Purchases and Sales Made in Q4 2025 in Ishares Russell Mid Cap ETF (IWR)

IWR Quotes by TradingView

This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q4 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
Jan 12, 2026 Q4 2025
Davenport & CO LLC

BUY
 -
103K
+ 280.85%
$9.72M - $10.1M
140K $13.3M
Jan 08, 2026 Q4 2025
Tompkins Financial Corp

BUY
 -
95.7K
+ 465.74%
$9M - $9.34M
116K $11M
Jan 05, 2026 Q4 2025
Argent Capital Management LLC

BUY
 -
80.2K
New
$7.54M - $7.83M
80.2K $7.59M
Jan 16, 2026 Q4 2025
Heck Capital Advisors, LLC

Rhinelander, WI
BUY
 -
45.9K
+ 40.09%
$4.32M - $4.48M
161K $15.2M
Jan 13, 2026 Q4 2025
Fort Washington Investment Advisors Inc

BUY
 -
32K
+ 553.9%
$3.01M - $3.13M
37.8K $3.58M
Jan 08, 2026 Q4 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
31.9K
+ 3.85%
$3M - $3.11M
859K $81.2M
Jan 15, 2026 Q4 2025
Allspring Global Investments Holdings, LLC

BUY
 -
24.8K
+ 163.75%
$2.33M - $2.42M
39.9K $3.78M
Jan 13, 2026 Q4 2025
Argentarii, LLC

Cincinnati, OH
BUY
 -
14.5K
New
$1.36M - $1.42M
14.5K $1.37M
Jan 16, 2026 Q4 2025
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
13.6K
+ 565.75%
$1.28M - $1.33M
16K $1.51M
Jan 05, 2026 Q4 2025
Park Avenue Securities LLC

BUY
 -
12K
+ 14.23%
$1.13M - $1.18M
96.7K $9.15M
Jan 20, 2026 Q4 2025
Ascent Group, LLC

BUY
 -
10.4K
+ 8.85%
$975K - $1.01M
128K $12.1M
Jan 08, 2026 Q4 2025
Gryphon Financial Partners LLC

BUY
 -
9.47K
+ 24.39%
$890K - $924K
48.3K $4.57M
Jan 15, 2026 Q4 2025
Polaris Investment Advisors, LLC

Framingham, MA
BUY
 -
7.93K
New
$746K - $774K
7.93K $751K
Jan 20, 2026 Q4 2025
Stratos Wealth Partners, Ltd.

BUY
 -
6.54K
+ 3.07%
$615K - $638K
220K $20.8M
Jan 12, 2026 Q4 2025
Curated Wealth Partners LLC

BUY
 -
6.46K
New
$607K - $630K
6.46K $611K
Jan 15, 2026 Q4 2025
My Personal Cfo, LLC

BUY
 -
5.73K
New
$538K - $559K
5.73K $542K
Jan 15, 2026 Q4 2025
Paller Financial Services Inc

Centennial, CO
BUY
 -
5.26K
New
$495K - $514K
5.26K $498K
Jan 16, 2026 Q4 2025
Kendall Capital Management

BUY
 -
5.2K
+ 89.66%
$489K - $508K
11K $1.04M
Jan 08, 2026 Q4 2025
Sincerus Advisory, LLC

New York, NY
BUY
 -
5.06K
+ 7.05%
$475K - $494K
76.8K $7.27M
Jan 14, 2026 Q4 2025
Praetorian Wealth Management, Inc.

BUY
 -
4.5K
New
$423K - $439K
4.5K $426K
Jan 12, 2026 Q4 2025
Legacy Wealth Asset Management, LLC

BUY
 -
4.47K
New
$421K - $437K
4.47K $423K
Jan 15, 2026 Q4 2025
E Rn Financial, LLC

BUY
 -
4.42K
New
$415K - $431K
4.42K $418K
Jan 13, 2026 Q4 2025
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
3.75K
+ 2259.04%
$353K - $366K
3.92K $371K
Jan 15, 2026 Q4 2025
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
3.66K
+ 21.39%
$344K - $357K
20.8K $1.97M
Jan 08, 2026 Q4 2025
Pacifica Partners Inc.

