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
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-36- 1.38% |
$2.7K - $3.31K
|
2.57K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-36- 1.24% |
$2.7K - $3.31K
|
2.86K
$275K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-38- 0.01% |
$2.85K - $3.49K
|
545K
$52.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-39- 0.46% |
$2.92K - $3.59K
|
8.37K
$805K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-39- 0.27% |
$2.92K - $3.59K
|
14.3K
$1.37M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-40- 0.24% |
$3K - $3.68K
|
16.9K
$1.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-40- 25.48% |
$3K - $3.68K
|
117
$11.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-42- 0.57% |
$3.14K - $3.86K
|
7.27K
$699K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-43- 0.71% |
$3.22K - $3.95K
|
5.98K
$575K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-43- 23.5% |
$3.22K - $3.95K
|
140
$13.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-43- 0.62% |
$3.22K - $3.95K
|
6.9K
$663K
|
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-45- 0.95% |
$3.37K - $4.14K
|
4.67K
$449K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-46- 0.73% |
$3.44K - $4.23K
|
6.27K
$603K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-47- 0.71% |
$3.52K - $4.32K
|
6.59K
$633K
|
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-47- 0.6% |
$3.52K - $4.32K
|
7.82K
$752K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-50- 0.11% |
$3.74K - $4.6K
|
45K
$4.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-50- 1.07% |
$3.74K - $4.6K
|
4.62K
$444K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-50- 2.76% |
$3.74K - $4.6K
|
1.76K
$169K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-51- 0.57% |
$3.82K - $4.69K
|
8.86K
$852K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-51- 0.74% |
$3.82K - $4.69K
|
6.88K
$661K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-52- 0.76% |
$3.89K - $4.78K
|
6.79K
$652K
|
|
|
Jul 24, 2025
Q2 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-52- 1.1% |
$3.89K - $4.78K
|
4.66K
$448K
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-52- 0.38% |
$3.89K - $4.78K
|
13.6K
$1.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-52- 0.62% |
$3.89K - $4.78K
|
8.4K
$807K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-56- 1.8% |
$4.19K - $5.15K
|
3.06K
$294K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-57- 2.26% |
$4.27K - $5.24K
|
2.46K
$237K
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-57- 0.78% |
$4.27K - $5.24K
|
7.29K
$701K
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-57- 2.32% |
$4.27K - $5.24K
|
2.4K
$230K
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-58- 0.32% |
$4.34K - $5.33K
|
18.1K
$1.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-59- 0.34% |
$4.42K - $5.43K
|
17.5K
$1.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-59- 24.28% |
$4.42K - $5.43K
|
184
$17.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-59- 0.41% |
$4.42K - $5.43K
|
14.5K
$1.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-60- 10.71% |
$4.49K - $5.52K
|
500
$48.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-64- 0.37% |
$4.79K - $5.89K
|
17.4K
$1.67M
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-64- 2.27% |
$4.79K - $5.89K
|
2.75K
$265K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
SELL
|
- |
-66- 0.32% |
$4.94K - $6.07K
|
20.3K
$1.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-66- 0.04% |
$4.94K - $6.07K
|
168K
$16.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-67- 1.67% |
$5.02K - $6.16K
|
3.95K
$379K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-69- 0.4% |
$5.17K - $6.35K
|
17.1K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-70- 0.84% |
$5.24K - $6.44K
|
8.23K
$791K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-72- 0.78% |
$5.39K - $6.62K
|
9.18K
$882K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-73- 11.25% |
$5.47K - $6.71K
|
576
$55.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-77- 0.2% |
$5.77K - $7.08K
|
38K
$3.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-78- 0.96% |
$5.84K - $7.17K
|
8.07K
$776K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-80- 0.38% |
$5.99K - $7.36K
|
20.7K
$1.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-86- 1.24% |
$6.44K - $7.91K
|
6.84K
$658K
|
|
|
Aug 13, 2025
Q2 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
SELL
|
- |
-88- 2.71% |
$6.59K - $8.09K
|
3.16K
$304K
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-89- 0.65% |
$6.66K - $8.19K
|
13.7K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-89- 2.55% |
$6.66K - $8.19K
|
3.4K
$326K
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-90- 3.29% |
$6.74K - $8.28K
|
2.64K
$254K
|