Purchases and Sales Made in Q2 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 Q2 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
Jul 08, 2025 Q2 2025
Richard P Slaughter Associates Inc

BUY
 -
48.6K
New
$3.64M - $4.47M
48.6K $4.5M
Jul 02, 2025 Q2 2025
Crumly & Associates Inc.

BUY
 -
21.8K
New
$1.64M - $2.01M
21.8K $2.02M
Jul 07, 2025 Q2 2025
Moulton Wealth Management, Inc

BUY
 -
13.6K
New
$1.02M - $1.25M
13.6K $1.26M
Jul 03, 2025 Q2 2025
Higgins & Schmidt Wealth Strategies LLC

Denver, CO
BUY
 -
9.63K
New
$721K - $886K
9.63K $893K
Jul 08, 2025 Q2 2025
Massmutual Trust CO Fsb

BUY
 -
9.51K
+ 105.39%
$712K - $875K
18.5K $1.72M
Jul 08, 2025 Q2 2025
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
4.48K
New
$335K - $412K
4.48K $415K
Jul 09, 2025 Q2 2025
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
4.3K
New
$322K - $395K
4.3K $398K
Jul 02, 2025 Q2 2025
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
3.62K
+ 34.08%
$271K - $333K
14.3K $1.32M
Jul 09, 2025 Q2 2025
Towerpoint Wealth, LLC

Sacramento, CA
BUY
 -
3.38K
New
$253K - $311K
3.38K $313K
Jul 09, 2025 Q2 2025
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
3.33K
+ 5.72%
$249K - $306K
61.5K $5.7M
Jul 07, 2025 Q2 2025
Wesbanco Bank Inc

BUY
 -
3.11K
+ 5.18%
$233K - $286K
63.2K $5.85M
Jul 07, 2025 Q2 2025
Accelerate Investment Advisors LLC

Aliso Viejo, CA
BUY
 -
3K
New
$225K - $276K
3K $278K
Jul 08, 2025 Q2 2025
Apella Capital, LLC

BUY
 -
2.34K
New
$175K - $215K
2.34K $217K
Jul 09, 2025 Q2 2025
Affinity Capital Advisors, LLC

BUY
 -
2.33K
+ 53.46%
$174K - $214K
6.69K $620K
Jul 09, 2025 Q2 2025
Triumph Capital Management

BUY
 -
1.67K
+ 2.79%
$125K - $154K
61.5K $5.7M
Jul 09, 2025 Q2 2025
Brand Asset Management Group, Inc.

BUY
 -
1.31K
+ 21.98%
$97.8K - $120K
7.25K $672K
Jul 09, 2025 Q2 2025
Veracity Capital LLC

BUY
 -
1.15K
+ 21.28%
$85.9K - $105K
6.54K $606K
Jul 08, 2025 Q2 2025
Rmr Wealth Builders

BUY
 -
833
+ 6.43%
$62.4K - $76.6K
13.8K $1.28M
Jul 09, 2025 Q2 2025
Westshore Wealth, LLC

BUY
 -
612
+ 0.89%
$45.8K - $56.3K
69.4K $6.43M
Jul 08, 2025 Q2 2025
Webster Bank, N. A.

BUY
 -
480
+ 3.25%
$35.9K - $44.1K
15.2K $1.41M
Jul 08, 2025 Q2 2025
Dover Advisors, LLC

Richmond, VA
BUY
 -
473
+ 1.69%
$35.4K - $43.5K
28.5K $2.64M
Jul 09, 2025 Q2 2025
West Hill Financial Advisors, Inc.

BUY
 -
416
+ 2.68%
$31.2K - $38.3K
15.9K $1.47M
Jul 07, 2025 Q2 2025
Taylor & Morgan Wealth Management, LLC

BUY
 -
357
+ 0.31%
$26.7K - $32.8K
116K $10.7M
Jul 09, 2025 Q2 2025
Breakwater Capital Group

Paramus, NJ
BUY
 -
350
+ 3.63%
$26.2K - $32.2K
10K $927K
Jul 03, 2025 Q2 2025
Sage Capital Advisors,Llc

BUY
 -
75
+ 0.42%
$5.62K - $6.9K
18K $1.67M
Jul 07, 2025 Q2 2025
First Community Trust Na

