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 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
21+ 0.05% |
$1.57K - $1.93K
|
45.6K
$4.38M
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
20+ 1.38% |
$1.5K - $1.84K
|
1.47K
$141K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
19+ 0.39% |
$1.42K - $1.75K
|
4.85K
$466K
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
18+ 0.59% |
$1.35K - $1.66K
|
3.07K
$295K
|
|
|
Aug 06, 2025
Q2 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
18+ 0.29% |
$1.35K - $1.66K
|
6.27K
$603K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
17+ 1.35% |
$1.27K - $1.56K
|
1.28K
$123K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
16+ 0.16% |
$1.2K - $1.47K
|
10.2K
$984K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
16New |
$1.2K - $1.47K
|
16
$1.54K
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
15+ 0.02% |
$1.12K - $1.38K
|
61.7K
$5.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
15+ 0.08% |
$1.12K - $1.38K
|
18.1K
$1.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
14+ 0.17% |
$1.05K - $1.29K
|
8.44K
$811K
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
14+ 0.3% |
$1.05K - $1.29K
|
4.7K
$452K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.25% |
$973 - $1.2K
|
5.31K
$510K
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
12+ 0.24% |
$899 - $1.1K
|
5.08K
$488K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
12+ 0.06% |
$899 - $1.1K
|
20.4K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
12+ 0.3% |
$899 - $1.1K
|
4.06K
$390K
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.12% |
$824 - $1.01K
|
8.88K
$854K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
10+ 0.29% |
$749 - $920
|
3.5K
$336K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
10+ 0.24% |
$749 - $920
|
4.11K
$395K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10+ 25.64% |
$749 - $920
|
49
$4.71K
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
BUY
|
- |
10+ 0.05% |
$749 - $920
|
18.8K
$1.81M
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
10+ 1.1% |
$749 - $920
|
921
$88.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
9+ 0.29% |
$674 - $828
|
3.09K
$297K
|
|
|
Jul 23, 2025
Q2 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
9+ 0.28% |
$674 - $828
|
3.19K
$306K
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
8+ 0.16% |
$599 - $736
|
5.03K
$483K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8+ 0.14% |
$599 - $736
|
5.77K
$554K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
8+ 0.33% |
$599 - $736
|
2.45K
$235K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
7+ 0.24% |
$524 - $644
|
2.94K
$282K
|
|
|
Jul 22, 2025
Q2 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
7+ 0.07% |
$524 - $644
|
10.5K
$1.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7+ 0.03% |
$524 - $644
|
25.1K
$2.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Ckw Financial Group
|
BUY
|
- |
7New |
$524 - $644
|
7
$673
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
6+ 0.04% |
$449 - $552
|
14.5K
$1.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6+ 0.32% |
$449 - $552
|
1.9K
$182K
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
6+ 0.25% |
$449 - $552
|
2.43K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
6+ 0.06% |
$449 - $552
|
10.5K
$1.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5+ 0.07% |
$374 - $460
|
7.06K
$678K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5+ 0.28% |
$374 - $460
|
1.77K
$170K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
5+ 0.01% |
$374 - $460
|
35K
$3.36M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
4+ 0.69% |
$300 - $368
|
584
$56.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.17% |
$300 - $368
|
2.36K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
4+ 0.16% |
$300 - $368
|
2.43K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
4+ 200.0% |
$300 - $368
|
6
$577
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
3+ 0.04% |
$225 - $276
|
6.68K
$642K
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
3+ 0.03% |
$225 - $276
|
10.5K
$1.01M
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
3+ 0.05% |
$225 - $276
|
5.72K
$549K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.43% |
$150 - $184
|
471
$45.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2+ 0.04% |
$150 - $184
|
4.62K
$444K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.02% |
$150 - $184
|
8.49K
$815K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2+ 0.06% |
$150 - $184
|
3.41K
$328K
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2+ 0.03% |
$150 - $184
|
7.14K
$686K
|