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 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-51- 0.57% |
$3.82K - $4.69K
|
8.86K
$821K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-57- 2.26% |
$4.27K - $5.24K
|
2.46K
$228K
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-89- 0.65% |
$6.66K - $8.19K
|
13.7K
$1.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-115- 1.45% |
$8.61K - $10.6K
|
7.82K
$724K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-128- 2.17% |
$9.58K - $11.8K
|
5.76K
$534K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-218- 0.52% |
$16.3K - $20K
|
41.9K
$3.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-220- 1.26% |
$16.5K - $20.2K
|
17.3K
$1.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-222- 1.41% |
$16.6K - $20.4K
|
15.5K
$1.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-242- 6.92% |
$18.1K - $22.3K
|
3.26K
$302K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-275- 0.36% |
$20.6K - $25.3K
|
76K
$7.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-327- 4.05% |
$24.5K - $30.1K
|
7.75K
$718K
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-500- 1.45% |
$37.4K - $46K
|
34K
$3.15M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-500- 34.29% |
$37.4K - $46K
|
958
$88.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-566- 1.02% |
$42.4K - $52.1K
|
55K
$5.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-641- 10.31% |
$48K - $59K
|
5.58K
$517K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-745- 1.84% |
$55.8K - $68.5K
|
39.8K
$3.69M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-880- 17.42% |
$65.9K - $80.9K
|
4.17K
$387K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-970- 4.32% |
$72.6K - $89.2K
|
21.5K
$1.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-999- 10.95% |
$74.8K - $91.9K
|
8.12K
$753K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.07K- 1.16% |
$79.8K - $98K
|
91K
$8.43M
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-1.13K- 4.81% |
$84.3K - $104K
|
22.3K
$2.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.18K- 0.85% |
$88.1K - $108K
|
137K
$12.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.3K- 6.88% |
$97.3K - $120K
|
17.6K
$1.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.7K- 5.41% |
$127K - $156K
|
29.7K
$2.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-2.18K- 1.31% |
$163K - $201K
|
164K
$15.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.27K- 12.95% |
$245K - $301K
|
22K
$2.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.35K- 1.38% |
$251K - $308K
|
238K
$22.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-4.55K- 12.44% |
$340K - $418K
|
32K
$2.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-5.56K- 2.95% |
$416K - $511K
|
183K
$17M
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-6.57K- 60.53% |
$492K - $604K
|
4.28K
$397K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.59K- 1.03% |
$643K - $790K
|
829K
$76.8M
|