Purchases and Sales Made in Q1 2025 in Ishares Russell Mid Cap ETF (IWR)

IWR Quotes by TradingView

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 28, 2025 Q1 2025
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
320
+ 7.21%
$26.5K - $29.7K
4.76K $423K
May 14, 2025 Q1 2025
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
316
New
$26.2K - $29.4K
316 $28.1K
May 14, 2025 Q1 2025
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
304
+ 2.22%
$25.2K - $28.3K
14K $1.25M
May 15, 2025 Q1 2025
Matrix Private Capital Group LLC

New York, NY
BUY
 -
300
+ 1.72%
$24.8K - $27.9K
17.7K $1.58M
May 02, 2025 Q1 2025
Shared Vision Wealth Group LLC

Carlsbad, X1
BUY
 -
299
+ 11.87%
$24.8K - $27.8K
2.82K $251K
May 09, 2025 Q1 2025
Cary Street Partners Financial LLC

Richmond, VA
BUY
 -
287
+ 1.92%
$23.8K - $26.7K
15.2K $1.35M
May 15, 2025 Q1 2025
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
285
+ 7.24%
$23.6K - $26.5K
4.22K $376K
May 15, 2025 Q1 2025
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
283
+ 3.25%
$23.4K - $26.3K
8.99K $800K
Apr 17, 2025 Q1 2025
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
272
+ 58.37%
$22.5K - $25.3K
738 $65.7K
Apr 24, 2025 Q1 2025
Sovran Advisors, LLC

San Diego, CA
BUY
 -
271
+ 4.71%
$22.4K - $25.2K
6.02K $536K
May 13, 2025 Q1 2025
Sterling Capital Management LLC

Charlotte, NC
BUY
 -
240
+ 1.85%
$19.9K - $22.3K
13.2K $1.18M
May 14, 2025 Q1 2025
Smith, Moore & Co.

Clayton, MO
BUY
 -
239
+ 0.85%
$19.8K - $22.2K
28.4K $2.52M
Apr 07, 2025 Q1 2025
Advisor Net Financial, Inc

BUY
 -
237
+ 5.96%
$19.6K - $22K
4.21K $375K
May 09, 2025 Q1 2025
Thoroughbred Financial Services, LLC

BUY
 -
227
+ 0.72%
$18.8K - $21.1K
31.6K $2.81M
Apr 10, 2025 Q1 2025
Naples Global Advisors, LLC

Naples, FL
BUY
 -
227
+ 0.87%
$18.8K - $21.1K
26.4K $2.35M
May 15, 2025 Q1 2025
Integrated Wealth Concepts LLC

BUY
 -
226
+ 0.54%
$18.7K - $21K
42.4K $3.77M
May 07, 2025 Q1 2025
Bearing Point Capital, LLC

Bloomington, MN
BUY
 -
226
+ 3.53%
$18.7K - $21K
6.64K $590K
Apr 23, 2025 Q1 2025
Cvfg LLC

Shelbyville, IN
BUY
 -
220
+ 3.76%
$18.2K - $20.4K
6.06K $539K
May 15, 2025 Q1 2025
Hrt Financial LP

New York, NY
BUY
 -
212
+ 8.3%
$17.6K - $19.7K
2.77K $246K
May 20, 2025 Q1 2025
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
202
+ 3.85%
$16.7K - $18.8K
5.45K $485K
May 07, 2025 Q1 2025
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
202
+ 2.38%
$16.7K - $18.8K
8.68K $772K
May 06, 2025 Q1 2025
Assetmark, Inc

BUY
 -
199
+ 6.77%
$16.5K - $18.5K
3.14K $279K
Apr 21, 2025 Q1 2025
Segment Wealth Management, LLC

BUY
 -
192
+ 3.07%
$15.9K - $17.8K
6.45K $574K
Apr 25, 2025 Q1 2025
Smallwood Wealth Investment Management, LLC

Red Bank, NJ
BUY
 -
190
New
$15.7K - $17.7K
190 $16.9K
Apr 30, 2025 Q1 2025
Financial Gravity Asset Management, Inc.

