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 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-2.16K- 14.25% |
$188K - $206K
|
13K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-259- 9.35% |
$22.6K - $24.7K
|
2.51K
$213K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.07K+ 13.27% |
$92.9K - $102K
|
9.09K
$769K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
28.4K+ 2.38% |
$2.48M - $2.71M
|
1.22M
$103M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-37.8K- 23.01% |
$3.3M - $3.61M
|
127K
$10.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
208New |
$18.1K - $19.9K
|
208
$17.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-518- 7.19% |
$45.2K - $49.5K
|
6.69K
$566K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.52K- 1.69% |
$656K - $718K
|
436K
$36.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
39.9K+ 0.99% |
$3.48M - $3.81M
|
4.07M
$345M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
49+ 0.98% |
$4.28K - $4.68K
|
5.04K
$427K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-258- 1.66% |
$22.5K - $24.6K
|
15.3K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
107+ 0.12% |
$9.34K - $10.2K
|
87.7K
$7.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
14New |
$1.22K - $1.34K
|
14
$1.18K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.3K+ 4.52% |
$1.07M - $1.18M
|
285K
$24.1M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-175- 0.57% |
$15.3K - $16.7K
|
30.5K
$2.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
30+ 0.1% |
$2.62K - $2.87K
|
29.9K
$2.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-51- 2.2% |
$4.45K - $4.87K
|
2.27K
$192K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
9.7KNew |
$847K - $927K
|
9.7K
$821K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
109New |
$9.51K - $10.4K
|
109
$9.22K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-391- 18.74% |
$34.1K - $37.3K
|
1.7K
$144K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-950- 0.48% |
$82.9K - $90.7K
|
196K
$16.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.12K+ 0.83% |
$446K - $489K
|
620K
$52.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
17+ 0.72% |
$1.48K - $1.62K
|
2.37K
$201K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-209- 7.84% |
$18.2K - $20K
|
2.46K
$208K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
584+ 4.45% |
$51K - $55.8K
|
13.7K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
39New |
$3.4K - $3.73K
|
39
$3.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-72.9K- 0.54% |
$6.36M - $6.96M
|
13.4M
$1.14B
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.15K+ 17.15% |
$100K - $110K
|
7.85K
$664K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-600- 12.12% |
$52.4K - $57.3K
|
4.35K
$368K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
18K+ 2.43% |
$1.57M - $1.72M
|
759K
$64.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
373+ 11.48% |
$32.5K - $35.6K
|
3.62K
$307K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
35.1K+ 200.21% |
$3.06M - $3.35M
|
52.6K
$4.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
667New |
$58.2K - $63.7K
|
667
$56.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.48KNew |
$303K - $332K
|
3.48K
$294K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-85- 2.31% |
$7.42K - $8.12K
|
3.6K
$304K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-16.9K- 45.31% |
$1.48M - $1.62M
|
20.4K
$1.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-415- 4.01% |
$36.2K - $39.6K
|
9.93K
$840K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
24.3KNew |
$2.12M - $2.32M
|
24.3K
$2.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42.4K- 8.04% |
$3.7M - $4.05M
|
485K
$41.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
5.49K+ 351.5% |
$479K - $525K
|
7.06K
$597K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.37K+ 8.51% |
$207K - $226K
|
30.2K
$2.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
302New |
$26.3K - $28.8K
|
302
$25.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-31- 0.29% |
$2.7K - $2.96K
|
10.8K
$915K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
270+ 0.43% |
$23.6K - $25.8K
|
63.5K
$5.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
6K+ 10.2% |
$523K - $573K
|
64.8K
$5.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
165+ 4.49% |
$14.4K - $15.8K
|
3.84K
$325K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-613- 10.35% |
$53.5K - $58.6K
|
5.31K
$449K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
35+ 0.36% |
$3.05K - $3.34K
|
9.76K
$826K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-2.2K- 35.44% |
$192K - $210K
|
4K
$339K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
275+ 1.54% |
$24K - $26.3K
|
18.2K
$1.54M
|