Purchases and Sales Made in Q3 2025 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.63M+ 8.08% |
$520M - $549M
|
75.3M
$7.13B
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
2.96MNew |
$273M - $288M
|
2.96M
$280M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.61M+ 2.65% |
$149M - $157M
|
62.4M
$5.91B
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.06M+ 2.7% |
$97.8M - $103M
|
40.2M
$3.81B
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.04M+ 91.39% |
$95.8M - $101M
|
2.18M
$206M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
814K+ 13.14% |
$75.1M - $79.4M
|
7.01M
$663M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
632K+ 11.73% |
$58.3M - $61.6M
|
6.02M
$570M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
495K+ 1296.17% |
$45.7M - $48.3M
|
533K
$50.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
418K+ 5041.98% |
$38.6M - $40.8M
|
427K
$40.4M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
301KNew |
$27.8M - $29.4M
|
301K
$28.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
243K+ 2.96% |
$22.5M - $23.7M
|
8.46M
$800M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
239K+ 6.06% |
$22.1M - $23.4M
|
4.19M
$397M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
237K+ 8.7% |
$21.9M - $23.1M
|
2.96M
$280M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
227K+ 348.1% |
$21M - $22.2M
|
293K
$27.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
196K+ 953.31% |
$18.1M - $19.1M
|
217K
$20.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
169K+ 229.44% |
$15.6M - $16.5M
|
242K
$22.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
157K+ 5.16% |
$14.5M - $15.3M
|
3.21M
$303M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
152K+ 25.19% |
$14.1M - $14.9M
|
757K
$71.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
142K+ 81.93% |
$13.1M - $13.9M
|
316K
$29.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
135K+ 1.4% |
$12.5M - $13.2M
|
9.8M
$928M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
80.9K+ 2.99% |
$7.47M - $7.89M
|
2.79M
$264M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
72.8K+ 7.55% |
$6.71M - $7.1M
|
1.04M
$98.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
72.3K+ 8.97% |
$6.67M - $7.05M
|
878K
$83M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
69.7K+ 181.94% |
$6.43M - $6.8M
|
108K
$10.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
66.4KNew |
$6.12M - $6.47M
|
66.4K
$6.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
65K+ 17.06% |
$6M - $6.34M
|
446K
$42.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
63.4K+ 1364.87% |
$5.85M - $6.18M
|
68K
$6.44M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
59.7K+ 60.45% |
$5.51M - $5.82M
|
159K
$15M
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
57.7K+ 16.39% |
$5.32M - $5.62M
|
410K
$38.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
56.4K+ 2.16% |
$5.21M - $5.5M
|
2.67M
$253M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
52.9K+ 3.91% |
$4.88M - $5.16M
|
1.41M
$133M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
52.6K+ 745.32% |
$4.85M - $5.13M
|
59.7K
$5.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
52.4K+ 13.81% |
$4.84M - $5.11M
|
432K
$40.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
51.6K+ 67.79% |
$4.76M - $5.03M
|
128K
$12.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
48.9K+ 3.0% |
$4.51M - $4.77M
|
1.68M
$159M
|
|
|
Nov 06, 2025
Q3 2025
|
Stegner Investment Associates Inc.
|
BUY
|
- |
45.3K+ 12.71% |
$4.18M - $4.42M
|
402K
$38M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
45K+ 26.96% |
$4.15M - $4.39M
|
212K
$20M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
42.7KNew |
$3.94M - $4.16M
|
42.7K
$4.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
38.4K+ 29.84% |
$3.55M - $3.75M
|
167K
$15.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
37.8K+ 311.16% |
$3.49M - $3.69M
|
50K
$4.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
36K+ 14.34% |
$3.32M - $3.51M
|
287K
$27.1M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
34.1K+ 117.01% |
$3.14M - $3.32M
|
63.2K
$5.98M
|
|
|
Nov 06, 2025
Q3 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
32.8K+ 33.45% |
$3.03M - $3.2M
|
131K
$12.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
31.8K+ 37.73% |
$2.94M - $3.1M
|
116K
$11M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
29.1K+ 24.0% |
$2.68M - $2.83M
|
150K
$14.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
26.9KNew |
$2.48M - $2.62M
|
26.9K
$2.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
26.8K+ 12.32% |
$2.48M - $2.62M
|
245K
$23.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
25.2KNew |
$2.33M - $2.46M
|
25.2K
$2.39M
|
|
|
Nov 05, 2025
Q3 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
25.2K+ 2.68% |
$2.32M - $2.46M
|
964K
$91.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
24.7K+ 2.8% |
$2.28M - $2.41M
|
907K
$85.8M
|
|