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 24, 2025
Q2 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-52- 1.1% |
$3.89K - $4.78K
|
4.66K
$443K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
177+ 0.69% |
$13.3K - $16.3K
|
25.7K
$2.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
914+ 1.33% |
$68.4K - $84.1K
|
69.7K
$6.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
37+ 0.29% |
$2.77K - $3.4K
|
12.8K
$1.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
193New |
$14.5K - $17.8K
|
193
$18.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
2.42KNew |
$181K - $223K
|
2.42K
$230K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-9.11K- 8.1% |
$682K - $838K
|
103K
$9.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
9+ 0.28% |
$674 - $828
|
3.19K
$303K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-404- 10.02% |
$30.3K - $37.2K
|
3.63K
$345K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-173- 0.28% |
$13K - $15.9K
|
61.7K
$5.87M
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
2.69K+ 77.1% |
$201K - $247K
|
6.17K
$587K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8+ 0.14% |
$599 - $736
|
5.77K
$548K
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
4.55K+ 66.83% |
$341K - $419K
|
11.4K
$1.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
185+ 4.93% |
$13.9K - $17K
|
3.93K
$374K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.65K+ 8.0% |
$124K - $152K
|
22.3K
$2.12M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-152- 9.73% |
$11.4K - $14K
|
1.41K
$134K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
82+ 3.44% |
$6.14K - $7.54K
|
2.47K
$234K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-3.15K- 5.11% |
$236K - $290K
|
58.6K
$5.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-156- 1.49% |
$11.7K - $14.3K
|
10.3K
$982K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-10- 0.1% |
$749 - $920
|
10.5K
$995K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-126- 3.58% |
$9.43K - $11.6K
|
3.4K
$323K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-195- 7.87% |
$14.6K - $17.9K
|
2.28K
$217K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.08K- 0.93% |
$81.1K - $99.6K
|
115K
$11M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-849- 4.21% |
$63.6K - $78.1K
|
19.3K
$1.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
85+ 0.99% |
$6.36K - $7.82K
|
8.67K
$825K
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-5.9K- 7.52% |
$442K - $542K
|
72.6K
$6.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-283- 6.93% |
$21.2K - $26K
|
3.8K
$361K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
166+ 2.69% |
$12.4K - $15.3K
|
6.35K
$603K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
573+ 2.18% |
$42.9K - $52.7K
|
26.9K
$2.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
39.4K+ 1449.93% |
$2.95M - $3.62M
|
42.1K
$4M
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$74.9 - $92
|
3.26K
$310K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
2.04K+ 18.74% |
$153K - $188K
|
12.9K
$1.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-5.41M- 27.98% |
$405M - $497M
|
13.9M
$1.32B
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-59- 0.34% |
$4.42K - $5.43K
|
17.5K
$1.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
7+ 0.24% |
$524 - $644
|
2.94K
$279K
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
SELL
|
- |
-3.19K- 14.25% |
$239K - $293K
|
19.2K
$1.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
349+ 6.61% |
$26.1K - $32.1K
|
5.63K
$535K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
29.8K+ 67.91% |
$2.23M - $2.74M
|
73.6K
$7M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.43K+ 2.75% |
$332K - $408K
|
166K
$15.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-884- 3.72% |
$66.2K - $81.3K
|
22.9K
$2.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-263- 0.75% |
$19.7K - $24.2K
|
34.8K
$3.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
94.2K+ 10.15% |
$7.05M - $8.66M
|
1.02M
$97.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.2% |
$74.9 - $92
|
504
$47.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
426+ 1.83% |
$31.9K - $39.2K
|
23.7K
$2.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-300- 1.64% |
$22.5K - $27.6K
|
18K
$1.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
25+ 0.23% |
$1.87K - $2.3K
|
11K
$1.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.53KNew |
$190K - $233K
|
2.53K
$241K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.59K+ 136.56% |
$343K - $422K
|
7.95K
$755K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-12- 0.05% |
$899 - $1.1K
|
25.6K
$2.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.88K- 13.34% |
$216K - $265K
|
18.7K
$1.78M
|