Latest Institutional Transactions on Ishares Russell Mid Cap ETF (IWR)
This table provides information on the latest institutional transactions involving Ishares Russell Mid Cap ETF (IWR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-200- 4.63% |
$18.5K - $19.5K
|
4.12K
$390K
|
|
|
Nov 07, 2025
Q3 2025
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-220K- 22.48% |
$20.3M - $21.5M
|
759K
$71.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
6+ 0.25% |
$554 - $585
|
2.44K
$231K
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-490- 97.8% |
$45.2K - $47.8K
|
11
$1.04K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.67K+ 2.64% |
$154K - $162K
|
64.8K
$6.13M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
9.44K+ 18.85% |
$871K - $920K
|
59.5K
$5.63M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
608+ 3.35% |
$56.1K - $59.3K
|
18.7K
$1.77M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
56.4K+ 2.16% |
$5.21M - $5.5M
|
2.67M
$253M
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
3.5K+ 58.72% |
$323K - $341K
|
9.46K
$895K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
SELL
|
- |
-30.6K- 23.38% |
$2.83M - $2.99M
|
100K
$9.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
22.4KNew |
$2.06M - $2.18M
|
22.4K
$2.12M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-3- 0.12% |
$277 - $293
|
2.53K
$239K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
768+ 1.02% |
$70.9K - $74.9K
|
75.7K
$7.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1+ 0.02% |
$92.3 - $97.5
|
4.95K
$469K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-153- 5.44% |
$14.1K - $14.9K
|
2.66K
$252K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.27K+ 26.62% |
$117K - $124K
|
6.05K
$572K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 5.87% |
$107K - $113K
|
21K
$1.98M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.7K+ 7.39% |
$1.35M - $1.43M
|
213K
$20.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
8+ 0.09% |
$738 - $780
|
9.01K
$853K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
52.6K+ 745.32% |
$4.85M - $5.13M
|
59.7K
$5.65M
|
|
|
Nov 06, 2025
Q3 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-890- 12.37% |
$82.1K - $86.8K
|
6.3K
$596K
|
|
|
Nov 06, 2025
Q3 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
32.8K+ 33.45% |
$3.03M - $3.2M
|
131K
$12.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-104- 8.45% |
$9.6K - $10.1K
|
1.13K
$107K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.42K+ 274.76% |
$685K - $724K
|
10.1K
$958K
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
SELL
|
- |
-200- 6.42% |
$18.5K - $19.5K
|
2.92K
$276K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
7.26K+ 139.9% |
$670K - $708K
|
12.5K
$1.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.13K+ 23.21% |
$565K - $598K
|
32.5K
$3.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2New |
$185 - $195
|
2
$189
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-6.15K- 72.71% |
$567K - $600K
|
2.31K
$218K
|
|
|
Nov 06, 2025
Q3 2025
|
Stegner Investment Associates Inc.
|
BUY
|
- |
45.3K+ 12.71% |
$4.18M - $4.42M
|
402K
$38M
|
|
|
Nov 06, 2025
Q3 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
2.98KNew |
$275K - $291K
|
2.98K
$282K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.74K+ 155.39% |
$622K - $658K
|
11.1K
$1.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-398- 3.03% |
$36.7K - $38.8K
|
12.8K
$1.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-24- 0.18% |
$2.21K - $2.34K
|
13.6K
$1.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
117+ 3.67% |
$10.8K - $11.4K
|
3.3K
$313K
|
|
|
Nov 06, 2025
Q3 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-284- 3.14% |
$26.2K - $27.7K
|
8.76K
$829K
|
|
|
Nov 06, 2025
Q3 2025
|
Ade, LLC
|
BUY
|
- |
3.56KNew |
$328K - $347K
|
3.56K
$337K
|
|
|
Nov 06, 2025
Q3 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
7.31KNew |
$674K - $712K
|
7.31K
$691K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
618+ 0.12% |
$57K - $60.3K
|
522K
$49.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-61- 2.18% |
$5.63K - $5.95K
|
2.73K
$259K
|
|
|
Nov 06, 2025
Q3 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
3.44K+ 3.96% |
$317K - $335K
|
90.3K
$8.54M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
51.6K+ 67.79% |
$4.76M - $5.03M
|
128K
$12.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-15- 0.68% |
$1.38K - $1.46K
|
2.18K
$207K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
BUY
|
- |
2.61K+ 8.06% |
$241K - $255K
|
35K
$3.32M
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.47K- 9.28% |
$136K - $144K
|
14.4K
$1.36M
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
21.1KNew |
$1.95M - $2.06M
|
21.1K
$2M
|
|
|
Nov 05, 2025
Q3 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-190- 3.26% |
$17.5K - $18.5K
|
5.64K
$534K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
613+ 4.44% |
$56.6K - $59.8K
|
14.4K
$1.36M
|
|
|
Nov 05, 2025
Q3 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-12.1K- 48.33% |
$1.12M - $1.18M
|
12.9K
$1.22M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.35K- 10.07% |
$125K - $132K
|
12.1K
$1.14M
|
|