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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-893- 10.02% |
$66.9K - $82.1K
|
8.02K
$758K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-798- 41.18% |
$59.8K - $73.4K
|
1.14K
$108K
|
|
|
Aug 13, 2025
Q2 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
11.1KNew |
$834K - $1.02M
|
11.1K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.33K+ 208.01% |
$399K - $490K
|
7.89K
$746K
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.62KNew |
$196K - $241K
|
2.62K
$248K
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
699New |
$52.3K - $64.3K
|
699
$66.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-3.2K- 19.21% |
$239K - $294K
|
13.4K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.94K+ 5.82% |
$145K - $178K
|
35.2K
$3.33M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-996- 30.65% |
$74.6K - $91.6K
|
2.25K
$213K
|
|
|
Aug 13, 2025
Q2 2025
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
24.2K+ 253.93% |
$1.81M - $2.23M
|
33.7K
$3.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-349- 5.08% |
$26.1K - $32.1K
|
6.52K
$617K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6+ 0.32% |
$449 - $552
|
1.9K
$180K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
40+ 0.71% |
$3K - $3.68K
|
5.64K
$534K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-70- 0.84% |
$5.24K - $6.44K
|
8.23K
$778K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-398- 17.08% |
$29.8K - $36.6K
|
1.93K
$183K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-40- 25.48% |
$3K - $3.68K
|
117
$11.1K
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
11.1K+ 478.77% |
$831K - $1.02M
|
13.4K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-815- 2.99% |
$61K - $75K
|
26.5K
$2.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
3.02KNew |
$226K - $277K
|
3.02K
$285K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-690- 3.13% |
$51.7K - $63.5K
|
21.3K
$2.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
16New |
$1.2K - $1.47K
|
16
$1.51K
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-58- 0.32% |
$4.34K - $5.33K
|
18.1K
$1.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-487- 10.86% |
$36.5K - $44.8K
|
4K
$378K
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.25KNew |
$168K - $206K
|
2.25K
$212K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.91K- 32.88% |
$143K - $176K
|
3.9K
$369K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
190K+ 9097.04% |
$14.3M - $17.5M
|
193K
$18.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.9KNew |
$217K - $267K
|
2.9K
$275K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-60- 10.71% |
$4.49K - $5.52K
|
500
$47.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-93.2K- 96.67% |
$6.98M - $8.57M
|
3.21K
$304K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.08KNew |
$81K - $99.5K
|
1.08K
$102K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
8+ 0.33% |
$599 - $736
|
2.45K
$232K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
466New |
$34.9K - $42.9K
|
466
$44.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
248+ 4.83% |
$18.6K - $22.8K
|
5.38K
$509K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
355+ 3.28% |
$26.6K - $32.6K
|
11.2K
$1.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
9.95K+ 19.3% |
$745K - $915K
|
61.5K
$5.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.68KNew |
$350K - $430K
|
4.68K
$442K
|
|
|
Aug 11, 2025
Q2 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
2.69K+ 55.62% |
$202K - $247K
|
7.53K
$712K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-172- 3.31% |
$12.9K - $15.8K
|
5.02K
$475K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-3.06K- 23.23% |
$229K - $281K
|
10.1K
$957K
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2.28KNew |
$171K - $210K
|
2.28K
$216K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
312New |
$23.4K - $28.7K
|
312
$29.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
400New |
$30K - $36.8K
|
400
$37.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.43K+ 35.01% |
$107K - $131K
|
5.51K
$521K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.41K- 1.42% |
$106K - $130K
|
98.2K
$9.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
484+ 43.45% |
$36.2K - $44.5K
|
1.6K
$151K
|
|
|
Aug 08, 2025
Q2 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
39+ 1.32% |
$2.92K - $3.59K
|
2.99K
$283K
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
38+ 1.42% |
$2.85K - $3.49K
|
2.71K
$257K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-52- 0.62% |
$3.89K - $4.78K
|
8.4K
$795K
|
|
|
Aug 08, 2025
Q2 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-100- 3.51% |
$7.49K - $9.2K
|
2.75K
$260K
|
|