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 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
37.7K+ 3.71% |
$2.83M - $3.47M
|
1.05M
$99.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
2.22KNew |
$167K - $205K
|
2.22K
$210K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1+ 0.2% |
$74.9 - $92
|
513
$48.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
3.29KNew |
$246K - $302K
|
3.29K
$311K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.96K- 28.95% |
$147K - $180K
|
4.81K
$455K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
346+ 13.02% |
$25.9K - $31.8K
|
3K
$284K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-6- 0.09% |
$449 - $552
|
7.05K
$667K
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
3KNew |
$225K - $276K
|
3K
$284K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-19- 2.77% |
$1.42K - $1.75K
|
668
$63.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
12+ 0.06% |
$899 - $1.1K
|
20.4K
$1.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
675+ 90.0% |
$50.5K - $62.1K
|
1.43K
$135K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
134+ 0.84% |
$10K - $12.3K
|
16.1K
$1.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
52New |
$3.89K - $4.78K
|
52
$4.92K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-17- 3.98% |
$1.27K - $1.56K
|
410
$38.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5.41K+ 51.37% |
$405K - $498K
|
15.9K
$1.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
67+ 2.88% |
$5.02K - $6.16K
|
2.39K
$226K
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
2.19KNew |
$164K - $201K
|
2.19K
$207K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
196+ 30.67% |
$14.7K - $18K
|
835
$79K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.23K- 2.7% |
$242K - $297K
|
116K
$11M
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
4.69K+ 55.82% |
$351K - $431K
|
13.1K
$1.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-951- 17.64% |
$71.2K - $87.5K
|
4.44K
$420K
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-50- 1.07% |
$3.74K - $4.6K
|
4.62K
$437K
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.77KNew |
$207K - $254K
|
2.77K
$262K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.53KNew |
$414K - $509K
|
5.53K
$523K
|
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-112- 4.07% |
$8.39K - $10.3K
|
2.64K
$250K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
266+ 8.98% |
$19.9K - $24.5K
|
3.23K
$306K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
2.14K+ 74.75% |
$160K - $197K
|
5K
$473K
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.1K- 28.9% |
$82.4K - $101K
|
2.71K
$256K
|
|
|
Aug 01, 2025
Q2 2025
|
Pettee Investors, Inc.
|
BUY
|
- |
2.18KNew |
$164K - $201K
|
2.18K
$207K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-100- 7.65% |
$7.49K - $9.2K
|
1.21K
$114K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
686New |
$51.4K - $63.1K
|
686
$64.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
2.14KNew |
$160K - $196K
|
2.14K
$202K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
14.4K+ 3561.54% |
$1.07M - $1.32M
|
14.8K
$1.4M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
40New |
$3K - $3.68K
|
40
$3.78K
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-240- 0.32% |
$18K - $22.1K
|
75.1K
$7.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
368+ 1.41% |
$27.6K - $33.8K
|
26.4K
$2.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
1.4K+ 11.2% |
$105K - $129K
|
13.9K
$1.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-800- 17.56% |
$59.9K - $73.6K
|
3.76K
$355K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3.1KNew |
$232K - $285K
|
3.1K
$294K
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-853- 7.0% |
$63.9K - $78.5K
|
11.3K
$1.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
304New |
$22.8K - $28K
|
304
$28.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
92New |
$6.89K - $8.46K
|
92
$8.71K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-4.2K- 4.94% |
$314K - $386K
|
80.7K
$7.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
22New |
$1.65K - $2.02K
|
22
$2.08K
|
|
|
Jul 30, 2025
Q2 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
2.64KNew |
$198K - $243K
|
2.64K
$250K
|
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
2.27KNew |
$170K - $209K
|
2.27K
$215K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-862- 14.12% |
$64.5K - $79.3K
|
5.24K
$496K
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
SELL
|
- |
-166- 3.79% |
$12.4K - $15.3K
|
4.21K
$398K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
285+ 8.73% |
$21.3K - $26.2K
|
3.55K
$336K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-504- 17.98% |
$37.7K - $46.4K
|
2.3K
$218K
|
|