BUY
 -
180
+ 54.22%
$14.9K - $16.7K
512 $45.5K
May 07, 2025 Q1 2025
New Republic Capital, LLC

Charlotte, NC
BUY
 -
180
+ 14.16%
$14.9K - $16.7K
1.45K $129K
May 15, 2025 Q1 2025
Signature Estate & Investment Advisors LLC

BUY
 -
180
+ 2.1%
$14.9K - $16.7K
8.75K $779K
Apr 08, 2025 Q1 2025
Investors Research Corp

BUY
 -
180
+ 1.0%
$14.9K - $16.7K
18.2K $1.62M
May 08, 2025 Q1 2025
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
172
+ 0.3%
$14.2K - $16K
56.8K $5.06M
Apr 21, 2025 Q1 2025
Abundance Wealth Counselors

BUY
 -
172
+ 6.38%
$14.2K - $16K
2.87K $255K
Apr 29, 2025 Q1 2025
Capital Investment Advisory Services, LLC

BUY
 -
151
+ 10.95%
$12.5K - $14K
1.53K $136K
May 02, 2025 Q1 2025
Graybill Bartz & Assoc LTD

BUY
 -
150
New
$12.4K - $13.9K
150 $13.3K
Apr 29, 2025 Q1 2025
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
148
New
$12.3K - $13.8K
148 $13.2K
Apr 15, 2025 Q1 2025
Baker Ellis Asset Management LLC

BUY
 -
138
+ 0.86%
$11.4K - $12.8K
16.2K $1.44M
May 13, 2025 Q1 2025
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
137
+ 2.75%
$11.3K - $12.7K
5.11K $455K
May 14, 2025 Q1 2025
Fiduciary Trust CO

Boston, MA
BUY
 -
136
+ 0.62%
$11.3K - $12.6K
22K $1.96M
May 14, 2025 Q1 2025
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
132
+ 1.1%
$10.9K - $12.3K
12.1K $1.08M
Apr 17, 2025 Q1 2025
Sound Income Strategies, LLC

BUY
 -
128
+ 232.73%
$10.6K - $11.9K
183 $16.3K
Apr 25, 2025 Q1 2025
Innovative Wealth Building LLC

California, MD
BUY
 -
125
+ 2.33%
$10.4K - $11.6K
5.49K $488K
May 02, 2025 Q1 2025
Cullen/Frost Bankers, Inc.

BUY
 -
124
+ 0.25%
$10.3K - $11.5K
48.9K $4.35M
Apr 21, 2025 Q1 2025
Essex Savings Bank

BUY
 -
114
+ 1.35%
$9.44K - $10.6K
8.56K $762K
May 12, 2025 Q1 2025
Operose Advisors LLC

Milwaukee, WI
BUY
 -
112
+ 1.07%
$9.27K - $10.4K
10.5K $938K
May 05, 2025 Q1 2025
Ignite Planners, LLC

BUY
 -
111
+ 4.71%
$9.19K - $10.3K
2.47K $219K
Apr 22, 2025 Q1 2025
Crewe Advisors LLC

BUY
 -
104
+ 3.29%
$8.61K - $9.66K
3.26K $290K
Apr 30, 2025 Q1 2025
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
104
+ 0.06%
$8.61K - $9.66K
162K $14.4M
May 02, 2025 Q1 2025
Landmark Wealth Management, LLC

BUY
 -
103
+ 2.84%
$8.53K - $9.57K
3.73K $331K
May 19, 2025 Q1 2025
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
101
+ 0.43%
$8.36K - $9.39K
23.6K $2.1M
Apr 14, 2025 Q1 2025
Kmg Fiduciary Partners, LLC

BUY
 -
101
+ 2.53%
$8.36K - $9.39K
4.1K $365K
Apr 08, 2025 Q1 2025
Trust CO

BUY
 -
99
+ 2.0%
$8.2K - $9.2K
5.05K $449K

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