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 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.59K- 49.99% |
$380K - $427K
|
4.59K
$408K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.66K- 0.67% |
$386K - $433K
|
691K
$61.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.68K- 92.86% |
$388K - $435K
|
360
$32K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-4.73K- 12.45% |
$392K - $439K
|
33.2K
$2.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-4.75K- 5.21% |
$394K - $442K
|
86.4K
$7.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-4.78K- 3.95% |
$396K - $445K
|
116K
$10.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.84K- 1.96% |
$401K - $450K
|
242K
$21.5M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.84K- 13.76% |
$401K - $450K
|
30.4K
$2.7M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.19K- 6.74% |
$430K - $482K
|
71.8K
$6.39M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-5.23K- 33.65% |
$433K - $486K
|
10.3K
$918K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-5.24K- 5.81% |
$434K - $487K
|
84.9K
$7.55M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.29K- 3.42% |
$438K - $491K
|
149K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.33K- 79.69% |
$441K - $495K
|
1.36K
$121K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-5.37K- 6.86% |
$444K - $499K
|
72.9K
$6.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-5.48K- 27.67% |
$454K - $509K
|
14.3K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.49K- 12.19% |
$455K - $511K
|
39.6K
$3.52M
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-5.5K- 16.77% |
$455K - $511K
|
27.3K
$2.43M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.55K- 9.26% |
$459K - $516K
|
54.3K
$4.83M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-5.78K- 6.02% |
$478K - $537K
|
90.1K
$8.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-6.05K- 6.16% |
$501K - $562K
|
92.1K
$8.19M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-6.12K- 55.3% |
$507K - $569K
|
4.95K
$440K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-6.2K- 27.23% |
$514K - $576K
|
16.6K
$1.47M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-6.3K- 12.78% |
$521K - $585K
|
43K
$3.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.73K- 46.77% |
$557K - $625K
|
7.66K
$681K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-6.74K- 43.61% |
$558K - $627K
|
8.72K
$776K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-6.81K- 63.99% |
$564K - $633K
|
3.84K
$341K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-6.86K- 19.96% |
$568K - $638K
|
27.5K
$2.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
SELL
|
- |
-7.01K- 4.05% |
$581K - $652K
|
166K
$14.8M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-7.11K- 13.51% |
$589K - $661K
|
45.5K
$4.05M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-7.24K- 8.25% |
$599K - $673K
|
80.5K
$7.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.35K- 16.0% |
$609K - $683K
|
38.6K
$3.43M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.96K- 1.01% |
$659K - $739K
|
777K
$69.1M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-8.26K- 6.52% |
$684K - $767K
|
118K
$10.5M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-8.6K- 0.32% |
$712K - $799K
|
2.68M
$239M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
SELL
|
- |
-9.11K- 40.87% |
$754K - $846K
|
13.2K
$1.17M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-9.24K- 7.14% |
$765K - $859K
|
120K
$10.7M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-9.37K- 20.64% |
$776K - $871K
|
36K
$3.21M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-9.69K- 99.9% |
$803K - $901K
|
10
$890
|
|
|
May 15, 2025
Q1 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-10K- 99.98% |
$831K - $932K
|
2
$178
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-10.1K- 0.26% |
$833K - $935K
|
3.79M
$337M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.5K- 3.23% |
$871K - $977K
|
315K
$28.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-11.1K- 7.6% |
$916K - $1.03M
|
134K
$12M
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-11.4K- 32.75% |
$944K - $1.06M
|
23.4K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-11.5K- 6.05% |
$949K - $1.06M
|
178K
$15.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-11.5K- 8.41% |
$951K - $1.07M
|
125K
$11.1M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-11.6K- 54.6% |
$957K - $1.07M
|
9.61K
$855K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-12.1K- 2.23% |
$998K - $1.12M
|
528K
$47M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-13.2K- 17.61% |
$1.09M - $1.23M
|
61.8K
$5.49M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-13.7K- 2.94% |
$1.13M - $1.27M
|
452K
$40.2M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.5K- 18.56% |
$1.2M - $1.34M
|
63.5K
$5.65M
|