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 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.88K- 13.34% |
$216K - $265K
|
18.7K
$1.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-2.95K- 16.19% |
$221K - $271K
|
15.3K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-3.01K- 0.32% |
$226K - $277K
|
939K
$90.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-3.06K- 23.23% |
$229K - $281K
|
10.1K
$972K
|
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-3.1K- 4.27% |
$232K - $285K
|
69.5K
$6.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-3.15K- 5.11% |
$236K - $290K
|
58.6K
$5.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
SELL
|
- |
-3.19K- 14.25% |
$239K - $293K
|
19.2K
$1.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-3.2K- 19.21% |
$239K - $294K
|
13.4K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-3.2K- 19.81% |
$239K - $294K
|
12.9K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-3.21K- 2.23% |
$240K - $295K
|
141K
$13.6M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.23K- 2.7% |
$242K - $297K
|
116K
$11.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.27K- 12.95% |
$245K - $301K
|
22K
$2.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.35K- 1.38% |
$251K - $308K
|
238K
$22.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-3.39K- 3.31% |
$254K - $312K
|
99.1K
$9.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.44K- 7.54% |
$257K - $316K
|
42.1K
$4.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.51K- 1.29% |
$262K - $322K
|
268K
$25.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.6K- 0.04% |
$270K - $331K
|
8.22M
$790M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.7K- 46.84% |
$277K - $340K
|
4.2K
$404K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-3.72K- 1.97% |
$279K - $342K
|
185K
$17.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.84K- 33.07% |
$287K - $353K
|
7.76K
$746K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-3.85K- 12.23% |
$288K - $354K
|
27.6K
$2.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.93K- 17.82% |
$295K - $362K
|
18.1K
$1.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-3.94K- 8.09% |
$295K - $363K
|
44.8K
$4.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-4.2K- 4.94% |
$314K - $386K
|
80.7K
$7.76M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-4.26K- 32.75% |
$319K - $391K
|
8.74K
$840K
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-4.4K- 12.49% |
$329K - $404K
|
30.8K
$2.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-4.46K- 0.51% |
$334K - $410K
|
872K
$83.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.46K- 4.62% |
$334K - $410K
|
92.1K
$8.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.51K- 8.44% |
$338K - $415K
|
48.9K
$4.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-4.55K- 12.44% |
$340K - $418K
|
32K
$3.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-4.56K- 72.93% |
$341K - $419K
|
1.69K
$163K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-4.63K- 28.83% |
$346K - $425K
|
11.4K
$1.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-4.63K- 10.78% |
$347K - $426K
|
38.3K
$3.68M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-4.78K- 17.47% |
$358K - $440K
|
22.6K
$2.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-4.82K- 15.19% |
$361K - $443K
|
26.9K
$2.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.99K- 5.82% |
$373K - $459K
|
80.7K
$7.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-5.1K- 5.33% |
$382K - $469K
|
90.6K
$8.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-5.24K- 24.67% |
$392K - $482K
|
16K
$1.54M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.4K- 3.79% |
$405K - $497K
|
137K
$13.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-5.49K- 27.59% |
$411K - $505K
|
14.4K
$1.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-5.56K- 2.95% |
$416K - $511K
|
183K
$17.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-5.69K- 2.65% |
$426K - $523K
|
209K
$20.1M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-5.9K- 7.52% |
$442K - $542K
|
72.6K
$6.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.91K- 2.89% |
$442K - $543K
|
199K
$19.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.02K- 25.48% |
$451K - $553K
|
17.6K
$1.69M
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-6.57K- 60.53% |
$492K - $604K
|
4.28K
$412K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.78K- 0.61% |
$508K - $624K
|
1.1M
$106M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-7.07K- 5.11% |
$529K - $650K
|
131K
$12.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-7.08K- 49.59% |
$530K - $651K
|
7.19K
$692K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-7.28K- 2.82% |
$545K - $669K
|
251K
$24.1M
|