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 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
92New |
$7.62K - $8.55K
|
92
$8.18K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
91+ 3.44% |
$7.54K - $8.46K
|
2.73K
$243K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
91+ 0.88% |
$7.54K - $8.46K
|
10.4K
$925K
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
86+ 0.19% |
$7.12K - $7.99K
|
45.7K
$4.07M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
85New |
$7.04K - $7.9K
|
85
$7.56K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
83New |
$6.87K - $7.71K
|
83
$7.38K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
78+ 3.87% |
$6.46K - $7.25K
|
2.09K
$186K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
78+ 0.2% |
$6.46K - $7.25K
|
39.3K
$3.49M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
71+ 2.39% |
$5.88K - $6.6K
|
3.04K
$270K
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
63+ 0.16% |
$5.22K - $5.85K
|
38.8K
$3.45M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
60+ 12.0% |
$4.97K - $5.58K
|
560
$49.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
57+ 0.36% |
$4.72K - $5.3K
|
16K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
57+ 1.36% |
$4.72K - $5.3K
|
4.26K
$379K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
55+ 0.23% |
$4.55K - $5.11K
|
23.7K
$2.11M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
53+ 0.3% |
$4.39K - $4.93K
|
17.5K
$1.56M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
52+ 0.62% |
$4.31K - $4.83K
|
8.45K
$752K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
49New |
$4.06K - $4.55K
|
49
$4.36K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
49+ 0.09% |
$4.06K - $4.55K
|
56.4K
$5.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
47+ 0.9% |
$3.89K - $4.37K
|
5.3K
$471K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
47+ 0.69% |
$3.89K - $4.37K
|
6.81K
$606K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
45+ 0.27% |
$3.73K - $4.18K
|
17K
$1.51M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
44+ 0.75% |
$3.64K - $4.09K
|
5.88K
$523K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
44+ 0.51% |
$3.64K - $4.09K
|
8.64K
$769K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
44+ 1.01% |
$3.64K - $4.09K
|
4.42K
$393K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
43+ 0.29% |
$3.56K - $4K
|
15.1K
$1.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
41+ 0.49% |
$3.4K - $3.81K
|
8.41K
$748K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
41+ 4.71% |
$3.4K - $3.81K
|
911
$81K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
40+ 0.72% |
$3.31K - $3.72K
|
5.6K
$499K
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
40+ 0.13% |
$3.31K - $3.72K
|
31.2K
$2.77M
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
39+ 0.31% |
$3.23K - $3.62K
|
12.8K
$1.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
34+ 1.12% |
$2.82K - $3.16K
|
3.06K
$272K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
34+ 1.37% |
$2.82K - $3.16K
|
2.52K
$224K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
30+ 0.05% |
$2.48K - $2.79K
|
55.9K
$4.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
30+ 0.44% |
$2.48K - $2.79K
|
6.88K
$612K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
30+ 1.18% |
$2.48K - $2.79K
|
2.58K
$229K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
29+ 0.14% |
$2.4K - $2.69K
|
20.5K
$1.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
28New |
$2.32K - $2.6K
|
28
$2.49K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
28+ 0.73% |
$2.32K - $2.6K
|
3.87K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
26+ 0.3% |
$2.15K - $2.42K
|
8.84K
$786K
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
25+ 0.04% |
$2.07K - $2.32K
|
60.6K
$5.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
25+ 0.98% |
$2.07K - $2.32K
|
2.57K
$228K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
25New |
$2.07K - $2.32K
|
25
$2.22K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
23+ 5.67% |
$1.9K - $2.14K
|
429
$38.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
22+ 0.31% |
$1.82K - $2.04K
|
7.12K
$633K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
21+ 0.28% |
$1.74K - $1.95K
|
7.5K
$667K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
21+ 0.58% |
$1.74K - $1.95K
|
3.64K
$324K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
20+ 2.74% |
$1.66K - $1.86K
|
749
$66.6K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
18+ 0.37% |
$1.49K - $1.67K
|
4.84K
$430K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
18+ 0.03% |
$1.49K - $1.67K
|
55K
$4.89M
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
17New |
$1.41K - $1.58K
|
17
$1.51K
|