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 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-1.29K- 66.02% |
$96.6K - $119K
|
664
$63.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.3K- 8.38% |
$97K - $119K
|
14.2K
$1.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.3K- 6.88% |
$97.3K - $120K
|
17.6K
$1.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.34K- 0.78% |
$100K - $123K
|
170K
$16.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.34K- 31.18% |
$100K - $123K
|
2.96K
$284K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.36K- 1.76% |
$102K - $125K
|
76.1K
$7.31M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.37K- 10.82% |
$102K - $126K
|
11.3K
$1.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-1.39K- 15.97% |
$104K - $127K
|
7.29K
$701K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.41K- 1.42% |
$106K - $130K
|
98.2K
$9.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.44K- 2.51% |
$108K - $133K
|
56.2K
$5.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.45K- 29.0% |
$109K - $133K
|
3.55K
$341K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.54K- 26.72% |
$115K - $141K
|
4.22K
$406K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-1.56K- 17.23% |
$117K - $143K
|
7.49K
$720K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-1.58K- 2.53% |
$118K - $145K
|
60.9K
$5.85M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.61K- 21.45% |
$120K - $148K
|
5.89K
$566K
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-1.68K- 41.11% |
$125K - $154K
|
2.4K
$231K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.69K- 9.61% |
$126K - $155K
|
15.9K
$1.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.7K- 5.41% |
$127K - $156K
|
29.7K
$2.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.71K- 1.98% |
$128K - $157K
|
84.7K
$8.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.73K- 2.71% |
$129K - $159K
|
61.8K
$5.95M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.83K- 3.18% |
$137K - $168K
|
55.7K
$5.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
SELL
|
- |
-1.89K- 6.93% |
$142K - $174K
|
25.4K
$2.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.91K- 32.88% |
$143K - $176K
|
3.9K
$375K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.94K- 2.2% |
$145K - $179K
|
86.3K
$8.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.96K- 28.95% |
$147K - $180K
|
4.81K
$462K
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-2K- 18.46% |
$150K - $184K
|
8.85K
$850K
|
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
SELL
|
- |
-2.06K- 5.31% |
$154K - $189K
|
36.7K
$3.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.06K- 3.21% |
$154K - $189K
|
62.1K
$5.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-2.16K- 23.25% |
$162K - $199K
|
7.14K
$686K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-2.18K- 1.31% |
$163K - $201K
|
164K
$15.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-2.19K- 19.08% |
$164K - $201K
|
9.28K
$892K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.23K- 0.71% |
$167K - $205K
|
313K
$30.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.27K- 5.72% |
$170K - $208K
|
37.3K
$3.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.31K- 8.17% |
$173K - $213K
|
26K
$2.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.35K- 16.56% |
$176K - $216K
|
11.8K
$1.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.37K- 1.33% |
$177K - $218K
|
175K
$16.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.39K- 27.59% |
$179K - $219K
|
6.26K
$602K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.4K- 22.43% |
$179K - $220K
|
8.28K
$796K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.53K- 3.0% |
$190K - $233K
|
81.8K
$7.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.54K- 18.42% |
$190K - $234K
|
11.3K
$1.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-2.55K- 2.85% |
$191K - $234K
|
86.8K
$8.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.56K- 4.11% |
$192K - $236K
|
59.8K
$5.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.57K- 6.04% |
$193K - $236K
|
40K
$3.84M
|
|
|
Aug 06, 2025
Q2 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-2.59K- 1.13% |
$194K - $238K
|
227K
$21.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.65K- 3.64% |
$198K - $244K
|
70.2K
$6.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.73K- 51.63% |
$204K - $251K
|
2.56K
$246K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.75K- 15.19% |
$206K - $253K
|
15.4K
$1.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.8K- 3.38% |
$210K - $257K
|
80K
$7.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-2.81K- 13.2% |
$211K - $259K
|
18.5K
$1.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.85K- 9.24% |
$214K - $262K
|
28K
$2.7M
|