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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
99+ 1.05% |
$7.41K - $9.11K
|
9.51K
$914K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
92New |
$6.89K - $8.46K
|
92
$8.84K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
88+ 2.03% |
$6.59K - $8.09K
|
4.41K
$424K
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
86+ 1.5% |
$6.44K - $7.91K
|
5.83K
$560K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
85+ 0.99% |
$6.36K - $7.82K
|
8.67K
$833K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
84+ 0.3% |
$6.29K - $7.73K
|
28.4K
$2.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
82+ 3.44% |
$6.14K - $7.54K
|
2.47K
$237K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
75+ 0.42% |
$5.62K - $6.9K
|
18K
$1.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
75+ 0.29% |
$5.62K - $6.9K
|
26K
$2.5M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
74New |
$5.54K - $6.81K
|
74
$7.11K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
67+ 257.69% |
$5.02K - $6.16K
|
93
$8.94K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
67+ 2.88% |
$5.02K - $6.16K
|
2.39K
$230K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
66+ 1.63% |
$4.94K - $6.07K
|
4.11K
$395K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
66+ 0.76% |
$4.94K - $6.07K
|
8.74K
$840K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
65+ 1.25% |
$4.87K - $5.98K
|
5.25K
$504K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
64+ 0.43% |
$4.79K - $5.89K
|
15.1K
$1.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
61+ 0.86% |
$4.57K - $5.61K
|
7.12K
$684K
|
|
|
Aug 13, 2025
Q2 2025
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
61+ 0.67% |
$4.57K - $5.61K
|
9.14K
$878K
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
60+ 0.52% |
$4.49K - $5.52K
|
11.5K
$1.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
56+ 0.36% |
$4.19K - $5.15K
|
15.8K
$1.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
52New |
$3.89K - $4.78K
|
52
$5K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
50+ 1.39% |
$3.74K - $4.6K
|
3.66K
$351K
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
50+ 0.05% |
$3.74K - $4.6K
|
94.5K
$9.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
49+ 0.66% |
$3.67K - $4.51K
|
7.47K
$718K
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
49New |
$3.67K - $4.51K
|
49
$4.71K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
44+ 0.15% |
$3.29K - $4.05K
|
29.8K
$2.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
44+ 0.46% |
$3.29K - $4.05K
|
9.61K
$923K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
43+ 45.74% |
$3.22K - $3.95K
|
137
$13.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
42+ 0.12% |
$3.14K - $3.86K
|
35K
$3.37M
|
|
|
Aug 18, 2025
Q2 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
41+ 0.11% |
$3.07K - $3.77K
|
38.9K
$3.74M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
40New |
$3K - $3.68K
|
40
$3.84K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
40+ 0.71% |
$3K - $3.68K
|
5.64K
$542K
|
|
|
Aug 08, 2025
Q2 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
39+ 1.32% |
$2.92K - $3.59K
|
2.99K
$287K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
38+ 10.56% |
$2.85K - $3.49K
|
398
$38.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
38+ 1.42% |
$2.85K - $3.49K
|
2.71K
$261K
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
37+ 0.29% |
$2.77K - $3.4K
|
12.8K
$1.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
36+ 0.87% |
$2.7K - $3.31K
|
4.17K
$401K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
33New |
$2.47K - $3.04K
|
33
$3.17K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
33+ 0.12% |
$2.47K - $3.04K
|
28K
$2.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
30+ 0.36% |
$2.25K - $2.76K
|
8.32K
$799K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
29+ 0.24% |
$2.17K - $2.67K
|
12.2K
$1.17M
|
|
|
Aug 15, 2025
Q2 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
26+ 0.29% |
$1.95K - $2.39K
|
8.86K
$852K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
25New |
$1.87K - $2.3K
|
25
$2.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
25+ 0.23% |
$1.87K - $2.3K
|
11K
$1.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
24+ 0.28% |
$1.8K - $2.21K
|
8.63K
$829K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
24+ 0.29% |
$1.8K - $2.21K
|
8.23K
$791K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
23+ 0.04% |
$1.72K - $2.12K
|
57.4K
$5.51M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
22New |
$1.65K - $2.02K
|
22
$2.11K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
21+ 26.58% |
$1.57K - $1.93K
|
100
$9.61K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
21+ 0.3% |
$1.57K - $1.93K
|
7.14K
$686K
|