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 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
|
|
|
Jan 27, 2026
Q4 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
241+ 0.97% |
$22.7K - $23.5K
|
25K
$2.37M
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
240+ 0.89% |
$22.6K - $23.4K
|
27.3K
$2.58M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
236+ 16.05% |
$22.2K - $23K
|
1.71K
$161K
|
|
|
Jan 27, 2026
Q4 2025
|
Wealth Enhancement Trust Services, Inc.
Sioux Falls, SD |
BUY
|
- |
235New |
$22.1K - $22.9K
|
235
$22.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
191+ 0.52% |
$18K - $18.6K
|
36.8K
$3.48M
|
|
|
Jan 29, 2026
Q4 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
187+ 7.82% |
$17.6K - $18.3K
|
2.58K
$244K
|
|
|
Jan 27, 2026
Q4 2025
|
Davidson Trust CO
|
BUY
|
- |
180+ 0.41% |
$16.9K - $17.6K
|
44.4K
$4.21M
|
|
|
Jan 28, 2026
Q4 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
172+ 1228.57% |
$16.2K - $16.8K
|
186
$17.6K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
172+ 2.2% |
$16.2K - $16.8K
|
7.99K
$756K
|
|
|
Jan 28, 2026
Q4 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
171+ 16.4% |
$16.1K - $16.7K
|
1.21K
$115K
|
|
|
Jan 14, 2026
Q4 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
163+ 1.83% |
$15.3K - $15.9K
|
9.05K
$857K
|
|
|
Jan 16, 2026
Q4 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
150New |
$14.1K - $14.6K
|
150
$14.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
150+ 0.7% |
$14.1K - $14.6K
|
21.7K
$2.06M
|
|
|
Jan 27, 2026
Q4 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
141+ 3.77% |
$13.3K - $13.8K
|
3.88K
$368K
|
|
|
Jan 15, 2026
Q4 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
134+ 1.7% |
$12.6K - $13.1K
|
8.04K
$760K
|
|
|
Jan 15, 2026
Q4 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
129+ 0.94% |
$12.1K - $12.6K
|
13.9K
$1.31M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
129+ 0.37% |
$12.1K - $12.6K
|
35.2K
$3.33M
|
|
|
Jan 26, 2026
Q4 2025
|
Welch Group, LLC
|
BUY
|
- |
126+ 5.43% |
$11.8K - $12.3K
|
2.45K
$232K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
109+ 5450.0% |
$10.2K - $10.6K
|
111
$10.5K
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
100+ 11.11% |
$9.4K - $9.76K
|
1K
$94.6K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
100+ 2000.0% |
$9.4K - $9.76K
|
105
$9.94K
|
|
|
Jan 23, 2026
Q4 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
95+ 4.34% |
$8.93K - $9.27K
|
2.28K
$216K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
95+ 1.18% |
$8.93K - $9.27K
|
8.17K
$773K
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
91+ 413.64% |
$8.56K - $8.88K
|
113
$10.7K
|
|
|
Jan 28, 2026
Q4 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
83New |
$7.8K - $8.1K
|
83
$7.85K
|
|
|
Jan 21, 2026
Q4 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
82+ 2.7% |
$7.71K - $8K
|
3.12K
$295K
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
75+ 0.23% |
$7.05K - $7.32K
|
32.3K
$3.06M
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
71New |
$6.68K - $6.93K
|
71
$6.72K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
71+ 0.41% |
$6.68K - $6.93K
|
17.6K
$1.66M
|
|
|
Jan 28, 2026
Q4 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
69+ 0.37% |
$6.49K - $6.74K
|
18.9K
$1.79M
|
|
|
Jan 29, 2026
Q4 2025
|
Veracity Capital LLC
|
BUY
|
- |
66+ 1.01% |
$6.21K - $6.44K
|
6.6K
$625K
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
63+ 2.29% |
$5.92K - $6.15K
|
2.82K
$266K
|
|
|
Jan 26, 2026
Q4 2025
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
BUY
|
- |
50New |
$4.7K - $4.88K
|
50
$4.73K
|
|
|
Jan 14, 2026
Q4 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
50+ 0.45% |
$4.7K - $4.88K
|
11.1K
$1.05M
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
48+ 0.27% |
$4.51K - $4.69K
|
17.6K
$1.67M
|
|
|
Jan 26, 2026
Q4 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
47+ 0.39% |
$4.42K - $4.59K
|
12K
$1.14M
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
45+ 0.31% |
$4.23K - $4.39K
|
14.8K
$1.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
45+ 0.17% |
$4.23K - $4.39K
|
26.2K
$2.48M
|
|
|
Jan 26, 2026
Q4 2025
|
Thomasville National Bank
|
BUY
|
- |
42+ 0.7% |
$3.95K - $4.1K
|
6.01K
$569K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
40+ 1.54% |
$3.76K - $3.9K
|
2.63K
$249K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
40New |
$3.76K - $3.9K
|
40
$3.78K
|
|
|
Jan 23, 2026
Q4 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
37+ 0.4% |
$3.48K - $3.61K
|
9.18K
$869K
|
|
|
Jan 28, 2026
Q4 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
32+ 0.71% |
$3.01K - $3.12K
|
4.54K
$429K
|
|