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
|
1900 Wealth Management LLC
|
SELL
|
- |
-775- 3.23% |
$71.5K - $75.6K
|
23.2K
$2.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-784- 3.12% |
$72.3K - $76.4K
|
24.4K
$2.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-791- 40.75% |
$73K - $77.1K
|
1.15K
$109K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
SELL
|
- |
-825- 12.15% |
$76.1K - $80.4K
|
5.97K
$567K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-858- 5.36% |
$79.2K - $83.7K
|
15.1K
$1.44M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-898- 4.23% |
$82.8K - $87.6K
|
20.4K
$1.94M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-903- 5.88% |
$83.3K - $88.1K
|
14.5K
$1.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-907- 0.5% |
$83.7K - $88.4K
|
182K
$17.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-969- 1.76% |
$89.4K - $94.5K
|
54.1K
$5.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-969- 15.48% |
$89.4K - $94.5K
|
5.29K
$503K
|
|
|
Oct 23, 2025
Q3 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-1.01K- 23.55% |
$93K - $98.3K
|
3.27K
$311K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.05K- 24.31% |
$96.4K - $102K
|
3.25K
$309K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.11K- 8.8% |
$103K - $108K
|
11.5K
$1.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.24K- 12.9% |
$115K - $121K
|
8.4K
$798K
|
|
|
Oct 14, 2025
Q3 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.26K- 0.76% |
$116K - $122K
|
164K
$15.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.26K- 18.76% |
$116K - $123K
|
5.45K
$518K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.29K- 1.45% |
$119K - $126K
|
87.8K
$8.35M
|
|
|
Oct 28, 2025
Q3 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-1.32K- 7.13% |
$122K - $129K
|
17.2K
$1.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.4K- 3.68% |
$129K - $136K
|
36.6K
$3.48M
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
SELL
|
- |
-1.5K- 1.12% |
$138K - $146K
|
133K
$12.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.52K- 8.44% |
$140K - $148K
|
16.5K
$1.57M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.56K- 1.81% |
$144K - $152K
|
84.7K
$8.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.57K- 1.36% |
$145K - $153K
|
114K
$10.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.59K- 20.06% |
$147K - $155K
|
6.35K
$604K
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-1.68K- 12.3% |
$155K - $164K
|
12K
$1.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
SELL
|
- |
-1.73K- 5.78% |
$160K - $169K
|
28.2K
$2.69M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.04K- 2.11% |
$188K - $199K
|
94.3K
$8.97M
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-2.05K- 3.02% |
$189K - $200K
|
65.8K
$6.25M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-2.07K- 53.19% |
$191K - $202K
|
1.82K
$173K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-2.09K- 1.54% |
$193K - $204K
|
134K
$12.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-2.5K- 9.24% |
$231K - $244K
|
24.6K
$2.34M
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.83K- 42.24% |
$261K - $275K
|
3.86K
$367K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-2.99K- 23.92% |
$276K - $292K
|
9.52K
$905K
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-3.19K- 1.17% |
$294K - $311K
|
271K
$25.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
SELL
|
- |
-3.25K- 0.66% |
$300K - $317K
|
492K
$46.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.34K- 4.13% |
$308K - $325K
|
77.4K
$7.36M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-3.5K- 14.6% |
$323K - $341K
|
20.5K
$1.94M
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
SELL
|
- |
-3.68K- 5.07% |
$340K - $359K
|
68.9K
$6.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-3.7K- 4.03% |
$342K - $361K
|
88.3K
$8.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3.72K- 95.73% |
$344K - $363K
|
166
$15.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-3.99K- 2.43% |
$368K - $389K
|
160K
$15.2M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-4.14K- 5.58% |
$382K - $404K
|
70.1K
$6.67M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-4.26K- 8.17% |
$393K - $415K
|
47.8K
$4.55M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-4.32K- 5.1% |
$398K - $421K
|
80.4K
$7.64M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.48K- 1.88% |
$413K - $437K
|
234K
$22.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-5.69K- 2.27% |
$525K - $555K
|
245K
$23.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.77K- 19.78% |
$532K - $562K
|
23.4K
$2.22M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.05K- 2.86% |
$558K - $590K
|
205K
$19.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.43K- 16.61% |
$593K - $627K
|
32.3K
$3.07M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-6.91K- 13.57% |
$638K - $674K
|
44K
$4.18M
|