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 |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
75.2K+ 6.83% |
$6.22M - $6.99M
|
1.18M
$109M
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
74.5K+ 7.18% |
$6.17M - $6.92M
|
1.11M
$103M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
72.8K+ 1.79% |
$6.02M - $6.76M
|
4.14M
$384M
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
66.7K+ 2.65% |
$5.52M - $6.2M
|
2.59M
$240M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
60.6K+ 3.69% |
$5.02M - $5.63M
|
1.7M
$158M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
60.4K+ 8.21% |
$5M - $5.61M
|
796K
$73.7M
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
53.1K+ 34.27% |
$4.4M - $4.93M
|
208K
$19.3M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
52.8KNew |
$4.37M - $4.91M
|
52.8K
$4.9M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
50.7K+ 74.91% |
$4.2M - $4.71M
|
118K
$11M
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
49.1K+ 6.77% |
$4.07M - $4.57M
|
775K
$71.8M
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
49.1K+ 6.77% |
$4.07M - $4.57M
|
775K
$71.8M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
41.9K+ 5.69% |
$3.47M - $3.9M
|
778K
$72.1M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
41.2K+ 225.99% |
$3.41M - $3.83M
|
59.4K
$5.51M
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
40.6KNew |
$3.36M - $3.77M
|
40.6K
$3.76M
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
39.7K+ 4.37% |
$3.28M - $3.69M
|
946K
$87.7M
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
39.2K+ 32.11% |
$3.25M - $3.64M
|
161K
$15M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
38.5K+ 19.93% |
$3.19M - $3.58M
|
232K
$21.5M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.2K+ 3.46% |
$2.92M - $3.27M
|
1.05M
$97.5M
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
34.8K+ 35.25% |
$2.88M - $3.24M
|
134K
$12.4M
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
34.1K+ 36.81% |
$2.82M - $3.17M
|
127K
$11.7M
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
31.7KNew |
$2.62M - $2.94M
|
31.7K
$2.94M
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
31.4KNew |
$2.6M - $2.92M
|
31.4K
$2.91M
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
30.9K+ 2.53% |
$2.56M - $2.87M
|
1.25M
$116M
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
30.6K+ 25.35% |
$2.53M - $2.84M
|
151K
$14M
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
28.7KNew |
$2.38M - $2.67M
|
28.7K
$2.66M
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
28.6K+ 15.41% |
$2.37M - $2.66M
|
214K
$19.9M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
28.3K+ 26.33% |
$2.34M - $2.63M
|
136K
$12.6M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
28.1K+ 14.76% |
$2.33M - $2.61M
|
219K
$20.3M
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
27.7KNew |
$2.29M - $2.57M
|
27.7K
$2.57M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
27.1K+ 95.32% |
$2.25M - $2.52M
|
55.6K
$5.15M
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
25.7K+ 120.82% |
$2.13M - $2.39M
|
47K
$4.36M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
25.6K+ 11.56% |
$2.12M - $2.38M
|
247K
$22.9M
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
24.1K+ 59.22% |
$2M - $2.24M
|
64.8K
$6.01M
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
24K+ 31.72% |
$1.99M - $2.23M
|
99.6K
$9.23M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23.4K+ 6.67% |
$1.94M - $2.18M
|
375K
$34.7M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
23.4K+ 237.39% |
$1.94M - $2.17M
|
33.2K
$3.08M
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
22.3K+ 24.8% |
$1.85M - $2.07M
|
112K
$10.4M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22.3K+ 4.86% |
$1.84M - $2.07M
|
480K
$44.5M
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
21.5KNew |
$1.78M - $2M
|
21.5K
$1.99M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
21.2K+ 4.05% |
$1.75M - $1.97M
|
545K
$50.5M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
20.9K+ 15.62% |
$1.73M - $1.94M
|
154K
$14.3M
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
19.8KNew |
$1.64M - $1.84M
|
19.8K
$1.84M
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
19.1KNew |
$1.58M - $1.77M
|
19.1K
$1.77M
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
16.6K+ 27.31% |
$1.38M - $1.54M
|
77.4K
$7.18M
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
16.1K+ 41.85% |
$1.33M - $1.49M
|
54.4K
$5.04M
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
16KNew |
$1.32M - $1.49M
|
16K
$1.48M
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
14.4K+ 22.29% |
$1.2M - $1.34M
|
79.2K
$7.34M
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
14.3K+ 270.14% |
$1.19M - $1.33M
|
19.6K
$1.82M
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
14.1K+ 24.39% |
$1.16M - $1.31M
|
71.7K
$6.65M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.9K+ 5.3% |
$1.15M - $1.29M
|
277K
$25.6M
|