Latest Institutional Sells of Ishares Russell Mid Cap ETF (IWR)
This list provides information on the latest institutional transactions involving Ishares Russell Mid Cap ETF (IWR) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-178- 6.6% |
$14.7K - $16.5K
|
2.52K
$233K
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-174- 5.27% |
$14.4K - $16.2K
|
3.13K
$290K
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-170- 0.73% |
$14.1K - $15.8K
|
23K
$2.14M
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-169- 1.98% |
$14K - $15.7K
|
8.36K
$775K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-166- 4.33% |
$13.7K - $15.4K
|
3.67K
$340K
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-165- 0.79% |
$13.7K - $15.3K
|
20.8K
$1.93M
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-161- 3.67% |
$13.3K - $15K
|
4.23K
$392K
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-160- 1.13% |
$13.2K - $14.9K
|
14K
$1.29M
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-160- 1.2% |
$13.2K - $14.9K
|
13.1K
$1.22M
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-160- 0.54% |
$13.2K - $14.9K
|
29.7K
$2.75M
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-160- 4.17% |
$13.2K - $14.9K
|
3.68K
$341K
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-159- 2.91% |
$13.2K - $14.8K
|
5.31K
$492K
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-140- 49.12% |
$11.6K - $13K
|
145
$13.4K
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-137- 2.81% |
$11.3K - $12.7K
|
4.74K
$439K
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-134- 3.95% |
$11.1K - $12.5K
|
3.26K
$302K
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-127- 0.26% |
$10.5K - $11.8K
|
48.7K
$4.52M
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-124- 2.79% |
$10.3K - $11.5K
|
4.31K
$400K
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-117- 1.84% |
$9.69K - $10.9K
|
6.25K
$580K
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-115- 3.29% |
$9.52K - $10.7K
|
3.39K
$314K
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-114- 0.85% |
$9.44K - $10.6K
|
13.3K
$1.23M
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-112- 5.74% |
$9.27K - $10.4K
|
1.84K
$171K
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-111- 1.24% |
$9.19K - $10.3K
|
8.82K
$818K
|
|
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
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-105- 0.35% |
$8.7K - $9.76K
|
30.3K
$2.81M
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-100- 0.73% |
$8.28K - $9.29K
|
13.7K
$1.27M
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-100- 1.73% |
$8.28K - $9.29K
|
5.68K
$526K
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-100- 1.18% |
$8.28K - $9.29K
|
8.4K
$778K
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
SELL
|
- |
-100- 3.12% |
$8.28K - $9.29K
|
3.1K
$288K
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-99- 0.32% |
$8.2K - $9.2K
|
30.9K
$2.86M
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-99- 0.44% |
$8.2K - $9.2K
|
22.4K
$2.07M
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-95- 3.69% |
$7.87K - $8.83K
|
2.48K
$230K
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-94- 1.63% |
$7.78K - $8.74K
|
5.66K
$525K
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-90- 2.16% |
$7.45K - $8.36K
|
4.08K
$378K
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-90- 2.13% |
$7.45K - $8.36K
|
4.14K
$383K
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-85- 0.23% |
$7.04K - $7.9K
|
36.5K
$3.38M
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-84- 1.95% |
$6.96K - $7.81K
|
4.22K
$391K
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-80- 0.35% |
$6.62K - $7.43K
|
22.5K
$2.09M
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-79- 0.4% |
$6.54K - $7.34K
|
19.9K
$1.85M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-79- 2.03% |
$6.54K - $7.34K
|
3.81K
$353K
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-77- 2.97% |
$6.38K - $7.16K
|
2.52K
$233K
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
SELL
|
- |
-75- 0.4% |
$6.21K - $6.97K
|
18.8K
$1.74M
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-74- 0.83% |
$6.13K - $6.88K
|
8.87K
$822K
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-74- 1.89% |
$6.13K - $6.88K
|
3.84K
$356K
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-73- 0.26% |
$6.05K - $6.78K
|
28.3K
$2.62M
|
|
May 14, 2025
Q1 2025
|
Sellwood Investment Partners LLC
Portland, OR |
SELL
|
- |
-68- 73.91% |
$5.63K - $6.32K
|
24
$2.22K
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-68- 2.13% |
$5.63K - $6.32K
|
3.12K
$289K
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-67- 0.26% |
$5.55K - $6.23K
|
25.6K
$2.37M
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-67- 0.55% |
$5.55K - $6.23K
|
12.2K
$1.13M
|
|
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
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-63- 0.16% |
$5.22K - $5.85K
|
40.2K
$3.72M
|