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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.11K- 1.19% |
$97.1K - $106K
|
92.2K
$8.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-215- 7.38% |
$18.8K - $20.5K
|
2.7K
$250K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
366+ 12.04% |
$31.9K - $35K
|
3.41K
$315K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
4+ 0.07% |
$349 - $382
|
5.71K
$529K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
56.3K+ 237.38% |
$4.91M - $5.38M
|
80.1K
$7.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-623- 1.6% |
$54.4K - $59.5K
|
38.4K
$3.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
715+ 1.05% |
$62.4K - $68.3K
|
68.6K
$6.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.4KNew |
$646K - $707K
|
7.4K
$686K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.43K+ 7.41% |
$125K - $137K
|
20.8K
$1.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.16K- 1.52% |
$101K - $110K
|
75K
$6.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
823+ 7.43% |
$71.8K - $78.6K
|
11.9K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
279+ 11.7% |
$24.3K - $26.7K
|
2.66K
$247K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-780- 1.12% |
$68.1K - $74.5K
|
68.8K
$6.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-2.35K- 1.49% |
$205K - $224K
|
155K
$14.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
6.79K+ 1.44% |
$592K - $648K
|
478K
$44.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-251- 3.05% |
$21.9K - $24K
|
7.99K
$740K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-3- 0.02% |
$262 - $287
|
17.2K
$1.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-202- 16.29% |
$17.6K - $19.3K
|
1.04K
$96.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
1.13K+ 5.82% |
$98.2K - $107K
|
20.5K
$1.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-464- 0.55% |
$40.5K - $44.3K
|
84.7K
$7.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
263+ 7.35% |
$22.9K - $25.1K
|
3.84K
$356K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
17.8KNew |
$1.56M - $1.7M
|
17.8K
$1.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
69+ 0.52% |
$6.02K - $6.59K
|
13.4K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
2.41KNew |
$211K - $231K
|
2.41K
$224K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
6.5K+ 6.52% |
$567K - $621K
|
106K
$9.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7.58K+ 2.96% |
$661K - $724K
|
263K
$24.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
466New |
$40.7K - $44.5K
|
466
$43.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-585- 18.61% |
$51K - $55.9K
|
2.56K
$237K
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
22+ 0.35% |
$1.92K - $2.1K
|
6.37K
$590K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
67+ 0.61% |
$5.85K - $6.4K
|
11K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
2+ 0.01% |
$175 - $191
|
35.6K
$3.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.14K+ 14.9% |
$186K - $204K
|
16.5K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
550+ 2.9% |
$48K - $52.5K
|
19.5K
$1.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
28+ 0.31% |
$2.44K - $2.67K
|
9.14K
$846K
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
2.86KNew |
$249K - $273K
|
2.86K
$265K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-534- 2.02% |
$46.6K - $51K
|
25.9K
$2.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
32New |
$2.79K - $3.06K
|
32
$2.96K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
335+ 32.09% |
$29.2K - $32K
|
1.38K
$128K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-6.41K- 5.21% |
$559K - $612K
|
117K
$10.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-494K- 51.74% |
$43.1M - $47.2M
|
461K
$42.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
275New |
$24K - $26.3K
|
275
$25.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.01K- 4.95% |
$350K - $383K
|
77K
$7.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
112+ 4.9% |
$9.77K - $10.7K
|
2.4K
$222K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2+ 0.03% |
$175 - $191
|
7.14K
$661K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-35- 0.22% |
$3.05K - $3.34K
|
15.9K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
59+ 2.32% |
$5.15K - $5.64K
|
2.6K
$241K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
609New |
$53.1K - $58.2K
|
609
$56.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-15.7K- 2.67% |
$1.37M - $1.5M
|
571K
$52.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-6.64K- 12.76% |
$579K - $634K
|
45.4K
$4.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
18.5K+ 267.27% |
$1.62M - $1.77M
|
25.5K
$2.36M
|