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 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
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-292- 3.55% |
$26.9K - $28.5K
|
7.94K
$751K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.25KNew |
$207K - $219K
|
2.25K
$213K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
72.3K+ 8.97% |
$6.67M - $7.05M
|
878K
$83M
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
101+ 16.83% |
$9.32K - $9.85K
|
701
$66.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
118New |
$10.9K - $11.5K
|
118
$11.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
SELL
|
- |
-592- 2.94% |
$54.6K - $57.7K
|
19.6K
$1.85M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
763+ 354.88% |
$70.4K - $74.4K
|
978
$92.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-5.69K- 3.49% |
$525K - $555K
|
157K
$14.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-460- 2.66% |
$42.4K - $44.9K
|
16.9K
$1.59M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3- 0.76% |
$277 - $293
|
390
$36.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
573New |
$52.9K - $55.9K
|
573
$54.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
101New |
$9.32K - $9.85K
|
101
$9.56K
|
|
|
Nov 04, 2025
Q3 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
2.93K+ 20.04% |
$270K - $286K
|
17.5K
$1.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
30+ 1.22% |
$2.77K - $2.93K
|
2.5K
$236K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
59.7K+ 60.45% |
$5.51M - $5.82M
|
159K
$15M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.35K+ 2.82% |
$217K - $229K
|
85.5K
$8.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.41K- 0.9% |
$222K - $235K
|
266K
$25.1M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.82K+ 5.12% |
$168K - $178K
|
37.5K
$3.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.76K- 3.68% |
$254K - $269K
|
72.2K
$6.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.7K- 0.36% |
$1.36M - $1.43M
|
4.04M
$382M
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-215- 4.43% |
$19.8K - $21K
|
4.64K
$439K
|
|
|
Nov 03, 2025
Q3 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-4.02K- 5.77% |
$371K - $392K
|
65.7K
$6.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
6.59K+ 2.98% |
$608K - $643K
|
228K
$21.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.79K+ 4.66% |
$350K - $369K
|
85.1K
$8.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-19.6K- 49.72% |
$1.81M - $1.91M
|
19.8K
$1.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.01% |
$92.3 - $97.5
|
7.79K
$737K
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-192- 7.45% |
$17.7K - $18.7K
|
2.39K
$226K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-799- 9.25% |
$73.7K - $77.9K
|
7.84K
$742K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-320- 11.19% |
$29.5K - $31.2K
|
2.54K
$240K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
239K+ 6.06% |
$22.1M - $23.4M
|
4.19M
$397M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
987+ 33.53% |
$91.1K - $96.2K
|
3.93K
$372K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
31.8K+ 37.73% |
$2.94M - $3.1M
|
116K
$11M
|
|
|
Nov 03, 2025
Q3 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-620- 0.63% |
$57.2K - $60.5K
|
98.5K
$9.32M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.07K+ 2.54% |
$98.8K - $104K
|
43.2K
$4.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.15K+ 17.03% |
$291K - $307K
|
21.6K
$2.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
2.04K+ 3.03% |
$188K - $199K
|
69.2K
$6.54M
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-223- 0.79% |
$20.6K - $21.7K
|
28.2K
$2.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.41K- 25.06% |
$407K - $430K
|
13.2K
$1.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
571+ 0.35% |
$52.7K - $55.7K
|
162K
$15.3M
|
|