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 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
75.2K+ 6.83% |
$6.22M - $6.99M
|
1.18M
$109M
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-732- 7.3% |
$60.6K - $68K
|
9.3K
$862K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-75K- 1.09% |
$6.21M - $6.97M
|
6.81M
$631M
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
8.2K+ 3.12% |
$679K - $762K
|
271K
$25.2M
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
21+ 0.58% |
$1.74K - $1.95K
|
3.64K
$337K
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-4.23K- 2.16% |
$351K - $393K
|
192K
$17.8M
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-80- 0.35% |
$6.62K - $7.43K
|
22.5K
$2.09M
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-748- 2.61% |
$61.9K - $69.5K
|
28K
$2.59M
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
7.28K+ 12.53% |
$602K - $676K
|
65.3K
$6.05M
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.04K+ 2.49% |
$86K - $96.6K
|
42.7K
$3.96M
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.41K+ 11.37% |
$117K - $131K
|
13.8K
$1.28M
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
12+ 0.06% |
$994 - $1.12K
|
20.4K
$1.89M
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.01KNew |
$249K - $279K
|
3.01K
$279K
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
17New |
$1.41K - $1.58K
|
17
$1.58K
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.8K+ 29.02% |
$232K - $260K
|
12.5K
$1.15M
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-295- 0.87% |
$24.4K - $27.4K
|
33.7K
$3.13M
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.32K+ 3.57% |
$275K - $309K
|
96.4K
$8.94M
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
78+ 0.2% |
$6.46K - $7.25K
|
39.3K
$3.64M
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-620- 3.72% |
$51.3K - $57.6K
|
16K
$1.49M
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-204- 0.58% |
$16.9K - $19K
|
35K
$3.24M
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-33- 0.16% |
$2.73K - $3.07K
|
20.9K
$1.93M
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.49K- 12.19% |
$455K - $511K
|
39.6K
$3.67M
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
112+ 1.07% |
$9.27K - $10.4K
|
10.5K
$977K
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.33K+ 95.42% |
$689K - $774K
|
17.1K
$1.58M
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.6K+ 5.25% |
$133K - $149K
|
32.1K
$2.98M
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.41K- 47.57% |
$200K - $224K
|
2.66K
$246K
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
SELL
|
- |
-996- 3.61% |
$82.5K - $92.6K
|
26.6K
$2.46M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.1K- 4.21% |
$1.83M - $2.06M
|
504K
$46.7M
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-3.51K- 4.19% |
$291K - $326K
|
80.2K
$7.44M
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-19- 0.01% |
$1.57K - $1.77K
|
162K
$15M
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 0.1% |
$82.8 - $92.9
|
991
$91.8K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-279K- 2.08% |
$23.1M - $26M
|
13.2M
$1.22B
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
105K+ 10.56% |
$8.73M - $9.8M
|
1.1M
$102M
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-181- 5.99% |
$15K - $16.8K
|
2.84K
$263K
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-231- 1.97% |
$19.1K - $21.5K
|
11.5K
$1.06M
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-281- 0.29% |
$23.3K - $26.1K
|
98K
$9.08M
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.41K- 0.98% |
$117K - $131K
|
142K
$13.2M
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
13.2K+ 148.09% |
$1.09M - $1.22M
|
22.1K
$2.04M
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1K- 50.0% |
$82.8K - $92.9K
|
1K
$92.7K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.22K+ 6.86% |
$433K - $485K
|
81.4K
$7.54M
|
|
May 09, 2025
Q1 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-45.2K- 31.03% |
$3.74M - $4.2M
|
100K
$9.31M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
324+ 6.67% |
$26.8K - $30.1K
|
5.19K
$480K
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.71K+ 11.48% |
$142K - $159K
|
16.6K
$1.54M
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
670+ 15.35% |
$55.5K - $62.3K
|
5.03K
$467K
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.07K+ 31.16% |
$88.2K - $99K
|
4.48K
$415K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-34- 0.36% |
$2.82K - $3.16K
|
9.28K
$860K
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-5.5K- 16.77% |
$455K - $511K
|
27.3K
$2.53M
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
227+ 0.72% |
$18.8K - $21.1K
|
31.6K
$2.93M
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
34.1K+ 36.81% |
$2.82M - $3.17M
|
127K
$11.7M
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
85New |
$7.04K - $7.9K
|
85
$7.88K
|