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 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
|
|
|
Jan 05, 2026
Q4 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
4+ 0.12% |
$376 - $390
|
3.28K
$310K
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
3+ 0.04% |
$282 - $293
|
6.69K
$633K
|
|
|
Jan 13, 2026
Q4 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
3+ 0.29% |
$282 - $293
|
1.04K
$98.7K
|
|
|
Jan 27, 2026
Q4 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
2+ 0.04% |
$188 - $195
|
5.31K
$502K
|
|
|
Jan 21, 2026
Q4 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2+ 0.03% |
$188 - $195
|
7.15K
$676K
|
|
|
Jan 21, 2026
Q4 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.06% |
$188 - $195
|
3.62K
$342K
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2+ 50.0% |
$188 - $195
|
6
$568
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2+ 0.06% |
$188 - $195
|
3.26K
$309K
|
|
|
Jan 29, 2026
Q4 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.26% |
$94 - $97.6
|
391
$37K
|
|
|
Jan 27, 2026
Q4 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 1.0% |
$94 - $97.6
|
101
$9.56K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
1+ 0.34% |
$94 - $97.6
|
298
$28.2K
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$94 - $97.6
|
3.78K
$357K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.25% |
$94 - $97.6
|
399
$37.8K
|
|
|
Jan 13, 2026
Q4 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1+ 0.01% |
$94 - $97.6
|
15.9K
$1.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1+ 0.01% |
$94 - $97.6
|
9.99K
$945K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.02% |
$94 - $97.6
|
5.02K
$475K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.13% |
$94 - $97.6
|
795
$75.2K
|
|
| Q3 2025 | |||||||
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.63M+ 8.08% |
$520M - $549M
|
75.3M
$7.13B
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
2.96MNew |
$273M - $288M
|
2.96M
$280M
|
|