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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
287+ 0.89% |
$21.5K - $26.4K
|
32.4K
$3.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
285+ 8.73% |
$21.3K - $26.2K
|
3.55K
$341K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
266+ 8.98% |
$19.9K - $24.5K
|
3.23K
$310K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
255+ 1.38% |
$19.1K - $23.5K
|
18.7K
$1.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
248+ 4.83% |
$18.6K - $22.8K
|
5.38K
$517K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
245New |
$18.3K - $22.5K
|
245
$23.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
240+ 5.23% |
$18K - $22.1K
|
4.83K
$464K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
234+ 5.51% |
$17.5K - $21.5K
|
4.48K
$431K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
232+ 2.51% |
$17.4K - $21.3K
|
9.47K
$911K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
229+ 123.12% |
$17.1K - $21.1K
|
415
$39.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
222+ 8.77% |
$16.6K - $20.4K
|
2.75K
$265K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
220+ 10.87% |
$16.5K - $20.2K
|
2.24K
$216K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
216New |
$16.2K - $19.9K
|
216
$20.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
215+ 3.55% |
$16.1K - $19.8K
|
6.28K
$604K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
207+ 2587.5% |
$15.5K - $19K
|
215
$20.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
204+ 7.82% |
$15.3K - $18.8K
|
2.81K
$270K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
200+ 2.53% |
$15K - $18.4K
|
8.1K
$779K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
199+ 1.17% |
$14.9K - $18.3K
|
17.2K
$1.66M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
196+ 30.67% |
$14.7K - $18K
|
835
$80.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
193New |
$14.5K - $17.8K
|
193
$18.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
185+ 4.93% |
$13.9K - $17K
|
3.93K
$378K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
177+ 0.69% |
$13.3K - $16.3K
|
25.7K
$2.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
175+ 2.26% |
$13.1K - $16.1K
|
7.92K
$762K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
166+ 2.69% |
$12.4K - $15.3K
|
6.35K
$610K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
160+ 6.31% |
$12K - $14.7K
|
2.69K
$259K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
155+ 2.56% |
$11.6K - $14.3K
|
6.2K
$596K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
150+ 54.55% |
$11.2K - $13.8K
|
425
$40.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
136+ 3.91% |
$10.2K - $12.5K
|
3.61K
$347K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
136+ 2.32% |
$10.2K - $12.5K
|
6K
$576K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
136+ 2.06% |
$10.2K - $12.5K
|
6.74K
$648K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
134+ 0.84% |
$10K - $12.3K
|
16.1K
$1.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
133+ 3.02% |
$9.96K - $12.2K
|
4.54K
$436K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
132New |
$9.88K - $12.1K
|
132
$12.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
130+ 4.87% |
$9.73K - $12K
|
2.8K
$269K
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
122+ 3.27% |
$9.14K - $11.2K
|
3.85K
$370K
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
117+ 2.85% |
$8.76K - $10.8K
|
4.22K
$406K
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
116+ 1.15% |
$8.69K - $10.7K
|
10.2K
$980K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
114+ 3.78% |
$8.54K - $10.5K
|
3.13K
$301K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
112+ 0.19% |
$8.39K - $10.3K
|
57.6K
$5.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
112+ 0.54% |
$8.39K - $10.3K
|
21K
$2.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
110+ 0.49% |
$8.24K - $10.1K
|
22.7K
$2.18M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
109+ 0.52% |
$8.16K - $10K
|
21.3K
$2.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
109+ 2.04% |
$8.16K - $10K
|
5.44K
$523K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
108+ 0.15% |
$8.09K - $9.93K
|
74.3K
$7.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
103+ 1.11% |
$7.71K - $9.47K
|
9.42K
$906K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
101+ 0.38% |
$7.56K - $9.29K
|
27K
$2.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
100+ 0.79% |
$7.49K - $9.2K
|
12.8K
$1.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
100New |
$7.49K - $9.2K
|
100
$9.61K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
100+ 0.49% |
$7.49K - $9.2K
|
20.4K
$1.96M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
100+ 1.12% |
$7.49K - $9.2K
|
9K
$865K
|