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
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-84.9K- 86.83% |
$7.03M - $7.89M
|
12.9K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-121K- 83.63% |
$9.99M - $11.2M
|
23.6K
$2.19M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-124K- 44.63% |
$10.3M - $11.5M
|
154K
$14.3M
|
|
|
Apr 28, 2025
Q1 2025
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-148K- 93.94% |
$12.2M - $13.7M
|
9.53K
$885K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-252K- 11.01% |
$20.9M - $23.4M
|
2.04M
$189M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-279K- 2.08% |
$23.1M - $26M
|
13.2M
$1.22B
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-318K- 99.89% |
$26.4M - $29.6M
|
360
$33.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-359K- 90.76% |
$29.7M - $33.4M
|
36.5K
$3.39M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-760K- 18.3% |
$62.9M - $70.6M
|
3.39M
$315M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.18M- 98.82% |
$181M - $203M
|
25.9K
$2.41M
|