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 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
570+ 1.91% |
$47.2K - $53K
|
30.4K
$2.7M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
568+ 5.75% |
$47K - $52.8K
|
10.4K
$930K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
562+ 3.09% |
$46.5K - $52.2K
|
18.7K
$1.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
562New |
$46.5K - $52.2K
|
562
$50K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
560New |
$46.4K - $52K
|
560
$49.8K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
552+ 5.39% |
$45.7K - $51.3K
|
10.8K
$960K
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
536+ 10.24% |
$44.4K - $49.8K
|
5.77K
$513K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
521New |
$43.1K - $48.4K
|
521
$46.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
516New |
$42.7K - $48K
|
516
$45.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
513+ 5.28% |
$42.5K - $47.7K
|
10.2K
$909K
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
506+ 3.28% |
$41.9K - $47K
|
15.9K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
497+ 6.15% |
$41.2K - $46.2K
|
8.58K
$763K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
493+ 6.22% |
$40.8K - $45.8K
|
8.43K
$749K
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
489+ 12.73% |
$40.5K - $45.4K
|
4.33K
$385K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
488+ 9.83% |
$40.4K - $45.3K
|
5.45K
$485K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
482+ 4.05% |
$39.9K - $44.8K
|
12.4K
$1.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
450+ 0.71% |
$37.3K - $41.8K
|
64.2K
$5.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
435+ 0.63% |
$36K - $40.4K
|
69.1K
$6.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
430+ 22.01% |
$35.6K - $40K
|
2.38K
$212K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
426New |
$35.3K - $39.6K
|
426
$37.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
426+ 9.66% |
$35.3K - $39.6K
|
4.83K
$430K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
424+ 1.0% |
$35.1K - $39.4K
|
42.7K
$3.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
414+ 6.71% |
$34.3K - $38.5K
|
6.58K
$585K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
412+ 8.27% |
$34.1K - $38.3K
|
5.39K
$480K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
405+ 11.26% |
$33.5K - $37.6K
|
4K
$356K
|
|
|
May 02, 2025
Q1 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
405+ 2.14% |
$33.5K - $37.6K
|
19.3K
$1.72M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
400+ 2.22% |
$33.1K - $37.2K
|
18.4K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
399+ 9.52% |
$33K - $37.1K
|
4.59K
$408K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
399+ 0.22% |
$33K - $37.1K
|
178K
$15.8M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
398+ 20.6% |
$33K - $37K
|
2.33K
$207K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
381+ 0.2% |
$31.6K - $35.4K
|
189K
$16.8M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
378+ 0.27% |
$31.3K - $35.1K
|
138K
$12.3M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
375+ 1.81% |
$31.1K - $34.8K
|
21.1K
$1.88M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
375+ 2.12% |
$31.1K - $34.8K
|
18.1K
$1.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
372+ 45.2% |
$30.8K - $34.6K
|
1.2K
$106K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
367New |
$30.4K - $34.1K
|
367
$32.6K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
366+ 2.22% |
$30.3K - $34K
|
16.9K
$1.5M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
365+ 4.43% |
$30.2K - $33.9K
|
8.61K
$766K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
358New |
$29.6K - $33.3K
|
358
$31.8K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
348+ 13.86% |
$28.8K - $32.3K
|
2.86K
$254K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
344+ 20.48% |
$28.5K - $32K
|
2.02K
$180K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
342+ 8.35% |
$28.3K - $31.8K
|
4.44K
$395K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
336+ 2.75% |
$27.8K - $31.2K
|
12.5K
$1.12M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
336+ 0.55% |
$27.8K - $31.2K
|
61.9K
$5.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
335+ 5.59% |
$27.7K - $31.1K
|
6.33K
$563K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
333+ 5.12% |
$27.6K - $30.9K
|
6.84K
$608K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
331+ 8.83% |
$27.4K - $30.8K
|
4.08K
$363K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
331New |
$27.4K - $30.8K
|
331
$29.4K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
324+ 6.67% |
$26.8K - $30.1K
|
5.19K
$461K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
320New |
$26.5K - $29.7K
|
320
$28.5K
|