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 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.74K+ 10.54% |
$160K - $169K
|
18.2K
$1.72M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
165+ 0.1% |
$15.2K - $16.1K
|
163K
$15.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-39.6K- 50.18% |
$3.65M - $3.86M
|
39.3K
$3.72M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
8+ 0.24% |
$738 - $780
|
3.4K
$322K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-165- 0.61% |
$15.2K - $16.1K
|
26.8K
$2.53M
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
370+ 30.6% |
$34.1K - $36.1K
|
1.58K
$149K
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-142- 0.59% |
$13.1K - $13.8K
|
23.8K
$2.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
7.32K+ 10.28% |
$675K - $714K
|
78.5K
$7.43M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
23+ 0.39% |
$2.12K - $2.24K
|
5.91K
$559K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
655+ 15.53% |
$60.4K - $63.9K
|
4.87K
$461K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
69.7K+ 181.94% |
$6.43M - $6.8M
|
108K
$10.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
24+ 0.05% |
$2.21K - $2.34K
|
45.6K
$4.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-103- 20.44% |
$9.5K - $10K
|
401
$37.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
570+ 1.89% |
$52.6K - $55.6K
|
30.8K
$2.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-1.68K- 12.3% |
$155K - $164K
|
12K
$1.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-115- 3.3% |
$10.6K - $11.2K
|
3.37K
$319K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
682+ 370.65% |
$62.9K - $66.5K
|
866
$81.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.76K+ 334.69% |
$901K - $952K
|
12.7K
$1.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.67K+ 26.74% |
$892K - $943K
|
45.8K
$4.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
47+ 0.63% |
$4.34K - $4.58K
|
7.53K
$713K
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
SELL
|
- |
-10.6K- 10.8% |
$979K - $1.03M
|
87.6K
$8.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
56New |
$5.17K - $5.46K
|
56
$5.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
2.79K+ 4.59% |
$258K - $272K
|
63.7K
$6.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-100- 0.93% |
$9.23K - $9.75K
|
10.7K
$1.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.53K+ 13.63% |
$142K - $150K
|
12.8K
$1.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
SELL
|
- |
-1.73K- 5.78% |
$160K - $169K
|
28.2K
$2.67M
|
|
|
Oct 23, 2025
Q3 2025
|
First Bancorp, Inc
|
BUY
|
- |
423+ 6.74% |
$39K - $41.2K
|
6.7K
$634K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
484+ 13.34% |
$44.7K - $47.2K
|
4.11K
$389K
|
|
|
Oct 23, 2025
Q3 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
180+ 0.53% |
$16.6K - $17.6K
|
34.2K
$3.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
34+ 0.88% |
$3.14K - $3.32K
|
3.88K
$367K
|
|
|
Oct 23, 2025
Q3 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
SELL
|
- |
-470- 1.66% |
$43.4K - $45.8K
|
27.9K
$2.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
3.88KNew |
$358K - $378K
|
3.88K
$367K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-122- 49.8% |
$11.3K - $11.9K
|
123
$11.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
619+ 6.06% |
$57.1K - $60.4K
|
10.8K
$1.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$92.3 - $97.5
|
3.89K
$368K
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-341- 8.12% |
$31.5K - $33.3K
|
3.86K
$365K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
188+ 0.7% |
$17.3K - $18.3K
|
27.1K
$2.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
5+ 0.23% |
$461 - $488
|
2.19K
$208K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
47+ 0.31% |
$4.34K - $4.58K
|
15.2K
$1.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.09K+ 73.24% |
$285K - $301K
|
7.31K
$692K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.35% |
$738 - $780
|
2.3K
$217K
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
169K+ 229.44% |
$15.6M - $16.5M
|
242K
$22.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
72.8K+ 7.55% |
$6.71M - $7.1M
|
1.04M
$98.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3+ 0.05% |
$277 - $293
|
5.58K
$528K
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-239- 2.21% |
$22.1K - $23.3K
|
10.6K
$1M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-50- 0.33% |
$4.61K - $4.88K
|
15.2K
$1.44M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-4.14K- 5.58% |
$382K - $404K
|
70.1K
$6.64M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-32- 0.1% |
$2.95K - $3.12K
|
31.4K
$2.97M
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
25+ 0.35% |
$2.31K - $2.44K
|
7.16K
$678K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
6.31K+ 2.02% |
$582K - $615K
|
319K
$30.2M
|
|