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 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
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
2.31K+ 9.02% |
$213K - $225K
|
27.9K
$2.65M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.27KNew |
$209K - $221K
|
2.27K
$216K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.26K+ 2.36% |
$209K - $220K
|
98.1K
$9.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.25K+ 6.82% |
$207K - $219K
|
35.2K
$3.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
2.22KNew |
$205K - $217K
|
2.22K
$211K
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.19KNew |
$202K - $214K
|
2.19K
$208K
|
|
|
Oct 21, 2025
Q3 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2.15K+ 1.67% |
$198K - $210K
|
131K
$12.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.12KNew |
$195K - $207K
|
2.12K
$201K
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2.1KNew |
$194K - $205K
|
2.1K
$200K
|
|
|
Oct 21, 2025
Q3 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
2.08KNew |
$192K - $203K
|
2.08K
$198K
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.95K+ 1.68% |
$180K - $190K
|
118K
$11.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.88K+ 7.25% |
$173K - $183K
|
27.8K
$2.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
1.85K+ 4.37% |
$171K - $181K
|
44.3K
$4.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.81K+ 3.29% |
$167K - $177K
|
56.9K
$5.41M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.74K+ 10.54% |
$160K - $169K
|
18.2K
$1.73M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.73K+ 12.45% |
$160K - $169K
|
15.6K
$1.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.67K+ 9.34% |
$154K - $163K
|
19.5K
$1.86M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.53K+ 13.63% |
$142K - $150K
|
12.8K
$1.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.49K+ 39.36% |
$138K - $145K
|
5.28K
$502K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.36K+ 7.77% |
$125K - $132K
|
18.8K
$1.79M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.21K+ 4.64% |
$111K - $118K
|
27.2K
$2.59M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
1.12KNew |
$104K - $110K
|
1.12K
$107K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.07K+ 20.29% |
$98.3K - $104K
|
6.32K
$600K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.06K+ 10.91% |
$97.3K - $103K
|
10.7K
$1.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
1.05K+ 7.15% |
$96.7K - $102K
|
15.7K
$1.49M
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
988+ 0.77% |
$91.2K - $96.3K
|
130K
$12.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
979+ 1.59% |
$90.3K - $95.5K
|
62.4K
$5.94M
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
972+ 1.18% |
$89.7K - $94.8K
|
83.5K
$7.94M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
934+ 35.33% |
$86.2K - $91.1K
|
3.58K
$340K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
885+ 3.02% |
$81.7K - $86.3K
|
30.2K
$2.87M
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
BUY
|
- |
874+ 0.24% |
$80.6K - $85.2K
|
364K
$34.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
861+ 8.41% |
$79.4K - $84K
|
11.1K
$1.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
816+ 25.2% |
$75.3K - $79.6K
|
4.05K
$385K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
789+ 2.06% |
$72.8K - $76.9K
|
39.1K
$3.72M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
788+ 3.14% |
$72.7K - $76.8K
|
25.9K
$2.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
751+ 3.87% |
$69.3K - $73.2K
|
20.2K
$1.92M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
725+ 3.32% |
$66.9K - $70.7K
|
22.5K
$2.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
688+ 19.34% |
$63.5K - $67.1K
|
4.25K
$404K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
682+ 370.65% |
$62.9K - $66.5K
|
866
$82.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
659+ 3.8% |
$60.8K - $64.3K
|
18K
$1.71M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
655+ 15.53% |
$60.4K - $63.9K
|
4.87K
$463K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
627+ 2.41% |
$57.8K - $61.1K
|
26.6K
$2.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
619+ 6.06% |
$57.1K - $60.4K
|
10.8K
$1.03M
|
|
|
Oct 10, 2025
Q3 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
572+ 3.59% |
$52.8K - $55.8K
|
16.5K
$1.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
570+ 1.89% |
$52.6K - $55.6K
|
30.8K
$2.92M
|
|
|
Oct 15, 2025
Q3 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
557+ 3.65% |
$51.4K - $54.3K
|
15.8K
$1.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
BUY
|
- |
517+ 20.64% |
$47.7K - $50.4K
|
3.02K
$287K
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
493+ 11.82% |
$45.5K - $48.1K
|
4.66K
$443K
|