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 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-382- 2.03% |
$31.6K - $35.5K
|
18.5K
$1.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-330- 3.05% |
$27.3K - $30.7K
|
10.5K
$990K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-20.2K- 14.2% |
$1.67M - $1.88M
|
122K
$11.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
830+ 9.0% |
$68.7K - $77.1K
|
10K
$950K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-259- 4.02% |
$21.4K - $24.1K
|
6.18K
$584K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.72K+ 52.33% |
$143K - $160K
|
5.01K
$473K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.12K- 1.08% |
$92.9K - $104K
|
102K
$9.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.17K- 13.09% |
$97.2K - $109K
|
7.79K
$736K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
47+ 0.69% |
$3.89K - $4.37K
|
6.81K
$644K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.8KNew |
$232K - $260K
|
2.8K
$265K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
25+ 0.98% |
$2.07K - $2.32K
|
2.57K
$242K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.72KNew |
$225K - $252K
|
2.72K
$257K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-310- 7.53% |
$25.7K - $28.8K
|
3.81K
$360K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
424+ 1.0% |
$35.1K - $39.4K
|
42.7K
$4.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
4.45K+ 41.62% |
$369K - $414K
|
15.1K
$1.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
24K+ 31.72% |
$1.99M - $2.23M
|
99.6K
$9.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-16- 0.36% |
$1.32K - $1.49K
|
4.38K
$413K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
895+ 3.35% |
$74.1K - $83.2K
|
27.6K
$2.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
78+ 3.87% |
$6.46K - $7.25K
|
2.09K
$198K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
14.3K+ 270.14% |
$1.19M - $1.33M
|
19.6K
$1.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
138+ 0.86% |
$11.4K - $12.8K
|
16.2K
$1.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
2.77KNew |
$230K - $258K
|
2.77K
$262K
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
49.1K+ 6.77% |
$4.07M - $4.57M
|
775K
$73.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-112- 5.74% |
$9.27K - $10.4K
|
1.84K
$174K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.99K- 2.02% |
$165K - $185K
|
96.5K
$9.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
335+ 5.59% |
$27.7K - $31.1K
|
6.33K
$598K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-296- 8.1% |
$24.5K - $27.5K
|
3.36K
$318K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-207- 5.24% |
$17.1K - $19.2K
|
3.74K
$354K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.29K- 3.42% |
$438K - $491K
|
149K
$14.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-59- 2.35% |
$4.89K - $5.48K
|
2.45K
$232K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
2.91K+ 9.02% |
$241K - $271K
|
35.2K
$3.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-5.48K- 27.67% |
$454K - $509K
|
14.3K
$1.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
44+ 0.51% |
$3.64K - $4.09K
|
8.64K
$817K
|
|
|
Apr 14, 2025
Q1 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
10+ 0.32% |
$828 - $929
|
3.18K
$300K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-6.74K- 43.61% |
$558K - $627K
|
8.72K
$824K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2+ 0.03% |
$166 - $186
|
7.69K
$727K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-90- 2.13% |
$7.45K - $8.36K
|
4.14K
$391K
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
121K+ 5344.46% |
$10M - $11.3M
|
123K
$11.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-22- 0.28% |
$1.82K - $2.04K
|
7.96K
$753K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-529- 18.22% |
$43.8K - $49.2K
|
2.38K
$224K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
4.11K+ 18.07% |
$340K - $382K
|
26.8K
$2.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-1K- 16.38% |
$82.8K - $92.9K
|
5.11K
$482K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-115- 3.29% |
$9.52K - $10.7K
|
3.39K
$320K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-241- 8.3% |
$20K - $22.4K
|
2.66K
$252K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-193- 1.74% |
$16K - $17.9K
|
10.9K
$1.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-263- 9.21% |
$21.8K - $24.4K
|
2.59K
$245K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-523- 12.07% |
$43.3K - $48.6K
|
3.81K
$360K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-2.03K- 27.29% |
$168K - $188K
|
5.4K
$510K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
41+ 0.49% |
$3.4K - $3.81K
|
8.41K
$795K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-460- 8.23% |
$38.1K - $42.7K
|
5.13K
$485K
|