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 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.69K- 0.78% |
$306K - $343K
|
470K
$43.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-750- 8.2% |
$62.1K - $69.7K
|
8.4K
$778K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-442- 7.4% |
$36.6K - $41.1K
|
5.53K
$513K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
689+ 3.44% |
$57.1K - $64K
|
20.7K
$1.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-800- 20.25% |
$66.2K - $74.3K
|
3.15K
$292K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
5.58K+ 6.65% |
$462K - $518K
|
89.4K
$8.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
SELL
|
- |
-100- 3.12% |
$8.28K - $9.29K
|
3.1K
$288K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-5.24K- 5.81% |
$434K - $487K
|
84.9K
$7.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-250- 5.04% |
$20.7K - $23.2K
|
4.71K
$436K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-520- 10.02% |
$43.1K - $48.3K
|
4.67K
$433K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.47K+ 0.64% |
$121K - $136K
|
230K
$21.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-485- 1.81% |
$40.2K - $45.1K
|
26.3K
$2.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
104+ 3.29% |
$8.61K - $9.66K
|
3.26K
$302K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.97K+ 47.61% |
$577K - $647K
|
21.6K
$2M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11+ 0.09% |
$911 - $1.02K
|
12.9K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
10.2K+ 411.84% |
$844K - $947K
|
12.7K
$1.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-344- 3.88% |
$28.5K - $32K
|
8.51K
$789K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
604New |
$50K - $56.1K
|
604
$56K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-240- 5.62% |
$19.9K - $22.3K
|
4.03K
$374K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
66.7K+ 2.65% |
$5.52M - $6.2M
|
2.59M
$240M
|
|
|
Apr 21, 2025
Q1 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
1.84K+ 1.19% |
$152K - $171K
|
156K
$14.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-725- 3.55% |
$60K - $67.4K
|
19.7K
$1.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
72.8K+ 1.79% |
$6.02M - $6.76M
|
4.14M
$384M
|
|
|
Apr 21, 2025
Q1 2025
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-1K- 0.65% |
$82.8K - $92.9K
|
152K
$14.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
414+ 6.71% |
$34.3K - $38.5K
|
6.58K
$610K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
43+ 0.29% |
$3.56K - $4K
|
15.1K
$1.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.6K- 20.23% |
$298K - $335K
|
14.2K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
1.53K+ 2.36% |
$127K - $142K
|
66.4K
$6.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-280- 3.64% |
$23.2K - $26K
|
7.4K
$686K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
192+ 3.07% |
$15.9K - $17.8K
|
6.45K
$598K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
SELL
|
- |
-9.11K- 40.87% |
$754K - $846K
|
13.2K
$1.22M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
489+ 12.73% |
$40.5K - $45.4K
|
4.33K
$401K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.13% |
$166 - $186
|
1.53K
$142K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-459- 13.63% |
$38K - $42.7K
|
2.91K
$270K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
482+ 4.05% |
$39.9K - $44.8K
|
12.4K
$1.15M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-11- 0.27% |
$911 - $1.02K
|
4.03K
$373K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-50- 0.46% |
$4.14K - $4.65K
|
10.8K
$1M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
375+ 2.12% |
$31.1K - $34.8K
|
18.1K
$1.67M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-44- 0.53% |
$3.64K - $4.09K
|
8.3K
$769K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
331+ 8.83% |
$27.4K - $30.8K
|
4.08K
$378K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
10+ 0.06% |
$828 - $929
|
18.1K
$1.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-262- 6.03% |
$21.7K - $24.3K
|
4.08K
$378K
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
SELL
|
- |
-184- 6.73% |
$15.2K - $17.1K
|
2.55K
$236K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.45K+ 1.38% |
$120K - $134K
|
106K
$9.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.4K+ 58.12% |
$281K - $316K
|
9.24K
$856K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
2.34K+ 13.11% |
$194K - $217K
|
20.2K
$1.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-57- 0.69% |
$4.72K - $5.3K
|
8.2K
$760K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
272+ 58.37% |
$22.5K - $25.3K
|
738
$68.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.4K+ 18.92% |
$199K - $223K
|
15.1K
$1.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-265- 1.79% |
$21.9K - $24.6K
|
14.6K
$1.35M
|