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 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-7.34K- 21.46% |
$549K - $675K
|
26.8K
$2.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-7.52K- 17.21% |
$563K - $692K
|
36.2K
$3.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.72K- 64.0% |
$578K - $710K
|
4.34K
$417K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-8.03K- 2.04% |
$601K - $738K
|
385K
$37M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-8.24K- 23.33% |
$617K - $758K
|
27.1K
$2.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-8.32K- 35.46% |
$623K - $765K
|
15.1K
$1.46M
|
|
|
Jul 24, 2025
Q2 2025
|
West Bancorporation Inc
|
SELL
|
- |
-8.41K- 7.89% |
$630K - $773K
|
98.2K
$9.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.59K- 1.03% |
$643K - $790K
|
829K
$79.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-8.8K- 41.04% |
$659K - $810K
|
12.7K
$1.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-8.84K- 86.97% |
$662K - $813K
|
1.33K
$127K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-9.11K- 8.1% |
$682K - $838K
|
103K
$9.94M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-9.3K- 27.97% |
$696K - $855K
|
23.9K
$2.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-9.43K- 24.44% |
$706K - $867K
|
29.2K
$2.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-9.45K- 8.93% |
$708K - $869K
|
96.4K
$9.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-9.83K- 13.69% |
$736K - $904K
|
61.9K
$5.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-10.2K- 14.48% |
$765K - $940K
|
60.3K
$5.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-10.5K- 1.12% |
$787K - $967K
|
928K
$89.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-10.6K- 2.68% |
$794K - $975K
|
384K
$37M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-10.9K- 33.57% |
$814K - $1M
|
21.5K
$2.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-11.5K- 21.12% |
$861K - $1.06M
|
42.9K
$4.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-11.6K- 70.9% |
$872K - $1.07M
|
4.78K
$459K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-11.9K- 2.63% |
$890K - $1.09M
|
440K
$42.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12.1K- 1.55% |
$904K - $1.11M
|
765K
$73.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-12.2K- 3.99% |
$911K - $1.12M
|
292K
$28.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-12.4K- 34.43% |
$929K - $1.14M
|
23.6K
$2.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-12.5K- 79.91% |
$935K - $1.15M
|
3.14K
$302K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-12.9K- 59.73% |
$963K - $1.18M
|
8.67K
$833K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-12.9K- 55.01% |
$969K - $1.19M
|
10.6K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
SELL
|
- |
-13K- 67.01% |
$970K - $1.19M
|
6.38K
$613K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-13.7K- 7.76% |
$1.03M - $1.26M
|
163K
$15.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-13.9K- 43.74% |
$1.04M - $1.27M
|
17.8K
$1.71M
|
|
|
Aug 15, 2025
Q2 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-15.2K- 42.0% |
$1.14M - $1.4M
|
21K
$2.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.2K- 1.44% |
$1.14M - $1.4M
|
1.04M
$100M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-15.6K- 8.11% |
$1.16M - $1.43M
|
176K
$16.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-16.8K- 3.17% |
$1.26M - $1.54M
|
511K
$49.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-16.8K- 4.25% |
$1.26M - $1.55M
|
380K
$36.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-17K- 45.46% |
$1.27M - $1.56M
|
20.3K
$1.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-17.8K- 13.31% |
$1.33M - $1.64M
|
116K
$11.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-18K- 11.67% |
$1.35M - $1.65M
|
136K
$13.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-18.8K- 14.88% |
$1.41M - $1.73M
|
108K
$10.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-20K- 63.21% |
$1.5M - $1.84M
|
11.6K
$1.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-20.1K- 17.01% |
$1.51M - $1.85M
|
98.2K
$9.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-20.4K- 71.1% |
$1.53M - $1.88M
|
8.3K
$798K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-20.7K- 2.19% |
$1.55M - $1.91M
|
926K
$89M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-21.8K- 40.72% |
$1.63M - $2.01M
|
31.8K
$3.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-22K- 27.27% |
$1.64M - $2.02M
|
58.5K
$5.63M
|
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-22.5K- 1.91% |
$1.68M - $2.07M
|
1.15M
$111M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25.3K- 39.8% |
$1.89M - $2.32M
|
38.2K
$3.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-25.6K- 9.27% |
$1.92M - $2.36M
|
251K
$24.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-27.7K- 11.24% |
$2.08M - $2.55M
|
219K
$21.1M
|