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
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.09K- 1.8% |
$90.6K - $102K
|
59.8K
$5.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.12K- 1.08% |
$92.9K - $104K
|
102K
$9.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.13K- 5.39% |
$93.9K - $105K
|
19.9K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.14K- 0.74% |
$94.4K - $106K
|
152K
$13.5M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.14K- 1.35% |
$94.6K - $106K
|
83.5K
$7.43M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.16K- 3.88% |
$96K - $108K
|
28.7K
$2.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.17K- 13.09% |
$97.2K - $109K
|
7.79K
$693K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.18K- 1.85% |
$97.4K - $109K
|
62.3K
$5.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.18K- 31.64% |
$97.6K - $109K
|
2.55K
$226K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.2K- 70.75% |
$99.4K - $112K
|
496
$44.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-1.22K- 2.19% |
$101K - $113K
|
54.2K
$4.82M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.22K- 5.17% |
$101K - $113K
|
22.3K
$1.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.22K- 1.58% |
$101K - $114K
|
76.3K
$6.79M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.23K- 6.94% |
$102K - $114K
|
16.4K
$1.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.23K- 28.19% |
$102K - $114K
|
3.12K
$278K
|
|
|
May 16, 2025
Q1 2025
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-1.25K- 18.92% |
$104K - $116K
|
5.37K
$478K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.26K- 5.07% |
$104K - $117K
|
23.5K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.29K- 0.42% |
$107K - $120K
|
305K
$27.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.31K- 8.07% |
$108K - $122K
|
14.9K
$1.33M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.31K- 19.87% |
$109K - $122K
|
5.29K
$471K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.34K- 1.59% |
$111K - $125K
|
83.3K
$7.41M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-1.36K- 14.89% |
$113K - $126K
|
7.77K
$691K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.37K- 15.94% |
$114K - $128K
|
7.24K
$644K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-1.41K- 2.2% |
$117K - $131K
|
62.4K
$5.55M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.41K- 0.98% |
$117K - $131K
|
142K
$12.7M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.45K- 0.81% |
$120K - $135K
|
177K
$15.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.52K- 25.08% |
$126K - $141K
|
4.53K
$403K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.52K- 21.74% |
$126K - $141K
|
5.48K
$487K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.57K- 2.65% |
$130K - $146K
|
57.5K
$5.11M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.58KClosed |
$131K - $147K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.63K- 11.43% |
$135K - $151K
|
12.6K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
SELL
|
- |
-1.63K- 5.43% |
$135K - $151K
|
28.4K
$2.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-1.64K- 4.22% |
$136K - $153K
|
37.3K
$3.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-1.67K- 17.09% |
$138K - $155K
|
8.08K
$719K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.67K- 2.55% |
$138K - $155K
|
63.6K
$5.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-1.68K- 32.26% |
$139K - $156K
|
3.52K
$313K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.68K- 4.78% |
$139K - $156K
|
33.5K
$2.98M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.68K- 8.58% |
$139K - $156K
|
17.9K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.69K- 3.24% |
$140K - $157K
|
50.5K
$4.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.7K- 26.58% |
$141K - $158K
|
4.7K
$418K
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-1.7K- 39.8% |
$141K - $158K
|
2.57K
$229K
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-1.71K- 5.22% |
$142K - $159K
|
31.1K
$2.76M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.71K- 2.21% |
$142K - $159K
|
75.9K
$6.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.72K- 4.18% |
$142K - $160K
|
39.4K
$3.5M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.72K- 94.81% |
$142K - $160K
|
94
$8.36K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.73K- 2.66% |
$143K - $161K
|
63.2K
$5.62M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.73K- 5.98% |
$144K - $161K
|
27.3K
$2.43M
|
|
|
May 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-1.74K- 0.84% |
$144K - $161K
|
205K
$18.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.77K- 9.22% |
$147K - $164K
|
17.4K
$1.55M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.84K- 26.47% |
$152K - $171K
|
5.11K
$454K
|