Latest Institutional Transactions on Ishares Russell Mid Cap ETF (IWR)
This table provides information on the latest institutional transactions involving Ishares Russell Mid Cap ETF (IWR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-1.24K- 4.04% |
$92.5K - $114K
|
29.4K
$2.72M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-121K- 2.96% |
$9.03M - $11.1M
|
3.95M
$367M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-108- 4.02% |
$8.09K - $9.93K
|
2.58K
$239K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.21KNew |
$165K - $203K
|
2.21K
$204K
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-241- 3.93% |
$18K - $22.2K
|
5.89K
$546K
|
|
|
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 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
18.4KNew |
$1.38M - $1.69M
|
18.4K
$1.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.31K- 8.17% |
$173K - $213K
|
26K
$2.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
114+ 3.78% |
$8.54K - $10.5K
|
3.13K
$290K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.01KNew |
$226K - $277K
|
3.01K
$279K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.46K+ 5.52% |
$109K - $134K
|
27.8K
$2.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-5.49K- 27.59% |
$411K - $505K
|
14.4K
$1.34M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
3.76KNew |
$282K - $346K
|
3.76K
$349K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-275- 4.42% |
$20.6K - $25.3K
|
5.95K
$551K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
10.5K+ 2.99% |
$788K - $968K
|
363K
$33.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.31K+ 144.75% |
$322K - $396K
|
7.28K
$675K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
220+ 10.87% |
$16.5K - $20.2K
|
2.24K
$208K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2+ 0.06% |
$150 - $184
|
3.41K
$316K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
108+ 0.15% |
$8.09K - $9.93K
|
74.3K
$6.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-224- 2.47% |
$16.8K - $20.6K
|
8.83K
$818K
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
2.19KNew |
$164K - $201K
|
2.19K
$203K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-56- 1.8% |
$4.19K - $5.15K
|
3.06K
$283K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.94K- 2.2% |
$145K - $179K
|
86.3K
$8M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-43- 23.5% |
$3.22K - $3.95K
|
140
$13K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
21+ 26.58% |
$1.57K - $1.93K
|
100
$9.27K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3.18K+ 520.46% |
$238K - $292K
|
3.79K
$351K
|
|
|
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 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-52- 0.76% |
$3.89K - $4.78K
|
6.79K
$629K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-4.46K- 0.51% |
$334K - $410K
|
872K
$80.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-178- 6.83% |
$13.3K - $16.4K
|
2.43K
$225K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-550- 14.34% |
$41.2K - $50.6K
|
3.29K
$304K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-18- 4.33% |
$1.35K - $1.66K
|
398
$36.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.47K+ 3.43% |
$185K - $227K
|
74.3K
$6.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-2.19K- 19.08% |
$164K - $201K
|
9.28K
$860K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
23.1K+ 2.07% |
$1.73M - $2.13M
|
1.14M
$106M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
7.55K+ 15.4% |
$565K - $694K
|
56.6K
$5.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-888- 0.84% |
$66.5K - $81.7K
|
105K
$9.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
3.04K+ 10.72% |
$228K - $280K
|
31.4K
$2.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
477+ 2.1% |
$35.7K - $43.9K
|
23.2K
$2.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-7.52K- 17.21% |
$563K - $692K
|
36.2K
$3.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.2K- 1.44% |
$1.14M - $1.4M
|
1.04M
$96.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
207+ 2587.5% |
$15.5K - $19K
|
215
$19.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-604- 23.73% |
$45.2K - $55.5K
|
1.94K
$180K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.67KNew |
$724K - $889K
|
9.67K
$896K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-7.28K- 2.82% |
$545K - $669K
|
251K
$23.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.8K- 3.38% |
$210K - $257K
|
80K
$7.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
507+ 3.64% |
$38K - $46.6K
|
14.4K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
21+ 0.3% |
$1.57K - $1.93K
|
7.14K
$661K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
26.1KNew |
$1.96M - $2.4M
|
26.1K
$2.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-865- 5.47% |
$64.8K - $79.6K
|
14.9K
$1.39M
|