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 12, 2025
Q1 2025
|
Campion Asset Management
|
SELL
|
- |
-188- 0.18% |
$15.6K - $17.5K
|
106K
$9.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-193- 1.74% |
$16K - $17.9K
|
10.9K
$967K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-200- 2.84% |
$16.6K - $18.6K
|
6.84K
$608K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-204- 0.58% |
$16.9K - $19K
|
35K
$3.11M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-205- 4.63% |
$17K - $19.1K
|
4.22K
$375K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-207- 5.24% |
$17.1K - $19.2K
|
3.74K
$333K
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
SELL
|
- |
-215- 0.35% |
$17.8K - $20K
|
61.5K
$5.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-215- 1.34% |
$17.8K - $20K
|
15.8K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-221- 2.42% |
$18.3K - $20.5K
|
8.91K
$793K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-227- 1.23% |
$18.8K - $21.1K
|
18.3K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-229- 0.55% |
$19K - $21.3K
|
41.7K
$3.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-230- 3.8% |
$19K - $21.4K
|
5.82K
$517K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-231- 1.97% |
$19.1K - $21.5K
|
11.5K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-239- 8.39% |
$19.8K - $22.2K
|
2.61K
$232K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-240- 5.62% |
$19.9K - $22.3K
|
4.03K
$359K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-240- 4.01% |
$19.9K - $22.3K
|
5.75K
$511K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-241- 8.3% |
$20K - $22.4K
|
2.66K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-242- 2.12% |
$20K - $22.5K
|
11.1K
$992K
|
|
|
May 14, 2025
Q1 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-249- 1.01% |
$20.6K - $23.1K
|
24.5K
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-250- 14.22% |
$20.7K - $23.2K
|
1.51K
$134K
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-250- 5.04% |
$20.7K - $23.2K
|
4.71K
$419K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-257- 5.57% |
$21.3K - $23.9K
|
4.36K
$388K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-259- 4.02% |
$21.4K - $24.1K
|
6.18K
$550K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-260- 1.46% |
$21.5K - $24.2K
|
17.6K
$1.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-262- 6.03% |
$21.7K - $24.3K
|
4.08K
$363K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-263- 9.21% |
$21.8K - $24.4K
|
2.59K
$231K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-265- 2.81% |
$21.9K - $24.6K
|
9.16K
$815K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-265- 1.79% |
$21.9K - $24.6K
|
14.6K
$1.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-268- 1.12% |
$22.2K - $24.9K
|
23.7K
$2.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-269- 2.18% |
$22.3K - $25K
|
12.1K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-269- 12.43% |
$22.3K - $25K
|
1.9K
$169K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-278- 9.38% |
$23K - $25.8K
|
2.69K
$239K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-280- 9.11% |
$23.2K - $26K
|
2.79K
$249K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-280- 3.64% |
$23.2K - $26K
|
7.4K
$659K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-281- 0.29% |
$23.3K - $26.1K
|
98K
$8.72M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-289- 0.47% |
$23.9K - $26.9K
|
61.7K
$5.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-295- 9.4% |
$24.4K - $27.4K
|
2.84K
$253K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-295- 0.87% |
$24.4K - $27.4K
|
33.7K
$3M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-296- 8.1% |
$24.5K - $27.5K
|
3.36K
$299K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-298- 2.01% |
$24.7K - $27.7K
|
14.5K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-299- 3.0% |
$24.8K - $27.8K
|
9.68K
$861K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-300- 73.53% |
$24.8K - $27.9K
|
108
$9.61K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-301- 0.66% |
$24.9K - $28K
|
45.1K
$4.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-310- 7.53% |
$25.7K - $28.8K
|
3.81K
$339K
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-311- 0.05% |
$25.8K - $28.9K
|
626K
$55.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-311- 6.31% |
$25.8K - $28.9K
|
4.62K
$411K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-323- 7.07% |
$26.7K - $30K
|
4.25K
$378K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-323- 2.03% |
$26.7K - $30K
|
15.6K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-325- 8.14% |
$26.9K - $30.2K
|
3.67K
$326K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-327- 5.38% |
$27.1K - $30.4K
|
5.76K
$512K
|