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
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2+ 0.2% |
$150 - $184
|
993
$95.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$150 - $184
|
3.89K
$374K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.13% |
$150 - $184
|
1.53K
$147K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.12% |
$74.9 - $92
|
831
$79.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.2% |
$74.9 - $92
|
504
$48.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$74.9 - $92
|
3.26K
$313K
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.03% |
$74.9 - $92
|
3.32K
$319K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
1+ 0.03% |
$74.9 - $92
|
3.83K
$368K
|
|
|
Aug 05, 2025
Q2 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1+ 0.04% |
$74.9 - $92
|
2.52K
$242K
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
1+ 0.03% |
$74.9 - $92
|
3.05K
$293K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.01% |
$74.9 - $92
|
7.79K
$749K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1+ 0.2% |
$74.9 - $92
|
513
$49.3K
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
1+ 0.04% |
$74.9 - $92
|
2.79K
$268K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-1- 0.02% |
$74.9 - $92
|
6.65K
$640K
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2- 0.01% |
$150 - $184
|
32.2K
$3.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-3- 0.13% |
$225 - $276
|
2.29K
$220K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-4- 0.08% |
$300 - $368
|
4.83K
$464K
|
|
|
Aug 15, 2025
Q2 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-5- 0.09% |
$374 - $460
|
5.76K
$554K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-6- 0.09% |
$449 - $552
|
7.05K
$678K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-7- 0.27% |
$524 - $644
|
2.61K
$251K
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
SELL
|
- |
-8- 0.01% |
$599 - $736
|
134K
$12.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-10- 0.03% |
$749 - $920
|
31.2K
$3M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-10- 0.1% |
$749 - $920
|
10.5K
$1.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-11- 0.19% |
$824 - $1.01K
|
5.7K
$548K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-12- 0.16% |
$899 - $1.1K
|
7.27K
$699K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-12- 0.05% |
$899 - $1.1K
|
25.6K
$2.46M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-15- 88.24% |
$1.12K - $1.38K
|
2
$192
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-15- 0.32% |
$1.12K - $1.38K
|
4.7K
$451K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-16- 0.21% |
$1.2K - $1.47K
|
7.66K
$736K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-17- 3.98% |
$1.27K - $1.56K
|
410
$39.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-18- 4.33% |
$1.35K - $1.66K
|
398
$38.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-19- 2.77% |
$1.42K - $1.75K
|
668
$64.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-20- 0.38% |
$1.5K - $1.84K
|
5.18K
$498K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-20- 0.74% |
$1.5K - $1.84K
|
2.7K
$260K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-20- 0.26% |
$1.5K - $1.84K
|
7.59K
$730K
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-20- 0.18% |
$1.5K - $1.84K
|
10.8K
$1.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-22- 1.16% |
$1.65K - $2.02K
|
1.87K
$180K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-23- 5.36% |
$1.72K - $2.12K
|
406
$39K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-24- 85.71% |
$1.8K - $2.21K
|
4
$385
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-25- 0.26% |
$1.87K - $2.3K
|
9.48K
$912K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-27- 0.27% |
$2.02K - $2.48K
|
10.1K
$976K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-30- 0.25% |
$2.25K - $2.76K
|
12K
$1.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-30- 1.75% |
$2.25K - $2.76K
|
1.68K
$162K
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-31- 0.48% |
$2.32K - $2.85K
|
6.43K
$618K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-33- 7.75% |
$2.47K - $3.04K
|
393
$37.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-33- 0.05% |
$2.47K - $3.04K
|
70.4K
$6.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-34- 1.19% |
$2.55K - $3.13K
|
2.82K
$271K
|
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-35- 1.03% |
$2.62K - $3.22K
|
3.35K
$322K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-35- 0.2% |
$2.62K - $3.22K
|
17.1K
$1.65M
|