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
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-29.6K- 89.15% |
$2.21M - $2.72M
|
3.6K
$346K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-30.1K- 39.13% |
$2.25M - $2.77M
|
46.8K
$4.5M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-33.1K- 6.84% |
$2.48M - $3.05M
|
452K
$43.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-34.9K- 12.05% |
$2.62M - $3.21M
|
255K
$24.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-35K- 16.77% |
$2.62M - $3.22M
|
174K
$16.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.2K- 7.55% |
$2.64M - $3.24M
|
432K
$41.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-37.9K- 1.78% |
$2.83M - $3.48M
|
2.09M
$201M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-40.3K- 5.83% |
$3.02M - $3.71M
|
651K
$62.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Millburn Ridgefield Corp
|
SELL
|
- |
-42K- 5.42% |
$3.14M - $3.86M
|
733K
$70.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-42K- 5.42% |
$3.14M - $3.86M
|
733K
$70.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-43.4K- 36.7% |
$3.25M - $4M
|
74.9K
$7.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-43.5K- 21.2% |
$3.26M - $4M
|
162K
$15.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-46.5K- 32.02% |
$3.48M - $4.28M
|
98.8K
$9.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-49K- 27.52% |
$3.67M - $4.51M
|
129K
$12.4M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-52.1K- 95.75% |
$3.9M - $4.79M
|
2.31K
$222K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-55K- 3.24% |
$4.12M - $5.06M
|
1.64M
$158M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-78.6K- 1.9% |
$5.88M - $7.23M
|
4.05M
$390M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-93.2K- 96.67% |
$6.98M - $8.57M
|
3.21K
$309K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-113K- 14.22% |
$8.47M - $10.4M
|
683K
$65.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-121K- 2.96% |
$9.03M - $11.1M
|
3.95M
$380M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-141K- 12.75% |
$10.5M - $12.9M
|
964K
$92.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-209K- 91.05% |
$15.7M - $19.3M
|
20.6K
$1.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-223K- 77.38% |
$16.7M - $20.6M
|
65.3K
$6.28M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-223K- 77.38% |
$16.7M - $20.6M
|
65.3K
$6.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-242K- 12.93% |
$18.1M - $22.3M
|
1.63M
$157M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-259K- 1.97% |
$19.4M - $23.8M
|
12.9M
$1.24B
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-462K- 52.28% |
$34.6M - $42.5M
|
422K
$40.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-572K- 51.11% |
$42.9M - $52.6M
|
547K
$52.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-601K- 14.42% |
$45M - $55.3M
|
3.57M
$343M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.64M- 2.63% |
$123M - $151M
|
60.8M
$5.85B
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.83M- 92.48% |
$287M - $352M
|
312K
$29.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-5.41M- 27.98% |
$405M - $497M
|
13.9M
$1.34B
|