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 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
|
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
|
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
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
104+ 0.06% |
$8.61K - $9.66K
|
162K
$15M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-11.1K- 7.6% |
$916K - $1.03M
|
134K
$12.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.85K+ 53.81% |
$485K - $544K
|
16.7K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-8- 0.04% |
$662 - $743
|
18.7K
$1.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.52K+ 50.16% |
$126K - $141K
|
4.56K
$422K
|
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-160- 4.17% |
$13.2K - $14.9K
|
3.68K
$341K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
49.1K+ 6.77% |
$4.07M - $4.57M
|
775K
$71.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-420- 9.65% |
$34.8K - $39K
|
3.93K
$364K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
151+ 10.95% |
$12.5K - $14K
|
1.53K
$142K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-40- 1.56% |
$3.31K - $3.72K
|
2.52K
$233K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-3.08K- 1.64% |
$255K - $286K
|
185K
$17.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
29+ 0.14% |
$2.4K - $2.69K
|
20.5K
$1.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
148New |
$12.3K - $13.8K
|
148
$13.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
2.14KNew |
$177K - $198K
|
2.14K
$198K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-650- 1.45% |
$53.8K - $60.4K
|
44.1K
$4.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
331New |
$27.4K - $30.8K
|
331
$30.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-4.78K- 3.95% |
$396K - $445K
|
116K
$10.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.31K+ 127.28% |
$274K - $307K
|
5.91K
$547K
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
2.23K+ 3.17% |
$185K - $207K
|
72.6K
$6.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-95- 3.69% |
$7.87K - $8.83K
|
2.48K
$230K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-60.1K- 1.43% |
$4.98M - $5.59M
|
4.13M
$383M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
30.6K+ 25.35% |
$2.53M - $2.84M
|
151K
$14M
|