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 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.45K+ 1.38% |
$120K - $134K
|
106K
$9.43M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.41K+ 11.37% |
$117K - $131K
|
13.8K
$1.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.41KNew |
$117K - $131K
|
1.41K
$125K
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
1.38K+ 38.52% |
$114K - $128K
|
4.96K
$441K
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1.36K+ 7.23% |
$113K - $127K
|
20.2K
$1.8M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.35K+ 30.01% |
$112K - $126K
|
5.86K
$521K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.34K+ 3.89% |
$111K - $125K
|
35.8K
$3.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
1.34K+ 6.06% |
$111K - $125K
|
23.5K
$2.09M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.33K+ 6.3% |
$110K - $124K
|
22.4K
$2M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
1.27K+ 1.74% |
$105K - $118K
|
74.2K
$6.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
1.17K+ 5.31% |
$96.9K - $109K
|
23.2K
$2.06M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.16KNew |
$96K - $108K
|
1.16K
$103K
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
1.12K+ 41.25% |
$92.3K - $104K
|
3.82K
$340K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.07K+ 31.16% |
$88.2K - $99K
|
4.48K
$399K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.04K+ 22.09% |
$86.3K - $96.8K
|
5.76K
$512K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.04K+ 2.49% |
$86K - $96.6K
|
42.7K
$3.8M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
998+ 1.32% |
$82.6K - $92.7K
|
76.6K
$6.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
965+ 7.01% |
$79.9K - $89.7K
|
14.7K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
942+ 36.84% |
$78K - $87.5K
|
3.5K
$311K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
922+ 1.0% |
$76.4K - $85.7K
|
93.4K
$8.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
900+ 2.16% |
$74.5K - $83.6K
|
42.6K
$3.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
895+ 3.35% |
$74.1K - $83.2K
|
27.6K
$2.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
886+ 3.26% |
$73.4K - $82.3K
|
28.1K
$2.5M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
867+ 36.38% |
$71.8K - $80.6K
|
3.25K
$289K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
853+ 19.93% |
$70.6K - $79.3K
|
5.13K
$457K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
850New |
$70.4K - $79K
|
850
$75.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
830+ 9.0% |
$68.7K - $77.1K
|
10K
$894K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
829+ 13.3% |
$68.6K - $77K
|
7.06K
$628K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
808+ 9.62% |
$66.9K - $75.1K
|
9.2K
$819K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
792+ 19.48% |
$65.6K - $73.6K
|
4.86K
$432K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
774+ 28.55% |
$64.1K - $71.9K
|
3.49K
$310K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
757New |
$62.7K - $70.3K
|
757
$67.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
756+ 5.74% |
$62.6K - $70.3K
|
13.9K
$1.24M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
717+ 1.21% |
$59.4K - $66.6K
|
59.8K
$5.32M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
711+ 57.95% |
$58.9K - $66.1K
|
1.94K
$172K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
691+ 4.47% |
$57.2K - $64.2K
|
16.1K
$1.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
689+ 3.44% |
$57.1K - $64K
|
20.7K
$1.84M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
687New |
$56.9K - $63.8K
|
687
$61.1K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
670+ 15.35% |
$55.5K - $62.3K
|
5.03K
$448K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
667+ 1.22% |
$55.2K - $62K
|
55.4K
$4.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
662+ 0.95% |
$54.8K - $61.5K
|
70.3K
$6.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
658+ 0.21% |
$54.5K - $61.1K
|
319K
$28.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
628+ 3.34% |
$52K - $58.4K
|
19.5K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
627+ 2.15% |
$51.9K - $58.3K
|
29.8K
$2.65M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
626+ 7.97% |
$51.8K - $58.2K
|
8.49K
$755K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
618+ 25.78% |
$51.2K - $57.4K
|
3.02K
$268K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
611+ 2.85% |
$50.6K - $56.8K
|
22.1K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
605+ 7.5% |
$50.1K - $56.2K
|
8.67K
$772K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
604New |
$50K - $56.1K
|
604
$53.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
571+ 220.46% |
$47.3K - $53.1K
|
830
$73.8K
|