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 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
8.91KNew |
$738K - $828K
|
8.91K
$826K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
562+ 3.09% |
$46.5K - $52.2K
|
18.7K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-25- 0.39% |
$2.07K - $2.32K
|
6.46K
$598K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-5.78K- 6.02% |
$478K - $537K
|
90.1K
$8.35M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-100- 0.73% |
$8.28K - $9.29K
|
13.7K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-111- 1.24% |
$9.19K - $10.3K
|
8.82K
$818K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-51- 0.76% |
$4.22K - $4.74K
|
6.63K
$615K
|
|
|
May 08, 2025
Q1 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
SELL
|
- |
-1.63K- 5.43% |
$135K - $151K
|
28.4K
$2.63M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-137- 2.81% |
$11.3K - $12.7K
|
4.74K
$439K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
942+ 36.84% |
$78K - $87.5K
|
3.5K
$324K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-5.23K- 33.65% |
$433K - $486K
|
10.3K
$956K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-959- 6.34% |
$79.4K - $89.1K
|
14.2K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
497+ 6.15% |
$41.2K - $46.2K
|
8.58K
$795K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
366+ 2.22% |
$30.3K - $34K
|
16.9K
$1.56M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.74K- 26.95% |
$227K - $254K
|
7.42K
$688K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4.1KNew |
$340K - $381K
|
4.1K
$380K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
418K+ 2.21% |
$34.7M - $38.9M
|
19.3M
$1.79B
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-300- 73.53% |
$24.8K - $27.9K
|
108
$10K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11+ 0.27% |
$911 - $1.02K
|
4.04K
$375K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
52+ 0.62% |
$4.31K - $4.83K
|
8.45K
$783K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.22K- 5.17% |
$101K - $113K
|
22.3K
$2.07M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-20.8K- 1.35% |
$1.72M - $1.93M
|
1.52M
$141M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-48.2K- 1.14% |
$3.99M - $4.48M
|
4.17M
$386M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
4+ 0.1% |
$331 - $372
|
4.08K
$378K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
488+ 9.83% |
$40.4K - $45.3K
|
5.45K
$505K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-6.3K- 12.78% |
$521K - $585K
|
43K
$3.98M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.13K- 5.8% |
$176K - $198K
|
34.6K
$3.21M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.69K+ 1855.86% |
$223K - $250K
|
2.84K
$263K
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
226+ 3.53% |
$18.7K - $21K
|
6.64K
$615K
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
27.7KNew |
$2.29M - $2.57M
|
27.7K
$2.57M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
808+ 9.62% |
$66.9K - $75.1K
|
9.2K
$853K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.13KNew |
$425K - $477K
|
5.13K
$475K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-269- 12.43% |
$22.3K - $25K
|
1.9K
$176K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
348+ 13.86% |
$28.8K - $32.3K
|
2.86K
$265K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
351K+ 13.27% |
$29M - $32.6M
|
2.99M
$277M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-600- 18.02% |
$49.7K - $55.8K
|
2.73K
$253K
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-1.7K- 39.8% |
$141K - $158K
|
2.57K
$238K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-55- 1.16% |
$4.55K - $5.11K
|
4.7K
$436K
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
BUY
|
- |
4.21KNew |
$349K - $392K
|
4.21K
$391K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
4+ 0.04% |
$331 - $372
|
10.2K
$942K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-169- 1.98% |
$14K - $15.7K
|
8.36K
$775K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-124K- 44.63% |
$10.3M - $11.5M
|
154K
$14.3M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-73- 0.26% |
$6.05K - $6.78K
|
28.3K
$2.62M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-351- 0.78% |
$29.1K - $32.6K
|
44.5K
$4.13M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
180+ 14.16% |
$14.9K - $16.7K
|
1.45K
$134K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
3+ 0.11% |
$248 - $279
|
2.67K
$247K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
1.5KNew |
$124K - $139K
|
1.5K
$139K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
358New |
$29.6K - $33.3K
|
358
$33.2K
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
86+ 0.19% |
$7.12K - $7.99K
|
45.7K
$4.24M
|
|
|
May 07, 2025
Q1 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-899- 0.39% |
$74.4K - $83.5K
|
230K
$21.3M
|