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 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-1K- 16.38% |
$82.8K - $92.9K
|
5.11K
$485K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-115- 3.29% |
$9.52K - $10.7K
|
3.39K
$322K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-241- 8.3% |
$20K - $22.4K
|
2.66K
$253K
|
|
|
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
$246K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-523- 12.07% |
$43.3K - $48.6K
|
3.81K
$362K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-2.03K- 27.29% |
$168K - $188K
|
5.4K
$513K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
41+ 0.49% |
$3.4K - $3.81K
|
8.41K
$799K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-460- 8.23% |
$38.1K - $42.7K
|
5.13K
$488K
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-67- 0.55% |
$5.55K - $6.23K
|
12.2K
$1.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-68- 2.13% |
$5.63K - $6.32K
|
3.12K
$297K
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
9.6KNew |
$795K - $892K
|
9.6K
$913K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-79- 2.03% |
$6.54K - $7.34K
|
3.81K
$362K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
83New |
$6.87K - $7.71K
|
83
$7.89K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
16+ 0.99% |
$1.32K - $1.49K
|
1.64K
$156K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
57+ 0.36% |
$4.72K - $5.3K
|
16K
$1.53M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
180+ 1.0% |
$14.9K - $16.7K
|
18.2K
$1.73M
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-1.91K- 8.22% |
$158K - $177K
|
21.3K
$2.02M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
5.07KNew |
$420K - $471K
|
5.07K
$482K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
28.6K+ 15.41% |
$2.37M - $2.66M
|
214K
$20.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-10- 0.29% |
$828 - $929
|
3.38K
$322K
|
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-542- 15.74% |
$44.9K - $50.4K
|
2.9K
$276K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-11- 0.07% |
$911 - $1.02K
|
16.1K
$1.53M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
6+ 0.06% |
$497 - $558
|
9.61K
$913K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
5.94KNew |
$492K - $552K
|
5.94K
$565K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1.8KNew |
$157K - $172K
|
1.8K
$171K
|
|
|
Jun 06, 2025
Q4 2024
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
9.97KNew |
$870K - $953K
|
9.97K
$948K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.85K- 1.04% |
$423K - $463K
|
462K
$43.9M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.68K- 28.49% |
$408K - $447K
|
11.7K
$1.12M
|
|
|
May 14, 2025
Q4 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.25K+ 7.81% |
$109K - $119K
|
17.2K
$1.64M
|
|
|
May 14, 2025
Q4 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-7.79K- 68.77% |
$680K - $744K
|
3.54K
$336K
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
206New |
$18K - $19.7K
|
206
$19.6K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
706New |
$61.6K - $67.4K
|
706
$67.1K
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
2.32KNew |
$202K - $221K
|
2.32K
$220K
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
3.05KNew |
$266K - $291K
|
3.05K
$289K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
4.86KNew |
$424K - $464K
|
4.86K
$462K
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
2.96KNew |
$258K - $283K
|
2.96K
$281K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
580New |
$50.6K - $55.4K
|
580
$55.1K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 0.33% |
$611 - $669
|
2.14K
$204K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.1K- 15.84% |
$880K - $964K
|
53.6K
$5.09M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
2.78KNew |
$243K - $266K
|
2.78K
$264K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-255- 1.53% |
$22.2K - $24.4K
|
16.4K
$1.56M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
243New |
$21.2K - $23.2K
|
243
$23.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
10.6KNew |
$925K - $1.01M
|
10.6K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.25KNew |
$196K - $215K
|
2.25K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
5.92KNew |
$517K - $566K
|
5.92K
$563K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
151New |
$13.2K - $14.4K
|
151
$14.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
1.2KNew |
$104K - $114K
|
1.2K
$114K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-62- 2.56% |
$5.41K - $5.92K
|
2.36K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.4K+ 16.09% |
$297K - $325K
|
24.5K
$2.33M
|
|