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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.62KNew |
$217K - $243K
|
2.62K
$243K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-41- 3.39% |
$3.4K - $3.81K
|
1.17K
$108K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.54KNew |
$128K - $143K
|
1.54K
$143K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
202+ 3.85% |
$16.7K - $18.8K
|
5.45K
$505K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.3K+ 131.09% |
$1.01M - $1.14M
|
21.6K
$2M
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
1.12K+ 41.25% |
$92.3K - $104K
|
3.82K
$354K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
101+ 0.43% |
$8.36K - $9.39K
|
23.6K
$2.19M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.33KNew |
$358K - $402K
|
4.33K
$401K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-17- 3.98% |
$1.41K - $1.58K
|
410
$38K
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.23K- 3.46% |
$185K - $207K
|
62.3K
$5.77M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-229- 0.55% |
$19K - $21.3K
|
41.7K
$3.86M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.4K+ 3.32% |
$448K - $502K
|
168K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
4.52K+ 261.06% |
$374K - $420K
|
6.25K
$579K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
283+ 3.25% |
$23.4K - $26.3K
|
8.99K
$833K
|
|
|
May 15, 2025
Q1 2025
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
3+ 0.12% |
$248 - $279
|
2.43K
$225K
|
|
|
May 15, 2025
Q1 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-10K- 99.98% |
$831K - $932K
|
2
$185
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
300+ 1.72% |
$24.8K - $27.9K
|
17.7K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-455- 0.26% |
$37.7K - $42.3K
|
171K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.33K- 79.69% |
$441K - $495K
|
1.36K
$126K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.11K- 55.76% |
$257K - $289K
|
2.47K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-15.2K- 0.76% |
$1.26M - $1.41M
|
1.98M
$183M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
142KNew |
$11.8M - $13.2M
|
142K
$13.2M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-18.9K- 62.82% |
$1.56M - $1.76M
|
11.2K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-140- 49.12% |
$11.6K - $13K
|
145
$13.4K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
12+ 0.3% |
$994 - $1.12K
|
4.05K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.16K- 3.88% |
$96K - $108K
|
28.7K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
226+ 0.54% |
$18.7K - $21K
|
42.4K
$3.93M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.15K+ 9.41% |
$261K - $293K
|
36.6K
$3.4M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.3K+ 3.58% |
$522K - $586K
|
183K
$16.9M
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.17% |
$331 - $372
|
2.35K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-598- 1.78% |
$49.5K - $55.6K
|
33K
$3.05M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.07K+ 2.48% |
$337K - $378K
|
168K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
667+ 1.22% |
$55.2K - $62K
|
55.4K
$5.14M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
5.32KNew |
$441K - $495K
|
5.32K
$493K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
828K+ 1.34% |
$68.6M - $77M
|
62.5M
$5.79B
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
4.6K+ 657.14% |
$381K - $427K
|
5.3K
$491K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.09M+ 26.15% |
$173M - $194M
|
10.1M
$932M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
2.24K+ 0.59% |
$185K - $208K
|
380K
$35.2M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-6.12K- 55.3% |
$507K - $569K
|
4.95K
$459K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
7.25K+ 8.95% |
$600K - $673K
|
88.2K
$8.18M
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1.36K+ 7.23% |
$113K - $127K
|
20.2K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
691+ 4.47% |
$57.2K - $64.2K
|
16.1K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.23K- 6.94% |
$102K - $114K
|
16.4K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
143K+ 1.77% |
$11.8M - $13.2M
|
8.22M
$762M
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
19.8KNew |
$1.64M - $1.84M
|
19.8K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
133KNew |
$11M - $12.3M
|
133K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4.24K- 11.53% |
$351K - $394K
|
32.6K
$3.02M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.37K- 15.94% |
$114K - $128K
|
7.24K
$671K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
212+ 8.3% |
$17.6K - $19.7K
|
2.77K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-23- 13.77% |
$1.9K - $2.14K
|
144
$13.3K
|