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 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
26+ 0.29% |
$2.4K - $2.54K
|
8.89K
$845K
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
25+ 0.35% |
$2.31K - $2.44K
|
7.16K
$681K
|
|
|
Oct 27, 2025
Q3 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
24+ 0.34% |
$2.21K - $2.34K
|
7.16K
$681K
|
|
|
Oct 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
24+ 0.05% |
$2.21K - $2.34K
|
45.6K
$4.34M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
23+ 0.39% |
$2.12K - $2.24K
|
5.91K
$562K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
21New |
$1.94K - $2.05K
|
21
$2K
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
19+ 0.3% |
$1.75K - $1.85K
|
6.29K
$598K
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.68% |
$1.66K - $1.76K
|
2.68K
$255K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
17+ 0.07% |
$1.57K - $1.66K
|
23.2K
$2.21M
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
17+ 0.74% |
$1.57K - $1.66K
|
2.32K
$221K
|
|
|
Oct 03, 2025
Q3 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
15+ 0.11% |
$1.38K - $1.46K
|
13.7K
$1.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
14+ 0.22% |
$1.29K - $1.37K
|
6.47K
$615K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
13+ 1.53% |
$1.2K - $1.27K
|
863
$82.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
11+ 0.36% |
$1.01K - $1.07K
|
3.08K
$293K
|
|
|
Oct 20, 2025
Q3 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
10+ 0.32% |
$923 - $975
|
3.1K
$295K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.35% |
$738 - $780
|
2.3K
$218K
|
|
|
Oct 14, 2025
Q3 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
8+ 0.16% |
$738 - $780
|
5.03K
$479K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
8+ 0.24% |
$738 - $780
|
3.4K
$324K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8+ 0.08% |
$738 - $780
|
9.43K
$897K
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
5+ 0.23% |
$461 - $488
|
2.19K
$209K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
5+ 0.05% |
$461 - $488
|
10.5K
$996K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
4+ 0.16% |
$369 - $390
|
2.45K
$233K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4+ 0.05% |
$369 - $390
|
7.82K
$744K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
4+ 0.31% |
$369 - $390
|
1.28K
$122K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
3+ 0.05% |
$277 - $293
|
6.66K
$633K
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3+ 0.05% |
$277 - $293
|
5.58K
$530K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3+ 0.09% |
$277 - $293
|
3.41K
$325K
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
2+ 0.03% |
$185 - $195
|
6.68K
$635K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2+ 0.06% |
$185 - $195
|
3.26K
$310K
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2+ 0.14% |
$185 - $195
|
1.47K
$140K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.15% |
$92.3 - $97.5
|
660
$62.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 0.0% |
$92.3 - $97.5
|
61.7K
$5.87M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.21% |
$92.3 - $97.5
|
472
$44.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$92.3 - $97.5
|
3.78K
$359K
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
1+ 0.04% |
$92.3 - $97.5
|
2.43K
$231K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.03% |
$92.3 - $97.5
|
3.62K
$344K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1+ 0.04% |
$92.3 - $97.5
|
2.47K
$235K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$92.3 - $97.5
|
3.89K
$370K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.03% |
$92.3 - $97.5
|
3.94K
$374K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-3- 1.0% |
$277 - $293
|
297
$28.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
SELL
|
- |
-3- 0.05% |
$277 - $293
|
6.54K
$621K
|
|
|
Oct 09, 2025
Q3 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-6- 0.08% |
$554 - $585
|
7.4K
$703K
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-9- 0.03% |
$830 - $878
|
31.2K
$2.96M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-10- 20.41% |
$923 - $975
|
39
$3.71K
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-11- 0.28% |
$1.01K - $1.07K
|
3.99K
$379K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.1% |
$1.01K - $1.07K
|
10.7K
$1.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.29% |
$1.11K - $1.17K
|
4.16K
$396K
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-15- 0.16% |
$1.38K - $1.46K
|
9.62K
$914K
|
|
|
Oct 03, 2025
Q3 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-17- 0.69% |
$1.57K - $1.66K
|
2.45K
$233K
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-20- 0.79% |
$1.85K - $1.95K
|
2.5K
$238K
|