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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-232- 8.65% |
$21.8K - $22.6K
|
2.45K
$232K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.02% |
$94 - $97.6
|
5.02K
$475K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-577- 2.77% |
$54.2K - $56.3K
|
20.3K
$1.92M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-24.1K- 78.41% |
$2.27M - $2.35M
|
6.64K
$629K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-9.87K- 2.72% |
$928K - $963K
|
353K
$33.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-755- 8.88% |
$71K - $73.7K
|
7.75K
$733K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
10+ 0.15% |
$940 - $976
|
6.74K
$638K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-340- 3.19% |
$32K - $33.2K
|
10.3K
$978K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-76- 0.41% |
$7.15K - $7.42K
|
18.5K
$1.75M
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-949- 6.11% |
$89.2K - $92.6K
|
14.6K
$1.38M
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
275+ 0.48% |
$25.9K - $26.8K
|
58K
$5.48M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
457+ 1.5% |
$43K - $44.6K
|
30.8K
$2.92M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-35- 0.72% |
$3.29K - $3.42K
|
4.85K
$459K
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.16K+ 45.7% |
$109K - $113K
|
3.7K
$350K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
15+ 0.37% |
$1.41K - $1.46K
|
4.12K
$390K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
313+ 3.28% |
$29.4K - $30.6K
|
9.86K
$932K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-592- 9.78% |
$55.7K - $57.8K
|
5.46K
$517K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.55KNew |
$240K - $249K
|
2.55K
$242K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.68K+ 1.01% |
$158K - $164K
|
167K
$15.8M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
295+ 1.98% |
$27.7K - $28.8K
|
15.2K
$1.44M
|
|
|
Jan 06, 2026
Q4 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
2.41KNew |
$227K - $235K
|
2.41K
$228K
|
|
|
Jan 06, 2026
Q4 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
12+ 0.39% |
$1.13K - $1.17K
|
3.09K
$292K
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.69K+ 5.8% |
$253K - $263K
|
49.1K
$4.65M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
706New |
$66.4K - $68.9K
|
706
$66.8K
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
48+ 0.27% |
$4.51K - $4.69K
|
17.6K
$1.67M
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.13% |
$94 - $97.6
|
795
$75.2K
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
476+ 8.4% |
$44.8K - $46.5K
|
6.15K
$581K
|
|
|
Jan 05, 2026
Q4 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
4+ 0.12% |
$376 - $390
|
3.28K
$310K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
40New |
$3.76K - $3.9K
|
40
$3.78K
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
SELL
|
- |
-18.6K- 5.11% |
$1.75M - $1.81M
|
345K
$32.7M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12K+ 14.23% |
$1.13M - $1.18M
|
96.7K
$9.15M
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-236- 9.65% |
$22.2K - $23K
|
2.21K
$209K
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-650- 11.42% |
$61.1K - $63.4K
|
5.04K
$477K
|
|
|
Jan 05, 2026
Q4 2025
|
First Hawaiian Bank
|
SELL
|
- |
-19- 0.12% |
$1.79K - $1.85K
|
16K
$1.52M
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-328- 10.84% |
$30.8K - $32K
|
2.7K
$255K
|
|
|
Jan 05, 2026
Q4 2025
|
Argent Capital Management LLC
|
BUY
|
- |
80.2KNew |
$7.54M - $7.83M
|
80.2K
$7.59M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
109+ 5450.0% |
$10.2K - $10.6K
|
111
$10.5K
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-278- 1.95% |
$26.1K - $27.1K
|
14K
$1.32M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
621+ 2.28% |
$58.4K - $60.6K
|
27.8K
$2.63M
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.1K+ 5.23% |
$1.11M - $1.18M
|
243K
$23M
|
|
|
Dec 23, 2025
Q3 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-16K- 59.69% |
$1.48M - $1.56M
|
10.8K
$1.03M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
10+ 0.23% |
$923 - $975
|
4.44K
$420K
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.29K+ 7.48% |
$119K - $126K
|
18.5K
$1.75M
|
|
|
Dec 08, 2025
Q3 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-625- 24.31% |
$57.7K - $60.9K
|
1.95K
$184K
|
|
|
Dec 05, 2025
Q3 2025
|
Vestwell Advisors, LLC
New York, NY |
BUY
|
- |
709New |
$65.4K - $69.1K
|
709
$67.1K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
937+ 9.22% |
$86.4K - $91.4K
|
11.1K
$1.05M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.08K+ 5.64% |
$99.4K - $105K
|
20.2K
$1.91M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
336New |
$31K - $32.8K
|
336
$31.8K
|
|
|
Nov 24, 2025
Q3 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
2.09KNew |
$193K - $204K
|
2.09K
$197K
|
|
|
Nov 21, 2025
Q3 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-334- 1.85% |
$30.8K - $32.6K
|
17.8K
$1.68M
|
|