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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-7.28K- 2.82% |
$545K - $669K
|
251K
$23.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.8K- 3.38% |
$210K - $257K
|
80K
$7.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
507+ 3.64% |
$38K - $46.6K
|
14.4K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
21+ 0.3% |
$1.57K - $1.93K
|
7.14K
$661K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
26.1KNew |
$1.96M - $2.4M
|
26.1K
$2.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-865- 5.47% |
$64.8K - $79.6K
|
14.9K
$1.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
4.71KNew |
$353K - $433K
|
4.71K
$436K
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3.18KNew |
$238K - $292K
|
3.18K
$294K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.74K+ 10.41% |
$130K - $160K
|
18.5K
$1.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.06K- 3.21% |
$154K - $189K
|
62.1K
$5.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-11.9K- 2.63% |
$890K - $1.09M
|
440K
$40.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
109+ 2.04% |
$8.16K - $10K
|
5.44K
$504K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
3.86K+ 3.08% |
$289K - $355K
|
129K
$11.9M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
600+ 6.96% |
$44.9K - $55.2K
|
9.22K
$854K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-78- 0.96% |
$5.84K - $7.17K
|
8.07K
$748K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
339+ 4.38% |
$25.4K - $31.2K
|
8.07K
$748K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
SELL
|
- |
-66- 0.32% |
$4.94K - $6.07K
|
20.3K
$1.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
BUY
|
- |
6.43K+ 2.8% |
$482K - $592K
|
236K
$21.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
637+ 3.84% |
$47.7K - $58.6K
|
17.2K
$1.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-20- 0.26% |
$1.5K - $1.84K
|
7.59K
$704K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
216New |
$16.2K - $19.9K
|
216
$20K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
16+ 0.16% |
$1.2K - $1.47K
|
10.2K
$949K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.71K+ 2.29% |
$278K - $341K
|
166K
$15.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
5.8KNew |
$434K - $533K
|
5.8K
$537K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.25% |
$973 - $1.2K
|
5.31K
$492K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-358- 72.18% |
$26.8K - $32.9K
|
138
$12.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-2.95K- 16.19% |
$221K - $271K
|
15.3K
$1.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
136+ 3.91% |
$10.2K - $12.5K
|
3.61K
$335K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
19.2K+ 3.02% |
$1.44M - $1.77M
|
654K
$60.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-10- 0.03% |
$749 - $920
|
31.2K
$2.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
112+ 0.19% |
$8.39K - $10.3K
|
57.6K
$5.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
578+ 1.54% |
$43.3K - $53.2K
|
38.1K
$3.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.84K- 33.07% |
$287K - $353K
|
7.76K
$719K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-537- 13.13% |
$40.2K - $49.4K
|
3.55K
$329K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-69- 0.4% |
$5.17K - $6.35K
|
17.1K
$1.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
517+ 20.68% |
$38.7K - $47.5K
|
3.02K
$280K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.02% |
$150 - $184
|
8.49K
$786K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-695- 2.76% |
$52K - $63.9K
|
24.5K
$2.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-37.9K- 1.78% |
$2.83M - $3.48M
|
2.09M
$194M
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-580- 2.11% |
$43.4K - $53.3K
|
26.9K
$2.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.01K+ 3.64% |
$75.6K - $92.8K
|
28.7K
$2.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-1.56K- 17.23% |
$117K - $143K
|
7.49K
$694K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-859- 14.61% |
$64.3K - $79K
|
5.02K
$465K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.44K- 7.54% |
$257K - $316K
|
42.1K
$3.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
6.7K+ 198.52% |
$502K - $617K
|
10.1K
$934K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
1.48K+ 11.24% |
$111K - $136K
|
14.7K
$1.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
18+ 0.59% |
$1.35K - $1.66K
|
3.07K
$284K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-120- 3.84% |
$8.99K - $11K
|
3K
$278K
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
977+ 2.17% |
$73.2K - $89.9K
|
45.9K
$4.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-57- 0.78% |
$4.27K - $5.24K
|
7.29K
$676K
|