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 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
2.36KNew |
$206K - $226K
|
2.36K
$217K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
2.34KNew |
$204K - $223K
|
2.34K
$215K
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
2.32K+ 14.95% |
$203K - $222K
|
17.9K
$1.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
2.27KNew |
$198K - $217K
|
2.27K
$209K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.27K+ 4.15% |
$198K - $216K
|
56.9K
$5.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.24K+ 30.73% |
$195K - $214K
|
9.53K
$877K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.14K+ 14.9% |
$186K - $204K
|
16.5K
$1.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.11K+ 0.88% |
$184K - $202K
|
242K
$22.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.1K+ 2.76% |
$183K - $200K
|
78.2K
$7.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.99K+ 4.71% |
$174K - $190K
|
44.2K
$4.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.92K+ 1.09% |
$168K - $183K
|
178K
$16.4M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.59K+ 1.04% |
$139K - $152K
|
155K
$14.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
1.56K+ 20.87% |
$136K - $149K
|
9.05K
$833K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.56K+ 2.1% |
$136K - $149K
|
75.6K
$6.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.45K+ 5.39% |
$127K - $139K
|
28.4K
$2.61M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.43K+ 7.41% |
$125K - $137K
|
20.8K
$1.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
1.33K+ 44.47% |
$116K - $127K
|
4.33K
$399K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.33K+ 3.07% |
$116K - $127K
|
44.7K
$4.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.27K+ 1.54% |
$111K - $121K
|
83.8K
$7.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.25K+ 19.63% |
$109K - $119K
|
7.61K
$701K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.23K+ 40.33% |
$107K - $117K
|
4.27K
$393K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.2K+ 3.21% |
$105K - $115K
|
38.6K
$3.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1.17K+ 18.08% |
$102K - $112K
|
7.66K
$705K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.16K+ 16.08% |
$101K - $110K
|
8.34K
$768K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
1.13K+ 5.82% |
$98.2K - $107K
|
20.5K
$1.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.12K+ 13.07% |
$98K - $107K
|
9.71K
$894K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.06K+ 4.19% |
$92.7K - $101K
|
26.4K
$2.43M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 172.33% |
$90.2K - $98.8K
|
1.63K
$150K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.02K+ 2.44% |
$89.3K - $97.7K
|
42.9K
$3.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
996+ 5.93% |
$86.9K - $95.1K
|
17.8K
$1.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
990New |
$86.4K - $94.6K
|
990
$91.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
968+ 5.79% |
$84.5K - $92.5K
|
17.7K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
883+ 31.09% |
$77K - $84.3K
|
3.72K
$343K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
833+ 0.09% |
$72.7K - $79.6K
|
923K
$85M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
824+ 1.73% |
$71.9K - $78.7K
|
48.4K
$4.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
823+ 7.43% |
$71.8K - $78.6K
|
11.9K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
796+ 0.45% |
$69.5K - $76K
|
177K
$16.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
756+ 5.26% |
$66K - $72.2K
|
15.1K
$1.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
756+ 3.97% |
$66K - $72.2K
|
19.8K
$1.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
715+ 1.05% |
$62.4K - $68.3K
|
68.6K
$6.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
715+ 2.76% |
$62.4K - $68.3K
|
26.6K
$2.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
708+ 7.08% |
$61.8K - $67.6K
|
10.7K
$985K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
707+ 0.63% |
$61.7K - $67.5K
|
112K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
706+ 5.96% |
$61.6K - $67.4K
|
12.6K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
650+ 7.88% |
$56.7K - $62.1K
|
8.89K
$819K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
622New |
$54.3K - $59.4K
|
622
$57.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
610New |
$53.2K - $58.3K
|
610
$56.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
609New |
$53.1K - $58.2K
|
609
$56.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
583+ 5.77% |
$50.9K - $55.7K
|
10.7K
$983K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
572+ 17.53% |
$49.9K - $54.6K
|
3.84K
$353K
|