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 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.21KNew |
$165K - $203K
|
2.21K
$212K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
2.2KNew |
$165K - $202K
|
2.2K
$212K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.2K+ 2.6% |
$165K - $202K
|
86.6K
$8.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
2.2KNew |
$165K - $202K
|
2.2K
$211K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.19KNew |
$164K - $201K
|
2.19K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.19K+ 0.58% |
$164K - $201K
|
377K
$36.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
2.19KNew |
$164K - $201K
|
2.19K
$210K
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
2.19KNew |
$164K - $201K
|
2.19K
$210K
|
|
|
Aug 01, 2025
Q2 2025
|
Pettee Investors, Inc.
|
BUY
|
- |
2.18KNew |
$164K - $201K
|
2.18K
$210K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.15KNew |
$161K - $197K
|
2.15K
$206K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
2.14K+ 74.75% |
$160K - $197K
|
5K
$480K
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
2.14KNew |
$160K - $196K
|
2.14K
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.1K+ 2.65% |
$157K - $193K
|
81.3K
$7.82M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
2.05K+ 65.44% |
$154K - $189K
|
5.19K
$499K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
2.05K+ 14.69% |
$154K - $189K
|
16K
$1.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
2.04K+ 18.74% |
$153K - $188K
|
12.9K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.94K+ 5.82% |
$145K - $178K
|
35.2K
$3.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.92K+ 59.98% |
$144K - $177K
|
5.13K
$493K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.89K+ 11.39% |
$142K - $174K
|
18.5K
$1.78M
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.86K+ 2.06% |
$139K - $171K
|
92K
$8.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.84K+ 17.07% |
$138K - $169K
|
12.6K
$1.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.79K+ 10.53% |
$134K - $165K
|
18.8K
$1.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
1.77K+ 1.14% |
$132K - $163K
|
158K
$15.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.76K+ 0.16% |
$132K - $162K
|
1.14M
$109M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.76K+ 3.59% |
$132K - $162K
|
50.7K
$4.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.75K+ 3.74% |
$131K - $161K
|
48.5K
$4.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.74K+ 10.41% |
$130K - $160K
|
18.5K
$1.77M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.73K+ 3.05% |
$130K - $159K
|
58.6K
$5.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.68K+ 19.74% |
$125K - $154K
|
10.2K
$977K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
1.67K+ 2.79% |
$125K - $154K
|
61.5K
$5.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.66K+ 23.58% |
$124K - $153K
|
8.71K
$837K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.65K+ 8.0% |
$124K - $152K
|
22.3K
$2.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.64K+ 0.34% |
$123K - $151K
|
482K
$46.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.62K+ 0.79% |
$121K - $149K
|
205K
$19.7M
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.59K+ 2.91% |
$119K - $146K
|
56.3K
$5.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.52K+ 3.03% |
$114K - $140K
|
51.7K
$4.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.5K+ 4.56% |
$112K - $138K
|
34.4K
$3.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
1.48K+ 11.24% |
$111K - $136K
|
14.7K
$1.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.48K+ 16.04% |
$111K - $136K
|
10.7K
$1.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.46K+ 5.52% |
$109K - $134K
|
27.8K
$2.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
BUY
|
- |
1.44K+ 7.68% |
$108K - $132K
|
20.2K
$1.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.43K+ 35.01% |
$107K - $131K
|
5.51K
$529K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
1.4K+ 11.2% |
$105K - $129K
|
13.9K
$1.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.38K+ 30.4% |
$103K - $127K
|
5.91K
$568K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.35K+ 29.65% |
$101K - $124K
|
5.91K
$568K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.35K+ 21.62% |
$101K - $124K
|
7.57K
$727K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.32K+ 13.1% |
$98.5K - $121K
|
11.4K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.31K+ 39.26% |
$98K - $120K
|
4.64K
$446K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.31K+ 21.98% |
$97.8K - $120K
|
7.25K
$697K
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.3K+ 0.8% |
$97.4K - $120K
|
163K
$15.7M
|