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 03, 2025
Q3 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-80- 1.35% |
$7.38K - $7.8K
|
5.83K
$551K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-5.53K- 3.79% |
$510K - $539K
|
140K
$13.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
36K+ 14.34% |
$3.32M - $3.51M
|
287K
$27.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
106+ 1.73% |
$9.78K - $10.3K
|
6.23K
$589K
|
|
|
Nov 03, 2025
Q3 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-768- 4.27% |
$70.9K - $74.9K
|
17.2K
$1.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.94K- 18.19% |
$179K - $189K
|
8.74K
$827K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3+ 0.06% |
$277 - $293
|
4.83K
$457K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
36New |
$3.32K - $3.51K
|
36
$3.41K
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Group
|
BUY
|
- |
65+ 0.57% |
$6K - $6.34K
|
11.5K
$1.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.3K+ 2.51% |
$120K - $126K
|
53K
$5.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.91K- 15.22% |
$176K - $186K
|
10.6K
$1M
|
|
|
Nov 03, 2025
Q3 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-1.56K- 8.08% |
$144K - $152K
|
17.8K
$1.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.29K+ 4.79% |
$119K - $126K
|
28.3K
$2.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
1.24K+ 1.7% |
$114K - $120K
|
73.7K
$6.97M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.15K- 3.29% |
$106K - $112K
|
33.7K
$3.19M
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
BUY
|
- |
105+ 0.46% |
$9.69K - $10.2K
|
22.8K
$2.16M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
114+ 0.54% |
$10.5K - $11.1K
|
21.2K
$2.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.87K+ 11.51% |
$357K - $377K
|
37.5K
$3.55M
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-102- 7.23% |
$9.41K - $9.95K
|
1.31K
$124K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
16+ 0.3% |
$1.48K - $1.56K
|
5.42K
$513K
|
|
|
Nov 03, 2025
Q3 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-35- 0.77% |
$3.23K - $3.41K
|
4.5K
$426K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.44K- 1.19% |
$225K - $238K
|
203K
$19.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.25K+ 3.29% |
$208K - $219K
|
70.6K
$6.68M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
679+ 3.68% |
$62.6K - $66.2K
|
19.1K
$1.81M
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-2.65K- 14.84% |
$244K - $258K
|
15.2K
$1.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
4.21KNew |
$388K - $410K
|
4.21K
$398K
|
|
|
Oct 31, 2025
Q3 2025
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-390- 9.63% |
$36K - $38K
|
3.66K
$346K
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-190- 2.05% |
$17.5K - $18.5K
|
9.08K
$859K
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
11+ 0.46% |
$1.01K - $1.07K
|
2.43K
$229K
|
|
|
Oct 31, 2025
Q3 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-675- 14.49% |
$62.3K - $65.8K
|
3.98K
$377K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
5+ 0.18% |
$461 - $488
|
2.8K
$265K
|
|
|
Oct 31, 2025
Q3 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-136- 0.14% |
$12.5K - $13.3K
|
94.4K
$8.93M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
9.4KNew |
$867K - $917K
|
9.4K
$889K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
7.56K+ 4.6% |
$697K - $737K
|
172K
$16.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.47K- 0.79% |
$136K - $143K
|
184K
$17.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-258- 0.51% |
$23.8K - $25.2K
|
50.4K
$4.77M
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-67- 1.78% |
$6.18K - $6.53K
|
3.7K
$350K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
964+ 21.76% |
$88.9K - $94K
|
5.39K
$510K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-45- 0.75% |
$4.15K - $4.39K
|
5.96K
$564K
|
|
|
Oct 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-794- 3.36% |
$73.3K - $77.4K
|
22.8K
$2.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
283+ 3.24% |
$26.1K - $27.6K
|
9.02K
$854K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12.2K- 38.36% |
$1.12M - $1.19M
|
19.6K
$1.85M
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-647- 12.74% |
$59.7K - $63.1K
|
4.43K
$419K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-661- 16.69% |
$61K - $64.5K
|
3.3K
$312K
|
|
|
Oct 31, 2025
Q3 2025
|
Parthenon LLC
|
SELL
|
- |
-420- 4.31% |
$38.7K - $41K
|
9.32K
$882K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.29KNew |
$211K - $223K
|
2.29K
$217K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
141+ 5.09% |
$13K - $13.7K
|
2.91K
$275K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.04K- 34.11% |
$188K - $199K
|
3.94K
$373K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-147- 3.16% |
$13.6K - $14.3K
|
4.51K
$427K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.28KNew |
$118K - $125K
|
1.28K
$121K
|
|