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 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
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-295- 9.4% |
$24.4K - $27.4K
|
2.84K
$270K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.16KNew |
$96K - $108K
|
1.16K
$110K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-64K- 44.77% |
$5.3M - $5.95M
|
79K
$7.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-57- 0.13% |
$4.72K - $5.3K
|
42.9K
$4.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-114- 0.85% |
$9.44K - $10.6K
|
13.3K
$1.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
41.2K+ 225.99% |
$3.41M - $3.83M
|
59.4K
$5.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
372+ 45.2% |
$30.8K - $34.6K
|
1.2K
$114K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-29K- 2.99% |
$2.4M - $2.69M
|
939K
$89.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1+ 0.19% |
$82.8 - $92.9
|
535
$50.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
399+ 0.22% |
$33K - $37.1K
|
178K
$16.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
25New |
$2.07K - $2.32K
|
25
$2.38K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.41KNew |
$117K - $131K
|
1.41K
$134K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-956- 23.58% |
$79.2K - $88.8K
|
3.1K
$295K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-265- 2.81% |
$21.9K - $24.6K
|
9.16K
$871K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-1.68K- 32.26% |
$139K - $156K
|
3.52K
$335K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.7K- 26.58% |
$141K - $158K
|
4.7K
$446K
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-511- 9.39% |
$42.3K - $47.5K
|
4.93K
$469K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
190New |
$15.7K - $17.7K
|
190
$18.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.72K- 4.18% |
$142K - $160K
|
39.4K
$3.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-443- 4.87% |
$36.7K - $41.2K
|
8.65K
$822K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
922+ 1.0% |
$76.4K - $85.7K
|
93.4K
$8.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-60- 0.78% |
$4.97K - $5.58K
|
7.6K
$723K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.77KNew |
$229K - $257K
|
2.77K
$263K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-100- 1.18% |
$8.28K - $9.29K
|
8.4K
$798K
|
|
|
Apr 25, 2025
Q1 2025
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
1.34K+ 6.06% |
$111K - $125K
|
23.5K
$2.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-77- 2.97% |
$6.38K - $7.16K
|
2.52K
$239K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
829+ 13.3% |
$68.6K - $77K
|
7.06K
$671K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
3.88KNew |
$322K - $361K
|
3.88K
$369K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-395- 6.58% |
$32.7K - $36.7K
|
5.61K
$533K
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-117- 1.84% |
$9.69K - $10.9K
|
6.25K
$595K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4+ 0.05% |
$331 - $372
|
8.58K
$815K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.87K+ 67.96% |
$320K - $360K
|
9.56K
$909K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.01% |
$82.8 - $92.9
|
13.3K
$1.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
628+ 3.34% |
$52K - $58.4K
|
19.5K
$1.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-774- 6.27% |
$64.1K - $71.9K
|
11.6K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.52K- 25.08% |
$126K - $141K
|
4.53K
$431K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.59K- 49.99% |
$380K - $427K
|
4.59K
$436K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-1.06K- 17.26% |
$87.5K - $98.2K
|
5.07K
$482K
|