Purchases and Sales Made in Q2 2025 in Ishares Russell Mid Cap ETF (IWR)
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
|
- |
48.6KNew |
$3.64M - $4.47M
|
48.6K
$4.5M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
21.8KNew |
$1.64M - $2.01M
|
21.8K
$2.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
13.6KNew |
$1.02M - $1.25M
|
13.6K
$1.26M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
9.63KNew |
$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
|
- |
4.48KNew |
$335K - $412K
|
4.48K
$415K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.3KNew |
$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
|
- |
3.38KNew |
$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 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
3.26KNew |
$244K - $300K
|
3.26K
$302K
|
|
|
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
|
- |
3KNew |
$225K - $276K
|
3K
$278K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
2.91K+ 42.34% |
$218K - $268K
|
9.8K
$908K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.34KNew |
$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 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
900New |
$67.4K - $82.8K
|
900
$83.4K
|
|
|
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 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
385+ 0.47% |
$28.8K - $35.4K
|
82.5K
$7.65M
|
|
|
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 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
229+ 123.12% |
$17.1K - $21.1K
|
415
$38.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
133+ 3.02% |
$9.96K - $12.2K
|
4.54K
$421K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
132New |
$9.88K - $12.1K
|
132
$12.2K
|
|
|
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
|
- |
74New |
$5.54K - $6.81K
|
74
$6.86K
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
56+ 0.36% |
$4.19K - $5.15K
|
15.8K
$1.47M
|
|
|
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
|
- |
25New |
$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 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
10+ 0.24% |
$749 - $920
|
4.11K
$381K
|
|
|
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 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-1- 0.02% |
$74.9 - $92
|
6.65K
$617K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-15- 88.24% |
$1.12K - $1.38K
|
2
$185
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-20- 0.74% |
$1.5K - $1.84K
|
2.7K
$250K
|
|
|
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
|