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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
180+ 54.22% |
$14.9K - $16.7K
|
512
$48.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
5.86KNew |
$485K - $544K
|
5.86K
$557K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-85- 0.23% |
$7.04K - $7.9K
|
36.5K
$3.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
41.9K+ 5.69% |
$3.47M - $3.9M
|
778K
$74M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.71KNew |
$390K - $438K
|
4.71K
$448K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.01% |
$82.8 - $92.9
|
7.14K
$679K
|
|
|
Apr 30, 2025
Q1 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-3.39K- 35.63% |
$281K - $315K
|
6.13K
$583K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
104+ 0.06% |
$8.61K - $9.66K
|
162K
$15.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-11.1K- 7.6% |
$916K - $1.03M
|
134K
$12.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.85K+ 53.81% |
$485K - $544K
|
16.7K
$1.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-8- 0.04% |
$662 - $743
|
18.7K
$1.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.52K+ 50.16% |
$126K - $141K
|
4.56K
$433K
|
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-160- 4.17% |
$13.2K - $14.9K
|
3.68K
$350K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
49.1K+ 6.77% |
$4.07M - $4.57M
|
775K
$73.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-420- 9.65% |
$34.8K - $39K
|
3.93K
$374K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
151+ 10.95% |
$12.5K - $14K
|
1.53K
$145K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-40- 1.56% |
$3.31K - $3.72K
|
2.52K
$239K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-3.08K- 1.64% |
$255K - $286K
|
185K
$17.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
29+ 0.14% |
$2.4K - $2.69K
|
20.5K
$1.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
148New |
$12.3K - $13.8K
|
148
$14.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
2.14KNew |
$177K - $198K
|
2.14K
$203K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-650- 1.45% |
$53.8K - $60.4K
|
44.1K
$4.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
331New |
$27.4K - $30.8K
|
331
$31.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.31K+ 127.28% |
$274K - $307K
|
5.91K
$562K
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
2.23K+ 3.17% |
$185K - $207K
|
72.6K
$6.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-60.1K- 1.43% |
$4.98M - $5.59M
|
4.13M
$393M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
30.6K+ 25.35% |
$2.53M - $2.84M
|
151K
$14.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.3K+ 6.42% |
$190K - $213K
|
38K
$3.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
24.1K+ 59.22% |
$2M - $2.24M
|
64.8K
$6.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
45+ 0.27% |
$3.73K - $4.18K
|
17K
$1.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-159- 2.91% |
$13.2K - $14.8K
|
5.31K
$505K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-21- 0.01% |
$1.74K - $1.95K
|
265K
$25.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
658+ 0.21% |
$54.5K - $61.1K
|
319K
$30.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.58K+ 37.86% |
$214K - $240K
|
9.39K
$893K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-18.6K- 1.08% |
$1.54M - $1.73M
|
1.7M
$161M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
367New |
$30.4K - $34.1K
|
367
$34.9K
|
|
|
Apr 28, 2025
Q1 2025
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-148K- 93.94% |
$12.2M - $13.7M
|
9.53K
$906K
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-29- 0.06% |
$2.4K - $2.69K
|
45.6K
$4.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-230- 3.8% |
$19K - $21.4K
|
5.82K
$553K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
16KNew |
$1.32M - $1.49M
|
16K
$1.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-59- 0.25% |
$4.89K - $5.48K
|
24K
$2.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
11.8K+ 20.72% |
$976K - $1.1M
|
68.7K
$6.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
3.87K+ 14.36% |
$320K - $359K
|
30.8K
$2.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
34+ 1.12% |
$2.82K - $3.16K
|
3.06K
$291K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-841- 0.7% |
$69.6K - $78.2K
|
119K
$11.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-323- 2.03% |
$26.7K - $30K
|
15.6K
$1.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
562New |
$46.5K - $52.2K
|
562
$53.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-100- 1.73% |
$8.28K - $9.29K
|
5.68K
$540K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
8.93K+ 2.92% |
$740K - $830K
|
315K
$29.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-63.4K- 47.34% |
$5.25M - $5.9M
|
70.6K
$6.71M
|