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 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-100- 1.18% |
$8.28K - $9.29K
|
8.4K
$778K
|
|
|
Apr 25, 2025
Q1 2025
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
1.34K+ 6.06% |
$111K - $125K
|
23.5K
$2.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.06% |
$166 - $186
|
3.32K
$307K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-77- 2.97% |
$6.38K - $7.16K
|
2.52K
$233K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
10.9KNew |
$903K - $1.01M
|
10.9K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-2.94K- 3.61% |
$243K - $273K
|
78.5K
$7.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
829+ 13.3% |
$68.6K - $77K
|
7.06K
$654K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
3.88KNew |
$322K - $361K
|
3.88K
$360K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-395- 6.58% |
$32.7K - $36.7K
|
5.61K
$519K
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-117- 1.84% |
$9.69K - $10.9K
|
6.25K
$580K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4+ 0.05% |
$331 - $372
|
8.58K
$795K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.87K+ 67.96% |
$320K - $360K
|
9.56K
$886K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.01% |
$82.8 - $92.9
|
13.3K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
628+ 3.34% |
$52K - $58.4K
|
19.5K
$1.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-774- 6.27% |
$64.1K - $71.9K
|
11.6K
$1.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.52K- 25.08% |
$126K - $141K
|
4.53K
$420K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.59K- 49.99% |
$380K - $427K
|
4.59K
$425K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
11+ 0.02% |
$911 - $1.02K
|
68.8K
$6.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.04K+ 22.09% |
$86.3K - $96.8K
|
5.76K
$534K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-1.06K- 17.26% |
$87.5K - $98.2K
|
5.07K
$470K
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
1.17K+ 5.31% |
$96.9K - $109K
|
23.2K
$2.15M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
3.72K+ 7.3% |
$308K - $346K
|
54.7K
$5.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
3.45KNew |
$286K - $321K
|
3.45K
$320K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-5.37K- 6.86% |
$444K - $499K
|
72.9K
$6.75M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.92K- 32.34% |
$242K - $271K
|
6.11K
$566K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-36- 1.1% |
$2.98K - $3.35K
|
3.24K
$300K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
2.51KNew |
$208K - $233K
|
2.51K
$232K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-26- 0.95% |
$2.15K - $2.42K
|
2.7K
$250K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-357- 0.93% |
$29.6K - $33.2K
|
38.1K
$3.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
16.6K+ 27.31% |
$1.38M - $1.54M
|
77.4K
$7.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.77K- 9.22% |
$147K - $164K
|
17.4K
$1.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-318K- 99.89% |
$26.4M - $29.6M
|
360
$33.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
220+ 3.76% |
$18.2K - $20.4K
|
6.06K
$562K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.68K- 92.86% |
$388K - $435K
|
360
$33.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.98K+ 9.59% |
$330K - $370K
|
45.5K
$4.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-1.64K- 4.22% |
$136K - $153K
|
37.3K
$3.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-1.22K- 2.19% |
$101K - $113K
|
54.2K
$5.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.67K+ 27.32% |
$138K - $155K
|
7.78K
$721K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
965+ 7.01% |
$79.9K - $89.7K
|
14.7K
$1.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
435+ 0.63% |
$36K - $40.4K
|
69.1K
$6.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
28+ 0.73% |
$2.32K - $2.6K
|
3.87K
$359K
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-1.71K- 5.22% |
$142K - $159K
|
31.1K
$2.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
662+ 0.95% |
$54.8K - $61.5K
|
70.3K
$6.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-976- 0.86% |
$80.8K - $90.7K
|
112K
$10.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
53.1K+ 34.27% |
$4.4M - $4.93M
|
208K
$19.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-74- 1.89% |
$6.13K - $6.88K
|
3.84K
$356K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
516New |
$42.7K - $48K
|
516
$47.8K
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.98K+ 5.47% |
$246K - $277K
|
57.4K
$5.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-19.7K- 5.75% |
$1.63M - $1.83M
|
323K
$29.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
8+ 0.09% |
$662 - $743
|
8.9K
$825K
|