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 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-798- 41.18% |
$59.8K - $73.4K
|
1.14K
$110K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-800- 17.56% |
$59.9K - $73.6K
|
3.76K
$361K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-802- 2.75% |
$60.1K - $73.8K
|
28.4K
$2.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-804- 7.8% |
$60.2K - $73.9K
|
9.51K
$914K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-813- 3.32% |
$60.9K - $74.8K
|
23.6K
$2.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-815- 2.99% |
$61K - $75K
|
26.5K
$2.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-825- 9.43% |
$61.8K - $75.9K
|
7.93K
$762K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-828- 1.99% |
$62K - $76.2K
|
40.9K
$3.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-840- 49.7% |
$62.9K - $77.3K
|
850
$81.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-841- 1.05% |
$63K - $77.3K
|
79.4K
$7.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-849- 4.21% |
$63.6K - $78.1K
|
19.3K
$1.86M
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-853- 7.0% |
$63.9K - $78.5K
|
11.3K
$1.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-858- 38.63% |
$64.2K - $78.9K
|
1.36K
$131K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-859- 14.61% |
$64.3K - $79K
|
5.02K
$483K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-862- 14.12% |
$64.5K - $79.3K
|
5.24K
$504K
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-865- 5.47% |
$64.8K - $79.6K
|
14.9K
$1.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-865- 1.55% |
$64.8K - $79.6K
|
55.1K
$5.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-865- 2.79% |
$64.8K - $79.6K
|
30.2K
$2.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-870- 7.52% |
$65.1K - $80K
|
10.7K
$1.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-880- 17.42% |
$65.9K - $80.9K
|
4.17K
$401K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-884- 3.72% |
$66.2K - $81.3K
|
22.9K
$2.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-888- 0.84% |
$66.5K - $81.7K
|
105K
$10.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-893- 10.02% |
$66.9K - $82.1K
|
8.02K
$771K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-900- 4.64% |
$67.4K - $82.8K
|
18.5K
$1.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-910- 3.01% |
$68.1K - $83.7K
|
29.3K
$2.82M
|
|
|
Aug 06, 2025
Q2 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-932- 18.9% |
$69.8K - $85.7K
|
4K
$384K
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-950- 20.71% |
$71.1K - $87.4K
|
3.64K
$350K
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-951- 17.64% |
$71.2K - $87.5K
|
4.44K
$427K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-954- 5.09% |
$71.4K - $87.7K
|
17.8K
$1.71M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-970- 4.32% |
$72.6K - $89.2K
|
21.5K
$2.06M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-990- 0.2% |
$74.1K - $91.1K
|
500K
$48M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-996- 30.65% |
$74.6K - $91.6K
|
2.25K
$217K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-999- 10.95% |
$74.8K - $91.9K
|
8.12K
$781K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-1K- 6.23% |
$74.9K - $92K
|
15K
$1.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-1.01K- 81.36% |
$75.5K - $92.7K
|
231
$22.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.07K- 1.16% |
$79.8K - $98K
|
91K
$8.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.08K- 0.93% |
$81.1K - $99.6K
|
115K
$11.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.1K- 28.9% |
$82.4K - $101K
|
2.71K
$260K
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-1.13K- 4.81% |
$84.3K - $104K
|
22.3K
$2.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-1.15K- 1.56% |
$86.3K - $106K
|
72.5K
$6.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-1.15K- 31.54% |
$86.4K - $106K
|
2.51K
$241K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.16K- 7.05% |
$86.8K - $107K
|
15.3K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.16K- 10.38% |
$86.9K - $107K
|
10K
$964K
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-1.17K- 1.41% |
$87.4K - $107K
|
81.8K
$7.86M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.18K- 0.85% |
$88.1K - $108K
|
137K
$13.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-1.2K- 31.43% |
$89.9K - $110K
|
2.62K
$252K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-1.24K- 4.04% |
$92.5K - $114K
|
29.4K
$2.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.25K- 0.83% |
$93.7K - $115K
|
150K
$14.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-1.27K- 1.84% |
$95K - $117K
|
67.8K
$6.52M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.28K- 20.55% |
$95.5K - $117K
|
4.93K
$474K
|