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 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-22- 0.96% |
$2.03K - $2.15K
|
2.26K
$215K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-23- 0.28% |
$2.12K - $2.24K
|
8.05K
$765K
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-28- 0.02% |
$2.58K - $2.73K
|
170K
$16.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-28- 0.39% |
$2.58K - $2.73K
|
7.24K
$688K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-30- 5.79% |
$2.77K - $2.93K
|
488
$46.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-32- 0.1% |
$2.95K - $3.12K
|
31.4K
$2.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-32- 0.83% |
$2.95K - $3.12K
|
3.81K
$362K
|
|
|
Oct 17, 2025
Q3 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-32- 1.25% |
$2.95K - $3.12K
|
2.54K
$241K
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-35- 0.62% |
$3.23K - $3.41K
|
5.59K
$532K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-37- 4.45% |
$3.41K - $3.61K
|
794
$75.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-42- 3.87% |
$3.87K - $4.1K
|
1.04K
$99.2K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-50- 0.33% |
$4.61K - $4.88K
|
15.2K
$1.45M
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-51- 1.4% |
$4.71K - $4.97K
|
3.6K
$342K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-54- 1.79% |
$4.98K - $5.27K
|
2.96K
$281K
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-54- 1.8% |
$4.98K - $5.27K
|
2.95K
$280K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-58- 0.17% |
$5.35K - $5.66K
|
34.8K
$3.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-60- 1.09% |
$5.54K - $5.85K
|
5.43K
$516K
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-60- 2.73% |
$5.54K - $5.85K
|
2.14K
$203K
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
SELL
|
- |
-65- 2.55% |
$6K - $6.34K
|
2.49K
$236K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-65- 2.16% |
$6K - $6.34K
|
2.94K
$279K
|
|
|
Oct 06, 2025
Q3 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-73- 1.24% |
$6.73K - $7.12K
|
5.82K
$553K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-85- 0.6% |
$7.84K - $8.29K
|
14.2K
$1.35M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-85- 3.01% |
$7.84K - $8.29K
|
2.74K
$261K
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-90- 3.33% |
$8.3K - $8.78K
|
2.61K
$248K
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-90- 0.41% |
$8.3K - $8.78K
|
22.1K
$2.1M
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-94- 1.37% |
$8.67K - $9.17K
|
6.78K
$645K
|
|
|
Oct 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-100- 0.93% |
$9.23K - $9.75K
|
10.7K
$1.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-100- 75.76% |
$9.23K - $9.75K
|
32
$3.04K
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-100- 2.84% |
$9.23K - $9.75K
|
3.42K
$325K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-100- 0.31% |
$9.23K - $9.75K
|
32.5K
$3.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-103- 20.44% |
$9.5K - $10K
|
401
$38.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-109- 0.46% |
$10.1K - $10.6K
|
23.5K
$2.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-115- 3.3% |
$10.6K - $11.2K
|
3.37K
$320K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-118- 1.71% |
$10.9K - $11.5K
|
6.78K
$645K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-122- 49.8% |
$11.3K - $11.9K
|
123
$11.7K
|
|
|
Oct 14, 2025
Q3 2025
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-122- 1.16% |
$11.3K - $11.9K
|
10.4K
$990K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
SELL
|
- |
-125- 0.43% |
$11.5K - $12.2K
|
29.2K
$2.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-130- 1.51% |
$12K - $12.7K
|
8.5K
$808K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-131- 5.24% |
$12.1K - $12.8K
|
2.37K
$225K
|
|
|
Oct 07, 2025
Q3 2025
|
Woodstock Corp
|
SELL
|
- |
-132- 0.08% |
$12.2K - $12.9K
|
164K
$15.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-140- 0.98% |
$12.9K - $13.7K
|
14.1K
$1.34M
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-142- 0.59% |
$13.1K - $13.8K
|
23.8K
$2.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-164- 2.76% |
$15.1K - $16K
|
5.78K
$550K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-165- 0.61% |
$15.2K - $16.1K
|
26.8K
$2.55M
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-175- 5.72% |
$16.1K - $17.1K
|
2.88K
$274K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-176- 0.47% |
$16.2K - $17.2K
|
37.5K
$3.57M
|
|
|
Oct 24, 2025
Q3 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-177- 7.75% |
$16.3K - $17.3K
|
2.11K
$200K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-178- 0.23% |
$16.4K - $17.4K
|
75.8K
$7.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-186- 7.95% |
$17.2K - $18.1K
|
2.15K
$205K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-188- 0.6% |
$17.3K - $18.3K
|
31K
$2.95M
|