Latest Institutional Transactions on Ishares Russell Mid Cap ETF (IWR)
This table provides information on the latest institutional transactions involving Ishares Russell Mid Cap ETF (IWR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
172+ 2.2% |
$16.2K - $16.8K
|
7.99K
$756K
|
|
|
Jan 08, 2026
Q4 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
5.06K+ 7.05% |
$475K - $494K
|
76.8K
$7.27M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.61K+ 39.18% |
$245K - $255K
|
9.27K
$877K
|
|
|
Jan 08, 2026
Q4 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-342- 1.45% |
$32.2K - $33.4K
|
23.2K
$2.19M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31.9K+ 3.85% |
$3M - $3.11M
|
859K
$81.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
9.47K+ 24.39% |
$890K - $924K
|
48.3K
$4.57M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.31K+ 4.69% |
$123K - $128K
|
29.2K
$2.76M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.76K- 2.97% |
$166K - $172K
|
57.6K
$5.45M
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
245New |
$23K - $23.9K
|
245
$23.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
SELL
|
- |
-942- 3.64% |
$88.6K - $91.9K
|
25K
$2.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.96K+ 35.59% |
$185K - $192K
|
7.48K
$708K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.37K+ 1.65% |
$129K - $134K
|
84.9K
$8.03M
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
SELL
|
- |
-123- 4.07% |
$11.6K - $12K
|
2.9K
$274K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
95.7K+ 465.74% |
$9M - $9.34M
|
116K
$11M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-30- 0.59% |
$2.82K - $2.93K
|
5.07K
$479K
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-232- 8.65% |
$21.8K - $22.6K
|
2.45K
$232K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.02% |
$94 - $97.6
|
5.02K
$475K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-577- 2.77% |
$54.2K - $56.3K
|
20.3K
$1.92M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-24.1K- 78.41% |
$2.27M - $2.35M
|
6.64K
$629K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-9.87K- 2.72% |
$928K - $963K
|
353K
$33.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-755- 8.88% |
$71K - $73.7K
|
7.75K
$733K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
10+ 0.15% |
$940 - $976
|
6.74K
$638K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-340- 3.19% |
$32K - $33.2K
|
10.3K
$978K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-76- 0.41% |
$7.15K - $7.42K
|
18.5K
$1.75M
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-949- 6.11% |
$89.2K - $92.6K
|
14.6K
$1.38M
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
275+ 0.48% |
$25.9K - $26.8K
|
58K
$5.48M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
457+ 1.5% |
$43K - $44.6K
|
30.8K
$2.92M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-35- 0.72% |
$3.29K - $3.42K
|
4.85K
$459K
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.16K+ 45.7% |
$109K - $113K
|
3.7K
$350K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
15+ 0.37% |
$1.41K - $1.46K
|
4.12K
$390K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
313+ 3.28% |
$29.4K - $30.6K
|
9.86K
$932K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-592- 9.78% |
$55.7K - $57.8K
|
5.46K
$517K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.55KNew |
$240K - $249K
|
2.55K
$242K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.68K+ 1.01% |
$158K - $164K
|
167K
$15.8M
|
|
|
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 06, 2026
Q4 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
2.41KNew |
$227K - $235K
|
2.41K
$228K
|
|
|
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 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.69K+ 5.8% |
$253K - $263K
|
49.1K
$4.65M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
706New |
$66.4K - $68.9K
|
706
$66.8K
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
48+ 0.27% |
$4.51K - $4.69K
|
17.6K
$1.67M
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.13% |
$94 - $97.6
|
795
$75.2K
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
476+ 8.4% |
$44.8K - $46.5K
|
6.15K
$581K
|
|
|
Jan 05, 2026
Q4 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
4+ 0.12% |
$376 - $390
|
3.28K
$310K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
40New |
$3.76K - $3.9K
|
40
$3.78K
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
SELL
|
- |
-18.6K- 5.11% |
$1.75M - $1.81M
|
345K
$32.7M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12K+ 14.23% |
$1.13M - $1.18M
|
96.7K
$9.15M
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-236- 9.65% |
$22.2K - $23K
|
2.21K
$209K
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-650- 11.42% |
$61.1K - $63.4K
|
5.04K
$477K
|
|
|
Jan 05, 2026
Q4 2025
|
First Hawaiian Bank
|
SELL
|
- |
-19- 0.12% |
$1.79K - $1.85K
|
16K
$1.52M
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-328- 10.84% |
$30.8K - $32K
|
2.7K
$255K
|
|