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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
2.2KNew |
$165K - $202K
|
2.2K
$204K
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
2.19KNew |
$164K - $201K
|
2.19K
$203K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.75K+ 3.74% |
$131K - $161K
|
48.5K
$4.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.74K+ 10.41% |
$130K - $160K
|
18.5K
$1.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
1.67K+ 2.79% |
$125K - $154K
|
61.5K
$5.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
1.48K+ 11.24% |
$111K - $136K
|
14.7K
$1.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.46K+ 5.52% |
$109K - $134K
|
27.8K
$2.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.31K+ 21.98% |
$97.8K - $120K
|
7.25K
$672K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.27K+ 5.78% |
$95.4K - $117K
|
23.3K
$2.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
1.15K+ 21.28% |
$85.9K - $105K
|
6.54K
$606K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.02K+ 0.48% |
$76.2K - $93.6K
|
212K
$19.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.01K+ 3.64% |
$75.6K - $92.8K
|
28.7K
$2.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
977+ 2.17% |
$73.2K - $89.9K
|
45.9K
$4.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
900New |
$67.4K - $82.8K
|
900
$83.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
833+ 6.43% |
$62.4K - $76.6K
|
13.8K
$1.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
684+ 0.65% |
$51.2K - $62.9K
|
106K
$9.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
637+ 3.84% |
$47.7K - $58.6K
|
17.2K
$1.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
612+ 0.89% |
$45.8K - $56.3K
|
69.4K
$6.43M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
600+ 6.96% |
$44.9K - $55.2K
|
9.22K
$854K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
578+ 1.54% |
$43.3K - $53.2K
|
38.1K
$3.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
517+ 20.68% |
$38.7K - $47.5K
|
3.02K
$280K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
507+ 3.64% |
$38K - $46.6K
|
14.4K
$1.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
480+ 3.25% |
$35.9K - $44.1K
|
15.2K
$1.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
477+ 2.1% |
$35.7K - $43.9K
|
23.2K
$2.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
473+ 1.69% |
$35.4K - $43.5K
|
28.5K
$2.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
436New |
$32.6K - $40.1K
|
436
$40.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
422+ 7.7% |
$31.6K - $38.8K
|
5.9K
$547K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
416+ 2.68% |
$31.2K - $38.3K
|
15.9K
$1.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
386+ 9.16% |
$28.9K - $35.5K
|
4.6K
$426K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
385+ 0.47% |
$28.8K - $35.4K
|
82.5K
$7.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
357+ 0.31% |
$26.7K - $32.8K
|
116K
$10.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
350+ 3.63% |
$26.2K - $32.2K
|
10K
$927K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
339+ 4.38% |
$25.4K - $31.2K
|
8.07K
$748K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
294+ 1.24% |
$22K - $27K
|
24K
$2.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
234+ 5.51% |
$17.5K - $21.5K
|
4.48K
$415K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
229+ 123.12% |
$17.1K - $21.1K
|
415
$38.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
222+ 8.77% |
$16.6K - $20.4K
|
2.75K
$255K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
220+ 10.87% |
$16.5K - $20.2K
|
2.24K
$208K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
216New |
$16.2K - $19.9K
|
216
$20K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
207+ 2587.5% |
$15.5K - $19K
|
215
$19.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
150+ 54.55% |
$11.2K - $13.8K
|
425
$39.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
136+ 3.91% |
$10.2K - $12.5K
|
3.61K
$335K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
133+ 3.02% |
$9.96K - $12.2K
|
4.54K
$421K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
132New |
$9.88K - $12.1K
|
132
$12.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
114+ 3.78% |
$8.54K - $10.5K
|
3.13K
$290K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
112+ 0.19% |
$8.39K - $10.3K
|
57.6K
$5.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
109+ 2.04% |
$8.16K - $10K
|
5.44K
$504K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
109+ 0.52% |
$8.16K - $10K
|
21.3K
$1.97M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
108+ 0.15% |
$8.09K - $9.93K
|
74.3K
$6.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
100+ 0.79% |
$7.49K - $9.2K
|
12.8K
$1.19M
|