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 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
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
5+ 0.05% |
$461 - $488
|
10.5K
$991K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.17KNew |
$293K - $309K
|
3.17K
$300K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
816+ 25.2% |
$75.3K - $79.6K
|
4.05K
$384K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-253- 2.57% |
$23.3K - $24.7K
|
9.61K
$909K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.26K+ 2.36% |
$209K - $220K
|
98.1K
$9.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-519- 8.8% |
$47.9K - $50.6K
|
5.38K
$509K
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-3.19K- 1.17% |
$294K - $311K
|
271K
$25.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
124+ 0.97% |
$11.4K - $12.1K
|
13K
$1.23M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-100- 2.84% |
$9.23K - $9.75K
|
3.42K
$323K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
42.7KNew |
$3.94M - $4.16M
|
42.7K
$4.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
26.9KNew |
$2.48M - $2.62M
|
26.9K
$2.54M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.89K- 0.76% |
$727K - $769K
|
1.03M
$97.9M
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
200+ 0.36% |
$18.5K - $19.5K
|
56.5K
$5.34M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2+ 0.14% |
$185 - $195
|
1.47K
$139K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
21New |
$1.94K - $2.05K
|
21
$1.99K
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-11- 0.28% |
$1.01K - $1.07K
|
3.99K
$377K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
13+ 1.53% |
$1.2K - $1.27K
|
863
$81.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
28+ 0.34% |
$2.58K - $2.73K
|
8.31K
$786K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
SELL
|
- |
-125- 0.43% |
$11.5K - $12.2K
|
29.2K
$2.77M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.14K+ 6.49% |
$290K - $307K
|
51.6K
$4.88M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
470+ 2.71% |
$43.4K - $45.8K
|
17.8K
$1.69M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
57+ 0.68% |
$5.26K - $5.56K
|
8.43K
$797K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.78KNew |
$441K - $466K
|
4.78K
$452K
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-9.71K- 9.01% |
$896K - $947K
|
98.1K
$9.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-3.7K- 4.03% |
$342K - $361K
|
88.3K
$8.35M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
82+ 0.95% |
$7.57K - $8K
|
8.75K
$828K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
1.12KNew |
$104K - $110K
|
1.12K
$106K
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
SELL
|
- |
-517- 17.14% |
$47.7K - $50.4K
|
2.5K
$237K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
8.39KNew |
$774K - $818K
|
8.39K
$794K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
12K+ 2.9% |
$1.11M - $1.17M
|
426K
$40.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
24+ 0.34% |
$2.21K - $2.34K
|
7.16K
$678K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-85- 3.01% |
$7.84K - $8.29K
|
2.74K
$259K
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-2.05K- 3.02% |
$189K - $200K
|
65.8K
$6.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
SELL
|
- |
-58.4K- 73.93% |
$5.39M - $5.69M
|
20.6K
$1.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-452- 6.2% |
$41.7K - $44.1K
|
6.84K
$647K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.12KNew |
$195K - $207K
|
2.12K
$200K
|
|
|
Oct 27, 2025
Q3 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
43+ 0.34% |
$3.97K - $4.19K
|
12.9K
$1.22M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
82+ 0.07% |
$7.57K - $8K
|
115K
$10.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
4.9KNew |
$452K - $478K
|
4.9K
$464K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
725+ 3.32% |
$66.9K - $70.7K
|
22.5K
$2.13M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 0.0% |
$92.3 - $97.5
|
61.7K
$5.84M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
5K+ 13.33% |
$461K - $488K
|
42.5K
$4.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-28- 0.02% |
$2.58K - $2.73K
|
170K
$16.1M
|
|