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 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-14.5K- 62.76% |
$1.2M - $1.35M
|
8.59K
$764K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-15.2K- 0.76% |
$1.26M - $1.41M
|
1.98M
$176M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-15.6K- 45.16% |
$1.29M - $1.45M
|
18.9K
$1.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-16.1K- 5.89% |
$1.33M - $1.5M
|
258K
$22.9M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-17.4K- 7.89% |
$1.44M - $1.62M
|
204K
$18.1M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.4K- 3.8% |
$1.53M - $1.71M
|
467K
$41.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-18.6K- 1.08% |
$1.54M - $1.73M
|
1.7M
$151M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-18.9K- 62.82% |
$1.56M - $1.76M
|
11.2K
$995K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-19.7K- 5.75% |
$1.63M - $1.83M
|
323K
$28.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-20.2K- 14.2% |
$1.67M - $1.88M
|
122K
$10.9M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-20.8K- 1.35% |
$1.72M - $1.93M
|
1.52M
$136M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-22K- 4.34% |
$1.82M - $2.04M
|
485K
$43.1M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.1K- 4.21% |
$1.83M - $2.06M
|
504K
$44.8M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-22.6K- 2.49% |
$1.87M - $2.1M
|
884K
$78.6M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-23.6K- 12.34% |
$1.95M - $2.19M
|
168K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-24K- 45.02% |
$1.99M - $2.23M
|
29.3K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-24.1K- 51.41% |
$1.99M - $2.24M
|
22.8K
$2.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-25.3K- 1.17% |
$2.09M - $2.35M
|
2.13M
$189M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-25.4K- 0.47% |
$2.1M - $2.36M
|
5.35M
$476M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-29K- 2.99% |
$2.4M - $2.69M
|
939K
$83.5M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-33.4K- 60.87% |
$2.76M - $3.1M
|
21.5K
$1.91M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-34.2K- 51.35% |
$2.83M - $3.18M
|
32.4K
$2.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-37.5K- 15.48% |
$3.1M - $3.48M
|
205K
$18.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Amarillo National Bank
|
SELL
|
- |
-39.6K- 14.69% |
$3.28M - $3.68M
|
230K
$20.4M
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-44K- 89.22% |
$3.65M - $4.09M
|
5.32K
$474K
|
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-45K- 55.37% |
$3.72M - $4.18M
|
36.3K
$3.22M
|
|
|
May 09, 2025
Q1 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-45.2K- 31.03% |
$3.74M - $4.2M
|
100K
$8.94M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-48.2K- 1.14% |
$3.99M - $4.48M
|
4.17M
$371M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-57.3K- 71.59% |
$4.75M - $5.33M
|
22.7K
$2.02M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-59.4K- 12.88% |
$4.92M - $5.52M
|
402K
$35.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-60.1K- 1.43% |
$4.98M - $5.59M
|
4.13M
$368M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-61.5K- 87.98% |
$5.09M - $5.72M
|
8.4K
$747K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-63.4K- 47.34% |
$5.25M - $5.9M
|
70.6K
$6.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-64K- 44.77% |
$5.3M - $5.95M
|
79K
$7.03M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-64.3K- 13.96% |
$5.33M - $5.98M
|
397K
$35.3M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-64.9K- 18.3% |
$5.38M - $6.03M
|
290K
$25.8M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-67.1K- 16.0% |
$5.56M - $6.24M
|
352K
$31.3M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-75K- 1.09% |
$6.21M - $6.97M
|
6.81M
$606M
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-79.7K- 13.95% |
$6.6M - $7.4M
|
491K
$43.7M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-84.9K- 86.83% |
$7.03M - $7.89M
|
12.9K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-121K- 83.63% |
$9.99M - $11.2M
|
23.6K
$2.1M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-124K- 44.63% |
$10.3M - $11.5M
|
154K
$13.7M
|
|
|
Apr 28, 2025
Q1 2025
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-148K- 93.94% |
$12.2M - $13.7M
|
9.53K
$848K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-252K- 11.01% |
$20.9M - $23.4M
|
2.04M
$181M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-279K- 2.08% |
$23.1M - $26M
|
13.2M
$1.17B
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-318K- 99.89% |
$26.4M - $29.6M
|
360
$32K
|
|
|
Apr 25, 2025
Q1 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-359K- 90.76% |
$29.7M - $33.4M
|
36.5K
$3.25M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-760K- 18.3% |
$62.9M - $70.6M
|
3.39M
$302M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.18M- 98.82% |
$181M - $203M
|
25.9K
$2.31M
|