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 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
|
|
|
Oct 22, 2025
Q3 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-28.4K- 17.53% |
$2.62M - $2.77M
|
133K
$12.6M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-221- 4.0% |
$20.4K - $21.5K
|
5.3K
$502K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-42- 3.87% |
$3.87K - $4.1K
|
1.04K
$98.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
14+ 0.22% |
$1.29K - $1.37K
|
6.47K
$612K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.25K+ 6.82% |
$207K - $219K
|
35.2K
$3.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-858- 5.36% |
$79.2K - $83.7K
|
15.1K
$1.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.43K- 16.61% |
$593K - $627K
|
32.3K
$3.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-35.8K- 44.77% |
$3.3M - $3.49M
|
44.2K
$4.18M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
171+ 1.8% |
$15.8K - $16.7K
|
9.66K
$914K
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-32- 0.83% |
$2.95K - $3.12K
|
3.81K
$360K
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-318- 4.95% |
$29.3K - $31K
|
6.11K
$578K
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-464- 12.86% |
$42.8K - $45.2K
|
3.15K
$298K
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
2.22KNew |
$205K - $217K
|
2.22K
$210K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
22.5K+ 2.71% |
$2.08M - $2.19M
|
852K
$80.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
100+ 23.53% |
$9.23K - $9.75K
|
525
$49.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-28- 0.39% |
$2.58K - $2.73K
|
7.24K
$685K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-2.99K- 23.92% |
$276K - $292K
|
9.52K
$901K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.59K- 20.06% |
$147K - $155K
|
6.35K
$601K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
627+ 2.41% |
$57.8K - $61.1K
|
26.6K
$2.52M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.34K- 4.13% |
$308K - $325K
|
77.4K
$7.32M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.81K+ 3.29% |
$167K - $177K
|
56.9K
$5.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2.15K+ 1.67% |
$198K - $210K
|
131K
$12.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-969- 15.48% |
$89.4K - $94.5K
|
5.29K
$501K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.29K- 1.45% |
$119K - $126K
|
87.8K
$8.31M
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-20- 0.79% |
$1.85K - $1.95K
|
2.5K
$237K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-7.32K- 77.22% |
$676K - $714K
|
2.16K
$204K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-176- 0.47% |
$16.2K - $17.2K
|
37.5K
$3.55M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.57K- 1.36% |
$145K - $153K
|
114K
$10.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
372+ 8.05% |
$34.3K - $36.3K
|
4.99K
$472K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-131- 5.24% |
$12.1K - $12.8K
|
2.37K
$224K
|
|
|
Oct 21, 2025
Q3 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
2.08KNew |
$192K - $203K
|
2.08K
$197K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-51- 1.4% |
$4.71K - $4.97K
|
3.6K
$341K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
2.46K+ 0.28% |
$227K - $240K
|
874K
$82.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.73K+ 12.45% |
$160K - $169K
|
15.6K
$1.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-668- 7.57% |
$61.6K - $65.1K
|
8.16K
$772K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
12.4K+ 11.81% |
$1.14M - $1.21M
|
117K
$11.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
4.42KNew |
$407K - $431K
|
4.42K
$418K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.67K+ 9.34% |
$154K - $163K
|
19.5K
$1.85M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-602- 11.99% |
$55.5K - $58.7K
|
4.42K
$418K
|
|
|
Oct 20, 2025
Q3 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
10+ 0.32% |
$923 - $975
|
3.1K
$294K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
7.74KNew |
$714K - $754K
|
7.74K
$732K
|
|
|
Oct 20, 2025
Q3 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
204+ 13.12% |
$18.8K - $19.9K
|
1.76K
$166K
|
|