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 |
|---|---|---|---|---|---|---|---|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
17New |
$1.41K - $1.58K
|
17
$1.51K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
16+ 0.99% |
$1.32K - $1.49K
|
1.64K
$146K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
16+ 0.19% |
$1.32K - $1.49K
|
8.29K
$737K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
14+ 0.02% |
$1.16K - $1.3K
|
75.4K
$6.71M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
13+ 0.08% |
$1.08K - $1.21K
|
17.2K
$1.53M
|
|
|
May 12, 2025
Q1 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
13+ 0.09% |
$1.08K - $1.21K
|
13.8K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
12+ 0.67% |
$994 - $1.12K
|
1.81K
$161K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
12+ 0.06% |
$994 - $1.12K
|
20.4K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
12+ 0.3% |
$994 - $1.12K
|
4.05K
$360K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
11+ 0.32% |
$911 - $1.02K
|
3.49K
$310K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11+ 0.09% |
$911 - $1.02K
|
12.9K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11+ 0.27% |
$911 - $1.02K
|
4.04K
$360K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
11+ 0.02% |
$911 - $1.02K
|
68.8K
$6.12M
|
|
|
May 21, 2025
Q1 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
10+ 0.33% |
$828 - $929
|
3.09K
$274K
|
|
|
Apr 14, 2025
Q1 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
10+ 0.32% |
$828 - $929
|
3.18K
$283K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
10+ 0.06% |
$828 - $929
|
18.1K
$1.61M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
9+ 0.09% |
$745 - $836
|
10.5K
$932K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
9+ 0.03% |
$745 - $836
|
26.9K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
9+ 0.3% |
$745 - $836
|
3.04K
$271K
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
8+ 0.16% |
$662 - $743
|
5.02K
$446K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
8+ 0.09% |
$662 - $743
|
8.9K
$792K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
7+ 0.24% |
$580 - $651
|
2.93K
$261K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
7+ 0.11% |
$580 - $651
|
6.22K
$554K
|
|
|
Apr 30, 2025
Q1 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
7+ 0.07% |
$580 - $651
|
10.5K
$936K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
6+ 0.25% |
$497 - $558
|
2.43K
$216K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6+ 0.08% |
$497 - $558
|
7.93K
$706K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6+ 0.09% |
$497 - $558
|
6.77K
$602K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
6+ 0.06% |
$497 - $558
|
9.61K
$855K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5+ 0.17% |
$414 - $465
|
3.01K
$268K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5+ 0.26% |
$414 - $465
|
1.89K
$168K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5+ 0.19% |
$414 - $465
|
2.61K
$232K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5+ 0.28% |
$414 - $465
|
1.76K
$157K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
5+ 0.44% |
$414 - $465
|
1.15K
$102K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4+ 0.06% |
$331 - $372
|
7.05K
$627K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
4+ 0.1% |
$331 - $372
|
4.08K
$363K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.17% |
$331 - $372
|
2.35K
$209K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
4+ 0.04% |
$331 - $372
|
10.2K
$905K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4+ 0.05% |
$331 - $372
|
8.58K
$763K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
4+ 0.16% |
$331 - $372
|
2.47K
$220K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
4+ 0.88% |
$331 - $372
|
458
$40.7K
|
|
|
May 15, 2025
Q1 2025
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
3+ 0.12% |
$248 - $279
|
2.43K
$216K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
3+ 0.11% |
$248 - $279
|
2.67K
$237K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
3+ 0.05% |
$248 - $279
|
5.72K
$508K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2+ 0.03% |
$166 - $186
|
7.69K
$684K
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.33% |
$166 - $186
|
611
$54.4K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
2+ 0.05% |
$166 - $186
|
4.12K
$366K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.06% |
$166 - $186
|
3.32K
$295K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2+ 0.06% |
$166 - $186
|
3.41K
$303K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.13% |
$166 - $186
|
1.53K
$136K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
2+ 0.03% |
$166 - $186
|
6.68K
$594K
|