Purchases and Sales Made in Q3 2025 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
169K+ 229.44% |
$15.6M - $16.5M
|
242K
$23M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
72.8K+ 7.55% |
$6.71M - $7.1M
|
1.04M
$98.5M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
69.7K+ 181.94% |
$6.43M - $6.8M
|
108K
$10.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
66.4KNew |
$6.12M - $6.47M
|
66.4K
$6.31M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
65K+ 17.06% |
$6M - $6.34M
|
446K
$42.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
45K+ 26.96% |
$4.15M - $4.39M
|
212K
$20.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
23.3K+ 18.07% |
$2.15M - $2.27M
|
152K
$14.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
22.5K+ 2.71% |
$2.08M - $2.19M
|
852K
$81M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
18.7K+ 13.62% |
$1.72M - $1.82M
|
156K
$14.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.3K+ 17.24% |
$1.69M - $1.78M
|
124K
$11.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
12.8K+ 72.51% |
$1.18M - $1.24M
|
30.4K
$2.89M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
12.4K+ 11.81% |
$1.14M - $1.21M
|
117K
$11.1M
|
|
|
Oct 01, 2025
Q3 2025
|
Vigilare Wealth Management
|
BUY
|
- |
12.4K+ 67.23% |
$1.14M - $1.21M
|
30.8K
$2.92M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
12K+ 2.9% |
$1.11M - $1.17M
|
426K
$40.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
BUY
|
- |
10.8K+ 109.79% |
$992K - $1.05M
|
20.6K
$1.95M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.76K+ 334.69% |
$901K - $952K
|
12.7K
$1.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.67K+ 26.74% |
$892K - $943K
|
45.8K
$4.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
9.23K+ 156.25% |
$851K - $900K
|
15.1K
$1.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.81K+ 31.47% |
$813K - $859K
|
36.8K
$3.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
8.39KNew |
$774K - $818K
|
8.39K
$798K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
7.74KNew |
$714K - $754K
|
7.74K
$736K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
7.32K+ 10.28% |
$675K - $714K
|
78.5K
$7.46M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
6.31K+ 2.02% |
$582K - $615K
|
319K
$30.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
5.52KNew |
$509K - $538K
|
5.52K
$524K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.18K+ 6.51% |
$478K - $505K
|
84.7K
$8.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
5K+ 13.33% |
$461K - $488K
|
42.5K
$4.04M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
4.9KNew |
$452K - $478K
|
4.9K
$466K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.78KNew |
$441K - $466K
|
4.78K
$454K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
4.74K+ 32.53% |
$437K - $462K
|
19.3K
$1.84M
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.59K+ 10.97% |
$424K - $448K
|
46.5K
$4.42M
|
|
|
Oct 08, 2025
Q3 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
4.53K+ 6.73% |
$418K - $441K
|
71.8K
$6.82M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
4.42KNew |
$407K - $431K
|
4.42K
$420K
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
3.88KNew |
$358K - $378K
|
3.88K
$369K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.86K+ 114.79% |
$356K - $376K
|
7.22K
$686K
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
3.85K+ 174.47% |
$355K - $375K
|
6.05K
$575K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.17KNew |
$293K - $309K
|
3.17K
$301K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.14K+ 6.49% |
$290K - $307K
|
51.6K
$4.91M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.14K+ 30.42% |
$290K - $306K
|
13.5K
$1.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.09K+ 73.24% |
$285K - $301K
|
7.31K
$695K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
2.93K+ 9.65% |
$270K - $286K
|
33.3K
$3.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.92K+ 1.4% |
$270K - $285K
|
212K
$20.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.91KNew |
$268K - $284K
|
2.91K
$277K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.8K+ 113.18% |
$258K - $273K
|
5.27K
$501K
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
2.79K+ 4.59% |
$258K - $272K
|
63.7K
$6.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.76KNew |
$255K - $269K
|
2.76K
$262K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.64K+ 2.43% |
$243K - $257K
|
111K
$10.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.56K+ 2.81% |
$236K - $249K
|
93.5K
$8.89M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
2.46K+ 0.28% |
$227K - $240K
|
874K
$83.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.4KNew |
$222K - $234K
|
2.4K
$228K
|
|
|
Oct 07, 2025
Q3 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
2.36K+ 17.35% |
$218K - $230K
|
16K
$1.52M
|