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 16, 2025
Q4 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
139K+ 989.76% |
$12.1M - $13.3M
|
153K
$14.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
71.7KNew |
$6.26M - $6.85M
|
71.7K
$6.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
59.9K+ 171.56% |
$5.23M - $5.73M
|
94.9K
$8.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
56.3K+ 237.38% |
$4.91M - $5.38M
|
80.1K
$7.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Consolidated Investment Group LLC
|
BUY
|
- |
55.7K+ 19.4% |
$4.86M - $5.32M
|
343K
$31.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
45.4KNew |
$3.96M - $4.34M
|
45.4K
$4.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
43.9K+ 6.66% |
$3.83M - $4.19M
|
703K
$65.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
34.5KNew |
$3.01M - $3.29M
|
34.5K
$3.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
26.1K+ 16.36% |
$2.28M - $2.5M
|
186K
$17.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
23KNew |
$2.01M - $2.2M
|
23K
$2.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
21.5K+ 109.48% |
$1.87M - $2.05M
|
41.1K
$3.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
18.7K+ 13.82% |
$1.63M - $1.79M
|
154K
$14.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
18.5K+ 267.27% |
$1.62M - $1.77M
|
25.5K
$2.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
17.8KNew |
$1.56M - $1.7M
|
17.8K
$1.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
17K+ 511.72% |
$1.48M - $1.62M
|
20.3K
$1.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
15.7KNew |
$1.37M - $1.5M
|
15.7K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
15.6K+ 14.59% |
$1.36M - $1.49M
|
122K
$11.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
15.2K+ 49.65% |
$1.33M - $1.46M
|
45.9K
$4.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
14.9K+ 76.44% |
$1.3M - $1.43M
|
34.5K
$3.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
13.9K+ 3.09% |
$1.22M - $1.33M
|
466K
$43.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
12.5KNew |
$1.09M - $1.19M
|
12.5K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
11.8KNew |
$1.03M - $1.12M
|
11.8K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10KNew |
$876K - $959K
|
10K
$930K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
8.42KNew |
$735K - $804K
|
8.42K
$780K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7.58K+ 2.96% |
$661K - $724K
|
263K
$24.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.4KNew |
$646K - $707K
|
7.4K
$686K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
6.79K+ 1.44% |
$592K - $648K
|
478K
$44.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
6.5K+ 6.52% |
$567K - $621K
|
106K
$9.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.26K+ 76.95% |
$546K - $597K
|
14.4K
$1.33M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.21K+ 0.75% |
$542K - $593K
|
833K
$77.1M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
6.18K+ 9.27% |
$539K - $591K
|
72.9K
$6.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
5.84KNew |
$510K - $558K
|
5.84K
$541K
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
5.34KNew |
$466K - $510K
|
5.34K
$494K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
5.21K+ 4.81% |
$454K - $497K
|
113K
$10.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.98KNew |
$435K - $476K
|
4.98K
$461K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.86K+ 65.14% |
$424K - $464K
|
12.3K
$1.14M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
4.74KNew |
$414K - $453K
|
4.74K
$439K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.66K+ 4.97% |
$407K - $446K
|
98.5K
$9.13M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
4.58K+ 18300.0% |
$399K - $437K
|
4.6K
$426K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
4.47K+ 8.94% |
$390K - $427K
|
54.4K
$5.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.42KNew |
$385K - $422K
|
4.42K
$409K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.19K+ 4.18% |
$365K - $400K
|
105K
$9.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.14K+ 11.69% |
$361K - $395K
|
39.6K
$3.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.11K+ 2.12% |
$359K - $393K
|
198K
$18.3M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.02K+ 19.43% |
$350K - $384K
|
24.7K
$2.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4.01K+ 27.02% |
$349K - $383K
|
18.8K
$1.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3.95KNew |
$345K - $377K
|
3.95K
$366K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.66KNew |
$319K - $349K
|
3.66K
$339K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
3.62KNew |
$315K - $345K
|
3.62K
$335K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
3.5K+ 126.22% |
$305K - $334K
|
6.27K
$581K
|