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 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-90- 2.99% |
$6.74K - $8.28K
|
2.92K
$281K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-92- 1.34% |
$6.89K - $8.46K
|
6.79K
$653K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-94- 12.27% |
$7.04K - $8.65K
|
672
$64.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-99- 0.65% |
$7.41K - $9.11K
|
15K
$1.45M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-100- 7.65% |
$7.49K - $9.2K
|
1.21K
$116K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-100- 0.41% |
$7.49K - $9.2K
|
24.4K
$2.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-100- 3.51% |
$7.49K - $9.2K
|
2.75K
$264K
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-100- 0.66% |
$7.49K - $9.2K
|
15.1K
$1.46M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-104- 0.53% |
$7.79K - $9.56K
|
19.5K
$1.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-104- 0.26% |
$7.79K - $9.56K
|
40.5K
$3.89M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-107- 1.93% |
$8.01K - $9.84K
|
5.43K
$522K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-108- 4.02% |
$8.09K - $9.93K
|
2.58K
$248K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-108- 2.11% |
$8.09K - $9.93K
|
5.02K
$483K
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-108- 2.91% |
$8.09K - $9.93K
|
3.61K
$347K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-109- 7.12% |
$8.16K - $10K
|
1.42K
$137K
|
|
|
Aug 07, 2025
Q2 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-111- 0.75% |
$8.31K - $10.2K
|
14.6K
$1.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-112- 4.07% |
$8.39K - $10.3K
|
2.64K
$254K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-113- 0.06% |
$8.46K - $10.4K
|
185K
$17.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-115- 1.45% |
$8.61K - $10.6K
|
7.82K
$752K
|
|
|
Jul 28, 2025
Q2 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-117- 7.0% |
$8.76K - $10.8K
|
1.56K
$149K
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-118- 1.29% |
$8.84K - $10.9K
|
9.04K
$869K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-120- 3.84% |
$8.99K - $11K
|
3K
$289K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-120- 1.28% |
$8.99K - $11K
|
9.27K
$891K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-126- 3.58% |
$9.43K - $11.6K
|
3.4K
$326K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
SELL
|
- |
-126- 1.91% |
$9.43K - $11.6K
|
6.46K
$621K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-128- 2.17% |
$9.58K - $11.8K
|
5.76K
$554K
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-128- 2.35% |
$9.58K - $11.8K
|
5.33K
$512K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-129- 24.76% |
$9.66K - $11.9K
|
392
$37.7K
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-133- 3.51% |
$9.96K - $12.2K
|
3.65K
$351K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-136- 0.54% |
$10.2K - $12.5K
|
25.2K
$2.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-139- 0.33% |
$10.4K - $12.8K
|
42.2K
$4.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-141- 9.35% |
$10.6K - $13K
|
1.37K
$131K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-141- 2.9% |
$10.6K - $13K
|
4.72K
$453K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-148- 1.72% |
$11.1K - $13.6K
|
8.46K
$813K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-149- 0.12% |
$11.2K - $13.7K
|
128K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-151- 0.27% |
$11.3K - $13.9K
|
55.3K
$5.32M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-152- 9.73% |
$11.4K - $14K
|
1.41K
$136K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-156- 1.49% |
$11.7K - $14.3K
|
10.3K
$993K
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
SELL
|
- |
-166- 3.79% |
$12.4K - $15.3K
|
4.21K
$405K
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-168- 2.86% |
$12.6K - $15.5K
|
5.7K
$548K
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-172- 5.99% |
$12.9K - $15.8K
|
2.7K
$259K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-172- 3.31% |
$12.9K - $15.8K
|
5.02K
$483K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-173- 0.28% |
$13K - $15.9K
|
61.7K
$5.93M
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-176- 6.51% |
$13.2K - $16.2K
|
2.53K
$243K
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-178- 6.83% |
$13.3K - $16.4K
|
2.43K
$234K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-179- 0.21% |
$13.4K - $16.5K
|
83.1K
$7.99M
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-186- 2.57% |
$13.9K - $17.1K
|
7.06K
$679K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-195- 7.87% |
$14.6K - $17.9K
|
2.28K
$219K
|
|
|
Jul 30, 2025
Q2 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-195- 5.3% |
$14.6K - $17.9K
|
3.49K
$335K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-200- 3.53% |
$15K - $18.4K
|
5.46K
$525K
|