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 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
4.71KNew |
$353K - $433K
|
4.71K
$453K
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
4.69K+ 55.82% |
$351K - $431K
|
13.1K
$1.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.68KNew |
$350K - $430K
|
4.68K
$449K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.59K+ 136.56% |
$343K - $422K
|
7.95K
$764K
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
4.55K+ 66.83% |
$341K - $419K
|
11.4K
$1.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
4.48KNew |
$335K - $412K
|
4.48K
$431K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.48K+ 29.98% |
$335K - $412K
|
19.4K
$1.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.46K+ 9.81% |
$334K - $410K
|
50K
$4.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
4.45KNew |
$333K - $409K
|
4.45K
$428K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.43KNew |
$332K - $408K
|
4.43K
$426K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.43K+ 2.75% |
$332K - $408K
|
166K
$15.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.31K+ 144.75% |
$322K - $396K
|
7.28K
$700K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.3KNew |
$322K - $395K
|
4.3K
$413K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.22K+ 2.51% |
$316K - $388K
|
173K
$16.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.18KNew |
$313K - $385K
|
4.18K
$402K
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
4.16KNew |
$312K - $383K
|
4.16K
$400K
|
|
|
Jul 29, 2025
Q2 2025
|
Shelter Mutual Insurance CO
|
BUY
|
- |
4.05KNew |
$303K - $372K
|
4.05K
$389K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
3.86K+ 3.08% |
$289K - $355K
|
129K
$12.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.81K+ 4476.47% |
$285K - $350K
|
3.89K
$374K
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
3.8K+ 17.21% |
$285K - $350K
|
25.9K
$2.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
3.76KNew |
$282K - $346K
|
3.76K
$362K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.71K+ 2.29% |
$278K - $341K
|
166K
$15.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.69K+ 13.82% |
$276K - $339K
|
30.4K
$2.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3.69K+ 12.42% |
$276K - $339K
|
33.4K
$3.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.68K+ 24.34% |
$275K - $338K
|
18.8K
$1.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.66K+ 24.05% |
$274K - $336K
|
18.9K
$1.81M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.62K+ 34.08% |
$271K - $333K
|
14.3K
$1.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.57K+ 0.18% |
$268K - $329K
|
1.98M
$190M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
3.53K+ 0.72% |
$264K - $325K
|
495K
$47.6M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.42K+ 4.2% |
$256K - $315K
|
84.8K
$8.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.41K+ 7.62% |
$255K - $313K
|
48.1K
$4.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.4KNew |
$255K - $313K
|
3.4K
$327K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
3.38KNew |
$253K - $311K
|
3.38K
$325K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
3.36K+ 2.36% |
$252K - $309K
|
146K
$14M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
3.33K+ 5.72% |
$249K - $306K
|
61.5K
$5.91M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
3.29KNew |
$246K - $302K
|
3.29K
$316K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
3.26KNew |
$244K - $300K
|
3.26K
$313K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
3.24KNew |
$242K - $298K
|
3.24K
$311K
|
|
|
Aug 14, 2025
Q2 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
3.2KNew |
$240K - $294K
|
3.2K
$308K
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
3.19KNew |
$239K - $293K
|
3.19K
$307K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3.18K+ 520.46% |
$238K - $292K
|
3.79K
$364K
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3.18KNew |
$238K - $292K
|
3.18K
$305K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
3.15KNew |
$236K - $290K
|
3.15K
$303K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
3.11K+ 5.18% |
$233K - $286K
|
63.2K
$6.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3.1KNew |
$232K - $285K
|
3.1K
$298K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.1K+ 1.92% |
$232K - $285K
|
164K
$15.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
3.04K+ 10.72% |
$228K - $280K
|
31.4K
$3.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.04K+ 16.81% |
$227K - $279K
|
21.1K
$2.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.02K+ 5.08% |
$226K - $278K
|
62.5K
$6.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
3.02KNew |
$226K - $277K
|
3.02K
$290K
|