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 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-200- 13.98% |
$15K - $18.4K
|
1.23K
$118K
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-212- 1.5% |
$15.9K - $19.5K
|
13.9K
$1.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-218- 0.52% |
$16.3K - $20K
|
41.9K
$4.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-220- 1.26% |
$16.5K - $20.2K
|
17.3K
$1.66M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-222- 1.41% |
$16.6K - $20.4K
|
15.5K
$1.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-224- 2.47% |
$16.8K - $20.6K
|
8.83K
$849K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-224- 0.34% |
$16.8K - $20.6K
|
65.1K
$6.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-225- 4.54% |
$16.8K - $20.7K
|
4.73K
$455K
|
|
|
Aug 05, 2025
Q2 2025
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-230- 4.28% |
$17.2K - $21.2K
|
5.14K
$494K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-230- 0.81% |
$17.2K - $21.2K
|
28.1K
$2.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-238- 1.85% |
$17.8K - $21.9K
|
12.6K
$1.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-238- 7.91% |
$17.8K - $21.9K
|
2.77K
$266K
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-240- 0.32% |
$18K - $22.1K
|
75.1K
$7.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-241- 3.93% |
$18K - $22.2K
|
5.89K
$566K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-242- 6.92% |
$18.1K - $22.3K
|
3.26K
$313K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-253- 40.87% |
$18.9K - $23.3K
|
366
$35.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-260- 1.13% |
$19.5K - $23.9K
|
22.8K
$2.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-263- 0.75% |
$19.7K - $24.2K
|
34.8K
$3.35M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-264- 22.09% |
$19.8K - $24.3K
|
931
$89.5K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-272- 9.99% |
$20.4K - $25K
|
2.45K
$236K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-275- 0.36% |
$20.6K - $25.3K
|
76K
$7.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-275- 4.42% |
$20.6K - $25.3K
|
5.95K
$572K
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-275- 1.56% |
$20.6K - $25.3K
|
17.3K
$1.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-280- 7.84% |
$21K - $25.8K
|
3.29K
$317K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-283- 6.93% |
$21.2K - $26K
|
3.8K
$365K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-290- 6.09% |
$21.7K - $26.7K
|
4.48K
$430K
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-295- 1.83% |
$22.1K - $27.1K
|
15.8K
$1.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-295- 0.35% |
$22.1K - $27.1K
|
83.2K
$8M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-300- 1.64% |
$22.5K - $27.6K
|
18K
$1.73M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-305- 50.0% |
$22.8K - $28.1K
|
305
$29.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-307- 1.03% |
$23K - $28.2K
|
29.5K
$2.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-312- 6.56% |
$23.4K - $28.7K
|
4.44K
$427K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-316- 3.69% |
$23.7K - $29.1K
|
8.25K
$793K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-327- 4.05% |
$24.5K - $30.1K
|
7.75K
$745K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-330- 8.04% |
$24.7K - $30.4K
|
3.78K
$363K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-330- 0.2% |
$24.7K - $30.4K
|
161K
$15.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-332- 1.48% |
$24.9K - $30.5K
|
22.2K
$2.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-337- 11.09% |
$25.2K - $31K
|
2.7K
$260K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-344- 96.09% |
$25.8K - $31.6K
|
14
$1.35K
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-349- 5.08% |
$26.1K - $32.1K
|
6.52K
$627K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-358- 72.18% |
$26.8K - $32.9K
|
138
$13.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-369- 0.65% |
$27.6K - $33.9K
|
56K
$5.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-385- 1.08% |
$28.8K - $35.4K
|
35.4K
$3.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-398- 17.08% |
$29.8K - $36.6K
|
1.93K
$186K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-403- 4.7% |
$30.2K - $37.1K
|
8.18K
$786K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-404- 10.02% |
$30.3K - $37.2K
|
3.63K
$349K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-411- 12.7% |
$30.8K - $37.8K
|
2.83K
$272K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-411- 4.41% |
$30.8K - $37.8K
|
8.91K
$857K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-413- 1.22% |
$30.9K - $38K
|
33.3K
$3.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-413- 14.3% |
$30.9K - $38K
|
2.48K
$238K
|