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 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.48K+ 34.05% |
$371K - $416K
|
17.6K
$1.57M
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
4.47K+ 25.01% |
$370K - $415K
|
22.3K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.46K+ 13.81% |
$369K - $415K
|
36.8K
$3.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
4.45K+ 41.62% |
$369K - $414K
|
15.1K
$1.35M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.33KNew |
$358K - $402K
|
4.33K
$385K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
4.32KNew |
$358K - $402K
|
4.32K
$384K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.32K+ 8.01% |
$357K - $401K
|
58.2K
$5.18M
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
BUY
|
- |
4.21KNew |
$349K - $392K
|
4.21K
$375K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.21K+ 1.48% |
$348K - $391K
|
289K
$25.7M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.2KNew |
$348K - $390K
|
4.2K
$374K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.16K+ 18.48% |
$345K - $387K
|
26.7K
$2.37M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.15K+ 10.48% |
$343K - $385K
|
43.7K
$3.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
4.11K+ 18.07% |
$340K - $382K
|
26.8K
$2.39M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4.1KNew |
$340K - $381K
|
4.1K
$365K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.08K+ 9.57% |
$338K - $379K
|
46.7K
$4.16M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.07K+ 2.48% |
$337K - $378K
|
168K
$15M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.98K+ 9.59% |
$330K - $370K
|
45.5K
$4.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
3.88KNew |
$322K - $361K
|
3.88K
$346K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.87K+ 67.96% |
$320K - $360K
|
9.56K
$851K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
3.87K+ 14.36% |
$320K - $359K
|
30.8K
$2.74M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
3.72K+ 7.3% |
$308K - $346K
|
54.7K
$4.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
3.45KNew |
$286K - $321K
|
3.45K
$307K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.44K+ 14.19% |
$285K - $320K
|
27.7K
$2.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
3.43K+ 6.27% |
$284K - $319K
|
58.1K
$5.17M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.42K+ 0.34% |
$283K - $317K
|
1.02M
$90.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.4K+ 58.12% |
$281K - $316K
|
9.24K
$822K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.39K+ 41.37% |
$280K - $315K
|
11.6K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.38KNew |
$280K - $314K
|
3.38K
$300K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
3.34K+ 2.98% |
$277K - $311K
|
115K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.33KNew |
$276K - $310K
|
3.33K
$297K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.32K+ 3.57% |
$275K - $309K
|
96.4K
$8.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
3.32K+ 7.98% |
$275K - $308K
|
44.9K
$4M
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.31K+ 127.28% |
$274K - $307K
|
5.91K
$525K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.3K+ 9.44% |
$273K - $306K
|
38.2K
$3.4M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
3.25KNew |
$269K - $302K
|
3.25K
$289K
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
3.23K+ 2.58% |
$268K - $300K
|
129K
$11.4M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.21KNew |
$265K - $298K
|
3.21K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.15K+ 9.41% |
$261K - $293K
|
36.6K
$3.26M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.01KNew |
$249K - $279K
|
3.01K
$268K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3K+ 76.59% |
$249K - $279K
|
6.93K
$616K
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.98K+ 5.47% |
$246K - $277K
|
57.4K
$5.1M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.96K+ 11.61% |
$245K - $275K
|
28.4K
$2.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
2.91K+ 9.02% |
$241K - $271K
|
35.2K
$3.13M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.83KNew |
$234K - $263K
|
2.83K
$251K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.81K+ 0.56% |
$233K - $261K
|
501K
$44.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.8KNew |
$232K - $260K
|
2.8K
$249K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.8K+ 29.02% |
$232K - $260K
|
12.5K
$1.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
2.77KNew |
$230K - $258K
|
2.77K
$247K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.77KNew |
$229K - $257K
|
2.77K
$246K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
2.75K+ 46.87% |
$228K - $256K
|
8.62K
$767K
|