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 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-279- 5.26% |
$24.3K - $26.7K
|
5.03K
$466K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
149+ 0.9% |
$13K - $14.2K
|
16.7K
$1.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-342- 0.59% |
$29.8K - $32.7K
|
57.7K
$5.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
18.7K+ 13.82% |
$1.63M - $1.79M
|
154K
$14.3M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-4.17K- 3.96% |
$363K - $398K
|
101K
$9.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-3.66K- 24.84% |
$319K - $350K
|
11.1K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-4.55K- 45.38% |
$397K - $435K
|
5.48K
$507K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
71.7KNew |
$6.26M - $6.85M
|
71.7K
$6.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.25K+ 19.63% |
$109K - $119K
|
7.61K
$705K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-100- 3.85% |
$8.73K - $9.55K
|
2.5K
$231K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
565+ 2.27% |
$49.3K - $54K
|
25.5K
$2.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-551- 17.51% |
$48.1K - $52.6K
|
2.6K
$240K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-422- 3.71% |
$36.8K - $40.3K
|
11K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-35- 0.12% |
$3.05K - $3.34K
|
28.5K
$2.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
610New |
$53.2K - $58.3K
|
610
$56.5K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-11- 2.15% |
$960 - $1.05K
|
501
$46.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
47+ 0.6% |
$4.1K - $4.49K
|
7.87K
$729K
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
11.8KNew |
$1.03M - $1.12M
|
11.8K
$1.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-526- 3.01% |
$45.9K - $50.2K
|
16.9K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-224- 1.29% |
$19.5K - $21.4K
|
17.2K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
7+ 3.8% |
$611 - $669
|
191
$17.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.1K+ 2.76% |
$183K - $200K
|
78.2K
$7.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-16- 0.54% |
$1.4K - $1.53K
|
2.92K
$271K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.97K+ 13.31% |
$172K - $188K
|
16.8K
$1.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
11+ 0.2% |
$960 - $1.05K
|
5.49K
$509K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.23K+ 40.33% |
$107K - $117K
|
4.27K
$396K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-42- 1.17% |
$3.66K - $4.01K
|
3.56K
$330K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-230- 0.8% |
$20.1K - $22K
|
28.4K
$2.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-42.1K- 99.91% |
$3.67M - $4.02M
|
40
$3.71K
|
|
|
Jan 22, 2025
Q4 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
42+ 1.31% |
$3.66K - $4.01K
|
3.25K
$301K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-827- 8.97% |
$72.2K - $79K
|
8.4K
$778K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-4.57K- 64.55% |
$399K - $437K
|
2.51K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
45.4KNew |
$3.96M - $4.34M
|
45.4K
$4.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
11+ 0.36% |
$960 - $1.05K
|
3.08K
$285K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
23KNew |
$2.01M - $2.2M
|
23K
$2.13M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
4.47K+ 8.94% |
$390K - $427K
|
54.4K
$5.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.66KNew |
$319K - $349K
|
3.66K
$339K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-35- 0.96% |
$3.05K - $3.34K
|
3.62K
$336K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-8.75K- 11.07% |
$764K - $836K
|
70.3K
$6.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-26- 0.57% |
$2.27K - $2.48K
|
4.57K
$423K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
9+ 0.1% |
$785 - $860
|
8.75K
$811K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.01% |
$87.3 - $95.5
|
8.97K
$831K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
5.21K+ 4.81% |
$454K - $497K
|
113K
$10.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
59.9K+ 171.56% |
$5.23M - $5.73M
|
94.9K
$8.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
223+ 0.58% |
$19.5K - $21.3K
|
38.9K
$3.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-53- 0.2% |
$4.62K - $5.06K
|
26.7K
$2.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
48+ 5.72% |
$4.19K - $4.58K
|
887
$82.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-4.5K- 2.7% |
$392K - $430K
|
162K
$15M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-522- 2.21% |
$45.5K - $49.9K
|
23.1K
$2.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
28+ 0.11% |
$2.44K - $2.67K
|
24.7K
$2.29M
|