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
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.27K+ 5.78% |
$95.4K - $117K
|
23.3K
$2.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
1.27K+ 2.77% |
$94.9K - $117K
|
47K
$4.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.25K+ 9.96% |
$93.5K - $115K
|
13.8K
$1.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.23K+ 1.6% |
$91.8K - $113K
|
77.9K
$7.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.19K+ 8.97% |
$88.9K - $109K
|
14.4K
$1.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
1.15K+ 21.28% |
$85.9K - $105K
|
6.54K
$629K
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.12K+ 12.83% |
$83.8K - $103K
|
9.84K
$946K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
1.09K+ 0.74% |
$81.3K - $99.9K
|
148K
$14.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.08KNew |
$81K - $99.5K
|
1.08K
$104K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.03K+ 2.8% |
$76.8K - $94.3K
|
37.7K
$3.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.02K+ 0.48% |
$76.2K - $93.6K
|
212K
$20.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.01K+ 2.16% |
$75.9K - $93.3K
|
48.1K
$4.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.01K+ 3.64% |
$75.6K - $92.8K
|
28.7K
$2.76M
|
|
|
Aug 07, 2025
Q2 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
1.01K+ 1.0% |
$75.3K - $92.4K
|
101K
$9.76M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
1K+ 2.74% |
$74.9K - $92K
|
37.5K
$3.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
1KNew |
$74.9K - $92K
|
1K
$96.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
997+ 0.54% |
$74.7K - $91.7K
|
184K
$17.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
995+ 5.11% |
$74.5K - $91.5K
|
20.5K
$1.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
977+ 2.17% |
$73.2K - $89.9K
|
45.9K
$4.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
940+ 12.05% |
$70.4K - $86.5K
|
8.74K
$841K
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
914+ 1.33% |
$68.4K - $84.1K
|
69.7K
$6.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
900New |
$67.4K - $82.8K
|
900
$86.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
859+ 24.55% |
$64.3K - $79K
|
4.36K
$419K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
844+ 37.56% |
$63.2K - $77.6K
|
3.09K
$297K
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
835+ 15.21% |
$62.5K - $76.8K
|
6.33K
$608K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
833+ 6.43% |
$62.4K - $76.6K
|
13.8K
$1.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
833+ 1.25% |
$62.4K - $76.6K
|
67.2K
$6.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
809+ 3.43% |
$60.6K - $74.4K
|
24.4K
$2.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
796+ 398.0% |
$59.6K - $73.2K
|
996
$95.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
786+ 1.18% |
$58.9K - $72.3K
|
67.1K
$6.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
781+ 4.27% |
$58.5K - $71.8K
|
19.1K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
774+ 6.68% |
$58K - $71.2K
|
12.4K
$1.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
767+ 6.19% |
$57.4K - $70.5K
|
13.2K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
754+ 2.48% |
$56.5K - $69.3K
|
31.2K
$3M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
740+ 7.97% |
$55.4K - $68.1K
|
10K
$964K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
729+ 1.22% |
$54.6K - $67K
|
60.5K
$5.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
699New |
$52.3K - $64.3K
|
699
$67.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
686New |
$51.4K - $63.1K
|
686
$66K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
684+ 0.65% |
$51.2K - $62.9K
|
106K
$10.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
675+ 90.0% |
$50.5K - $62.1K
|
1.43K
$137K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
646+ 8.3% |
$48.4K - $59.4K
|
8.43K
$810K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
637+ 3.84% |
$47.7K - $58.6K
|
17.2K
$1.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
614+ 3.67% |
$46K - $56.5K
|
17.3K
$1.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
614+ 6.96% |
$46K - $56.5K
|
9.44K
$907K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
612+ 0.89% |
$45.8K - $56.3K
|
69.4K
$6.67M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
607+ 21.35% |
$45.5K - $55.8K
|
3.45K
$332K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
600+ 6.96% |
$44.9K - $55.2K
|
9.22K
$886K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
598+ 11.69% |
$44.8K - $55K
|
5.71K
$549K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
580New |
$43.4K - $53.3K
|
580
$55.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
578+ 1.54% |
$43.3K - $53.2K
|
38.1K
$3.66M
|