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 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-566- 1.02% |
$42.4K - $52.1K
|
55K
$5.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-745- 1.84% |
$55.8K - $68.5K
|
39.8K
$3.69M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-20- 0.38% |
$1.5K - $1.84K
|
5.18K
$480K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.34KNew |
$175K - $215K
|
2.34K
$217K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
3+ 0.04% |
$225 - $276
|
6.68K
$619K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
833+ 6.43% |
$62.4K - $76.6K
|
13.8K
$1.28M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.07K- 1.16% |
$79.8K - $98K
|
91K
$8.43M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
480+ 3.25% |
$35.9K - $44.1K
|
15.2K
$1.41M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-222- 1.41% |
$16.6K - $20.4K
|
15.5K
$1.44M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.43% |
$150 - $184
|
471
$43.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
4.48KNew |
$335K - $412K
|
4.48K
$415K
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-36- 1.38% |
$2.7K - $3.31K
|
2.57K
$238K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-218- 0.52% |
$16.3K - $20K
|
41.9K
$3.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
473+ 1.69% |
$35.4K - $43.5K
|
28.5K
$2.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
24+ 0.28% |
$1.8K - $2.21K
|
8.63K
$800K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9.51K+ 105.39% |
$712K - $875K
|
18.5K
$1.72M
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
357+ 0.31% |
$26.7K - $32.8K
|
116K
$10.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-46- 0.73% |
$3.44K - $4.23K
|
6.27K
$581K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-275- 0.36% |
$20.6K - $25.3K
|
76K
$7.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
25New |
$1.87K - $2.3K
|
25
$2.32K
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-4.55K- 12.44% |
$340K - $418K
|
32K
$2.96M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.12% |
$74.9 - $92
|
831
$77K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-15- 88.24% |
$1.12K - $1.38K
|
2
$185
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
74New |
$5.54K - $6.81K
|
74
$6.86K
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-89- 0.65% |
$6.66K - $8.19K
|
13.7K
$1.27M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-880- 17.42% |
$65.9K - $80.9K
|
4.17K
$387K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
3KNew |
$225K - $276K
|
3K
$278K
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-1.13K- 4.81% |
$84.3K - $104K
|
22.3K
$2.07M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
3.11K+ 5.18% |
$233K - $286K
|
63.2K
$5.85M
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-57- 2.26% |
$4.27K - $5.24K
|
2.46K
$228K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-500- 34.29% |
$37.4K - $46K
|
958
$88.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
13.6KNew |
$1.02M - $1.25M
|
13.6K
$1.26M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-970- 4.32% |
$72.6K - $89.2K
|
21.5K
$1.99M
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
75+ 0.42% |
$5.62K - $6.9K
|
18K
$1.67M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
9.63KNew |
$721K - $886K
|
9.63K
$893K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.62K+ 34.08% |
$271K - $333K
|
14.3K
$1.32M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
21.8KNew |
$1.64M - $2.01M
|
21.8K
$2.02M
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-6.57K- 60.53% |
$492K - $604K
|
4.28K
$397K
|
|
| Q1 2025 | |||||||
|
Jul 14, 2025
Q1 2025
|
Argent Capital Management LLC
|
BUY
|
- |
82K+ 2916.41% |
$6.79M - $7.62M
|
84.8K
$7.85M
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-7- -0.0% |
$580 - $651
|
165K
$15.3M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-21Closed |
$1.74K - $1.95K
|
0
$0
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
686New |
$56.8K - $63.7K
|
686
$63.6K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-45- 0.26% |
$3.73K - $4.18K
|
17K
$1.57M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.31K- 19.87% |
$109K - $122K
|
5.29K
$490K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
367K+ 0.56% |
$30.4M - $34.1M
|
66.5M
$6.16B
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-862- 7.81% |
$71.4K - $80.1K
|
10.2K
$943K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.84K- 13.76% |
$401K - $450K
|
30.4K
$2.81M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-50- 0.27% |
$4.14K - $4.65K
|
18.3K
$1.7M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
30.9K+ 2.53% |
$2.56M - $2.87M
|
1.25M
$116M
|
|
|
May 20, 2025
Q1 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
SELL
|
- |
-1.86K- 5.76% |
$154K - $173K
|
30.4K
$2.82M
|
|