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 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
12.5KNew |
$1.09M - $1.19M
|
12.5K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-148- 2.32% |
$12.9K - $14.1K
|
6.25K
$538K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
4+ 0.14% |
$349 - $382
|
2.77K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
34+ 0.06% |
$2.97K - $3.25K
|
60.5K
$5.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-101- 3.12% |
$8.81K - $9.65K
|
3.14K
$270K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
117+ 28.06% |
$10.2K - $11.2K
|
534
$46K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-285- 2.23% |
$24.9K - $27.2K
|
12.5K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
706+ 5.96% |
$61.6K - $67.4K
|
12.6K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
93+ 1.71% |
$8.11K - $8.88K
|
5.54K
$477K
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
2.32K+ 14.95% |
$203K - $222K
|
17.9K
$1.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-237- 1.57% |
$20.7K - $22.6K
|
14.8K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
968+ 5.79% |
$84.5K - $92.5K
|
17.7K
$1.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
15.7KNew |
$1.37M - $1.5M
|
15.7K
$1.35M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
6.18K+ 9.27% |
$539K - $591K
|
72.9K
$6.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
221+ 8.39% |
$19.3K - $21.1K
|
2.86K
$246K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-7.34K- 19.68% |
$640K - $701K
|
29.9K
$2.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-404- 2.76% |
$35.2K - $38.6K
|
14.2K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.13% |
$175 - $191
|
1.53K
$132K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.42KNew |
$385K - $422K
|
4.42K
$380K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
43.9K+ 6.66% |
$3.83M - $4.19M
|
703K
$60.6M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-222- 3.73% |
$19.4K - $21.2K
|
5.73K
$494K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.12K+ 13.07% |
$98K - $107K
|
9.71K
$837K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
39+ 0.74% |
$3.4K - $3.73K
|
5.3K
$457K
|
|
|
Jan 16, 2025
Q4 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
139K+ 989.76% |
$12.1M - $13.3M
|
153K
$13.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
366New |
$31.9K - $35K
|
366
$31.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-4- 0.04% |
$349 - $382
|
9.66K
$832K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-166- 3.8% |
$14.5K - $15.9K
|
4.2K
$362K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-2.03K- 17.21% |
$177K - $194K
|
9.75K
$840K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-32- 0.02% |
$2.79K - $3.06K
|
172K
$14.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-352- 0.5% |
$30.7K - $33.6K
|
69.5K
$5.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.83K- 6.78% |
$334K - $366K
|
52.6K
$4.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.2K+ 3.21% |
$105K - $115K
|
38.6K
$3.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
3.08K+ 8.45% |
$268K - $294K
|
39.5K
$3.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-340- 5.73% |
$29.7K - $32.5K
|
5.59K
$482K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-50- 0.19% |
$4.36K - $4.78K
|
25.9K
$2.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
5+ 0.2% |
$436 - $478
|
2.47K
$212K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
282+ 1.62% |
$24.6K - $26.9K
|
17.7K
$1.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10KNew |
$876K - $959K
|
10K
$865K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
1+ 0.04% |
$87.3 - $95.5
|
2.85K
$245K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.76K- 1.67% |
$153K - $168K
|
104K
$8.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
42+ 0.61% |
$3.66K - $4.01K
|
6.93K
$597K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
25+ 0.35% |
$2.18K - $2.39K
|
7.09K
$611K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
400+ 2.77% |
$34.9K - $38.2K
|
14.8K
$1.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
5.84KNew |
$510K - $558K
|
5.84K
$503K
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-442- 0.25% |
$38.6K - $42.2K
|
173K
$14.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
14.9K+ 76.44% |
$1.3M - $1.43M
|
34.5K
$2.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
325+ 1.4% |
$28.4K - $31K
|
23.6K
$2.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.03% |
$87.3 - $95.5
|
3.36K
$289K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
21.5K+ 109.48% |
$1.87M - $2.05M
|
41.1K
$3.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
15.2K+ 49.65% |
$1.33M - $1.46M
|
45.9K
$3.96M
|