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
|
City Holding CO
|
BUY
|
- |
6.18K+ 9.27% |
$539K - $591K
|
72.9K
$6.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.14K+ 22.92% |
$535K - $586K
|
32.9K
$3.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
6.05K+ 0.84% |
$528K - $578K
|
726K
$66.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
5.84KNew |
$510K - $558K
|
5.84K
$538K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.75KNew |
$502K - $549K
|
5.75K
$530K
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
5.34KNew |
$466K - $510K
|
5.34K
$491K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
5.21K+ 4.81% |
$454K - $497K
|
113K
$10.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.14KNew |
$448K - $491K
|
5.14K
$473K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.98KNew |
$435K - $476K
|
4.98K
$459K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
4.97KNew |
$433K - $474K
|
4.97K
$457K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
4.88K+ 122.77% |
$426K - $466K
|
8.86K
$815K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
4.88KNew |
$426K - $466K
|
4.88K
$449K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.86K+ 65.14% |
$424K - $464K
|
12.3K
$1.13M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
4.74KNew |
$414K - $453K
|
4.74K
$437K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.66K+ 4.97% |
$407K - $446K
|
98.5K
$9.07M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
4.58K+ 18300.0% |
$399K - $437K
|
4.6K
$424K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.49K+ 288.5% |
$392K - $429K
|
6.05K
$557K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
4.47K+ 8.94% |
$390K - $427K
|
54.4K
$5.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.42KNew |
$385K - $422K
|
4.42K
$407K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.29KNew |
$374K - $410K
|
4.29K
$395K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.19K+ 4.18% |
$365K - $400K
|
105K
$9.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.14K+ 11.69% |
$361K - $395K
|
39.6K
$3.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.11K+ 2.12% |
$359K - $393K
|
198K
$18.2M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.02K+ 19.43% |
$350K - $384K
|
24.7K
$2.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4.01K+ 27.02% |
$349K - $383K
|
18.8K
$1.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.99K+ 33.78% |
$348K - $381K
|
15.8K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3.95KNew |
$345K - $377K
|
3.95K
$364K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.66KNew |
$319K - $349K
|
3.66K
$337K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
3.62KNew |
$315K - $345K
|
3.62K
$333K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
3.6K+ 3.96% |
$314K - $343K
|
94.4K
$8.7M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
3.5K+ 126.22% |
$305K - $334K
|
6.27K
$578K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3.39KNew |
$296K - $324K
|
3.39K
$312K
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
3.33K+ 72.92% |
$290K - $318K
|
7.89K
$727K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.25K+ 1.33% |
$283K - $310K
|
247K
$22.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
3.18KNew |
$277K - $304K
|
3.18K
$293K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
3.08K+ 8.45% |
$268K - $294K
|
39.5K
$3.63M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.04K+ 1.0% |
$265K - $290K
|
306K
$28.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.03KNew |
$265K - $290K
|
3.03K
$279K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
2.93K+ 6.1% |
$256K - $280K
|
51K
$4.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2.92KNew |
$255K - $279K
|
2.92K
$269K
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
2.86KNew |
$249K - $273K
|
2.86K
$263K
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
2.81KNew |
$245K - $268K
|
2.81K
$259K
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
2.81KNew |
$245K - $268K
|
2.81K
$259K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
2.81KNew |
$245K - $268K
|
2.81K
$258K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
2.5K+ 31.2% |
$218K - $239K
|
10.5K
$968K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.47KNew |
$216K - $236K
|
2.47K
$228K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.43KNew |
$212K - $232K
|
2.43K
$224K
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
2.42KNew |
$211K - $231K
|
2.42K
$223K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
2.41KNew |
$211K - $231K
|
2.41K
$222K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.41K+ 10.44% |
$210K - $230K
|
25.5K
$2.35M
|