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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8+ 0.09% |
$698 - $764
|
8.57K
$692K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
8+ 4.32% |
$698 - $764
|
193
$15.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
8+ 0.27% |
$698 - $764
|
2.96K
$239K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 0.33% |
$611 - $669
|
2.14K
$173K
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
7+ 0.29% |
$611 - $669
|
2.42K
$195K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
7+ 0.4% |
$611 - $669
|
1.76K
$142K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
7+ 0.02% |
$611 - $669
|
35.2K
$2.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
7+ 3.8% |
$611 - $669
|
191
$15.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
7+ 14.58% |
$611 - $669
|
55
$4.44K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
7+ 0.21% |
$611 - $669
|
3.37K
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
6+ 0.06% |
$524 - $573
|
10.4K
$841K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6+ 0.09% |
$524 - $573
|
7.05K
$569K
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5+ 0.21% |
$436 - $478
|
2.35K
$189K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5New |
$436 - $478
|
5
$403
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
5+ 0.2% |
$436 - $478
|
2.47K
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4+ 0.01% |
$349 - $382
|
54.8K
$4.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$349 - $382
|
4.37K
$353K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
4+ 0.19% |
$349 - $382
|
2.16K
$175K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
4+ 0.07% |
$349 - $382
|
5.71K
$461K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
4+ 0.14% |
$349 - $382
|
2.77K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3+ 0.02% |
$262 - $287
|
12.9K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3+ 0.01% |
$262 - $287
|
35.6K
$2.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
3+ 0.04% |
$262 - $287
|
6.68K
$539K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2+ 0.07% |
$175 - $191
|
3.01K
$243K
|
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.03% |
$175 - $191
|
7.32K
$590K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.09% |
$175 - $191
|
2.33K
$188K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.06% |
$175 - $191
|
3.31K
$267K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
2+ 0.07% |
$175 - $191
|
2.7K
$217K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
2+ 0.01% |
$175 - $191
|
35.6K
$2.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2+ 0.03% |
$175 - $191
|
7.14K
$576K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.13% |
$175 - $191
|
1.53K
$123K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
2+ 0.03% |
$175 - $191
|
6.85K
$553K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2+ 0.04% |
$175 - $191
|
4.93K
$398K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.43% |
$175 - $191
|
468
$37.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.04% |
$87.3 - $95.5
|
2.25K
$181K
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$87.3 - $95.5
|
5.71K
$461K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1+ 0.03% |
$87.3 - $95.5
|
3.83K
$309K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 1.28% |
$87.3 - $95.5
|
79
$6.37K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.01% |
$87.3 - $95.5
|
8.97K
$723K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 0.0% |
$87.3 - $95.5
|
61.6K
$4.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.03% |
$87.3 - $95.5
|
3.36K
$271K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1+ 0.0% |
$87.3 - $95.5
|
31.1K
$2.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.01% |
$87.3 - $95.5
|
13.3K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
373KNew |
$29.8M - $32.9M
|
373K
$30.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
280K+ 40.07% |
$22.4M - $24.7M
|
979K
$79M
|
|
|
Nov 14, 2024
Q3 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
189KNew |
$15.1M - $16.6M
|
189K
$15.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
102KNew |
$8.13M - $8.98M
|
102K
$8.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36.3K+ 2.56% |
$2.9M - $3.2M
|
1.45M
$117M
|
|
|
Nov 14, 2024
Q3 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
29.9KNew |
$2.39M - $2.63M
|
29.9K
$2.41M
|
|