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
|
Landmark Wealth Management, LLC
|
BUY
|
- |
103+ 2.84% |
$8.53K - $9.57K
|
3.73K
$354K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-802- 10.22% |
$66.4K - $74.5K
|
7.05K
$670K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
124+ 0.25% |
$10.3K - $11.5K
|
48.9K
$4.65M
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-4.3K- 13.56% |
$356K - $399K
|
27.4K
$2.6M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
12.4KNew |
$1.03M - $1.15M
|
12.4K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
16+ 0.19% |
$1.32K - $1.49K
|
8.29K
$788K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-9- 36.0% |
$745 - $836
|
16
$1.52K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
4.32KNew |
$358K - $402K
|
4.32K
$411K
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.84K- 26.47% |
$152K - $171K
|
5.11K
$485K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
299+ 11.87% |
$24.8K - $27.8K
|
2.82K
$268K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-5- 0.02% |
$414 - $465
|
22.6K
$2.15M
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
2.68KNew |
$222K - $249K
|
2.68K
$254K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
19.1KNew |
$1.58M - $1.77M
|
19.1K
$1.81M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
30+ 1.18% |
$2.48K - $2.79K
|
2.58K
$245K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-18- 0.29% |
$1.49K - $1.67K
|
6.17K
$587K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
22.3K+ 24.8% |
$1.85M - $2.07M
|
112K
$10.7M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
12.3KNew |
$1.02M - $1.15M
|
12.3K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
2.44K+ 15.91% |
$202K - $227K
|
17.8K
$1.69M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-11.6K- 54.6% |
$957K - $1.07M
|
9.61K
$914K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.73K- 11.34% |
$309K - $347K
|
29.2K
$2.77M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
378+ 0.27% |
$31.3K - $35.1K
|
138K
$13.2M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-11- 0.16% |
$911 - $1.02K
|
6.78K
$645K
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
1.38K+ 38.52% |
$114K - $128K
|
4.96K
$471K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-21- 0.22% |
$1.74K - $1.95K
|
9.51K
$904K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-4- 2.48% |
$331 - $372
|
157
$14.9K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-280- 9.11% |
$23.2K - $26K
|
2.79K
$266K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1- 4.0% |
$82.8 - $92.9
|
24
$2.28K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-956- 1.28% |
$79.2K - $88.8K
|
73.6K
$7M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-240- 4.01% |
$19.9K - $22.3K
|
5.75K
$546K
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-16- 0.55% |
$1.32K - $1.49K
|
2.89K
$275K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-3- 8.82% |
$248 - $279
|
31
$2.95K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.55K- 9.26% |
$459K - $516K
|
54.3K
$5.16M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
342+ 8.35% |
$28.3K - $31.8K
|
4.44K
$422K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-59.4K- 12.88% |
$4.92M - $5.52M
|
402K
$38.2M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-178- 6.6% |
$14.7K - $16.5K
|
2.52K
$239K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
25.7K+ 120.82% |
$2.13M - $2.39M
|
47K
$4.47M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-452- 7.34% |
$37.4K - $42K
|
5.71K
$542K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
20.9K+ 15.62% |
$1.73M - $1.94M
|
154K
$14.7M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
687New |
$56.9K - $63.8K
|
687
$65.3K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
560New |
$46.4K - $52K
|
560
$53.2K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.71K- 2.21% |
$142K - $159K
|
75.9K
$7.21M
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
14.1K+ 24.39% |
$1.16M - $1.31M
|
71.7K
$6.82M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
5+ 0.44% |
$414 - $465
|
1.15K
$109K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-161- 3.67% |
$13.3K - $15K
|
4.23K
$402K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-48- 2.76% |
$3.97K - $4.46K
|
1.69K
$161K
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-1.08K- 28.22% |
$89.7K - $101K
|
2.76K
$262K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.16K+ 18.48% |
$345K - $387K
|
26.7K
$2.54M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-435- 1.7% |
$36K - $40.4K
|
25.1K
$2.38M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.21K+ 6.9% |
$183K - $205K
|
34.2K
$3.25M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
13.3K+ 8.99% |
$1.1M - $1.23M
|
161K
$15.3M
|