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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
700+ 24.12% |
$64.6K - $68.3K
|
3.6K
$341K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
35+ 1.63% |
$3.23K - $3.41K
|
2.18K
$206K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
123+ 1.84% |
$11.3K - $12K
|
6.83K
$646K
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
56+ 0.3% |
$5.17K - $5.46K
|
18.8K
$1.78M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-452- 14.45% |
$41.7K - $44.1K
|
2.68K
$253K
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
1.73K+ 13.34% |
$159K - $168K
|
14.7K
$1.39M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-18- 0.22% |
$1.66K - $1.76K
|
8.3K
$785K
|
|
|
Oct 30, 2025
Q3 2025
|
Millburn Ridgefield Corp
|
SELL
|
- |
-47.6K- 6.5% |
$4.39M - $4.64M
|
685K
$64.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.59K- 5.58% |
$700K - $740K
|
128K
$12.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-603- 2.17% |
$55.6K - $58.8K
|
27.2K
$2.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-699- 7.62% |
$64.5K - $68.2K
|
8.48K
$802K
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-490- 0.68% |
$45.2K - $47.8K
|
71.1K
$6.73M
|
|
|
Oct 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-1.89K- 8.36% |
$174K - $184K
|
20.7K
$1.96M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-112- 1.18% |
$10.3K - $10.9K
|
9.4K
$889K
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.01% |
$92.3 - $97.5
|
7.14K
$676K
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-198- 0.29% |
$18.3K - $19.3K
|
69.3K
$6.55M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.24K- 1.56% |
$114K - $121K
|
78.2K
$7.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10- -0.0% |
$923 - $975
|
312K
$29.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
13+ 0.32% |
$1.2K - $1.27K
|
4.12K
$390K
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
521+ 6.57% |
$48.1K - $50.8K
|
8.45K
$799K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8+ 0.08% |
$738 - $780
|
9.43K
$892K
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-3.99K- 2.43% |
$368K - $389K
|
160K
$15.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-379- 1.22% |
$35K - $37K
|
30.8K
$2.91M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
4.34KNew |
$400K - $423K
|
4.34K
$410K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
193+ 26.81% |
$17.8K - $18.8K
|
913
$86.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
91+ 0.26% |
$8.4K - $8.87K
|
35.7K
$3.38M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.19K- 22.52% |
$110K - $116K
|
4.1K
$388K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
3.15KNew |
$291K - $307K
|
3.15K
$298K
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.07KNew |
$191K - $202K
|
2.07K
$196K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
29.1K+ 24.0% |
$2.68M - $2.83M
|
150K
$14.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
2.95K+ 34.56% |
$272K - $288K
|
11.5K
$1.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.18K+ 17.3% |
$201K - $212K
|
14.8K
$1.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-5.51K- 8.89% |
$508K - $537K
|
56.4K
$5.34M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.17KNew |
$107K - $114K
|
1.17K
$110K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
13.7K+ 194.0% |
$1.26M - $1.33M
|
20.7K
$1.96M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
2.08KNew |
$192K - $203K
|
2.08K
$197K
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
SELL
|
- |
-1.51K- 5.94% |
$139K - $147K
|
23.9K
$2.26M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-98- 1.7% |
$9.04K - $9.56K
|
5.67K
$536K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-323- 1.56% |
$29.8K - $31.5K
|
20.4K
$1.93M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.06K+ 4.94% |
$282K - $298K
|
64.9K
$6.14M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
120+ 4.36% |
$11.1K - $11.7K
|
2.87K
$272K
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-2.3K- 3.93% |
$212K - $225K
|
56.3K
$5.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
SELL
|
- |
-3.25K- 0.66% |
$300K - $317K
|
492K
$46.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Bank
|
SELL
|
- |
-203- 1.06% |
$18.7K - $19.8K
|
19K
$1.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.36K+ 7.77% |
$125K - $132K
|
18.8K
$1.78M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-417- 4.5% |
$38.5K - $40.7K
|
8.86K
$838K
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-300- 2.01% |
$27.7K - $29.3K
|
14.6K
$1.39M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.11K- 8.8% |
$103K - $108K
|
11.5K
$1.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-345- 1.41% |
$31.8K - $33.6K
|
24K
$2.27M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.64K+ 2.43% |
$243K - $257K
|
111K
$10.5M
|
|