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 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
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.5K- 18.56% |
$1.2M - $1.34M
|
63.5K
$5.88M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
7+ 0.11% |
$580 - $651
|
6.22K
$577K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-84- 1.95% |
$6.96K - $7.81K
|
4.22K
$391K
|
|
|
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 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-10- 0.28% |
$828 - $929
|
3.52K
$326K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
212K+ 116.4% |
$17.6M - $19.7M
|
395K
$36.6M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
176K+ 7.22% |
$14.5M - $16.3M
|
2.61M
$242M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-160- 1.2% |
$13.2K - $14.9K
|
13.1K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
18+ 0.03% |
$1.49K - $1.67K
|
55K
$5.1M
|
|
|
May 09, 2025
Q1 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
2.05KNew |
$170K - $191K
|
2.05K
$190K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.93K- 32.3% |
$159K - $179K
|
4.04K
$374K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.32K+ 8.01% |
$357K - $401K
|
58.2K
$5.39M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
521New |
$43.1K - $48.4K
|
521
$48.3K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-1.36K- 14.89% |
$113K - $126K
|
7.77K
$720K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-127- 0.26% |
$10.5K - $11.8K
|
48.7K
$4.52M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
27.1K+ 95.32% |
$2.25M - $2.52M
|
55.6K
$5.15M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-60- 0.17% |
$4.97K - $5.58K
|
35.5K
$3.29M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.73K- 2.66% |
$143K - $161K
|
63.2K
$5.86M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.83KNew |
$234K - $263K
|
2.83K
$262K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-9.69K- 99.9% |
$803K - $901K
|
10
$927
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
8.58K+ 3.51% |
$710K - $797K
|
253K
$23.4M
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.82K+ 3.77% |
$151K - $169K
|
50.2K
$4.65M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-9.24K- 7.14% |
$765K - $859K
|
120K
$11.1M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-668- 3.25% |
$55.3K - $62.1K
|
19.9K
$1.84M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6.06K+ 135.62% |
$502K - $563K
|
10.5K
$976K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-166- 4.33% |
$13.7K - $15.4K
|
3.67K
$340K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-578- 3.68% |
$47.9K - $53.7K
|
15.1K
$1.4M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
570K+ 103.67% |
$47.2M - $53M
|
1.12M
$104M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.14K- 1.35% |
$94.6K - $106K
|
83.5K
$7.74M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-289- 0.47% |
$23.9K - $26.9K
|
61.7K
$5.71M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-33- 0.3% |
$2.73K - $3.07K
|
10.9K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-828- 2.7% |
$68.6K - $76.9K
|
29.9K
$2.77M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
172+ 0.3% |
$14.2K - $16K
|
56.8K
$5.27M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-59- 1.56% |
$4.89K - $5.48K
|
3.72K
$344K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-3.14K- 4.52% |
$260K - $292K
|
66.3K
$6.15M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
400+ 2.22% |
$33.1K - $37.2K
|
18.4K
$1.71M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.26K- 0.78% |
$187K - $210K
|
286K
$26.5M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-174- 5.27% |
$14.4K - $16.2K
|
3.13K
$290K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5+ 0.28% |
$414 - $465
|
1.76K
$163K
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
3.25KNew |
$269K - $302K
|
3.25K
$301K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.67K- 2.55% |
$138K - $155K
|
63.6K
$5.9M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-10- 0.07% |
$828 - $929
|
15.2K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.03M+ 121.96% |
$85.2M - $95.6M
|
1.87M
$174M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.18K- 1.85% |
$97.4K - $109K
|
62.3K
$5.78M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-327- 5.38% |
$27.1K - $30.4K
|
5.76K
$533K
|