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 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
|
|
|
Nov 05, 2025
Q3 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
163+ 4.54% |
$15K - $15.9K
|
3.75K
$355K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
59+ 0.63% |
$5.44K - $5.75K
|
9.5K
$899K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
49+ 3.45% |
$4.52K - $4.78K
|
1.47K
$139K
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-100- 0.66% |
$9.23K - $9.75K
|
15K
$1.42M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
833+ 0.72% |
$76.9K - $81.2K
|
117K
$11M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
914New |
$84.3K - $89.1K
|
914
$86.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
6.6K+ 15.42% |
$609K - $644K
|
49.4K
$4.67M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-465- 2.71% |
$42.9K - $45.3K
|
16.7K
$1.58M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.81K- 22.87% |
$167K - $177K
|
6.11K
$579K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
148+ 1.74% |
$13.7K - $14.4K
|
8.63K
$817K
|
|
|
Nov 05, 2025
Q3 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
25.2K+ 2.68% |
$2.32M - $2.46M
|
964K
$91.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
263+ 191.97% |
$24.3K - $25.6K
|
400
$37.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-8.93K- 32.38% |
$824K - $871K
|
18.7K
$1.77M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
301+ 63.77% |
$27.8K - $29.4K
|
773
$73.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
67+ 0.8% |
$6.18K - $6.53K
|
8.49K
$804K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-83- 2.17% |
$7.66K - $8.09K
|
3.74K
$354K
|
|
|
Nov 05, 2025
Q3 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-43- 0.92% |
$3.97K - $4.19K
|
4.63K
$438K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-262- 6.15% |
$24.2K - $25.5K
|
4K
$378K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-135- 0.34% |
$12.5K - $13.2K
|
39.1K
$3.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.56K+ 80.54% |
$236K - $249K
|
5.73K
$542K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
5New |
$461 - $488
|
5
$473
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-64.3K- 3.91% |
$5.93M - $6.27M
|
1.58M
$149M
|
|
|
Nov 04, 2025
Q3 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-437- 13.7% |
$40.3K - $42.6K
|
2.75K
$260K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-389- 4.77% |
$35.9K - $37.9K
|
7.76K
$734K
|
|
|
Nov 04, 2025
Q3 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.1K+ 6.39% |
$102K - $107K
|
18.3K
$1.74M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-121- 6.95% |
$11.2K - $11.8K
|
1.62K
$153K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
227K+ 348.1% |
$21M - $22.2M
|
293K
$27.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
850+ 461.96% |
$78.4K - $82.9K
|
1.03K
$97.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
8.31KNew |
$766K - $810K
|
8.31K
$786K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
24.7K+ 2.8% |
$2.28M - $2.41M
|
907K
$85.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
727+ 21.07% |
$67.1K - $70.9K
|
4.18K
$395K
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-106- 1.69% |
$9.78K - $10.3K
|
6.18K
$585K
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.16K- 4.0% |
$199K - $210K
|
51.7K
$4.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-727- 3.47% |
$67.1K - $70.9K
|
20.2K
$1.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
12.8K+ 1.12% |
$1.18M - $1.25M
|
1.16M
$109M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.63K- 2.7% |
$150K - $159K
|
58.7K
$5.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
SELL
|
- |
-90- 1.09% |
$8.3K - $8.78K
|
8.16K
$772K
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
16+ 0.44% |
$1.48K - $1.56K
|
3.64K
$344K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.39K+ 3.95% |
$128K - $136K
|
36.6K
$3.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-655- 0.44% |
$60.4K - $63.9K
|
147K
$13.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-154- 1.16% |
$14.2K - $15K
|
13.1K
$1.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.63M+ 8.08% |
$520M - $549M
|
75.3M
$7.13B
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-7.69K- 17.17% |
$709K - $750K
|
37.1K
$3.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
7.02K+ 1.07% |
$648K - $685K
|
661K
$62.6M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
2K+ 60.65% |
$185K - $195K
|
5.3K
$502K
|
|