Latest Institutional Purchases of Ishares Russell Mid Cap ETF (IWR)
This list provides information on the latest institutional transactions involving Ishares Russell Mid Cap ETF (IWR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
95.7K+ 465.74% |
$9M - $9.34M
|
116K
$11M
|
|
|
Jan 05, 2026
Q4 2025
|
Argent Capital Management LLC
|
BUY
|
- |
80.2KNew |
$7.54M - $7.83M
|
80.2K
$7.59M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31.9K+ 3.85% |
$3M - $3.11M
|
859K
$81.2M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12K+ 14.23% |
$1.13M - $1.18M
|
96.7K
$9.15M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
9.47K+ 24.39% |
$890K - $924K
|
48.3K
$4.57M
|
|
|
Jan 08, 2026
Q4 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
5.06K+ 7.05% |
$475K - $494K
|
76.8K
$7.27M
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
3.43KNew |
$323K - $335K
|
3.43K
$325K
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.69K+ 5.8% |
$253K - $263K
|
49.1K
$4.65M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.61K+ 39.18% |
$245K - $255K
|
9.27K
$877K
|
|
|
Jan 08, 2026
Q4 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
2.58K+ 4.12% |
$242K - $251K
|
65K
$6.15M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.55KNew |
$240K - $249K
|
2.55K
$242K
|
|
|
Jan 06, 2026
Q4 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
2.41KNew |
$227K - $235K
|
2.41K
$228K
|
|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
2.19KNew |
$206K - $213K
|
2.19K
$207K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.96K+ 35.59% |
$185K - $192K
|
7.48K
$708K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.71K+ 148.96% |
$161K - $167K
|
2.86K
$271K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.68K+ 1.01% |
$158K - $164K
|
167K
$15.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.37K+ 1.65% |
$129K - $134K
|
84.9K
$8.03M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.31K+ 4.69% |
$123K - $128K
|
29.2K
$2.76M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.16K+ 45.7% |
$109K - $113K
|
3.7K
$350K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
706New |
$66.4K - $68.9K
|
706
$66.8K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
621+ 2.28% |
$58.4K - $60.6K
|
27.8K
$2.63M
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
476+ 8.4% |
$44.8K - $46.5K
|
6.15K
$581K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
457+ 1.5% |
$43K - $44.6K
|
30.8K
$2.92M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
313+ 3.28% |
$29.4K - $30.6K
|
9.86K
$932K
|
|
|
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 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
275+ 0.48% |
$25.9K - $26.8K
|
58K
$5.48M
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
245New |
$23K - $23.9K
|
245
$23.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
172+ 2.2% |
$16.2K - $16.8K
|
7.99K
$756K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
109+ 5450.0% |
$10.2K - $10.6K
|
111
$10.5K
|
|
|
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
|
Goal Vest Advisory LLC
|
BUY
|
- |
40New |
$3.76K - $3.9K
|
40
$3.78K
|
|
|
Jan 09, 2026
Q4 2025
|
Central Bank & Trust CO
|
BUY
|
- |
20+ 0.26% |
$1.88K - $1.95K
|
7.77K
$735K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
15+ 0.37% |
$1.41K - $1.46K
|
4.12K
$390K
|
|
|
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 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
10+ 0.15% |
$940 - $976
|
6.74K
$638K
|
|
|
Jan 05, 2026
Q4 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
4+ 0.12% |
$376 - $390
|
3.28K
$310K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1+ 0.01% |
$94 - $97.6
|
9.99K
$945K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.02% |
$94 - $97.6
|
5.02K
$475K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.13% |
$94 - $97.6
|
795
$75.2K
|
|
| Q3 2025 | |||||||
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.63M+ 8.08% |
$520M - $549M
|
75.3M
$7.13B
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
2.96MNew |
$273M - $288M
|
2.96M
$280M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.61M+ 2.65% |
$149M - $157M
|
62.4M
$5.91B
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.06M+ 2.7% |
$97.8M - $103M
|
40.2M
$3.81B
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.04M+ 91.39% |
$95.8M - $101M
|
2.18M
$206M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
632K+ 11.73% |
$58.3M - $61.6M
|
6.02M
$570M
|
|
|
Nov 12, 2025
Q3 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
418K+ 5041.98% |
$38.6M - $40.8M
|
427K
$40.4M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
301KNew |
$27.8M - $29.4M
|
301K
$28.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
243K+ 2.96% |
$22.5M - $23.7M
|
8.46M
$800M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
239K+ 6.06% |
$22.1M - $23.4M
|
4.19M
$397M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
237K+ 8.7% |
$21.9M - $23.1M
|
2.96M
$280M
|
|