BUY
 -
74
New
$5.54K - $6.81K
74 $6.86K
Jul 09, 2025 Q2 2025
Lbmc Investment Advisors, LLC

BUY
 -
50
+ 1.39%
$3.74K - $4.6K
3.66K $339K
Jul 07, 2025 Q2 2025
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
25
New
$1.87K - $2.3K
25 $2.32K
Jul 08, 2025 Q2 2025
Next Level Private LLC

Harrison, NY
BUY
 -
24
+ 0.28%
$1.8K - $2.21K
8.63K $800K
Jul 09, 2025 Q2 2025
Sapient Capital LLC

Indianapolis, IN
BUY
 -
14
+ 0.17%
$1.05K - $1.29K
8.44K $782K
Jul 09, 2025 Q2 2025
Bruce G. Allen Investments, LLC

Denver, CO
BUY
 -
10
+ 0.29%
$749 - $920
3.5K $324K
Jul 08, 2025 Q2 2025
Ballew Advisors, Inc

BUY
 -
3
+ 0.04%
$225 - $276
6.68K $619K
Jul 08, 2025 Q2 2025
Rise Advisors, LLC

BUY
 -
2
+ 0.43%
$150 - $184
471 $43.6K
Jul 07, 2025 Q2 2025
Roxbury Financial LLC

Mount Arlington, NJ
BUY
 -
1
+ 0.12%
$74.9 - $92
831 $77K
Jul 07, 2025 Q2 2025
Global Wealth Strategies & Associates

Denver, CO
SELL
 -
-15
- 88.24%
$1.12K - $1.38K
2 $185
Jul 08, 2025 Q2 2025
Canandaigua National Trust CO Of Florida

Canandaigua, NY
SELL
 -
-20
- 0.38%
$1.5K - $1.84K
5.18K $480K
Jul 09, 2025 Q2 2025
Harbor Capital Advisors, Inc.

SELL
 -
-24
- 85.71%
$1.8K - $2.21K
4 $371
Jul 09, 2025 Q2 2025
Radnor Capital Management, LLC

SELL
 -
-30
- 0.25%
$2.25K - $2.76K
12K $1.11M
Jul 08, 2025 Q2 2025
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
SELL
 -
-36
- 1.38%
$2.7K - $3.31K
2.57K $238K
Jul 07, 2025 Q2 2025
Bangor Savings Bank

Bangor, ME
SELL
 -
-46
- 0.73%
$3.44K - $4.23K
6.27K $581K
Jul 09, 2025 Q2 2025
Baron Wealth Management LLC

Troy, MI
SELL
 -
-51
- 0.57%
$3.82K - $4.69K
8.86K $821K
Jul 07, 2025 Q2 2025
Horizons Wealth Management

Asheville, NC
SELL
 -
-57
- 2.26%
$4.27K - $5.24K
2.46K $228K
Jul 07, 2025 Q2 2025
Dominguez Wealth Management Solutions, Inc.

Williamsburg, VA
SELL
 -
-89
- 0.65%
$6.66K - $8.19K
13.7K $1.27M
Jul 09, 2025 Q2 2025
Fermata Advisors, LLC

Sonoma, CA
SELL
 -
-115
- 1.45%
$8.61K - $10.6K
7.82K $724K
Jul 09, 2025 Q2 2025
Dynamic Advisor Solutions LLC

SELL
 -
-128
- 2.17%
$9.58K - $11.8K
5.76K $534K
Jul 08, 2025 Q2 2025
Lpwm LLC

Minneapolis, MN
SELL
 -
-218
- 0.52%
$16.3K - $20K
41.9K $3.88M
Jul 09, 2025 Q2 2025
Pallas Capital Advisors LLC

Braintree, MA
SELL
 -
-220
- 1.26%
$16.5K - $20.2K
17.3K $1.6M
Jul 08, 2025 Q2 2025
Atlas Brown,Inc.

SELL
 -
-222
- 1.41%
$16.6K - $20.4K
15.5K $1.44M
Jul 07, 2025 Q2 2025
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-275
- 0.36%
$20.6K - $25.3K
76K $7.05M

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