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 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
13.3K+ 8.99% |
$1.1M - $1.23M
|
161K
$14.9M
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
13.2K+ 148.09% |
$1.09M - $1.22M
|
22.1K
$2.04M
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
12.4KNew |
$1.03M - $1.15M
|
12.4K
$1.15M
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
12.3KNew |
$1.02M - $1.15M
|
12.3K
$1.14M
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.3K+ 131.09% |
$1.01M - $1.14M
|
21.6K
$2M
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
12.1K+ 1.3% |
$1M - $1.12M
|
942K
$87.3M
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
11.8K+ 20.72% |
$976K - $1.1M
|
68.7K
$6.36M
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11.6K+ 8.64% |
$958K - $1.07M
|
145K
$13.5M
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
10.9KNew |
$903K - $1.01M
|
10.9K
$1.01M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.5K+ 5.31% |
$872K - $978K
|
209K
$19.4M
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
10.2K+ 411.84% |
$844K - $947K
|
12.7K
$1.17M
|
|
May 05, 2025
Q1 2025
|
Stegner Investment Associates Inc.
|
BUY
|
- |
9.67K+ 3.01% |
$801K - $898K
|
331K
$30.6M
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
9.6KNew |
$795K - $892K
|
9.6K
$890K
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
9.52KNew |
$788K - $885K
|
9.52K
$882K
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
9.08KNew |
$752K - $844K
|
9.08K
$841K
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
9KNew |
$745K - $836K
|
9K
$834K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
8.93K+ 2.92% |
$740K - $830K
|
315K
$29.2M
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
8.91KNew |
$738K - $828K
|
8.91K
$826K
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
8.9K+ 165.59% |
$737K - $827K
|
14.3K
$1.32M
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
8.58K+ 3.51% |
$710K - $797K
|
253K
$23.4M
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.33K+ 95.42% |
$689K - $774K
|
17.1K
$1.58M
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
8.2K+ 3.12% |
$679K - $762K
|
271K
$25.2M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
8.2KNew |
$679K - $762K
|
8.2K
$760K
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.9KNew |
$654K - $734K
|
7.9K
$732K
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
7.83K+ 10.22% |
$648K - $728K
|
84.4K
$7.83M
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
7.52K+ 1.96% |
$623K - $699K
|
391K
$36.2M
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.51K+ 198.47% |
$622K - $698K
|
11.3K
$1.05M
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
7.28K+ 12.53% |
$602K - $676K
|
65.3K
$6.05M
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
7.25K+ 8.95% |
$600K - $673K
|
88.2K
$8.18M
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.14K+ 2163.64% |
$591K - $664K
|
7.47K
$692K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.97K+ 47.61% |
$577K - $647K
|
21.6K
$2M
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
6.6KNew |
$547K - $613K
|
6.6K
$612K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.3K+ 3.58% |
$522K - $586K
|
183K
$16.9M
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6.06K+ 135.62% |
$502K - $563K
|
10.5K
$976K
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
5.94KNew |
$492K - $552K
|
5.94K
$551K
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
5.86KNew |
$485K - $544K
|
5.86K
$543K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.85K+ 53.81% |
$485K - $544K
|
16.7K
$1.55M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
5.7K+ 172.73% |
$472K - $530K
|
9K
$834K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
5.67K+ 86.08% |
$470K - $527K
|
12.3K
$1.14M
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
BUY
|
- |
5.62K+ 5.56% |
$465K - $522K
|
107K
$9.88M
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
5.58K+ 6.65% |
$462K - $518K
|
89.4K
$8.28M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.46K+ 3.07% |
$452K - $507K
|
183K
$17M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.4K+ 3.32% |
$448K - $502K
|
168K
$15.6M
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
5.32KNew |
$441K - $495K
|
5.32K
$493K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.22K+ 6.86% |
$433K - $485K
|
81.4K
$7.54M
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
5.19KNew |
$430K - $482K
|
5.19K
$481K
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5.17K+ 36.37% |
$428K - $481K
|
19.4K
$1.8M
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.13KNew |
$425K - $477K
|
5.13K
$475K
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5.1K+ 3.68% |
$422K - $474K
|
144K
$13.3M
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
5.07KNew |
$420K - $471K
|
5.07K
$470K
|