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 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-890- 8.09% |
$73.7K - $82.7K
|
10.1K
$938K
|
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-45K- 55.37% |
$3.72M - $4.18M
|
36.3K
$3.36M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5.17K+ 36.37% |
$428K - $481K
|
19.4K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
867+ 36.38% |
$71.8K - $80.6K
|
3.25K
$301K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.63K- 3.66% |
$301K - $338K
|
95.7K
$8.87M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.5K- 3.23% |
$871K - $977K
|
315K
$29.2M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.46K+ 13.81% |
$369K - $415K
|
36.8K
$3.41M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-33.4K- 60.87% |
$2.76M - $3.1M
|
21.5K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-12- 1.82% |
$994 - $1.12K
|
649
$60.1K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
CALL |
-4.9K- 26.49% |
$406K - $455K
|
13.6K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.58KClosed |
$131K - $147K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
552+ 5.39% |
$45.7K - $51.3K
|
10.8K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-94- 1.63% |
$7.78K - $8.74K
|
5.66K
$525K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.68K+ 38.3% |
$139K - $156K
|
6.05K
$560K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
9+ 0.03% |
$745 - $836
|
26.9K
$2.49M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
136+ 0.62% |
$11.3K - $12.6K
|
22K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
239+ 0.85% |
$19.8K - $22.2K
|
28.4K
$2.63M
|
|
|
May 14, 2025
Q1 2025
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
2.67KNew |
$221K - $248K
|
2.67K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-776- 5.07% |
$64.3K - $72.1K
|
14.5K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23.4K+ 6.67% |
$1.94M - $2.18M
|
375K
$34.7M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
316New |
$26.2K - $29.4K
|
316
$29.3K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
5.67K+ 86.08% |
$470K - $527K
|
12.3K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
2+ 0.05% |
$166 - $186
|
4.12K
$382K
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-67- 0.26% |
$5.55K - $6.23K
|
25.6K
$2.37M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.14K- 0.74% |
$94.4K - $106K
|
152K
$14.1M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.96K- 1.01% |
$659K - $739K
|
777K
$72M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.26K- 5.07% |
$104K - $117K
|
23.5K
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.21K+ 1.48% |
$348K - $391K
|
289K
$26.8M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.02K- 5.34% |
$250K - $280K
|
53.4K
$4.95M
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-250- 14.22% |
$20.7K - $23.2K
|
1.51K
$140K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-160- 1.13% |
$13.2K - $14.9K
|
14K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
86.1K+ 6.93% |
$7.13M - $8M
|
1.33M
$123M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
34.8K+ 35.25% |
$2.88M - $3.24M
|
134K
$12.4M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-2.91K- 0.74% |
$241K - $271K
|
393K
$36.4M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.66K- 0.67% |
$386K - $433K
|
691K
$64.1M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
34+ 1.37% |
$2.82K - $3.16K
|
2.52K
$234K
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-594- 1.66% |
$49.2K - $55.2K
|
35.2K
$3.26M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
25.6K+ 11.56% |
$2.12M - $2.38M
|
247K
$22.9M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.68K- 4.78% |
$139K - $156K
|
33.5K
$3.1M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
506+ 3.28% |
$41.9K - $47K
|
15.9K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.11M+ 12.02% |
$340M - $381M
|
38.3M
$3.55B
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
92New |
$7.62K - $8.55K
|
92
$8.53K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.29K- 0.42% |
$107K - $120K
|
305K
$28.2M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.09K- 1.8% |
$90.6K - $102K
|
59.8K
$5.54M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-925- 2.39% |
$76.6K - $86K
|
37.7K
$3.5M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-23.6K- 12.34% |
$1.95M - $2.19M
|
168K
$15.5M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.63K- 11.43% |
$135K - $151K
|
12.6K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
9.52KNew |
$788K - $885K
|
9.52K
$882K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
28.3K+ 26.33% |
$2.34M - $2.63M
|
136K
$12.6M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.9KNew |
$654K - $734K
|
7.9K
$732K
|