Purchases and Sales Made in Q1 2025 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.11M+ 12.02% |
$340M - $381M
|
38.3M
$3.39B
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.92M+ 6.31% |
$325M - $365M
|
66.1M
$5.86B
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.18M+ 8839.62% |
$181M - $203M
|
2.21M
$195M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.09M+ 26.15% |
$173M - $194M
|
10.1M
$891M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.03M+ 121.96% |
$85.2M - $95.6M
|
1.87M
$166M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
828K+ 1.34% |
$68.6M - $77M
|
62.5M
$5.53B
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
570K+ 103.67% |
$47.2M - $53M
|
1.12M
$99.1M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
448K+ 102.87% |
$37.1M - $41.7M
|
884K
$78.3M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
418K+ 2.21% |
$34.7M - $38.9M
|
19.3M
$1.71B
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
401K+ 10.91% |
$33.2M - $37.2M
|
4.08M
$361M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
372K+ 15.82% |
$30.8M - $34.6M
|
2.72M
$241M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
367K+ 0.56% |
$30.4M - $34.1M
|
66.5M
$5.89B
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
351K+ 13.27% |
$29M - $32.6M
|
2.99M
$265M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
212K+ 116.4% |
$17.6M - $19.7M
|
395K
$35M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
176K+ 7.22% |
$14.5M - $16.3M
|
2.61M
$231M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
144KNew |
$11.9M - $13.4M
|
144K
$12.8M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
143K+ 1.77% |
$11.8M - $13.2M
|
8.22M
$728M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
142KNew |
$11.8M - $13.2M
|
142K
$12.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
135K+ 14.57% |
$11.1M - $12.5M
|
1.06M
$93.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
121K+ 5344.46% |
$10M - $11.3M
|
123K
$10.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
114K+ 16.2% |
$9.43M - $10.6M
|
817K
$72.3M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
105K+ 10.56% |
$8.73M - $9.8M
|
1.1M
$97.8M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
86.1K+ 6.93% |
$7.13M - $8M
|
1.33M
$118M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
82.5K+ 7.84% |
$6.83M - $7.66M
|
1.13M
$100M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
77.4K+ 12.75% |
$6.41M - $7.19M
|
685K
$60.6M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
75.6K+ 0.81% |
$6.26M - $7.03M
|
9.37M
$830M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
75.2K+ 6.83% |
$6.22M - $6.99M
|
1.18M
$104M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
74.5K+ 7.18% |
$6.17M - $6.92M
|
1.11M
$98.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
72.8K+ 1.79% |
$6.02M - $6.76M
|
4.14M
$367M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
72KNew |
$5.97M - $6.69M
|
72K
$6.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
66.7K+ 2.65% |
$5.52M - $6.2M
|
2.59M
$229M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
60.6K+ 3.69% |
$5.02M - $5.63M
|
1.7M
$151M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
60.4K+ 8.21% |
$5M - $5.61M
|
796K
$70.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
53.1K+ 34.27% |
$4.4M - $4.93M
|
208K
$18.4M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
52.8KNew |
$4.37M - $4.91M
|
52.8K
$4.68M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
50.7K+ 74.91% |
$4.2M - $4.71M
|
118K
$10.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
49.1K+ 6.77% |
$4.07M - $4.57M
|
775K
$68.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
49.1K+ 6.77% |
$4.07M - $4.57M
|
775K
$68.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
41.9K+ 5.69% |
$3.47M - $3.9M
|
778K
$68.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
41.2K+ 225.99% |
$3.41M - $3.83M
|
59.4K
$5.26M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
40.6KNew |
$3.36M - $3.77M
|
40.6K
$3.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
40.6K+ 101385.0% |
$3.36M - $3.77M
|
40.6K
$3.59M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
39.7K+ 4.37% |
$3.28M - $3.69M
|
946K
$83.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
39.2K+ 32.11% |
$3.25M - $3.64M
|
161K
$14.3M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
38.5K+ 19.93% |
$3.19M - $3.58M
|
232K
$20.5M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.2K+ 3.46% |
$2.92M - $3.27M
|
1.05M
$93.2M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
34.8K+ 35.25% |
$2.88M - $3.24M
|
134K
$11.8M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
34.1K+ 36.81% |
$2.82M - $3.17M
|
127K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
31.7KNew |
$2.62M - $2.94M
|
31.7K
$2.81M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
31.4KNew |
$2.6M - $2.92M
|
31.4K
$2.78M
|