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 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.25K+ 9.96% |
$93.5K - $115K
|
13.8K
$1.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.23K+ 1.6% |
$91.8K - $113K
|
77.9K
$7.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.19K+ 8.97% |
$88.9K - $109K
|
14.4K
$1.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
1.15K+ 21.28% |
$85.9K - $105K
|
6.54K
$607K
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.12K+ 12.83% |
$83.8K - $103K
|
9.84K
$913K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
1.09K+ 0.74% |
$81.3K - $99.9K
|
148K
$13.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.08KNew |
$81K - $99.5K
|
1.08K
$100K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.03K+ 2.8% |
$76.8K - $94.3K
|
37.7K
$3.5M
|
|
|
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 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.01K+ 2.16% |
$75.9K - $93.3K
|
48.1K
$4.46M
|
|
|
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
|
|
|
Aug 07, 2025
Q2 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
1.01K+ 1.0% |
$75.3K - $92.4K
|
101K
$9.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
1KNew |
$74.9K - $92K
|
1K
$92.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
1K+ 2.74% |
$74.9K - $92K
|
37.5K
$3.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
997+ 0.54% |
$74.7K - $91.7K
|
184K
$17.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
995+ 5.11% |
$74.5K - $91.5K
|
20.5K
$1.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
977+ 2.17% |
$73.2K - $89.9K
|
45.9K
$4.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
940+ 12.05% |
$70.4K - $86.5K
|
8.74K
$812K
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
914+ 1.33% |
$68.4K - $84.1K
|
69.7K
$6.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
900New |
$67.4K - $82.8K
|
900
$83.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
859+ 24.55% |
$64.3K - $79K
|
4.36K
$405K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
844+ 37.56% |
$63.2K - $77.6K
|
3.09K
$287K
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
835+ 15.21% |
$62.5K - $76.8K
|
6.33K
$587K
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
833+ 1.25% |
$62.4K - $76.6K
|
67.2K
$6.24M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
833+ 6.43% |
$62.4K - $76.6K
|
13.8K
$1.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
809+ 3.43% |
$60.6K - $74.4K
|
24.4K
$2.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
796+ 398.0% |
$59.6K - $73.2K
|
996
$92.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
786+ 1.18% |
$58.9K - $72.3K
|
67.1K
$6.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
781+ 4.27% |
$58.5K - $71.8K
|
19.1K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
774+ 6.68% |
$58K - $71.2K
|
12.4K
$1.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
767+ 6.19% |
$57.4K - $70.5K
|
13.2K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
754+ 2.48% |
$56.5K - $69.3K
|
31.2K
$2.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
740+ 7.97% |
$55.4K - $68.1K
|
10K
$931K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
729+ 1.22% |
$54.6K - $67K
|
60.5K
$5.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
699New |
$52.3K - $64.3K
|
699
$64.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
686New |
$51.4K - $63.1K
|
686
$63.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
684+ 0.65% |
$51.2K - $62.9K
|
106K
$9.85M
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
675+ 90.0% |
$50.5K - $62.1K
|
1.43K
$132K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
646+ 8.3% |
$48.4K - $59.4K
|
8.43K
$782K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
637+ 3.84% |
$47.7K - $58.6K
|
17.2K
$1.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
614+ 6.96% |
$46K - $56.5K
|
9.44K
$876K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
614+ 3.67% |
$46K - $56.5K
|
17.3K
$1.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
612+ 0.89% |
$45.8K - $56.3K
|
69.4K
$6.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
607+ 21.35% |
$45.5K - $55.8K
|
3.45K
$320K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
600+ 6.96% |
$44.9K - $55.2K
|
9.22K
$856K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
598+ 11.69% |
$44.8K - $55K
|
5.71K
$530K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
580New |
$43.4K - $53.3K
|
580
$53.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
578+ 4.34% |
$43.3K - $53.2K
|
13.9K
$1.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
578+ 1.54% |
$43.3K - $53.2K
|
38.1K
$3.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
575+ 1.66% |
$43.1K - $52.9K
|
35.2K
$3.27M
|