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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
151+ 10.95% |
$12.5K - $14K
|
1.53K
$142K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
150New |
$12.4K - $13.9K
|
150
$13.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
148New |
$12.3K - $13.8K
|
148
$13.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
138+ 0.86% |
$11.4K - $12.8K
|
16.2K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
137+ 2.75% |
$11.3K - $12.7K
|
5.11K
$474K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
136+ 0.62% |
$11.3K - $12.6K
|
22K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
132+ 1.1% |
$10.9K - $12.3K
|
12.1K
$1.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
125+ 2.33% |
$10.4K - $11.6K
|
5.49K
$509K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
124+ 0.25% |
$10.3K - $11.5K
|
48.9K
$4.53M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
112+ 1.07% |
$9.27K - $10.4K
|
10.5K
$977K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
111+ 4.71% |
$9.19K - $10.3K
|
2.47K
$229K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
104+ 0.06% |
$8.61K - $9.66K
|
162K
$15M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
104+ 3.29% |
$8.61K - $9.66K
|
3.26K
$302K
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
103+ 2.84% |
$8.53K - $9.57K
|
3.73K
$345K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
101+ 0.43% |
$8.36K - $9.39K
|
23.6K
$2.19M
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
92New |
$7.62K - $8.55K
|
92
$8.53K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
91+ 3.44% |
$7.54K - $8.46K
|
2.73K
$253K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
91+ 0.88% |
$7.54K - $8.46K
|
10.4K
$963K
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
86+ 0.19% |
$7.12K - $7.99K
|
45.7K
$4.24M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
85New |
$7.04K - $7.9K
|
85
$7.88K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
83New |
$6.87K - $7.71K
|
83
$7.69K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
78+ 0.2% |
$6.46K - $7.25K
|
39.3K
$3.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
78+ 3.87% |
$6.46K - $7.25K
|
2.09K
$194K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
71+ 2.39% |
$5.88K - $6.6K
|
3.04K
$282K
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
63+ 0.16% |
$5.22K - $5.85K
|
38.8K
$3.6M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
60+ 12.0% |
$4.97K - $5.58K
|
560
$51.9K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
57+ 1.36% |
$4.72K - $5.3K
|
4.26K
$394K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
57+ 0.36% |
$4.72K - $5.3K
|
16K
$1.49M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
53+ 0.3% |
$4.39K - $4.93K
|
17.5K
$1.62M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
52+ 0.62% |
$4.31K - $4.83K
|
8.45K
$783K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
49New |
$4.06K - $4.55K
|
49
$4.54K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
49+ 0.09% |
$4.06K - $4.55K
|
56.4K
$5.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
47+ 0.69% |
$3.89K - $4.37K
|
6.81K
$631K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
45+ 0.27% |
$3.73K - $4.18K
|
17K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
44+ 1.01% |
$3.64K - $4.09K
|
4.42K
$410K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
44+ 0.51% |
$3.64K - $4.09K
|
8.64K
$801K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
43+ 0.29% |
$3.56K - $4K
|
15.1K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
41+ 4.71% |
$3.4K - $3.81K
|
911
$84.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
41+ 0.49% |
$3.4K - $3.81K
|
8.41K
$779K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
40+ 0.72% |
$3.31K - $3.72K
|
5.6K
$519K
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
39+ 0.31% |
$3.23K - $3.62K
|
12.8K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
34+ 1.37% |
$2.82K - $3.16K
|
2.52K
$234K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
34+ 1.12% |
$2.82K - $3.16K
|
3.06K
$283K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
30+ 1.18% |
$2.48K - $2.79K
|
2.58K
$239K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
29+ 0.14% |
$2.4K - $2.69K
|
20.5K
$1.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
28+ 0.73% |
$2.32K - $2.6K
|
3.87K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
26+ 0.3% |
$2.15K - $2.42K
|
8.84K
$819K
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
25+ 0.04% |
$2.07K - $2.32K
|
60.6K
$5.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
25New |
$2.07K - $2.32K
|
25
$2.32K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
25+ 0.98% |
$2.07K - $2.32K
|
2.57K
$238K
|