BUY
 -
3.43K
New
$323K - $335K
3.43K $325K
Jan 16, 2026 Q4 2025
Taylor & Morgan Wealth Management, LLC

BUY
 -
3.27K
+ 2.78%
$307K - $319K
121K $11.4M
Jan 20, 2026 Q4 2025
Independence Bank Of Kentucky

BUY
 -
2.94K
+ 3.47%
$276K - $287K
87.7K $8.3M
Jan 20, 2026 Q4 2025
Rainier Family Wealth Inc

Tacoma, WA
BUY
 -
2.91K
+ 18.41%
$274K - $284K
18.7K $1.77M
Jan 16, 2026 Q4 2025
Asl Financial, LLC

Los Gatos, CA
BUY
 -
2.91K
New
$274K - $284K
2.91K $276K
Jan 12, 2026 Q4 2025
Castleview Partners, LLC

Dallas, TX
BUY
 -
2.91K
New
$273K - $284K
2.91K $275K
Jan 16, 2026 Q4 2025
Financial Planning Navigators Corp

Maple Grove, MN
BUY
 -
2.9K
New
$273K - $283K
2.9K $274K
Jan 20, 2026 Q4 2025
Soa Wealth Advisors, Llc.

BUY
 -
2.78K
+ 10.46%
$262K - $272K
29.4K $2.78M
Jan 06, 2026 Q4 2025
Lpwm LLC

Minneapolis, MN
BUY
 -
2.69K
+ 5.8%
$253K - $263K
49.1K $4.65M
Jan 08, 2026 Q4 2025
Wedmont Private Capital

BUY
 -
2.61K
+ 39.18%
$245K - $255K
9.27K $877K
Jan 08, 2026 Q4 2025
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
2.58K
+ 4.12%
$242K - $251K
65K $6.15M
Jan 07, 2026 Q4 2025
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
2.55K
New
$240K - $249K
2.55K $242K
Jan 20, 2026 Q4 2025
St. Clair Advisors, LLC

Mayfield Hts, OH
BUY
 -
2.55K
+ 11.4%
$240K - $249K
24.9K $2.36M
Jan 16, 2026 Q4 2025
Forte Asset Management LLC

BUY
 -
2.54K
+ 3.67%
$239K - $248K
71.8K $6.79M
Jan 13, 2026 Q4 2025
Parsons Capital Management Inc

BUY
 -
2.5K
+ 16.78%
$235K - $244K
17.4K $1.65M
Jan 13, 2026 Q4 2025
Sharkey, Howes & Javer

BUY
 -
2.45K
New
$230K - $239K
2.45K $232K
Jan 06, 2026 Q4 2025
Abner Herrman & Brock LLC

BUY
 -
2.41K
New
$227K - $235K
2.41K $228K
Jan 09, 2026 Q4 2025
Clear Trail Advisors, LLC

Houston, TX
BUY
 -
2.19K
New
$206K - $213K
2.19K $207K
Jan 13, 2026 Q4 2025
Hilltop Wealth Advisors, LLC

BUY
 -
2.13K
+ 7.65%
$200K - $208K
29.9K $2.83M
Jan 08, 2026 Q4 2025
Traveka Wealth, LLC

San Jose, CA
BUY
 -
1.96K
+ 35.59%
$185K - $192K
7.48K $708K
Jan 12, 2026 Q4 2025
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
1.95K
+ 59.93%
$183K - $190K
5.2K $492K
Jan 20, 2026 Q4 2025
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
1.95K
+ 11.09%
$183K - $190K
19.5K $1.85M
Jan 13, 2026 Q4 2025
Signature Securities Group Corporation

BUY
 -
1.9K
+ 5.64%
$179K - $186K
35.6K $3.37M
Jan 20, 2026 Q4 2025
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
1.85K
+ 32.19%
$173K - $180K
7.58K $717K
Jan 09, 2026 Q4 2025
Park Place Capital Corp

Birmingham, AL
BUY
 -
1.71K
+ 148.96%
$161K - $167K
2.86K $271K

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