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 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-4- 2.48% |
$331 - $372
|
157
$14.5K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-280- 9.11% |
$23.2K - $26K
|
2.79K
$259K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1- 4.0% |
$82.8 - $92.9
|
24
$2.22K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-956- 1.28% |
$79.2K - $88.8K
|
73.6K
$6.82M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-240- 4.01% |
$19.9K - $22.3K
|
5.75K
$532K
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-16- 0.55% |
$1.32K - $1.49K
|
2.89K
$268K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-16- 3.08% |
$1.32K - $1.49K
|
503
$46.6K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-3- 8.82% |
$248 - $279
|
31
$2.87K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.55K- 9.26% |
$459K - $516K
|
54.3K
$5.04M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
342+ 8.35% |
$28.3K - $31.8K
|
4.44K
$411K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-14.5K- 62.76% |
$1.2M - $1.35M
|
8.59K
$796K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-59.4K- 12.88% |
$4.92M - $5.52M
|
402K
$37.2M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-178- 6.6% |
$14.7K - $16.5K
|
2.52K
$233K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
25.7K+ 120.82% |
$2.13M - $2.39M
|
47K
$4.36M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-452- 7.34% |
$37.4K - $42K
|
5.71K
$529K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
20.9K+ 15.62% |
$1.73M - $1.94M
|
154K
$14.3M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
687New |
$56.9K - $63.8K
|
687
$63.7K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
560New |
$46.4K - $52K
|
560
$51.9K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.71K- 2.21% |
$142K - $159K
|
75.9K
$7.03M
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
14.1K+ 24.39% |
$1.16M - $1.31M
|
71.7K
$6.65M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
5+ 0.44% |
$414 - $465
|
1.15K
$106K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-161- 3.67% |
$13.3K - $15K
|
4.23K
$392K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-48- 2.76% |
$3.97K - $4.46K
|
1.69K
$157K
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-1.08K- 28.22% |
$89.7K - $101K
|
2.76K
$255K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.16K+ 18.48% |
$345K - $387K
|
26.7K
$2.47M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-435- 1.7% |
$36K - $40.4K
|
25.1K
$2.32M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.21K+ 6.9% |
$183K - $205K
|
34.2K
$3.17M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
13.3K+ 8.99% |
$1.1M - $1.23M
|
161K
$14.9M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-22K- 4.34% |
$1.82M - $2.04M
|
485K
$44.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.62K+ 32.57% |
$134K - $151K
|
6.61K
$613K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-504- 2.54% |
$41.7K - $46.8K
|
19.3K
$1.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-37.5K- 15.48% |
$3.1M - $3.48M
|
205K
$19M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4+ 0.06% |
$331 - $372
|
7.05K
$654K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-45- 0.95% |
$3.73K - $4.18K
|
4.69K
$434K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-353- 1.34% |
$29.2K - $32.8K
|
26.1K
$2.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
63+ 0.16% |
$5.22K - $5.85K
|
38.8K
$3.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.24K+ 5.28% |
$186K - $208K
|
44.7K
$4.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-299- 3.0% |
$24.8K - $27.8K
|
9.68K
$897K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-27- 0.46% |
$2.24K - $2.51K
|
5.87K
$544K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.46K- 1.65% |
$203K - $228K
|
147K
$13.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-227- 1.23% |
$18.8K - $21.1K
|
18.3K
$1.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-99- 0.44% |
$8.2K - $9.2K
|
22.4K
$2.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
180+ 54.22% |
$14.9K - $16.7K
|
512
$47.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
5.86KNew |
$485K - $544K
|
5.86K
$543K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-85- 0.23% |
$7.04K - $7.9K
|
36.5K
$3.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
41.9K+ 5.69% |
$3.47M - $3.9M
|
778K
$72.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.71KNew |
$390K - $438K
|
4.71K
$437K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.01% |
$82.8 - $92.9
|
7.14K
$662K
|
|
|
Apr 30, 2025
Q1 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-3.39K- 35.63% |
$281K - $315K
|
6.13K
$568K
|
|
|
Apr 30, 2025
Q1 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
7+ 0.07% |
$580 - $651
|
10.5K
$975K
|