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 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-13.2K- 17.61% |
$1.09M - $1.23M
|
61.8K
$5.72M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-160- 0.54% |
$13.2K - $14.9K
|
29.7K
$2.75M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
202+ 2.38% |
$16.7K - $18.8K
|
8.68K
$804K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.81K+ 0.56% |
$233K - $261K
|
501K
$46.4M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
4+ 0.88% |
$331 - $372
|
458
$42.4K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-544- 0.7% |
$45K - $50.6K
|
76.8K
$7.12M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
28.7KNew |
$2.38M - $2.67M
|
28.7K
$2.66M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-205- 4.63% |
$17K - $19.1K
|
4.22K
$391K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-22- 0.62% |
$1.82K - $2.04K
|
3.52K
$326K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
9KNew |
$745K - $836K
|
9K
$834K
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-49- 1.28% |
$4.06K - $4.55K
|
3.79K
$351K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
8.9K+ 165.59% |
$737K - $827K
|
14.3K
$1.32M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.48K+ 34.05% |
$371K - $416K
|
17.6K
$1.63M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
20+ 2.74% |
$1.66K - $1.86K
|
749
$69.4K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
28.1K+ 14.76% |
$2.33M - $2.61M
|
219K
$20.3M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
91+ 3.44% |
$7.54K - $8.46K
|
2.73K
$253K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
365+ 4.43% |
$30.2K - $33.9K
|
8.61K
$798K
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-44K- 89.22% |
$3.65M - $4.09M
|
5.32K
$493K
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-8.26K- 6.52% |
$684K - $767K
|
118K
$11M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.65K- 3.0% |
$219K - $246K
|
85.7K
$7.94M
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
SELL
|
- |
-215- 0.35% |
$17.8K - $20K
|
61.5K
$5.7M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.22K+ 44.92% |
$184K - $207K
|
7.17K
$665K
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-9.37K- 20.64% |
$776K - $871K
|
36K
$3.34M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
6.6KNew |
$547K - $613K
|
6.6K
$612K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-796- 1.14% |
$65.9K - $74K
|
69.1K
$6.4M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.42K+ 0.34% |
$283K - $317K
|
1.02M
$94.2M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-64.3K- 13.96% |
$5.33M - $5.98M
|
397K
$36.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
82.5K+ 7.84% |
$6.83M - $7.66M
|
1.13M
$105M
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
39+ 0.31% |
$3.23K - $3.62K
|
12.8K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-12- 1.96% |
$994 - $1.12K
|
600
$55.6K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.89K- 7.43% |
$157K - $176K
|
23.5K
$2.18M
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
3.23K+ 2.58% |
$268K - $300K
|
129K
$11.9M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
199+ 6.77% |
$16.5K - $18.5K
|
3.14K
$291K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-17- 0.15% |
$1.41K - $1.58K
|
11K
$1.02M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.73K- 5.98% |
$144K - $161K
|
27.3K
$2.53M
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
SELL
|
- |
-75- 0.4% |
$6.21K - $6.97K
|
18.8K
$1.74M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
31.4KNew |
$2.6M - $2.92M
|
31.4K
$2.91M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-22.6K- 2.49% |
$1.87M - $2.1M
|
884K
$81.9M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-84.9K- 86.83% |
$7.03M - $7.89M
|
12.9K
$1.19M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-969- 21.94% |
$80.2K - $90K
|
3.45K
$319K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.46K+ 3.07% |
$452K - $507K
|
183K
$17M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
8.2KNew |
$679K - $762K
|
8.2K
$760K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-10.1K- 0.26% |
$833K - $935K
|
3.79M
$351M
|
|
|
May 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-1.74K- 0.84% |
$144K - $161K
|
205K
$19M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
570+ 1.91% |
$47.2K - $53K
|
30.4K
$2.82M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
412+ 8.27% |
$34.1K - $38.3K
|
5.39K
$500K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
49+ 0.09% |
$4.06K - $4.55K
|
56.4K
$5.22M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
998+ 1.32% |
$82.6K - $92.7K
|
76.6K
$7.1M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-430- 2.47% |
$35.6K - $40K
|
17K
$1.57M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.96K+ 11.61% |
$245K - $275K
|
28.4K
$2.63M
|