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 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.12KNew |
$106K - $110K
|
1.12K
$106K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.12K+ 19.75% |
$106K - $110K
|
6.81K
$644K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.05K+ 1.49% |
$99.1K - $103K
|
71.7K
$6.78M
|
|
|
Jan 13, 2026
Q4 2025
|
First Financial Corp
|
BUY
|
- |
1.05K+ 21.71% |
$98.8K - $103K
|
5.89K
$557K
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.05K+ 28.8% |
$98.5K - $102K
|
4.69K
$443K
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
1.03K+ 6.73% |
$96.7K - $100K
|
16.3K
$1.54M
|
|
|
Jan 28, 2026
Q4 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
989+ 5.39% |
$93K - $96.5K
|
19.3K
$1.83M
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
962New |
$90.4K - $93.9K
|
962
$91K
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
940+ 15.64% |
$88.4K - $91.8K
|
6.95K
$658K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
937+ 9.25% |
$88.1K - $91.5K
|
11.1K
$1.05M
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
930+ 38.26% |
$87.4K - $90.8K
|
3.36K
$318K
|
|
|
Jan 16, 2026
Q4 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
910+ 1.57% |
$85.6K - $88.8K
|
58.9K
$5.58M
|
|
|
Jan 20, 2026
Q4 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
898+ 5.45% |
$84.4K - $87.7K
|
17.4K
$1.64M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
867+ 6.13% |
$81.5K - $84.6K
|
15K
$1.42M
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
822+ 10.59% |
$77.3K - $80.2K
|
8.58K
$812K
|
|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
810New |
$76.2K - $79.1K
|
810
$76.6K
|
|
|
Jan 27, 2026
Q4 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
793New |
$74.6K - $77.4K
|
793
$75K
|
|
|
Jan 28, 2026
Q4 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
789+ 25.25% |
$74.2K - $77K
|
3.91K
$370K
|
|
|
Jan 23, 2026
Q4 2025
|
Burney CO
Reston, VA |
BUY
|
- |
788+ 22.02% |
$74.1K - $76.9K
|
4.37K
$413K
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
BUY
|
- |
787+ 4.12% |
$74K - $76.8K
|
19.9K
$1.88M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
777New |
$73.1K - $75.8K
|
777
$73.5K
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
741+ 29.31% |
$69.7K - $72.3K
|
3.27K
$309K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
730+ 247.46% |
$68.6K - $71.3K
|
1.03K
$97K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
706New |
$66.4K - $68.9K
|
706
$66.8K
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
670+ 16.49% |
$63K - $65.4K
|
4.73K
$448K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
637+ 0.86% |
$59.9K - $62.2K
|
74.4K
$7.04M
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
623+ 3.96% |
$58.6K - $60.8K
|
16.3K
$1.55M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
621+ 2.28% |
$58.4K - $60.6K
|
27.8K
$2.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
589+ 14.97% |
$55.4K - $57.5K
|
4.52K
$428K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
558+ 5.96% |
$52.5K - $54.5K
|
9.92K
$939K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
538+ 23.71% |
$50.6K - $52.5K
|
2.81K
$266K
|
|
|
Jan 23, 2026
Q4 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
498+ 2.84% |
$46.8K - $48.6K
|
18K
$1.71M
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
476+ 8.4% |
$44.8K - $46.5K
|
6.15K
$581K
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
463+ 14.83% |
$43.5K - $45.2K
|
3.59K
$339K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
457+ 1.5% |
$43K - $44.6K
|
30.8K
$2.92M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
429New |
$40.3K - $41.9K
|
429
$40.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
422+ 10.1% |
$39.7K - $41.2K
|
4.6K
$435K
|
|
|
Jan 28, 2026
Q4 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
408+ 16.93% |
$38.4K - $39.8K
|
2.82K
$267K
|
|
|
Jan 23, 2026
Q4 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
406+ 6.65% |
$38.2K - $39.6K
|
6.52K
$616K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
353+ 4.43% |
$33.2K - $34.5K
|
8.32K
$787K
|
|
|
Jan 27, 2026
Q4 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
351+ 117.0% |
$33K - $34.3K
|
651
$61.6K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
334+ 7.16% |
$31.4K - $32.6K
|
5K
$473K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
315+ 2.79% |
$29.6K - $30.7K
|
11.6K
$1.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
313+ 3.28% |
$29.4K - $30.6K
|
9.86K
$932K
|
|
|
Jan 12, 2026
Q4 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
301+ 0.17% |
$28.3K - $29.4K
|
182K
$17.3M
|
|
|
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 14, 2026
Q4 2025
|
Bell Bank
|
BUY
|
- |
291+ 6.72% |
$27.4K - $28.4K
|
4.62K
$437K
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
275+ 0.48% |
$25.9K - $26.8K
|
58K
$5.48M
|
|
|
Jan 26, 2026
Q4 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
254+ 0.6% |
$23.9K - $24.8K
|
42.8K
$4.05M
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
245New |
$23K - $23.9K
|
245
$23.2K
|
|