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 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.21KNew |
$265K - $298K
|
3.21K
$297K
|
|
|
May 05, 2025
Q1 2025
|
Stegner Investment Associates Inc.
|
BUY
|
- |
9.67K+ 3.01% |
$801K - $898K
|
331K
$30.6M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-90- 2.16% |
$7.45K - $8.36K
|
4.08K
$378K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-507- 22.55% |
$42K - $47.1K
|
1.74K
$161K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
41+ 4.71% |
$3.4K - $3.81K
|
911
$84.4K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1+ 0.0% |
$82.8 - $92.9
|
29.7K
$2.76M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
853+ 19.93% |
$70.6K - $79.3K
|
5.13K
$476K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-4.28K- 0.56% |
$354K - $397K
|
755K
$70M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
626+ 7.97% |
$51.8K - $58.2K
|
8.49K
$786K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6+ 0.09% |
$497 - $558
|
6.77K
$627K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-260- 1.46% |
$21.5K - $24.2K
|
17.6K
$1.63M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
333+ 5.12% |
$27.6K - $30.9K
|
6.84K
$634K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5+ 0.26% |
$414 - $465
|
1.89K
$175K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
398+ 20.6% |
$33K - $37K
|
2.33K
$216K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.72K- 94.81% |
$142K - $160K
|
94
$8.71K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
44+ 1.01% |
$3.64K - $4.09K
|
4.42K
$410K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
111+ 4.71% |
$9.19K - $10.3K
|
2.47K
$229K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
91+ 0.88% |
$7.54K - $8.46K
|
10.4K
$963K
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
2.44KNew |
$202K - $227K
|
2.44K
$226K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
381+ 0.2% |
$31.6K - $35.4K
|
189K
$17.5M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-17.4K- 7.89% |
$1.44M - $1.62M
|
204K
$18.9M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
405+ 11.26% |
$33.5K - $37.6K
|
4K
$371K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
53+ 0.3% |
$4.39K - $4.93K
|
17.5K
$1.62M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
150New |
$12.4K - $13.9K
|
150
$13.9K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
611+ 2.85% |
$50.6K - $56.8K
|
22.1K
$2.04M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
103+ 2.84% |
$8.53K - $9.57K
|
3.73K
$345K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-802- 10.22% |
$66.4K - $74.5K
|
7.05K
$653K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
124+ 0.25% |
$10.3K - $11.5K
|
48.9K
$4.53M
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-4.3K- 13.56% |
$356K - $399K
|
27.4K
$2.54M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
12.4KNew |
$1.03M - $1.15M
|
12.4K
$1.15M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
16+ 0.19% |
$1.32K - $1.49K
|
8.29K
$768K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-9- 36.0% |
$745 - $836
|
16
$1.48K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
4.32KNew |
$358K - $402K
|
4.32K
$400K
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.84K- 26.47% |
$152K - $171K
|
5.11K
$473K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
299+ 11.87% |
$24.8K - $27.8K
|
2.82K
$261K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-5- 0.02% |
$414 - $465
|
22.6K
$2.1M
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
2.68KNew |
$222K - $249K
|
2.68K
$248K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
19.1KNew |
$1.58M - $1.77M
|
19.1K
$1.77M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
30+ 1.18% |
$2.48K - $2.79K
|
2.58K
$239K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-18- 0.29% |
$1.49K - $1.67K
|
6.17K
$572K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
22.3K+ 24.8% |
$1.85M - $2.07M
|
112K
$10.4M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
12.3KNew |
$1.02M - $1.15M
|
12.3K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
2.44K+ 15.91% |
$202K - $227K
|
17.8K
$1.65M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-11.6K- 54.6% |
$957K - $1.07M
|
9.61K
$891K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.73K- 11.34% |
$309K - $347K
|
29.2K
$2.7M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
378+ 0.27% |
$31.3K - $35.1K
|
138K
$12.8M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-11- 0.16% |
$911 - $1.02K
|
6.78K
$629K
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
1.38K+ 38.52% |
$114K - $128K
|
4.96K
$460K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-21- 0.22% |
$1.74K - $1.95K
|
9.51K
$881K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
336+ 0.55% |
$27.8K - $31.2K
|
61.9K
$5.74M
|