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 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-54- 1.8% |
$4.98K - $5.27K
|
2.95K
$279K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.3K+ 17.24% |
$1.69M - $1.78M
|
124K
$11.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
885+ 3.02% |
$81.7K - $86.3K
|
30.2K
$2.85M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-225- 0.36% |
$20.8K - $21.9K
|
61.4K
$5.81M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-2.07K- 53.19% |
$191K - $202K
|
1.82K
$172K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
31+ 0.34% |
$2.86K - $3.02K
|
9.14K
$865K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
688+ 19.34% |
$63.5K - $67.1K
|
4.25K
$402K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
305+ 1.78% |
$28.1K - $29.7K
|
17.4K
$1.65M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
18.7K+ 13.62% |
$1.72M - $1.82M
|
156K
$14.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-30- 5.79% |
$2.77K - $2.93K
|
488
$46.2K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-775- 3.23% |
$71.5K - $75.6K
|
23.2K
$2.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.56K+ 2.81% |
$236K - $249K
|
93.5K
$8.85M
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-500- 14.93% |
$46.1K - $48.8K
|
2.85K
$270K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-54- 1.79% |
$4.98K - $5.27K
|
2.96K
$280K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-538- 4.54% |
$49.6K - $52.5K
|
11.3K
$1.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.52K- 8.44% |
$140K - $148K
|
16.5K
$1.56M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-4.26K- 8.17% |
$393K - $415K
|
47.8K
$4.52M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-300- 1.67% |
$27.7K - $29.3K
|
17.7K
$1.67M
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-58- 0.17% |
$5.35K - $5.66K
|
34.8K
$3.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
SELL
|
- |
-65- 2.55% |
$6K - $6.34K
|
2.49K
$235K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$92.3 - $97.5
|
3.78K
$357K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
789+ 2.06% |
$72.8K - $76.9K
|
39.1K
$3.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
934+ 35.33% |
$86.2K - $91.1K
|
3.58K
$339K
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2.1KNew |
$194K - $205K
|
2.1K
$199K
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-90- 0.41% |
$8.3K - $8.78K
|
22.1K
$2.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
207+ 11.25% |
$19.1K - $20.2K
|
2.05K
$194K
|
|
|
Oct 16, 2025
Q3 2025
|
Amarillo National Bank
|
SELL
|
- |
-13.6K- 5.75% |
$1.25M - $1.32M
|
223K
$21.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
4+ 0.31% |
$369 - $390
|
1.28K
$121K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
303+ 3.49% |
$28K - $29.5K
|
8.98K
$849K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.03% |
$92.3 - $97.5
|
3.62K
$342K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.26K- 18.76% |
$116K - $123K
|
5.45K
$515K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-85- 0.6% |
$7.84K - $8.29K
|
14.2K
$1.34M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
788+ 3.14% |
$72.7K - $76.8K
|
25.9K
$2.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-445- 9.21% |
$41.1K - $43.4K
|
4.39K
$415K
|
|
|
Oct 15, 2025
Q3 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
39+ 0.58% |
$3.6K - $3.8K
|
6.77K
$640K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
2.93K+ 9.65% |
$270K - $286K
|
33.3K
$3.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-188- 0.6% |
$17.3K - $18.3K
|
31K
$2.93M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3+ 0.09% |
$277 - $293
|
3.41K
$323K
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
139+ 5.56% |
$12.8K - $13.6K
|
2.64K
$250K
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-22- 0.96% |
$2.03K - $2.15K
|
2.26K
$214K
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-15- 0.16% |
$1.38K - $1.46K
|
9.62K
$910K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-641- 10.1% |
$59.1K - $62.5K
|
5.71K
$540K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-94- 1.37% |
$8.67K - $9.17K
|
6.78K
$642K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.76KNew |
$255K - $269K
|
2.76K
$261K
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.29% |
$1.11K - $1.17K
|
4.16K
$394K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
45K+ 26.96% |
$4.15M - $4.39M
|
212K
$20M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-784- 3.12% |
$72.3K - $76.4K
|
24.4K
$2.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
557+ 3.65% |
$51.4K - $54.3K
|
15.8K
$1.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
8+ 0.16% |
$738 - $780
|
5.03K
$476K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
135+ 0.12% |
$12.5K - $13.2K
|
108K
$10.3M
|
|