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 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.03% |
$82.8 - $92.9
|
3.36K
$311K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
179KNew |
$15.6M - $17.1M
|
179K
$16.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Iridian Asset Management LLC
|
BUY
|
- |
72.5KNew |
$6.33M - $6.93M
|
72.5K
$6.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
59.1KNew |
$5.16M - $5.65M
|
59.1K
$5.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
45.4KNew |
$3.96M - $4.34M
|
45.4K
$4.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
38.7KNew |
$3.38M - $3.7M
|
38.7K
$3.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
32.9KNew |
$2.87M - $3.14M
|
32.9K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
BUY
|
- |
28.3KNew |
$2.47M - $2.7M
|
28.3K
$2.62M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
28KNew |
$2.45M - $2.68M
|
28K
$2.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
17K+ 511.72% |
$1.48M - $1.62M
|
20.3K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
16.4KNew |
$1.43M - $1.56M
|
16.4K
$1.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
13.9KNew |
$1.21M - $1.32M
|
13.9K
$1.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
13.2KNew |
$1.15M - $1.26M
|
13.2K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
12.5KNew |
$1.09M - $1.19M
|
12.5K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
11.1KNew |
$964K - $1.06M
|
11.1K
$1.02M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
10.6KNew |
$925K - $1.01M
|
10.6K
$982K
|
|
|
Jun 06, 2025
Q4 2024
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
9.97KNew |
$870K - $953K
|
9.97K
$924K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.93KNew |
$866K - $948K
|
9.93K
$920K
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
6.73KNew |
$587K - $643K
|
6.73K
$624K
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
5.92KNew |
$517K - $566K
|
5.92K
$549K
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
5.92KNew |
$516K - $565K
|
5.92K
$549K
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
5.66KNew |
$493K - $540K
|
5.66K
$524K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
5.63KNew |
$491K - $537K
|
5.63K
$521K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
5.59KNew |
$487K - $533K
|
5.59K
$518K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
5.49K+ 351.5% |
$479K - $525K
|
7.06K
$654K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
5.37KNew |
$469K - $513K
|
5.37K
$498K
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
5.34KNew |
$466K - $510K
|
5.34K
$495K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
5.3KNew |
$462K - $506K
|
5.3K
$491K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.14KNew |
$448K - $491K
|
5.14K
$476K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
4.88KNew |
$426K - $466K
|
4.88K
$452K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
4.86KNew |
$424K - $464K
|
4.86K
$450K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
4.8KNew |
$419K - $459K
|
4.8K
$445K
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
4.74KNew |
$414K - $453K
|
4.74K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.69KNew |
$409K - $448K
|
4.69K
$435K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.58KNew |
$400K - $438K
|
4.58K
$425K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
4.58K+ 18300.0% |
$399K - $437K
|
4.6K
$426K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
4.46K+ 92.93% |
$389K - $426K
|
9.25K
$857K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.29KNew |
$374K - $410K
|
4.29K
$397K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.99K+ 33.78% |
$348K - $381K
|
15.8K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
3.72KNew |
$324K - $355K
|
3.72K
$344K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
3.62KNew |
$315K - $345K
|
3.62K
$335K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
3.6K+ 3.96% |
$314K - $343K
|
94.4K
$8.75M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
3.5K+ 126.22% |
$305K - $334K
|
6.27K
$581K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.48KNew |
$303K - $332K
|
3.48K
$322K
|
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
3.45KNew |
$301K - $329K
|
3.45K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.4K+ 16.09% |
$297K - $325K
|
24.5K
$2.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.25KNew |
$283K - $310K
|
3.25K
$301K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
3.18KNew |
$277K - $304K
|
3.18K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
3.1KNew |
$270K - $296K
|
3.1K
$287K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
3.08KNew |
$268K - $294K
|
3.08K
$285K
|
|