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 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-731- 12.08% |
$63.8K - $69.8K
|
5.32K
$450K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
6.05K+ 0.84% |
$528K - $578K
|
726K
$61.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
569+ 2.31% |
$49.6K - $54.4K
|
25.2K
$2.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.73K- 1.67% |
$325K - $356K
|
219K
$18.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
440+ 0.79% |
$38.4K - $42K
|
55.9K
$4.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.33K+ 3.07% |
$116K - $127K
|
44.7K
$3.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
62K+ 1.72% |
$5.41M - $5.93M
|
3.67M
$311M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-121- 1.91% |
$10.6K - $11.6K
|
6.22K
$526K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.04K+ 1.0% |
$265K - $290K
|
306K
$25.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.5K+ 20.92% |
$1.18M - $1.29M
|
77.9K
$6.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
30+ 0.74% |
$2.62K - $2.87K
|
4.11K
$347K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.73KNew |
$761K - $833K
|
8.73K
$738K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
84+ 7.92% |
$7.33K - $8.02K
|
1.14K
$96.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
408New |
$35.6K - $39K
|
408
$34.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
278KNew |
$24.3M - $26.6M
|
278K
$23.5M
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
15+ 0.1% |
$1.31K - $1.43K
|
15.6K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-296- 0.32% |
$25.8K - $28.3K
|
92.6K
$7.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-22.9K- 38.41% |
$2M - $2.18M
|
36.7K
$3.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.92K+ 1.09% |
$168K - $183K
|
178K
$15.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-583- 2.57% |
$50.9K - $55.7K
|
22.1K
$1.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.93K- 33.97% |
$168K - $184K
|
3.75K
$317K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-481- 0.62% |
$42K - $45.9K
|
76.6K
$6.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-600- 4.18% |
$52.4K - $57.3K
|
13.8K
$1.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
SELL
|
- |
-1K- 8.83% |
$87.3K - $95.5K
|
10.3K
$874K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-29- 0.6% |
$2.53K - $2.77K
|
4.84K
$410K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-757- 0.92% |
$66K - $72.3K
|
81.4K
$6.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-446- 1.06% |
$38.9K - $42.6K
|
41.5K
$3.51M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
39+ 0.2% |
$3.4K - $3.73K
|
20K
$1.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
4.88KNew |
$426K - $466K
|
4.88K
$413K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.06K+ 4.19% |
$92.7K - $101K
|
26.4K
$2.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
996+ 5.93% |
$86.9K - $95.1K
|
17.8K
$1.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-45- 0.66% |
$3.93K - $4.3K
|
6.81K
$576K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
271+ 1.12% |
$23.6K - $25.9K
|
24.5K
$2.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-16.3K- 1.66% |
$1.42M - $1.56M
|
967K
$81.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
650+ 7.88% |
$56.7K - $62.1K
|
8.89K
$753K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
2.34KNew |
$204K - $223K
|
2.34K
$198K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
33+ 1.42% |
$2.88K - $3.15K
|
2.36K
$200K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-73- 4.16% |
$6.37K - $6.97K
|
1.68K
$142K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-48- 0.7% |
$4.19K - $4.58K
|
6.76K
$572K
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-165- 4.12% |
$14.4K - $15.8K
|
3.84K
$325K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
3.18KNew |
$277K - $304K
|
3.18K
$269K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-229- 4.01% |
$20K - $21.9K
|
5.49K
$464K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
2.81KNew |
$245K - $268K
|
2.81K
$238K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1.17K+ 18.08% |
$102K - $112K
|
7.66K
$648K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.27K+ 1.54% |
$111K - $121K
|
83.8K
$7.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
11.6K+ 168.24% |
$1.01M - $1.11M
|
18.5K
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-430- 0.16% |
$37.5K - $41.1K
|
269K
$22.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-529K- 97.07% |
$46.1M - $50.5M
|
15.9K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-901- 2.08% |
$78.6K - $86.1K
|
42.5K
$3.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-752- 2.73% |
$65.6K - $71.8K
|
26.8K
$2.27M
|