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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
766New |
$66.8K - $73.2K
|
766
$66.6K
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.19K+ 22.02% |
$104K - $114K
|
6.59K
$573K
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-986- 14.14% |
$86K - $94.2K
|
5.99K
$520K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
308K+ 32.98% |
$26.9M - $29.4M
|
1.24M
$108M
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
237+ 0.7% |
$20.7K - $22.6K
|
34K
$2.96M
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
19.2K+ 25.94% |
$1.67M - $1.83M
|
93.1K
$8.09M
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
5.63KNew |
$491K - $537K
|
5.63K
$489K
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-132- 0.98% |
$11.5K - $12.6K
|
13.3K
$1.16M
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-13.3K- 17.92% |
$1.16M - $1.27M
|
60.8K
$5.29M
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
45K+ 6.51% |
$3.93M - $4.3M
|
736K
$64M
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
60.4K+ 635.79% |
$5.27M - $5.77M
|
69.9K
$6.08M
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.03K- 61.16% |
$352K - $385K
|
2.56K
$223K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.04K- 3.35% |
$90.3K - $98.9K
|
29.8K
$2.59M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.55K+ 3.56% |
$572K - $626K
|
191K
$16.6M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-47K- 22.15% |
$4.1M - $4.49M
|
165K
$14.4M
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
13.3K+ 1.45% |
$1.16M - $1.27M
|
930K
$80.8M
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3+ 0.01% |
$262 - $287
|
35.6K
$3.09M
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-2.95K- 3.78% |
$257K - $281K
|
75K
$6.52M
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
24+ 0.8% |
$2.09K - $2.29K
|
3.02K
$263K
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-40- 0.71% |
$3.49K - $3.82K
|
5.56K
$484K
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
800+ 31.62% |
$69.8K - $76.4K
|
3.33K
$290K
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-276- 0.33% |
$24.1K - $26.4K
|
83.8K
$7.28M
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
18.6K+ 5.08% |
$1.62M - $1.77M
|
384K
$33.3M
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
28.7K+ 6.11% |
$2.5M - $2.74M
|
498K
$43.3M
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
18.1K+ 273.08% |
$1.58M - $1.73M
|
24.8K
$2.15M
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5New |
$436 - $478
|
5
$435
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.69K- 19.84% |
$322K - $352K
|
14.9K
$1.29M
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
16.4KNew |
$1.43M - $1.56M
|
16.4K
$1.42M
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
729New |
$63.6K - $69.6K
|
729
$63.4K
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.03KNew |
$613K - $671K
|
7.03K
$611K
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
1.79KNew |
$156K - $171K
|
1.79K
$156K
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-1.43K- 1.61% |
$125K - $136K
|
87.5K
$7.6M
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-31.8K- 8.23% |
$2.77M - $3.04M
|
355K
$30.8M
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
50+ 0.36% |
$4.36K - $4.78K
|
14K
$1.22M
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
211+ 1.83% |
$18.4K - $20.2K
|
11.7K
$1.02M
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
407+ 0.42% |
$35.5K - $38.9K
|
98.3K
$8.55M
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
239+ 4.38% |
$20.9K - $22.8K
|
5.69K
$495K
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
32.9KNew |
$2.87M - $3.14M
|
32.9K
$2.86M
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
143+ 50.35% |
$12.5K - $13.7K
|
427
$37.1K
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-198- 2.07% |
$17.3K - $18.9K
|
9.35K
$813K
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-1.22K- 1.13% |
$106K - $117K
|
106K
$9.25M
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
11+ 0.31% |
$960 - $1.05K
|
3.54K
$308K
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-316- 0.59% |
$27.6K - $30.2K
|
53.3K
$4.63M
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
34+ 0.22% |
$2.97K - $3.25K
|
15.4K
$1.34M
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
4.46K+ 92.93% |
$389K - $426K
|
9.25K
$804K
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
682+ 17.84% |
$59.5K - $65.1K
|
4.51K
$392K
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
5.78K+ 20.84% |
$504K - $552K
|
33.5K
$2.91M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
64+ 4.22% |
$5.58K - $6.11K
|
1.58K
$137K
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.55K- 7.84% |
$135K - $148K
|
18.2K
$1.59M
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.62K- 0.44% |
$403K - $441K
|
1.04M
$90.2M
|