $60.4K
|
44.1K
$4.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-659- 1.49% |
$54.6K - $61.2K
|
43.6K
$4.04M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-668- 3.25% |
$55.3K - $62.1K
|
19.9K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-675- 13.57% |
$55.9K - $62.7K
|
4.3K
$399K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-686- 7.06% |
$56.8K - $63.7K
|
9.03K
$838K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-695- 10.55% |
$57.6K - $64.6K
|
5.89K
$547K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-700- 2.7% |
$58K - $65.1K
|
25.2K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-707- 3.75% |
$58.5K - $65.7K
|
18.1K
$1.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-725- 3.55% |
$60K - $67.4K
|
19.7K
$1.83M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-732- 7.3% |
$60.6K - $68K
|
9.3K
$863K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-748- 2.61% |
$61.9K - $69.5K
|
28K
$2.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
SELL
|
- |
-749- 23.05% |
$62K - $69.6K
|
2.5K
$232K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-750- 8.2% |
$62.1K - $69.7K
|
8.4K
$780K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-755- 3.5% |
$62.5K - $70.2K
|
20.8K
$1.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-774- 6.27% |
$64.1K - $71.9K
|
11.6K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-776- 5.07% |
$64.3K - $72.1K
|
14.5K
$1.35M
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-796- 1.14% |
$65.9K - $74K
|
69.1K
$6.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-800- 20.25% |
$66.2K - $74.3K
|
3.15K
$292K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-802- 10.22% |
$66.4K - $74.5K
|
7.05K
$654K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-828- 2.7% |
$68.6K - $76.9K
|
29.9K
$2.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-836- 4.56% |
$69.2K - $77.7K
|
17.5K
$1.62M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-841- 0.7% |
$69.6K - $78.2K
|
119K
$11.1M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-845- 0.61% |
$70K - $78.5K
|
138K
$12.8M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-862- 7.81% |
$71.4K - $80.1K
|
10.2K
$945K
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-864- 2.01% |
$71.5K - $80.3K
|
42.1K
$3.91M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-890- 8.09% |
$73.7K - $82.7K
|
10.1K
$939K
|
|
|
May 07, 2025
Q1 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-899- 0.39% |
$74.4K - $83.5K
|
230K
$21.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-915- 0.79% |
$75.8K - $85K
|
116K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-925- 2.39% |
$76.6K - $86K
|
37.7K
$3.5M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-950- 6.78% |
$78.7K - $88.3K
|
13.1K
$1.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-953- 9.28% |
$78.9K - $88.6K
|
9.32K
$865K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-956- 23.58% |
$79.2K - $88.8K
|
3.1K
$288K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-956- 1.28% |
$79.2K - $88.8K
|
73.6K
$6.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-957- 7.62% |
$79.2K - $88.9K
|
11.6K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-958- 3.91% |
$79.3K - $89K
|
23.6K
$2.19M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-959- 6.34% |
$79.4K - $89.1K
|
14.2K
$1.31M
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-959- 6.41% |
$79.4K - $89.1K
|
14K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-969- 21.94% |
$80.2K - $90K
|
3.45K
$320K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-976- 0.86% |
$80.8K - $90.7K
|
112K
$10.4M
|