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 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-33- 0.3% |
$2.73K - $3.07K
|
10.9K
$971K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-33- 0.16% |
$2.73K - $3.07K
|
20.9K
$1.85M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-34- 0.36% |
$2.82K - $3.16K
|
9.28K
$826K
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-36- 0.76% |
$2.98K - $3.35K
|
4.72K
$420K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-36- 1.1% |
$2.98K - $3.35K
|
3.24K
$288K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-40- 1.56% |
$3.31K - $3.72K
|
2.52K
$224K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-41- 3.39% |
$3.4K - $3.81K
|
1.17K
$104K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-42- 0.61% |
$3.48K - $3.9K
|
6.88K
$612K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-42- 0.79% |
$3.48K - $3.9K
|
5.28K
$470K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-44- 0.42% |
$3.64K - $4.09K
|
10.5K
$937K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-44- 0.53% |
$3.64K - $4.09K
|
8.3K
$738K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-45- 0.95% |
$3.73K - $4.18K
|
4.69K
$417K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-45- 0.26% |
$3.73K - $4.18K
|
17K
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-48- 2.76% |
$3.97K - $4.46K
|
1.69K
$150K
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-49- 1.28% |
$4.06K - $4.55K
|
3.79K
$337K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-50- 0.27% |
$4.14K - $4.65K
|
18.3K
$1.63M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-50- 0.46% |
$4.14K - $4.65K
|
10.8K
$963K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-51- 0.76% |
$4.22K - $4.74K
|
6.63K
$590K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-53- 0.83% |
$4.39K - $4.93K
|
6.32K
$562K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-55- 1.16% |
$4.55K - $5.11K
|
4.7K
$418K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-56- 0.08% |
$4.64K - $5.2K
|
71.3K
$6.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-57- 0.69% |
$4.72K - $5.3K
|
8.2K
$730K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-57- 0.13% |
$4.72K - $5.3K
|
42.9K
$3.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-58- 0.37% |
$4.8K - $5.39K
|
15.8K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-59- 0.25% |
$4.89K - $5.48K
|
24K
$2.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-59- 2.35% |
$4.89K - $5.48K
|
2.45K
$218K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-59- 1.56% |
$4.89K - $5.48K
|
3.72K
$331K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-60- 0.78% |
$4.97K - $5.58K
|
7.6K
$676K
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-60- 0.17% |
$4.97K - $5.58K
|
35.5K
$3.16M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-63- 0.16% |
$5.22K - $5.85K
|
40.2K
$3.58M
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-65- 0.55% |
$5.38K - $6.04K
|
11.7K
$1.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-67- 0.55% |
$5.55K - $6.23K
|
12.2K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-67- 0.26% |
$5.55K - $6.23K
|
25.6K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Sellwood Investment Partners LLC
Portland, OR |
SELL
|
- |
-68- 73.91% |
$5.63K - $6.32K
|
24
$2.14K
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-68- 2.13% |
$5.63K - $6.32K
|
3.12K
$278K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-73- 0.26% |
$6.05K - $6.78K
|
28.3K
$2.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-74- 1.89% |
$6.13K - $6.88K
|
3.84K
$341K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-74- 0.83% |
$6.13K - $6.88K
|
8.87K
$789K
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
SELL
|
- |
-75- 0.4% |
$6.21K - $6.97K
|
18.8K
$1.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-77- 2.97% |
$6.38K - $7.16K
|
2.52K
$224K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-79- 2.03% |
$6.54K - $7.34K
|
3.81K
$339K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-79- 0.4% |
$6.54K - $7.34K
|
19.9K
$1.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-79- 0.81% |
$6.54K - $7.34K
|
9.65K
$859K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-80- 0.35% |
$6.62K - $7.43K
|
22.5K
$2M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-82- 0.29% |
$6.79K - $7.62K
|
28.3K
$2.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-82- 0.63% |
$6.79K - $7.62K
|
13K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-84- 1.95% |
$6.96K - $7.81K
|
4.22K
$375K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-85- 0.23% |
$7.04K - $7.9K
|
36.5K
$3.25M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-90- 2.16% |
$7.45K - $8.36K
|
4.08K
$363K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-90- 2.13% |
$7.45K - $8.36K
|
4.14K
$368K
|