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 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 30, 2026
Q4 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
96+ 0.76% |
$9.03K - $9.37K
|
12.8K
$1.21M
|
|
|
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 30, 2026
Q4 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
83New |
$7.8K - $8.1K
|
83
$7.85K
|
|
|
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 30, 2026
Q4 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
76+ 0.1% |
$7.15K - $7.42K
|
78.6K
$7.43M
|
|
|
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 30, 2026
Q4 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
57+ 0.16% |
$5.36K - $5.56K
|
35.5K
$3.36M
|
|
|
Jan 29, 2026
Q4 2025
|
Courier Capital LLC
|
BUY
|
- |
55+ 0.15% |
$5.17K - $5.37K
|
35.8K
$3.39M
|
|
|
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
|
|
|
Jan 21, 2026
Q4 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
29+ 0.4% |
$2.73K - $2.83K
|
7.19K
$680K
|
|
|
Jan 20, 2026
Q4 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
26+ 0.04% |
$2.44K - $2.54K
|
61.5K
$5.82M
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
25+ 0.24% |
$2.35K - $2.44K
|
10.5K
$994K
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
25+ 0.85% |
$2.35K - $2.44K
|
2.96K
$280K
|
|
|
Jan 27, 2026
Q4 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
21+ 0.4% |
$1.97K - $2.05K
|
5.3K
$502K
|
|
|
Jan 09, 2026
Q4 2025
|
Central Bank & Trust CO
|
BUY
|
- |
20+ 0.26% |
$1.88K - $1.95K
|
7.77K
$735K
|
|
|
Jan 26, 2026
Q4 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
19+ 0.35% |
$1.79K - $1.85K
|
5.44K
$515K
|
|
|
Jan 26, 2026
Q4 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
18+ 0.01% |
$1.69K - $1.76K
|
203K
$19.2M
|
|
|
Jan 28, 2026
Q4 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
17+ 0.38% |
$1.6K - $1.66K
|
4.45K
$421K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
15+ 0.37% |
$1.41K - $1.46K
|
4.12K
$390K
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
14+ 0.04% |
$1.32K - $1.37K
|
39.3K
$3.72M
|
|
|
Jan 20, 2026
Q4 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
13+ 0.2% |
$1.22K - $1.27K
|
6.37K
$602K
|
|
|
Jan 06, 2026
Q4 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
12+ 0.39% |
$1.13K - $1.17K
|
3.09K
$292K
|
|
|
Jan 22, 2026
Q4 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
10+ 0.47% |
$940 - $976
|
2.13K
$201K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
10+ 0.15% |
$940 - $976
|
6.74K
$638K
|
|
|
Jan 27, 2026
Q4 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.39% |
$846 - $878
|
2.31K
$218K
|
|
|
Jan 21, 2026
Q4 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 0.17% |
$752 - $781
|
4.79K
$453K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7+ 0.3% |
$658 - $683
|
2.33K
$220K
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4+ 0.02% |
$376 - $390
|
18.5K
$1.75M
|
|
|
Jan 23, 2026
Q4 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
4+ 0.09% |
$376 - $390
|
4.42K
$418K
|
|