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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
414+ 6.71% |
$34.3K - $38.5K
|
6.58K
$610K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
412+ 8.27% |
$34.1K - $38.3K
|
5.39K
$500K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
405+ 11.26% |
$33.5K - $37.6K
|
4K
$371K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
400+ 2.22% |
$33.1K - $37.2K
|
18.4K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
399+ 9.52% |
$33K - $37.1K
|
4.59K
$425K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
399+ 0.22% |
$33K - $37.1K
|
178K
$16.5M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
398+ 20.6% |
$33K - $37K
|
2.33K
$216K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
381+ 0.2% |
$31.6K - $35.4K
|
189K
$17.5M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
378+ 0.27% |
$31.3K - $35.1K
|
138K
$12.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
375+ 2.12% |
$31.1K - $34.8K
|
18.1K
$1.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
372+ 45.2% |
$30.8K - $34.6K
|
1.2K
$111K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
367New |
$30.4K - $34.1K
|
367
$34K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
366+ 2.22% |
$30.3K - $34K
|
16.9K
$1.56M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
365+ 4.43% |
$30.2K - $33.9K
|
8.61K
$798K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
358New |
$29.6K - $33.3K
|
358
$33.2K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
348+ 13.86% |
$28.8K - $32.3K
|
2.86K
$265K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
342+ 8.35% |
$28.3K - $31.8K
|
4.44K
$411K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
336+ 0.55% |
$27.8K - $31.2K
|
61.9K
$5.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
336+ 2.75% |
$27.8K - $31.2K
|
12.5K
$1.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
335+ 5.59% |
$27.7K - $31.1K
|
6.33K
$587K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
333+ 5.12% |
$27.6K - $30.9K
|
6.84K
$634K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
331New |
$27.4K - $30.8K
|
331
$30.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
331+ 8.83% |
$27.4K - $30.8K
|
4.08K
$378K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
324+ 6.67% |
$26.8K - $30.1K
|
5.19K
$480K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
320New |
$26.5K - $29.7K
|
320
$29.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
320+ 7.21% |
$26.5K - $29.7K
|
4.76K
$441K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
316New |
$26.2K - $29.4K
|
316
$29.3K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
304+ 2.22% |
$25.2K - $28.3K
|
14K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
300+ 1.72% |
$24.8K - $27.9K
|
17.7K
$1.64M
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
299+ 11.87% |
$24.8K - $27.8K
|
2.82K
$261K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
287+ 1.92% |
$23.8K - $26.7K
|
15.2K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
285+ 7.24% |
$23.6K - $26.5K
|
4.22K
$391K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
283+ 3.25% |
$23.4K - $26.3K
|
8.99K
$833K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
272+ 58.37% |
$22.5K - $25.3K
|
738
$68.4K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
240+ 1.85% |
$19.9K - $22.3K
|
13.2K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
239+ 0.85% |
$19.8K - $22.2K
|
28.4K
$2.63M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
227+ 0.72% |
$18.8K - $21.1K
|
31.6K
$2.93M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
226+ 0.54% |
$18.7K - $21K
|
42.4K
$3.93M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
226+ 3.53% |
$18.7K - $21K
|
6.64K
$615K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
220+ 3.76% |
$18.2K - $20.4K
|
6.06K
$562K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
212+ 8.3% |
$17.6K - $19.7K
|
2.77K
$256K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
202+ 2.38% |
$16.7K - $18.8K
|
8.68K
$804K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
199+ 6.77% |
$16.5K - $18.5K
|
3.14K
$291K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
192+ 3.07% |
$15.9K - $17.8K
|
6.45K
$598K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
190New |
$15.7K - $17.7K
|
190
$17.6K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
180+ 2.1% |
$14.9K - $16.7K
|
8.75K
$811K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
180+ 14.16% |
$14.9K - $16.7K
|
1.45K
$134K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
180+ 54.22% |
$14.9K - $16.7K
|
512
$47.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
180+ 1.0% |
$14.9K - $16.7K
|
18.2K
$1.68M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
172+ 0.3% |
$14.2K - $16K
|
56.8K
$5.27M
|