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
|
Calamos Wealth Management LLC
|
BUY
|
- |
578+ 4.34% |
$43.3K - $53.2K
|
13.9K
$1.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
575+ 1.66% |
$43.1K - $52.9K
|
35.2K
$3.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
573+ 2.18% |
$42.9K - $52.7K
|
26.9K
$2.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
554+ 1.45% |
$41.5K - $51K
|
38.8K
$3.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
553New |
$41.4K - $50.9K
|
553
$53.2K
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
545+ 0.95% |
$40.8K - $50.1K
|
57.9K
$5.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
531+ 0.75% |
$39.8K - $48.8K
|
71.8K
$6.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
517+ 20.68% |
$38.7K - $47.5K
|
3.02K
$290K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
516+ 5.74% |
$38.6K - $47.5K
|
9.5K
$914K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
507+ 3.64% |
$38K - $46.6K
|
14.4K
$1.39M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
505+ 137.6% |
$37.8K - $46.4K
|
872
$83.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
495+ 2.56% |
$37.1K - $45.5K
|
19.8K
$1.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
488+ 3.05% |
$36.5K - $44.9K
|
16.5K
$1.58M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
484+ 205.08% |
$36.2K - $44.5K
|
720
$69.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
484+ 43.45% |
$36.2K - $44.5K
|
1.6K
$154K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
480+ 3.25% |
$35.9K - $44.1K
|
15.2K
$1.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
477+ 2.1% |
$35.7K - $43.9K
|
23.2K
$2.23M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
473+ 1.69% |
$35.4K - $43.5K
|
28.5K
$2.74M
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
467+ 0.66% |
$35K - $42.9K
|
70.8K
$6.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
466New |
$34.9K - $42.9K
|
466
$44.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
459+ 1.3% |
$34.4K - $42.2K
|
35.7K
$3.43M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
451+ 11.84% |
$33.8K - $41.5K
|
4.26K
$410K
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
450+ 2.11% |
$33.7K - $41.4K
|
21.8K
$2.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
446+ 4.41% |
$33.4K - $41K
|
10.6K
$1.02M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
443+ 1.54% |
$33.2K - $40.7K
|
29.1K
$2.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
436New |
$32.6K - $40.1K
|
436
$41.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
435+ 1.25% |
$32.6K - $40K
|
35.2K
$3.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
426+ 1.83% |
$31.9K - $39.2K
|
23.7K
$2.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
422+ 7.7% |
$31.6K - $38.8K
|
5.9K
$567K
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
422+ 3.01% |
$31.6K - $38.8K
|
14.4K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
419+ 8.21% |
$31.4K - $38.5K
|
5.53K
$531K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
416+ 2.68% |
$31.2K - $38.3K
|
15.9K
$1.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
400New |
$30K - $36.8K
|
400
$38.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
399+ 15.85% |
$29.9K - $36.7K
|
2.92K
$280K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
395+ 9.79% |
$29.6K - $36.3K
|
4.43K
$426K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
386+ 9.16% |
$28.9K - $35.5K
|
4.6K
$442K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
385+ 0.47% |
$28.8K - $35.4K
|
82.5K
$7.93M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
368+ 1.41% |
$27.6K - $33.8K
|
26.4K
$2.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
366+ 3.5% |
$27.4K - $33.7K
|
10.8K
$1.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
357+ 0.31% |
$26.7K - $32.8K
|
116K
$11.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
355+ 3.28% |
$26.6K - $32.6K
|
11.2K
$1.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
350+ 3.63% |
$26.2K - $32.2K
|
10K
$962K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
349+ 6.61% |
$26.1K - $32.1K
|
5.63K
$541K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
347+ 3.59% |
$26K - $31.9K
|
10K
$964K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
346+ 13.02% |
$25.9K - $31.8K
|
3K
$289K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
339+ 4.38% |
$25.4K - $31.2K
|
8.07K
$776K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
312New |
$23.4K - $28.7K
|
312
$30K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
304New |
$22.8K - $28K
|
304
$29.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
297+ 8.78% |
$22.2K - $27.3K
|
3.68K
$354K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
294+ 1.24% |
$22K - $27K
|
24K
$2.31M
|