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 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.72KNew |
$225K - $252K
|
2.72K
$242K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.7K+ 53.78% |
$224K - $251K
|
7.73K
$688K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.69K+ 1855.86% |
$223K - $250K
|
2.84K
$252K
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
2.68KNew |
$222K - $249K
|
2.68K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
2.67KNew |
$221K - $248K
|
2.67K
$237K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.62KNew |
$217K - $243K
|
2.62K
$233K
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.6KNew |
$216K - $242K
|
2.6K
$232K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.58K+ 37.86% |
$214K - $240K
|
9.39K
$835K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
2.53KNew |
$210K - $235K
|
2.53K
$225K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
2.51KNew |
$208K - $233K
|
2.51K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
2.51KNew |
$207K - $233K
|
2.51K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.46K+ 35.33% |
$203K - $228K
|
9.41K
$837K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
2.44K+ 15.91% |
$202K - $227K
|
17.8K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
2.44KNew |
$202K - $227K
|
2.44K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.41KNew |
$200K - $224K
|
2.41K
$214K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.4K+ 18.92% |
$199K - $223K
|
15.1K
$1.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
2.34K+ 13.11% |
$194K - $217K
|
20.2K
$1.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.33K+ 5.61% |
$193K - $216K
|
43.8K
$3.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.3K+ 6.42% |
$190K - $213K
|
38K
$3.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.24K+ 5.28% |
$186K - $208K
|
44.7K
$3.98M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
2.24K+ 0.59% |
$185K - $208K
|
380K
$33.8M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.23K+ 6.86% |
$185K - $207K
|
34.8K
$3.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
2.23K+ 3.17% |
$185K - $207K
|
72.6K
$6.45M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.22K+ 44.92% |
$184K - $207K
|
7.17K
$638K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.21K+ 6.9% |
$183K - $205K
|
34.2K
$3.04M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
2.17K+ 15.02% |
$180K - $202K
|
16.6K
$1.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
2.14KNew |
$177K - $198K
|
2.14K
$190K
|
|
|
May 09, 2025
Q1 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
2.05KNew |
$170K - $191K
|
2.05K
$183K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
1.95K+ 17.38% |
$162K - $181K
|
13.2K
$1.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.93K+ 9.58% |
$160K - $180K
|
22.1K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.93K+ 19.2% |
$160K - $180K
|
12K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
1.84K+ 1.19% |
$152K - $171K
|
156K
$13.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.83K+ 9.34% |
$151K - $170K
|
21.4K
$1.9M
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.82K+ 3.77% |
$151K - $169K
|
50.2K
$4.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.72K+ 52.33% |
$143K - $160K
|
5.01K
$446K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.71K+ 11.48% |
$142K - $159K
|
16.6K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.68K+ 38.3% |
$139K - $156K
|
6.05K
$538K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.67K+ 27.32% |
$138K - $155K
|
7.78K
$692K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.64K+ 15.49% |
$136K - $153K
|
12.2K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
1.64K+ 16.23% |
$136K - $152K
|
11.7K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.62K+ 32.57% |
$134K - $151K
|
6.61K
$588K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.6K+ 5.25% |
$133K - $149K
|
32.1K
$2.86M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.58KNew |
$131K - $147K
|
1.58K
$141K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.54KNew |
$128K - $143K
|
1.54K
$137K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.54K+ 16.48% |
$127K - $143K
|
10.8K
$965K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
1.53K+ 2.36% |
$127K - $142K
|
66.4K
$5.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.52K+ 50.16% |
$126K - $141K
|
4.56K
$405K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
1.5KNew |
$124K - $139K
|
1.5K
$133K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.48K+ 4.94% |
$122K - $137K
|
31.4K
$2.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.47K+ 0.64% |
$121K - $136K
|
230K
$20.5M
|