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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.32K+ 47.26% |
$491K - $519K
|
16.6K
$1.57M
|
|
|
Nov 07, 2025
Q3 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
5.2K+ 109.84% |
$480K - $507K
|
9.93K
$940K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
4.9KNew |
$452K - $478K
|
4.9K
$464K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.83K+ 2.39% |
$446K - $471K
|
207K
$19.6M
|
|
|
Nov 12, 2025
Q3 2025
|
1 St Source Bank
|
BUY
|
- |
4.79K+ 28.26% |
$441K - $467K
|
21.7K
$2.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.42K+ 2.56% |
$408K - $431K
|
177K
$16.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
4.42KNew |
$407K - $431K
|
4.42K
$418K
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
4.34KNew |
$400K - $423K
|
4.34K
$410K
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.04K+ 0.31% |
$373K - $394K
|
1.29M
$122M
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.92KNew |
$362K - $382K
|
3.92K
$371K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.87K+ 11.51% |
$357K - $377K
|
37.5K
$3.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
3.85KNew |
$355K - $376K
|
3.85K
$364K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.84K+ 0.8% |
$354K - $375K
|
486K
$46M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.82K+ 7.92% |
$352K - $372K
|
52K
$4.92M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.79K+ 4.66% |
$350K - $369K
|
85.1K
$8.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.6K+ 35.74% |
$332K - $351K
|
13.7K
$1.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.6KNew |
$332K - $351K
|
3.6K
$340K
|
|
|
Nov 06, 2025
Q3 2025
|
Ade, LLC
|
BUY
|
- |
3.56KNew |
$328K - $347K
|
3.56K
$337K
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
3.5K+ 58.72% |
$323K - $341K
|
9.46K
$895K
|
|
|
Nov 06, 2025
Q3 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
3.44K+ 3.96% |
$317K - $335K
|
90.3K
$8.54M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.27K+ 0.43% |
$302K - $319K
|
768K
$72.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.2KNew |
$295K - $312K
|
3.2K
$303K
|
|
|
Nov 14, 2025
Q3 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
3.19KNew |
$294K - $311K
|
3.19K
$302K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.17KNew |
$293K - $309K
|
3.17K
$300K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
3.15KNew |
$291K - $307K
|
3.15K
$298K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.14K+ 6.49% |
$290K - $307K
|
51.6K
$4.88M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.09K+ 73.24% |
$285K - $301K
|
7.31K
$692K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.02K+ 28.18% |
$278K - $294K
|
13.7K
$1.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
2.98KNew |
$275K - $291K
|
2.98K
$282K
|
|
|
Nov 12, 2025
Q3 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
2.96K+ 2.91% |
$273K - $288K
|
104K
$9.88M
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
2.95K+ 34.56% |
$272K - $288K
|
11.5K
$1.09M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.8K+ 113.18% |
$258K - $273K
|
5.27K
$499K
|
|
|
Nov 10, 2025
Q3 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2.77KNew |
$255K - $270K
|
2.77K
$262K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.76KNew |
$255K - $269K
|
2.76K
$261K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.64K+ 2.43% |
$243K - $257K
|
111K
$10.5M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
BUY
|
- |
2.61K+ 8.06% |
$241K - $255K
|
35K
$3.32M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.56K+ 2.81% |
$236K - $249K
|
93.5K
$8.85M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.55K+ 3.01% |
$236K - $249K
|
87.4K
$8.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
2.51KNew |
$232K - $245K
|
2.51K
$238K
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
2.49KNew |
$230K - $243K
|
2.49K
$236K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.35K+ 2.82% |
$217K - $229K
|
85.5K
$8.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Athena Investment Management
|
BUY
|
- |
2.3KNew |
$212K - $224K
|
2.3K
$218K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.29KNew |
$211K - $223K
|
2.29K
$217K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.25KNew |
$207K - $219K
|
2.25K
$213K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.25K+ 6.82% |
$207K - $219K
|
35.2K
$3.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
2.25KNew |
$207K - $219K
|
2.25K
$212K
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
2.22KNew |
$205K - $217K
|
2.22K
$210K
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.22KNew |
$205K - $216K
|
2.22K
$210K
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.19KNew |
$202K - $214K
|
2.19K
$207K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.18K+ 17.3% |
$201K - $212K
|
14.8K
$1.4M
|
|