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 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-192- 1.24% |
$17.7K - $18.7K
|
15.3K
$1.45M
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Bank
|
SELL
|
- |
-203- 1.06% |
$18.7K - $19.8K
|
19K
$1.81M
|
|
|
Oct 24, 2025
Q3 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-205- 15.0% |
$18.9K - $20K
|
1.16K
$110K
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
SELL
|
- |
-210- 0.8% |
$19.4K - $20.5K
|
25.9K
$2.46M
|
|
|
Oct 02, 2025
Q3 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-211- 3.59% |
$19.5K - $20.6K
|
5.67K
$539K
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-217- 1.12% |
$20K - $21.2K
|
19.1K
$1.82M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-218- 5.54% |
$20.1K - $21.3K
|
3.71K
$353K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-220- 3.72% |
$20.3K - $21.5K
|
5.69K
$541K
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-221- 4.0% |
$20.4K - $21.5K
|
5.3K
$504K
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-225- 0.36% |
$20.8K - $21.9K
|
61.4K
$5.84M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-236- 0.92% |
$21.8K - $23K
|
25.3K
$2.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-239- 2.21% |
$22.1K - $23.3K
|
10.6K
$1.01M
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-247- 4.16% |
$22.8K - $24.1K
|
5.69K
$541K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-253- 2.57% |
$23.3K - $24.7K
|
9.61K
$914K
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-257- 1.63% |
$23.7K - $25.1K
|
15.5K
$1.48M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-263- 5.87% |
$24.3K - $25.6K
|
4.22K
$401K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-300- 1.67% |
$27.7K - $29.3K
|
17.7K
$1.68M
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-300- 2.01% |
$27.7K - $29.3K
|
14.6K
$1.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-318- 4.95% |
$29.3K - $31K
|
6.11K
$581K
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
SELL
|
- |
-319- 0.87% |
$29.4K - $31.1K
|
36.3K
$3.46M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-320- 7.05% |
$29.5K - $31.2K
|
4.22K
$401K
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-341- 8.12% |
$31.5K - $33.3K
|
3.86K
$367K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-345- 1.41% |
$31.8K - $33.6K
|
24K
$2.29M
|
|
|
Oct 06, 2025
Q3 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-364- 3.01% |
$33.6K - $35.5K
|
11.7K
$1.11M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-401- 1.82% |
$37K - $39.1K
|
21.6K
$2.05M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-411- 10.78% |
$37.9K - $40.1K
|
3.4K
$323K
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-417- 4.5% |
$38.5K - $40.7K
|
8.86K
$842K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-419- 9.11% |
$38.7K - $40.9K
|
4.18K
$397K
|
|
|
Oct 07, 2025
Q3 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-434- 2.41% |
$40K - $42.3K
|
17.6K
$1.67M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-445- 5.48% |
$41.1K - $43.4K
|
7.68K
$730K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-445- 9.21% |
$41.1K - $43.4K
|
4.39K
$417K
|
|
|
Oct 27, 2025
Q3 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-452- 6.2% |
$41.7K - $44.1K
|
6.84K
$650K
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-464- 12.86% |
$42.8K - $45.2K
|
3.15K
$299K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-469- 2.58% |
$43.3K - $45.7K
|
17.7K
$1.68M
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-469- 4.68% |
$43.3K - $45.7K
|
9.56K
$909K
|
|
|
Oct 23, 2025
Q3 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
SELL
|
- |
-470- 1.66% |
$43.4K - $45.8K
|
27.9K
$2.65M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-476- 0.29% |
$43.9K - $46.4K
|
165K
$15.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-500- 14.93% |
$46.1K - $48.8K
|
2.85K
$271K
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-505- 0.37% |
$46.6K - $49.2K
|
136K
$12.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
SELL
|
- |
-517- 17.14% |
$47.7K - $50.4K
|
2.5K
$238K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-519- 8.8% |
$47.9K - $50.6K
|
5.38K
$512K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-536- 0.72% |
$49.5K - $52.3K
|
73.8K
$7.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-538- 4.54% |
$49.6K - $52.5K
|
11.3K
$1.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-550- 7.56% |
$50.7K - $53.6K
|
6.73K
$640K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-578- 1.52% |
$53.3K - $56.4K
|
37.5K
$3.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-596- 0.34% |
$55K - $58.1K
|
176K
$16.7M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-602- 11.99% |
$55.5K - $58.7K
|
4.42K
$420K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-620- 10.76% |
$57.2K - $60.5K
|
5.14K
$489K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-641- 10.1% |
$59.1K - $62.5K
|
5.71K
$542K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-668- 7.57% |
$61.6K - $65.1K
|
8.16K
$776K
|