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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.09K- 1.8% |
$90.6K - $102K
|
59.8K
$5.54M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-925- 2.39% |
$76.6K - $86K
|
37.7K
$3.5M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-23.6K- 12.34% |
$1.95M - $2.19M
|
168K
$15.5M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.63K- 11.43% |
$135K - $151K
|
12.6K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
9.52KNew |
$788K - $885K
|
9.52K
$882K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
28.3K+ 26.33% |
$2.34M - $2.63M
|
136K
$12.6M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.9KNew |
$654K - $734K
|
7.9K
$732K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-958- 3.91% |
$79.3K - $89K
|
23.6K
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-79- 0.4% |
$6.54K - $7.34K
|
19.9K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
60+ 12.0% |
$4.97K - $5.58K
|
560
$51.9K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
240+ 1.85% |
$19.9K - $22.3K
|
13.2K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
320New |
$26.5K - $29.7K
|
320
$29.7K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
14+ 0.02% |
$1.16K - $1.3K
|
75.4K
$6.99M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.34K- 1.59% |
$111K - $125K
|
83.3K
$7.72M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-165- 0.79% |
$13.7K - $15.3K
|
20.8K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-7.24K- 8.25% |
$599K - $673K
|
80.5K
$7.46M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22.3K+ 4.86% |
$1.84M - $2.07M
|
480K
$44.5M
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
536+ 10.24% |
$44.4K - $49.8K
|
5.77K
$535K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-6.2K- 27.23% |
$514K - $576K
|
16.6K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
12.1K+ 1.3% |
$1M - $1.12M
|
942K
$87.3M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.57K- 2.65% |
$130K - $146K
|
57.5K
$5.33M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-527- 0.33% |
$43.6K - $49K
|
160K
$14.8M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
25+ 0.04% |
$2.07K - $2.32K
|
60.6K
$5.61M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.2KNew |
$348K - $390K
|
4.2K
$389K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.93K+ 19.2% |
$160K - $180K
|
12K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-8.6K- 0.32% |
$712K - $799K
|
2.68M
$248M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-56- 0.08% |
$4.64K - $5.2K
|
71.3K
$6.6M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-25.4K- 0.47% |
$2.1M - $2.36M
|
5.35M
$496M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
PUT |
700New |
$58K - $65.1K
|
700
$64.9K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
137+ 2.75% |
$11.3K - $12.7K
|
5.11K
$474K
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
2.17K+ 15.02% |
$180K - $202K
|
16.6K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
75.6K+ 0.81% |
$6.26M - $7.03M
|
9.37M
$868M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.58KNew |
$131K - $147K
|
1.58K
$146K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
49New |
$4.06K - $4.55K
|
49
$4.54K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-4.51K- 5.15% |
$373K - $419K
|
83K
$7.69M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-64.9K- 18.3% |
$5.38M - $6.03M
|
290K
$26.9M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-569- 10.74% |
$47.1K - $52.9K
|
4.73K
$438K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-34.2K- 51.35% |
$2.83M - $3.18M
|
32.4K
$3M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.9K+ 5.3% |
$1.15M - $1.29M
|
277K
$25.6M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
144KNew |
$11.9M - $13.4M
|
144K
$13.4M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
50.7K+ 74.91% |
$4.2M - $4.71M
|
118K
$11M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-2.1K- 28.94% |
$173K - $195K
|
5.14K
$477K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.35K+ 30.01% |
$112K - $126K
|
5.86K
$543K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-17- 0.32% |
$1.41K - $1.58K
|
5.29K
$490K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.45K- 0.81% |
$120K - $135K
|
177K
$16.4M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-325- 8.14% |
$26.9K - $30.2K
|
3.67K
$340K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
12+ 0.67% |
$994 - $1.12K
|
1.81K
$167K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
71+ 2.39% |
$5.88K - $6.6K
|
3.04K
$282K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-298- 2.01% |
$24.7K - $27.7K
|
14.5K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-124- 2.79% |
$10.3K - $11.5K
|
4.31K
$400K
|