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 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
9.11KNew |
$682K - $838K
|
9.11K
$876K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
8.94K+ 89420.0% |
$670K - $822K
|
8.95K
$861K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
8.92K+ 3.37% |
$668K - $820K
|
274K
$26.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.91K+ 242.87% |
$667K - $820K
|
12.6K
$1.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8.84K+ 7.87% |
$662K - $813K
|
121K
$11.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
8.54KNew |
$639K - $785K
|
8.54K
$821K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
8.37K+ 0.22% |
$627K - $770K
|
3.8M
$365M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
8.32K+ 27.82% |
$623K - $765K
|
38.2K
$3.67M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.31K+ 27.37% |
$623K - $765K
|
38.7K
$3.72M
|
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
8.23KNew |
$616K - $756K
|
8.23K
$791K
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
8.21K+ 106.76% |
$615K - $755K
|
15.9K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.9K+ 581.37% |
$591K - $726K
|
9.25K
$890K
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
7.6K+ 47.73% |
$569K - $699K
|
23.5K
$2.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
7.55K+ 15.4% |
$565K - $694K
|
56.6K
$5.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.45K+ 158.38% |
$558K - $685K
|
12.2K
$1.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
7.37K+ 0.48% |
$552K - $678K
|
1.53M
$147M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7.24K+ 26.2% |
$542K - $665K
|
34.9K
$3.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
7.22K+ 58.93% |
$541K - $664K
|
19.5K
$1.87M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
7.05KNew |
$528K - $648K
|
7.05K
$678K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6.9K+ 18.75% |
$516K - $634K
|
43.7K
$4.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.8K+ 1.45% |
$509K - $626K
|
477K
$45.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
6.73KNew |
$504K - $619K
|
6.73K
$647K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
6.7K+ 198.52% |
$502K - $617K
|
10.1K
$969K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
6.7KNew |
$502K - $616K
|
6.7K
$644K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.69K+ 5.48% |
$501K - $615K
|
129K
$12.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
6.49K+ 17.06% |
$486K - $597K
|
44.5K
$4.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
BUY
|
- |
6.43K+ 2.8% |
$482K - $592K
|
236K
$22.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.37K+ 51.14% |
$477K - $586K
|
18.8K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.35K+ 3.78% |
$476K - $584K
|
174K
$16.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
6.32KNew |
$473K - $581K
|
6.32K
$607K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
6.3K+ 11.44% |
$471K - $579K
|
61.3K
$5.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.27K+ 11.28% |
$469K - $576K
|
61.8K
$5.95M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
6.09KNew |
$456K - $560K
|
6.09K
$586K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.91K+ 19.86% |
$442K - $543K
|
35.7K
$3.43M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5.83K+ 28.2% |
$437K - $537K
|
26.5K
$2.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
5.8KNew |
$434K - $533K
|
5.8K
$558K
|
|
|
Aug 11, 2025
Q2 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
5.77KNew |
$432K - $530K
|
5.77K
$554K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.74K+ 202.87% |
$429K - $527K
|
8.56K
$823K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.54KNew |
$415K - $509K
|
5.54K
$532K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.53KNew |
$414K - $509K
|
5.53K
$532K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5.41K+ 51.37% |
$405K - $498K
|
15.9K
$1.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5.41KNew |
$405K - $497K
|
5.41K
$520K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5.38K+ 340.51% |
$403K - $495K
|
6.96K
$669K
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.33K+ 208.01% |
$399K - $490K
|
7.89K
$758K
|
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
5.27KNew |
$395K - $485K
|
5.27K
$507K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.25K+ 23.06% |
$393K - $482K
|
28K
$2.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.01K+ 38.97% |
$375K - $461K
|
17.9K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.9K+ 0.19% |
$367K - $450K
|
2.61M
$251M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.75KNew |
$355K - $437K
|
4.75K
$456K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.75K+ 7.46% |
$355K - $436K
|
68.4K
$6.57M
|