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 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 30, 2026
Q4 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.23% |
$188 - $195
|
865
$81.8K
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.61M+ 2.65% |
$149M - $157M
|
62.4M
$5.91B
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.06M+ 2.7% |
$97.8M - $103M
|
40.2M
$3.81B
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.04M+ 91.39% |
$95.8M - $101M
|
2.18M
$206M
|
|
|
Nov 12, 2025
Q3 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
418K+ 5041.98% |
$38.6M - $40.8M
|
427K
$40.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
243K+ 2.96% |
$22.5M - $23.7M
|
8.46M
$800M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
239K+ 6.06% |
$22.1M - $23.4M
|
4.19M
$397M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
237K+ 8.7% |
$21.9M - $23.1M
|
2.96M
$280M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
227K+ 348.1% |
$21M - $22.2M
|
293K
$27.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
169K+ 229.44% |
$15.6M - $16.5M
|
242K
$22.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
157K+ 5.16% |
$14.5M - $15.3M
|
3.21M
$303M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
152K+ 25.19% |
$14.1M - $14.9M
|
757K
$71.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
142K+ 81.93% |
$13.1M - $13.9M
|
316K
$29.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
135K+ 1.4% |
$12.5M - $13.2M
|
9.8M
$928M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
80.9K+ 2.99% |
$7.47M - $7.89M
|
2.79M
$264M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
72.8K+ 7.55% |
$6.71M - $7.1M
|
1.04M
$98.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
72.3K+ 8.97% |
$6.67M - $7.05M
|
878K
$83M
|
|
|
Oct 14, 2025
Q3 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
66.4KNew |
$6.12M - $6.47M
|
66.4K
$6.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
63.4K+ 1364.87% |
$5.85M - $6.18M
|
68K
$6.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
57.7K+ 16.39% |
$5.32M - $5.62M
|
410K
$38.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
56.4K+ 2.16% |
$5.21M - $5.5M
|
2.67M
$253M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
52.9K+ 3.91% |
$4.88M - $5.16M
|
1.41M
$133M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
52.4K+ 13.81% |
$4.84M - $5.11M
|
432K
$40.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
51.6K+ 67.79% |
$4.76M - $5.03M
|
128K
$12.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
48.9K+ 3.0% |
$4.51M - $4.77M
|
1.68M
$159M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
42.7KNew |
$3.94M - $4.16M
|
42.7K
$4.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
38.4K+ 29.84% |
$3.55M - $3.75M
|
167K
$15.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
37.8K+ 311.16% |
$3.49M - $3.69M
|
50K
$4.73M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
34.1K+ 117.01% |
$3.14M - $3.32M
|
63.2K
$5.98M
|
|
|
Nov 06, 2025
Q3 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
32.8K+ 33.45% |
$3.03M - $3.2M
|
131K
$12.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
31.8K+ 37.73% |
$2.94M - $3.1M
|
116K
$11M
|
|