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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-142- 25.36% |
$12.4K - $13.6K
|
418
$38.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-794- 5.42% |
$69.3K - $75.8K
|
13.9K
$1.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
2.67KNew |
$233K - $255K
|
2.67K
$245K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.81KNew |
$158K - $173K
|
1.81K
$167K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.37K+ 216.0% |
$469K - $513K
|
7.86K
$724K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.93K+ 47.71% |
$168K - $184K
|
5.96K
$549K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
8.56K+ 6.84% |
$747K - $817K
|
134K
$12.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
112+ 2.43% |
$9.77K - $10.7K
|
4.71K
$434K
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.06K+ 4.04% |
$92K - $101K
|
27.2K
$2.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-400- 19.78% |
$34.9K - $38.2K
|
1.62K
$149K
|
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
6.05K+ 0.84% |
$528K - $578K
|
726K
$66.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
157+ 3.23% |
$13.7K - $15K
|
5.02K
$463K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.58KNew |
$400K - $438K
|
4.58K
$422K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.33K- 29.95% |
$116K - $127K
|
3.1K
$286K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
4.1KNew |
$357K - $391K
|
4.1K
$377K
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-14- 0.26% |
$1.22K - $1.34K
|
5.44K
$501K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-64- 12.24% |
$5.58K - $6.11K
|
459
$42.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.07KNew |
$268K - $294K
|
3.07K
$283K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
460New |
$40.1K - $43.9K
|
460
$42.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
32+ 0.36% |
$2.79K - $3.06K
|
8.81K
$811K
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-33- 0.87% |
$2.88K - $3.15K
|
3.78K
$348K
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
38.7KNew |
$3.38M - $3.7M
|
38.7K
$3.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
12+ 0.31% |
$1.05K - $1.15K
|
3.87K
$357K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.14KNew |
$448K - $491K
|
5.14K
$473K
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-2.08K- 9.52% |
$181K - $199K
|
19.8K
$1.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-50- 1.93% |
$4.36K - $4.78K
|
2.54K
$234K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-80- 0.5% |
$6.98K - $7.64K
|
15.9K
$1.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.29KNew |
$374K - $410K
|
4.29K
$395K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
65+ 0.6% |
$5.67K - $6.21K
|
10.9K
$1M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1+ 0.03% |
$87.3 - $95.5
|
3.83K
$352K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-24K- 2.58% |
$2.09M - $2.29M
|
906K
$83.5M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.6K- 5.67% |
$314K - $344K
|
59.9K
$5.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
158+ 2.5% |
$13.8K - $15.1K
|
6.48K
$597K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
207+ 2.47% |
$18.1K - $19.8K
|
8.57K
$789K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.9K- 1.22% |
$166K - $181K
|
153K
$14.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-251- 1.1% |
$21.9K - $24K
|
22.5K
$2.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-62- 1.29% |
$5.41K - $5.92K
|
4.75K
$438K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-231- 5.67% |
$20.2K - $22.1K
|
3.84K
$354K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.27K+ 4.15% |
$198K - $216K
|
56.9K
$5.24M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
540+ 0.45% |
$47.1K - $51.6K
|
120K
$11.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.82K- 17.62% |
$420K - $460K
|
22.5K
$2.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
174+ 3.28% |
$15.2K - $16.6K
|
5.47K
$504K
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
824+ 1.73% |
$71.9K - $78.7K
|
48.4K
$4.46M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
2.5K+ 31.2% |
$218K - $239K
|
10.5K
$968K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-922- 3.08% |
$80.4K - $88.1K
|
29K
$2.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.86K- 0.7% |
$162K - $178K
|
265K
$24.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 5.76% |
$112K - $122K
|
21K
$1.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-106- 2.55% |
$9.25K - $10.1K
|
4.06K
$373K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
756+ 5.26% |
$66K - $72.2K
|
15.1K
$1.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.05K+ 4.61% |
$702K - $769K
|
183K
$16.8M
|