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 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.77K- 9.22% |
$147K - $164K
|
17.4K
$1.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-318K- 99.89% |
$26.4M - $29.6M
|
360
$34.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
220+ 3.76% |
$18.2K - $20.4K
|
6.06K
$576K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.68K- 92.86% |
$388K - $435K
|
360
$34.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.98K+ 9.59% |
$330K - $370K
|
45.5K
$4.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-1.64K- 4.22% |
$136K - $153K
|
37.3K
$3.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-1.22K- 2.19% |
$101K - $113K
|
54.2K
$5.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.67K+ 27.32% |
$138K - $155K
|
7.78K
$739K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
965+ 7.01% |
$79.9K - $89.7K
|
14.7K
$1.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
435+ 0.63% |
$36K - $40.4K
|
69.1K
$6.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
28+ 0.73% |
$2.32K - $2.6K
|
3.87K
$368K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
662+ 0.95% |
$54.8K - $61.5K
|
70.3K
$6.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
53.1K+ 34.27% |
$4.4M - $4.93M
|
208K
$19.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-74- 1.89% |
$6.13K - $6.88K
|
3.84K
$365K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
516New |
$42.7K - $48K
|
516
$49.1K
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.98K+ 5.47% |
$246K - $277K
|
57.4K
$5.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-19.7K- 5.75% |
$1.63M - $1.83M
|
323K
$30.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
8+ 0.09% |
$662 - $743
|
8.9K
$846K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.69K- 0.78% |
$306K - $343K
|
470K
$44.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-750- 8.2% |
$62.1K - $69.7K
|
8.4K
$798K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-442- 7.4% |
$36.6K - $41.1K
|
5.53K
$526K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
689+ 3.44% |
$57.1K - $64K
|
20.7K
$1.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-800- 20.25% |
$66.2K - $74.3K
|
3.15K
$299K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
5.58K+ 6.65% |
$462K - $518K
|
89.4K
$8.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
SELL
|
- |
-100- 3.12% |
$8.28K - $9.29K
|
3.1K
$295K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-5.24K- 5.81% |
$434K - $487K
|
84.9K
$8.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-250- 5.04% |
$20.7K - $23.2K
|
4.71K
$448K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-520- 10.02% |
$43.1K - $48.3K
|
4.67K
$444K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.47K+ 0.64% |
$121K - $136K
|
230K
$21.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
104+ 3.29% |
$8.61K - $9.66K
|
3.26K
$310K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.97K+ 47.61% |
$577K - $647K
|
21.6K
$2.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11+ 0.09% |
$911 - $1.02K
|
12.9K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
10.2K+ 411.84% |
$844K - $947K
|
12.7K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-344- 3.88% |
$28.5K - $32K
|
8.51K
$809K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
604New |
$50K - $56.1K
|
604
$57.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
66.7K+ 2.65% |
$5.52M - $6.2M
|
2.59M
$246M
|
|
|
Apr 21, 2025
Q1 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
1.84K+ 1.19% |
$152K - $171K
|
156K
$14.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-725- 3.55% |
$60K - $67.4K
|
19.7K
$1.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
72.8K+ 1.79% |
$6.02M - $6.76M
|
4.14M
$394M
|
|
|
Apr 21, 2025
Q1 2025
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-1K- 0.65% |
$82.8K - $92.9K
|
152K
$14.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
414+ 6.71% |
$34.3K - $38.5K
|
6.58K
$626K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
43+ 0.29% |
$3.56K - $4K
|
15.1K
$1.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.6K- 20.23% |
$298K - $335K
|
14.2K
$1.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
1.53K+ 2.36% |
$127K - $142K
|
66.4K
$6.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-280- 3.64% |
$23.2K - $26K
|
7.4K
$704K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
192+ 3.07% |
$15.9K - $17.8K
|
6.45K
$613K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
SELL
|
- |
-9.11K- 40.87% |
$754K - $846K
|
13.2K
$1.25M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
489+ 12.73% |
$40.5K - $45.4K
|
4.33K
$412K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.13% |
$166 - $186
|
1.53K
$146K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-459- 13.63% |
$38K - $42.7K
|
2.91K
$277K
|