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 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24.7K+ 1.86% |
$1.85M - $2.27M
|
1.35M
$130M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
24.6K+ 104.08% |
$1.84M - $2.26M
|
48.2K
$4.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
24.4K+ 2.76% |
$1.83M - $2.24M
|
908K
$87.3M
|
|
|
Aug 13, 2025
Q2 2025
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
24.2K+ 253.93% |
$1.81M - $2.23M
|
33.7K
$3.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
23.1K+ 2.07% |
$1.73M - $2.13M
|
1.14M
$110M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
21.8KNew |
$1.64M - $2.01M
|
21.8K
$2.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
21.3K+ 6.69% |
$1.6M - $1.96M
|
340K
$32.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21.2K+ 2.01% |
$1.59M - $1.95M
|
1.07M
$103M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
20.3K+ 17.6% |
$1.52M - $1.87M
|
136K
$13.1M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.8K+ 10.86% |
$1.48M - $1.82M
|
202K
$19.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.8K+ 6.27% |
$1.48M - $1.82M
|
335K
$32.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
19.2K+ 3.02% |
$1.44M - $1.77M
|
654K
$62.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
18.9K+ 3.02% |
$1.42M - $1.74M
|
645K
$62M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
18.6K+ 671.46% |
$1.39M - $1.71M
|
21.3K
$2.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
18.4KNew |
$1.38M - $1.69M
|
18.4K
$1.77M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.7K+ 3.52% |
$1.33M - $1.63M
|
522K
$50.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17.6K+ 81.66% |
$1.32M - $1.62M
|
39.2K
$3.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17.6KNew |
$1.31M - $1.61M
|
17.6K
$1.69M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
17K+ 169.4% |
$1.27M - $1.56M
|
27K
$2.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
16.4KNew |
$1.23M - $1.51M
|
16.4K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
15.1K+ 18.72% |
$1.13M - $1.39M
|
96K
$9.23M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
14.9K+ 9.98% |
$1.12M - $1.37M
|
164K
$15.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
14.5K+ 76.14% |
$1.09M - $1.34M
|
33.6K
$3.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
14.4K+ 50.55% |
$1.08M - $1.32M
|
42.8K
$4.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
14.4K+ 3561.54% |
$1.07M - $1.32M
|
14.8K
$1.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14.3K+ 170.24% |
$1.07M - $1.32M
|
22.7K
$2.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
14.2K+ 9.37% |
$1.07M - $1.31M
|
166K
$16M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
13.9K+ 9.68% |
$1.04M - $1.28M
|
158K
$15.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
13.6KNew |
$1.02M - $1.25M
|
13.6K
$1.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
13.4K+ 36.58% |
$1M - $1.23M
|
50.1K
$4.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
13.2K+ 2.7% |
$987K - $1.21M
|
502K
$48.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
13K+ 22.33% |
$973K - $1.19M
|
71.2K
$6.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
12.9K+ 6.22% |
$968K - $1.19M
|
221K
$21.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
12.7K+ 64.11% |
$954K - $1.17M
|
32.6K
$3.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
12.4K+ 8.02% |
$928K - $1.14M
|
167K
$16M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
12.2K+ 3.03% |
$912K - $1.12M
|
414K
$39.8M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
11.9K+ 3.05% |
$892K - $1.1M
|
403K
$38.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
11.7K+ 18.56% |
$879K - $1.08M
|
74.9K
$7.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
11.1KNew |
$834K - $1.02M
|
11.1K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
11.1K+ 478.77% |
$831K - $1.02M
|
13.4K
$1.29M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
11.1KNew |
$829K - $1.02M
|
11.1K
$1.06M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
10.9K+ 9.1% |
$818K - $1.01M
|
131K
$12.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.7K+ 52.34% |
$802K - $985K
|
31.2K
$3M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
10.5K+ 2.99% |
$788K - $968K
|
363K
$34.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
9.95K+ 19.3% |
$745K - $915K
|
61.5K
$5.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.67KNew |
$724K - $889K
|
9.67K
$929K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
9.63KNew |
$721K - $886K
|
9.63K
$926K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9.51K+ 105.39% |
$712K - $875K
|
18.5K
$1.78M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
9.28K+ 113.16% |
$695K - $854K
|
17.5K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.23K+ 267.68% |
$691K - $849K
|
12.7K
$1.22M
|