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 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
30.9K+ 2.53% |
$2.56M - $2.87M
|
1.25M
$111M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
30.6K+ 25.35% |
$2.53M - $2.84M
|
151K
$13.5M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
28.7KNew |
$2.38M - $2.67M
|
28.7K
$2.55M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
28.6K+ 15.41% |
$2.37M - $2.66M
|
214K
$19.1M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
28.3K+ 26.33% |
$2.34M - $2.63M
|
136K
$12.1M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
28.1K+ 14.76% |
$2.33M - $2.61M
|
219K
$19.5M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
27.7KNew |
$2.29M - $2.57M
|
27.7K
$2.46M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
27.1K+ 95.32% |
$2.25M - $2.52M
|
55.6K
$4.94M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
25.7K+ 120.82% |
$2.13M - $2.39M
|
47K
$4.19M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
25.6K+ 11.56% |
$2.12M - $2.38M
|
247K
$22M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
24.1K+ 59.22% |
$2M - $2.24M
|
64.8K
$5.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
24K+ 31.72% |
$1.99M - $2.23M
|
99.6K
$8.86M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23.4K+ 6.67% |
$1.94M - $2.18M
|
375K
$33.3M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
23.4K+ 237.39% |
$1.94M - $2.17M
|
33.2K
$2.96M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
22.3K+ 24.8% |
$1.85M - $2.07M
|
112K
$9.99M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22.3K+ 4.86% |
$1.84M - $2.07M
|
480K
$42.7M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
21.5KNew |
$1.78M - $2M
|
21.5K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
21.2K+ 4.05% |
$1.75M - $1.97M
|
545K
$48.5M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
20.9K+ 15.62% |
$1.73M - $1.94M
|
154K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
19.8KNew |
$1.64M - $1.84M
|
19.8K
$1.76M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
19.1KNew |
$1.58M - $1.77M
|
19.1K
$1.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
18.4K+ 5.5% |
$1.52M - $1.71M
|
352K
$31.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
16.6K+ 27.31% |
$1.38M - $1.54M
|
77.4K
$6.89M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
16.1K+ 41.85% |
$1.33M - $1.49M
|
54.4K
$4.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
16KNew |
$1.32M - $1.49M
|
16K
$1.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
15K+ 2.41% |
$1.24M - $1.39M
|
635K
$56.5M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
14.4K+ 22.29% |
$1.2M - $1.34M
|
79.2K
$7.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
14.3K+ 270.14% |
$1.19M - $1.33M
|
19.6K
$1.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.3K+ 1.73% |
$1.18M - $1.33M
|
837K
$74.5M
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
14.1K+ 24.39% |
$1.16M - $1.31M
|
71.7K
$6.38M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.9K+ 5.3% |
$1.15M - $1.29M
|
277K
$24.6M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
13.3K+ 8.99% |
$1.1M - $1.23M
|
161K
$14.3M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
13.2K+ 148.09% |
$1.09M - $1.22M
|
22.1K
$1.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
12.7K+ 6.41% |
$1.05M - $1.18M
|
210K
$18.7M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
12.4KNew |
$1.03M - $1.15M
|
12.4K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
12.3KNew |
$1.02M - $1.15M
|
12.3K
$1.1M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.3K+ 131.09% |
$1.01M - $1.14M
|
21.6K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
12.1K+ 1.3% |
$1M - $1.12M
|
942K
$83.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
11.8K+ 20.72% |
$976K - $1.1M
|
68.7K
$6.11M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11.6K+ 8.64% |
$958K - $1.07M
|
145K
$12.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
10.9KNew |
$903K - $1.01M
|
10.9K
$970K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.6K+ 11.13% |
$874K - $981K
|
105K
$9.38M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.5K+ 5.31% |
$872K - $978K
|
209K
$18.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
10.2K+ 2.13% |
$845K - $949K
|
489K
$43.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
10.2K+ 411.84% |
$844K - $947K
|
12.7K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Stegner Investment Associates Inc.
|
BUY
|
- |
9.67K+ 3.01% |
$801K - $898K
|
331K
$29.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
9.6KNew |
$795K - $892K
|
9.6K
$854K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
9.52KNew |
$788K - $885K
|
9.52K
$847K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
9.32K+ 209.39% |
$772K - $866K
|
13.8K
$1.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9.12KNew |
$755K - $848K
|
9.12K
$811K
|