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 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
9.08KNew |
$752K - $844K
|
9.08K
$808K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
9KNew |
$745K - $836K
|
9K
$800K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
8.93K+ 2.92% |
$740K - $830K
|
315K
$28M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
8.91KNew |
$738K - $828K
|
8.91K
$792K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
8.9K+ 165.59% |
$737K - $827K
|
14.3K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
8.58K+ 3.51% |
$710K - $797K
|
253K
$22.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8.38K+ 31.47% |
$694K - $778K
|
35K
$3.11M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.33K+ 95.42% |
$689K - $774K
|
17.1K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
8.2K+ 3.12% |
$679K - $762K
|
271K
$24.1M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
8.2KNew |
$679K - $762K
|
8.2K
$730K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.9KNew |
$654K - $734K
|
7.9K
$703K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
7.83K+ 10.22% |
$648K - $728K
|
84.4K
$7.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
7.74K+ 10.32% |
$641K - $720K
|
82.8K
$7.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
7.67K+ 91.12% |
$635K - $713K
|
16.1K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
7.52K+ 1.96% |
$623K - $699K
|
391K
$34.8M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.51K+ 198.47% |
$622K - $698K
|
11.3K
$1M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
7.4K+ 0.66% |
$613K - $687K
|
1.12M
$99.7M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
7.28K+ 12.53% |
$602K - $676K
|
65.3K
$5.81M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
7.25K+ 8.95% |
$600K - $673K
|
88.2K
$7.85M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.14K+ 2163.64% |
$591K - $664K
|
7.47K
$665K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.97K+ 47.61% |
$577K - $647K
|
21.6K
$1.92M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
6.6KNew |
$547K - $613K
|
6.6K
$587K
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
6.58K+ 154.12% |
$545K - $611K
|
10.8K
$965K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.3K+ 3.58% |
$522K - $586K
|
183K
$16.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
6.22K+ 24.41% |
$515K - $578K
|
31.7K
$2.82M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6.06K+ 135.62% |
$502K - $563K
|
10.5K
$937K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
5.94KNew |
$492K - $552K
|
5.94K
$529K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
5.86KNew |
$485K - $544K
|
5.86K
$521K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.85K+ 53.81% |
$485K - $544K
|
16.7K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
5.67K+ 86.08% |
$470K - $527K
|
12.3K
$1.09M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
BUY
|
- |
5.62K+ 5.56% |
$465K - $522K
|
107K
$9.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
5.58K+ 6.65% |
$462K - $518K
|
89.4K
$7.95M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.46K+ 3.07% |
$452K - $507K
|
183K
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.4K+ 3.32% |
$448K - $502K
|
168K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
5.32KNew |
$441K - $495K
|
5.32K
$473K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.22K+ 6.86% |
$433K - $485K
|
81.4K
$7.24M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
5.19KNew |
$430K - $482K
|
5.19K
$462K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5.17K+ 36.37% |
$428K - $481K
|
19.4K
$1.73M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.13KNew |
$425K - $477K
|
5.13K
$456K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5.1K+ 3.68% |
$422K - $474K
|
144K
$12.8M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
5.07KNew |
$420K - $471K
|
5.07K
$451K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
5.06KNew |
$419K - $470K
|
5.06K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.99K+ 49.76% |
$413K - $464K
|
15K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.9K+ 4.11% |
$405K - $455K
|
124K
$11M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.81K+ 109.85% |
$398K - $447K
|
9.18K
$817K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
4.77K+ 28.97% |
$395K - $443K
|
21.2K
$1.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.71KNew |
$390K - $438K
|
4.71K
$419K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
4.68K+ 39.83% |
$387K - $435K
|
16.4K
$1.46M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.63K+ 15.12% |
$383K - $430K
|
35.2K
$3.13M
|
|
|
May 15, 2025
Q1 2025
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
4.52K+ 261.06% |
$374K - $420K
|
6.25K
$556K
|