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 |
|---|---|---|---|---|---|---|---|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
17New |
$1.41K - $1.58K
|
17
$1.44K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
6+ 0.06% |
$497 - $558
|
9.61K
$813K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
5.94KNew |
$492K - $552K
|
5.94K
$503K
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
6.58K+ 154.12% |
$545K - $611K
|
10.8K
$918K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-124- 1.15% |
$10.3K - $11.5K
|
10.6K
$900K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-686- 7.06% |
$56.8K - $63.7K
|
9.03K
$764K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
21.5KNew |
$1.87M - $2.05M
|
21.5K
$1.82M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.56KNew |
$136K - $149K
|
1.56K
$132K
|
|
|
Mar 25, 2025
Q4 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
2.12K+ 0.54% |
$185K - $202K
|
395K
$33.5M
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
3.05KNew |
$266K - $291K
|
3.05K
$258K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
4.86KNew |
$424K - $464K
|
4.86K
$411K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.86K- 1.18% |
$861K - $942K
|
823K
$69.6M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
2.96KNew |
$258K - $283K
|
2.96K
$251K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
881+ 25.23% |
$76.9K - $84.2K
|
4.37K
$370K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
580New |
$50.6K - $55.4K
|
580
$49.1K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.19K+ 4.18% |
$365K - $400K
|
105K
$8.85M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-63.6K- 61.81% |
$5.55M - $6.08M
|
39.3K
$3.33M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
25New |
$2.18K - $2.39K
|
25
$2.12K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 0.33% |
$611 - $669
|
2.14K
$181K
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
32.3KNew |
$2.82M - $3.09M
|
32.3K
$2.73M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-718- 1.67% |
$62.6K - $68.6K
|
42.3K
$3.58M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.1K- 15.84% |
$880K - $964K
|
53.6K
$4.53M
|
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
370+ 0.96% |
$32.3K - $35.3K
|
38.8K
$3.28M
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
22.3KNew |
$1.94M - $2.13M
|
22.3K
$1.89M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.73KNew |
$238K - $261K
|
2.73K
$231K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-105- 0.66% |
$9.16K - $10K
|
15.7K
$1.33M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
2.78KNew |
$243K - $266K
|
2.78K
$235K
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
16+ 0.55% |
$1.4K - $1.53K
|
2.91K
$246K
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
12.8KNew |
$1.11M - $1.22M
|
12.8K
$1.08M
|
|
|
Feb 19, 2025
Q4 2024
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
3.2KNew |
$279K - $306K
|
3.2K
$271K
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-277- 0.39% |
$24.2K - $26.5K
|
69.9K
$5.91M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-255- 1.53% |
$22.2K - $24.4K
|
16.4K
$1.39M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
243New |
$21.2K - $23.2K
|
243
$20.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
9+ 0.11% |
$785 - $860
|
8.37K
$708K
|
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-212- 3.1% |
$18.5K - $20.3K
|
6.62K
$560K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-264- 2.09% |
$23K - $25.2K
|
12.4K
$1.05M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
10.6KNew |
$925K - $1.01M
|
10.6K
$897K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.56KNew |
$223K - $244K
|
2.56K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.25KNew |
$196K - $215K
|
2.25K
$190K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
2.47K+ 1.02% |
$215K - $236K
|
244K
$20.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.84K- 50.56% |
$597K - $653K
|
6.69K
$566K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
90.3K+ 125.1% |
$7.88M - $8.63M
|
163K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10K+ 2.16% |
$877K - $960K
|
474K
$40.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-4.31K- 28.13% |
$376K - $412K
|
11K
$932K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.06K- 3.31% |
$92.5K - $101K
|
31K
$2.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
5.92KNew |
$517K - $566K
|
5.92K
$501K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.37K- 3.16% |
$119K - $130K
|
41.9K
$3.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-26.9K- 44.98% |
$2.35M - $2.57M
|
32.9K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-28.2K- 14.94% |
$2.46M - $2.69M
|
161K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
151New |
$13.2K - $14.4K
|
151
$12.8K
|
|