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 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
627+ 2.15% |
$51.9K - $58.3K
|
29.8K
$2.76M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
39.7K+ 4.37% |
$3.28M - $3.69M
|
946K
$87.7M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-252K- 11.01% |
$20.9M - $23.4M
|
2.04M
$189M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-505- 0.55% |
$41.8K - $46.9K
|
92K
$8.53M
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-2.88K- 3.92% |
$238K - $267K
|
70.5K
$6.53M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
60.6K+ 3.69% |
$5.02M - $5.63M
|
1.7M
$158M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
2.51KNew |
$207K - $233K
|
2.51K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.9K+ 4.11% |
$405K - $455K
|
124K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-242- 2.12% |
$20K - $22.5K
|
11.1K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.69K- 3.24% |
$140K - $157K
|
50.5K
$4.68M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-11.5K- 6.05% |
$949K - $1.06M
|
178K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-105- 0.35% |
$8.7K - $9.76K
|
30.3K
$2.81M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
21.5KNew |
$1.78M - $2M
|
21.5K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
850New |
$70.4K - $79K
|
850
$78.8K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
14.4K+ 22.29% |
$1.2M - $1.34M
|
79.2K
$7.34M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-24K- 45.02% |
$1.99M - $2.23M
|
29.3K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
605+ 7.5% |
$50.1K - $56.2K
|
8.67K
$804K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-707- 3.75% |
$58.5K - $65.7K
|
18.1K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.3K+ 9.44% |
$273K - $306K
|
38.2K
$3.54M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
792+ 19.48% |
$65.6K - $73.6K
|
4.86K
$450K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.5K+ 5.31% |
$872K - $978K
|
209K
$19.4M
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
26+ 0.3% |
$2.15K - $2.42K
|
8.84K
$819K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-520- 15.01% |
$43.1K - $48.3K
|
2.94K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.39K+ 41.37% |
$280K - $315K
|
11.6K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
16.1K+ 41.85% |
$1.33M - $1.49M
|
54.4K
$5.04M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
399+ 9.52% |
$33K - $37.1K
|
4.59K
$425K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-3.64K- 20.37% |
$301K - $338K
|
14.2K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5.1K+ 3.68% |
$422K - $474K
|
144K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-755- 3.5% |
$62.5K - $70.2K
|
20.8K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.62K- 21.85% |
$300K - $337K
|
13K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
5.7K+ 172.73% |
$472K - $530K
|
9K
$834K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.51K+ 198.47% |
$622K - $698K
|
11.3K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
77.4K+ 12.75% |
$6.41M - $7.19M
|
685K
$63.4M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
774+ 28.55% |
$64.1K - $71.9K
|
3.49K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-110- 0.33% |
$9.11K - $10.2K
|
33.2K
$3.07M
|
|
|
May 15, 2025
Q1 2025
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
1.64K+ 16.23% |
$136K - $152K
|
11.7K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-4.73K- 12.45% |
$392K - $439K
|
33.2K
$3.08M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-2.56K- 23.2% |
$212K - $238K
|
8.49K
$787K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
285+ 7.24% |
$23.6K - $26.5K
|
4.22K
$391K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
9+ 0.3% |
$745 - $836
|
3.04K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-508- 18.61% |
$42.1K - $47.2K
|
2.22K
$206K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
180+ 2.1% |
$14.9K - $16.7K
|
8.75K
$811K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
9.32K+ 209.39% |
$772K - $866K
|
13.8K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-121K- 83.63% |
$9.99M - $11.2M
|
23.6K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5+ 0.17% |
$414 - $465
|
3.01K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.14K+ 2163.64% |
$591K - $664K
|
7.47K
$692K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11.6K+ 8.64% |
$958K - $1.07M
|
145K
$13.5M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
372K+ 15.82% |
$30.8M - $34.6M
|
2.72M
$252M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-99- 0.32% |
$8.2K - $9.2K
|
30.9K
$2.86M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-632- 1.09% |
$52.3K - $58.7K
|
57.3K
$5.31M
|