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 31, 2025
Q2 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-414- 2.09% |
$31K - $38.1K
|
19.4K
$1.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-422- 1.37% |
$31.6K - $38.8K
|
30.4K
$2.92M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-426- 4.97% |
$31.9K - $39.2K
|
8.15K
$784K
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-438- 0.81% |
$32.8K - $40.3K
|
53.9K
$5.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-455- 0.13% |
$34.1K - $41.8K
|
352K
$33.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
SELL
|
- |
-466- 1.53% |
$34.9K - $42.9K
|
30K
$2.88M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-468- 6.53% |
$35K - $43K
|
6.7K
$645K
|
|
|
Aug 13, 2025
Q2 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
SELL
|
- |
-477- 1.72% |
$35.7K - $43.9K
|
27.2K
$2.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-478- 2.59% |
$35.8K - $44K
|
18K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
SELL
|
- |
-482- 1.81% |
$36.1K - $44.3K
|
26.1K
$2.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-487- 10.86% |
$36.5K - $44.8K
|
4K
$384K
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-495- 9.83% |
$37.1K - $45.5K
|
4.54K
$436K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-500- 34.29% |
$37.4K - $46K
|
958
$92.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-500- 1.45% |
$37.4K - $46K
|
34K
$3.27M
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-500- 43.14% |
$37.4K - $46K
|
659
$63.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-504- 17.98% |
$37.7K - $46.4K
|
2.3K
$221K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
SELL
|
- |
-504- 1.17% |
$37.7K - $46.4K
|
42.4K
$4.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-506- 4.48% |
$37.9K - $46.5K
|
10.8K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-507- 3.37% |
$38K - $46.6K
|
14.5K
$1.4M
|
|
|
Aug 27, 2025
Q2 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-526- 3.7% |
$39.4K - $48.4K
|
13.7K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-536- 14.61% |
$40.1K - $49.3K
|
3.13K
$301K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-537- 13.13% |
$40.2K - $49.4K
|
3.55K
$342K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-550- 14.34% |
$41.2K - $50.6K
|
3.29K
$316K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-566- 1.02% |
$42.4K - $52.1K
|
55K
$5.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-569- 3.21% |
$42.6K - $52.3K
|
17.2K
$1.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-573- 75.69% |
$42.9K - $52.7K
|
184
$17.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-580- 2.11% |
$43.4K - $53.3K
|
26.9K
$2.59M
|
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
SELL
|
- |
-580- 5.62% |
$43.4K - $53.3K
|
9.74K
$937K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-581- 1.33% |
$43.5K - $53.4K
|
43K
$4.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-604- 23.73% |
$45.2K - $55.5K
|
1.94K
$187K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-610- 2.93% |
$45.7K - $56.1K
|
20.2K
$1.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-615- 4.68% |
$46.1K - $56.6K
|
12.5K
$1.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-620- 11.48% |
$46.4K - $57K
|
4.78K
$460K
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-637- 1.05% |
$47.7K - $58.6K
|
59.9K
$5.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-637- 5.71% |
$47.7K - $58.6K
|
10.5K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-641- 10.31% |
$48K - $59K
|
5.58K
$536K
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-670- 2.21% |
$50.2K - $61.6K
|
29.6K
$2.85M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-677- 58.92% |
$50.7K - $62.3K
|
472
$45.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-690- 3.13% |
$51.7K - $63.5K
|
21.3K
$2.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-695- 2.76% |
$52K - $63.9K
|
24.5K
$2.35M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-700- 17.5% |
$52.4K - $64.4K
|
3.3K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-714- 1.15% |
$53.5K - $65.7K
|
61.6K
$5.92M
|
|
|
Aug 05, 2025
Q2 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-717- 11.7% |
$53.7K - $65.9K
|
5.41K
$520K
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-720- 10.85% |
$53.9K - $66.2K
|
5.92K
$569K
|
|
|
Aug 08, 2025
Q2 2025
|
Beck Bode, LLC
|
SELL
|
- |
-726- 8.12% |
$54.4K - $66.8K
|
8.21K
$789K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-745- 1.84% |
$55.8K - $68.5K
|
39.8K
$3.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-759- 30.12% |
$56.8K - $69.8K
|
1.76K
$169K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-760- 5.37% |
$56.9K - $69.9K
|
13.4K
$1.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-781- 1.51% |
$58.5K - $71.8K
|
50.9K
$4.89M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-793- 14.56% |
$59.4K - $72.9K
|
4.66K
$448K
|