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 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
3.08K+ 8.45% |
$268K - $294K
|
39.5K
$3.66M
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
3.05KNew |
$266K - $291K
|
3.05K
$282K
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
2.96KNew |
$258K - $283K
|
2.96K
$274K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2.92KNew |
$255K - $279K
|
2.92K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.9KNew |
$253K - $277K
|
2.9K
$268K
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
2.86KNew |
$249K - $273K
|
2.86K
$265K
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
2.81KNew |
$245K - $268K
|
2.81K
$260K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
2.81KNew |
$245K - $268K
|
2.81K
$260K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
2.78KNew |
$243K - $266K
|
2.78K
$258K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
2.67KNew |
$233K - $255K
|
2.67K
$247K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
2.61KNew |
$228K - $249K
|
2.61K
$242K
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
2.52KNew |
$220K - $241K
|
2.52K
$234K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2.5K+ 100.0% |
$218K - $239K
|
5K
$463K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.43KNew |
$212K - $232K
|
2.43K
$225K
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
2.42KNew |
$211K - $231K
|
2.42K
$224K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
2.41KNew |
$211K - $231K
|
2.41K
$224K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.37KNew |
$207K - $227K
|
2.37K
$220K
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
2.36KNew |
$206K - $226K
|
2.36K
$219K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.35KNew |
$205K - $225K
|
2.35K
$218K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
2.34KNew |
$204K - $223K
|
2.34K
$216K
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
2.32KNew |
$202K - $221K
|
2.32K
$215K
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
2.27KNew |
$198K - $217K
|
2.27K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.25KNew |
$196K - $215K
|
2.25K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
2.08KNew |
$181K - $198K
|
2.08K
$192K
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
1.86KNew |
$162K - $178K
|
1.86K
$172K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1.8KNew |
$157K - $172K
|
1.8K
$167K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.64K+ 19.45% |
$143K - $157K
|
10.1K
$933K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.56KNew |
$136K - $149K
|
1.56K
$145K
|
|
|
May 14, 2025
Q4 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.25K+ 7.81% |
$109K - $119K
|
17.2K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
1.2KNew |
$104K - $114K
|
1.2K
$111K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
945New |
$82.5K - $90.3K
|
945
$87.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
766New |
$66.8K - $73.2K
|
766
$71K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
706New |
$61.6K - $67.4K
|
706
$65.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
667New |
$58.2K - $63.7K
|
667
$61.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
622New |
$54.3K - $59.4K
|
622
$57.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
610New |
$53.2K - $58.3K
|
610
$56.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
583+ 5.77% |
$50.9K - $55.7K
|
10.7K
$990K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
580New |
$50.6K - $55.4K
|
580
$53.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
565+ 2.27% |
$49.3K - $54K
|
25.5K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
508+ 8.38% |
$44.3K - $48.5K
|
6.57K
$609K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
466New |
$40.7K - $44.5K
|
466
$43.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
460New |
$40.1K - $43.9K
|
460
$42.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
375+ 5.09% |
$32.7K - $35.8K
|
7.75K
$718K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
373+ 11.48% |
$32.5K - $35.6K
|
3.62K
$336K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
366New |
$31.9K - $35K
|
366
$33.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
310+ 2.05% |
$27K - $29.6K
|
15.5K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
302New |
$26.3K - $28.8K
|
302
$28K
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
300+ 7.23% |
$26.2K - $28.7K
|
4.45K
$412K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
300New |
$26.2K - $28.7K
|
300
$27.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
294+ 392.0% |
$25.7K - $28.1K
|
369
$34.2K
|