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 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-910- 3.01% |
$68.1K - $83.7K
|
29.3K
$2.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-1- 0.02% |
$74.9 - $92
|
6.65K
$617K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
2.91K+ 42.34% |
$218K - $268K
|
9.8K
$908K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.59K- 1.03% |
$643K - $790K
|
829K
$76.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
229+ 123.12% |
$17.1K - $21.1K
|
415
$38.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
56+ 0.36% |
$4.19K - $5.15K
|
15.8K
$1.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
385+ 0.47% |
$28.8K - $35.4K
|
82.5K
$7.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
132New |
$9.88K - $12.1K
|
132
$12.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-242- 6.92% |
$18.1K - $22.3K
|
3.26K
$302K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
133+ 3.02% |
$9.96K - $12.2K
|
4.54K
$421K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.18K- 0.85% |
$88.1K - $108K
|
137K
$12.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-9.45K- 8.93% |
$708K - $869K
|
96.4K
$8.93M
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
900New |
$67.4K - $82.8K
|
900
$83.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-295- 1.83% |
$22.1K - $27.1K
|
15.8K
$1.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-176- 6.51% |
$13.2K - $16.2K
|
2.53K
$234K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-20- 0.74% |
$1.5K - $1.84K
|
2.7K
$250K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-641- 10.31% |
$48K - $59K
|
5.58K
$517K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
1.15K+ 21.28% |
$85.9K - $105K
|
6.54K
$606K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.31K+ 21.98% |
$97.8K - $120K
|
7.25K
$672K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
3.33K+ 5.72% |
$249K - $306K
|
61.5K
$5.7M
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
416+ 2.68% |
$31.2K - $38.3K
|
15.9K
$1.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-2.18K- 1.31% |
$163K - $201K
|
164K
$15.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-327- 4.05% |
$24.5K - $30.1K
|
7.75K
$718K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
3.26KNew |
$244K - $300K
|
3.26K
$302K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
1.67K+ 2.79% |
$125K - $154K
|
61.5K
$5.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-999- 10.95% |
$74.8K - $91.9K
|
8.12K
$753K
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-500- 1.45% |
$37.4K - $46K
|
34K
$3.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
50+ 1.39% |
$3.74K - $4.6K
|
3.66K
$339K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-51- 0.57% |
$3.82K - $4.69K
|
8.86K
$821K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-24- 85.71% |
$1.8K - $2.21K
|
4
$371
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-128- 2.17% |
$9.58K - $11.8K
|
5.76K
$534K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-115- 1.45% |
$8.61K - $10.6K
|
7.82K
$724K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.3KNew |
$322K - $395K
|
4.3K
$398K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
350+ 3.63% |
$26.2K - $32.2K
|
10K
$927K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-30- 0.25% |
$2.25K - $2.76K
|
12K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
10+ 0.29% |
$749 - $920
|
3.5K
$324K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.27K- 12.95% |
$245K - $301K
|
22K
$2.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.33K+ 53.46% |
$174K - $214K
|
6.69K
$620K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.3K- 6.88% |
$97.3K - $120K
|
17.6K
$1.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.7K- 5.41% |
$127K - $156K
|
29.7K
$2.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
612+ 0.89% |
$45.8K - $56.3K
|
69.4K
$6.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
3.38KNew |
$253K - $311K
|
3.38K
$313K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-220- 1.26% |
$16.5K - $20.2K
|
17.3K
$1.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-5.56K- 2.95% |
$416K - $511K
|
183K
$17M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
14+ 0.17% |
$1.05K - $1.29K
|
8.44K
$782K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
10+ 0.24% |
$749 - $920
|
4.11K
$381K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.35K- 1.38% |
$251K - $308K
|
238K
$22.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-43- 0.71% |
$3.22K - $3.95K
|
5.98K
$554K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
48.6KNew |
$3.64M - $4.47M
|
48.6K
$4.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-566- 1.02% |
$42.4K - $52.1K
|
55K
$5.1M
|