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 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.84K- 26.47% |
$152K - $171K
|
5.11K
$457K
|
|
|
May 20, 2025
Q1 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
SELL
|
- |
-1.86K- 5.76% |
$154K - $173K
|
30.4K
$2.73M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.89K- 7.43% |
$157K - $176K
|
23.5K
$2.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-1.91K- 8.22% |
$158K - $177K
|
21.3K
$1.91M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.93K- 32.3% |
$159K - $179K
|
4.04K
$361K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.95K- 3.28% |
$161K - $181K
|
57.5K
$5.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.99K- 2.02% |
$165K - $185K
|
96.5K
$8.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-2.03K- 27.29% |
$168K - $188K
|
5.4K
$484K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2.04K- 2.46% |
$169K - $189K
|
80.9K
$7.24M
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-2.07K- 18.83% |
$172K - $193K
|
8.94K
$800K
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-2.1K- 28.94% |
$173K - $195K
|
5.14K
$460K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.13K- 5.8% |
$176K - $198K
|
34.6K
$3.1M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-2.18K- 12.86% |
$180K - $202K
|
14.7K
$1.32M
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.23K- 3.46% |
$185K - $207K
|
62.3K
$5.57M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.26K- 0.78% |
$187K - $210K
|
286K
$25.6M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.41K- 47.57% |
$200K - $224K
|
2.66K
$238K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.46K- 1.65% |
$203K - $228K
|
147K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-2.56K- 23.2% |
$212K - $238K
|
8.49K
$760K
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
SELL
|
- |
-2.63K- 11.44% |
$218K - $245K
|
20.4K
$1.82M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.65K- 3.0% |
$219K - $246K
|
85.7K
$7.67M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.74K- 26.95% |
$227K - $254K
|
7.42K
$664K
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-2.88K- 3.92% |
$238K - $267K
|
70.5K
$6.31M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-2.91K- 0.74% |
$241K - $271K
|
393K
$35.1M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.92K- 32.34% |
$242K - $271K
|
6.11K
$547K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-2.94K- 3.61% |
$243K - $273K
|
78.5K
$7.03M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.02K- 5.34% |
$250K - $280K
|
53.4K
$4.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-3.08K- 1.64% |
$255K - $286K
|
185K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.11K- 55.76% |
$257K - $289K
|
2.47K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-3.14K- 4.36% |
$260K - $291K
|
68.8K
$6.16M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-3.14K- 21.51% |
$260K - $292K
|
11.5K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-3.14K- 4.52% |
$260K - $292K
|
66.3K
$5.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-3.23K- 5.3% |
$267K - $300K
|
57.6K
$5.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-3.39K- 35.63% |
$281K - $315K
|
6.13K
$549K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-3.51K- 4.19% |
$291K - $326K
|
80.2K
$7.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-3.57K- 5.31% |
$295K - $331K
|
63.6K
$5.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.6K- 20.23% |
$298K - $335K
|
14.2K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.62K- 21.85% |
$300K - $337K
|
13K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.63K- 3.66% |
$301K - $338K
|
95.7K
$8.57M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-3.64K- 20.37% |
$301K - $338K
|
14.2K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.69K- 0.78% |
$306K - $343K
|
470K
$42.1M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.73K- 11.34% |
$309K - $347K
|
29.2K
$2.61M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-3.94K- 4.27% |
$326K - $366K
|
88.2K
$7.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-3.98K- 10.13% |
$330K - $370K
|
35.3K
$3.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-4.09K- 3.99% |
$339K - $380K
|
98.4K
$8.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.13K- 0.44% |
$342K - $384K
|
928K
$83.1M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-4.23K- 2.16% |
$351K - $393K
|
192K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4.24K- 11.53% |
$351K - $394K
|
32.6K
$2.92M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-4.28K- 0.56% |
$354K - $397K
|
755K
$67.6M
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-4.3K- 13.56% |
$356K - $399K
|
27.4K
$2.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.4K- 2.28% |
$365K - $409K
|
189K
$16.9M
|