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
|
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
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
180+ 2.1% |
$14.9K - $16.7K
|
8.75K
$811K
|
|
|
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
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.46K+ 35.33% |
$203K - $228K
|
9.41K
$872K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
5.06KNew |
$419K - $470K
|
5.06K
$468K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3K+ 76.59% |
$249K - $279K
|
6.93K
$642K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.07K- 2.04% |
$88.9K - $99.7K
|
51.5K
$4.77M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
304+ 2.22% |
$25.2K - $28.3K
|
14K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-63- 0.16% |
$5.22K - $5.85K
|
40.2K
$3.72M
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
6+ 0.25% |
$497 - $558
|
2.43K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-311- 0.05% |
$25.8K - $28.9K
|
626K
$58M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-675- 13.57% |
$55.9K - $62.7K
|
4.3K
$398K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.23K+ 6.86% |
$185K - $207K
|
34.8K
$3.22M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-12.1K- 2.23% |
$998K - $1.12M
|
528K
$48.9M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
7.52K+ 1.96% |
$623K - $699K
|
391K
$36.2M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
31.7KNew |
$2.62M - $2.94M
|
31.7K
$2.94M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
57+ 1.36% |
$4.72K - $5.3K
|
4.26K
$394K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5+ 0.19% |
$414 - $465
|
2.61K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
38.5K+ 19.93% |
$3.19M - $3.58M
|
232K
$21.5M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.33KNew |
$276K - $310K
|
3.33K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
568+ 5.75% |
$47K - $52.8K
|
10.4K
$968K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-486- 11.11% |
$40.2K - $45.2K
|
3.89K
$360K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
23.4K+ 237.39% |
$1.94M - $2.17M
|
33.2K
$3.08M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-760K- 18.3% |
$62.9M - $70.6M
|
3.39M
$314M
|
|
|
May 14, 2025
Q1 2025
|
Sellwood Investment Partners LLC
Portland, OR |
SELL
|
- |
-68- 73.91% |
$5.63K - $6.32K
|
24
$2.22K
|
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
9.08KNew |
$752K - $844K
|
9.08K
$841K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-950- 6.78% |
$78.7K - $88.3K
|
13.1K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
5.19KNew |
$430K - $482K
|
5.19K
$481K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
448K+ 102.87% |
$37.1M - $41.7M
|
884K
$82M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.99K+ 49.76% |
$413K - $464K
|
15K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.41KNew |
$200K - $224K
|
2.41K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
4+ 0.16% |
$331 - $372
|
2.47K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-36- 0.76% |
$2.98K - $3.35K
|
4.72K
$437K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
60.4K+ 8.21% |
$5M - $5.61M
|
796K
$73.7M
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-65- 0.55% |
$5.38K - $6.04K
|
11.7K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.2K+ 3.46% |
$2.92M - $3.27M
|
1.05M
$97.5M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.54K+ 16.48% |
$127K - $143K
|
10.8K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
52.8KNew |
$4.37M - $4.91M
|
52.8K
$4.9M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-1.5K- 4.56% |
$124K - $139K
|
31.4K
$2.91M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
40.6KNew |
$3.36M - $3.77M
|
40.6K
$3.76M
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-79.7K- 13.95% |
$6.6M - $7.4M
|
491K
$45.5M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
7.83K+ 10.22% |
$648K - $728K
|
84.4K
$7.83M
|