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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
4+ 0.69% |
$300 - $368
|
584
$55.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
7.6K+ 47.73% |
$569K - $699K
|
23.5K
$2.22M
|
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-47- 0.6% |
$3.52K - $4.32K
|
7.82K
$740K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
100New |
$7.49K - $9.2K
|
100
$9.46K
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3.69K+ 12.42% |
$276K - $339K
|
33.4K
$3.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-305- 50.0% |
$22.8K - $28.1K
|
305
$28.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25.3K- 39.8% |
$1.89M - $2.32M
|
38.2K
$3.61M
|
|
|
Jul 25, 2025
Q2 2025
|
Ckw Financial Group
|
BUY
|
- |
7New |
$524 - $644
|
7
$662
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-57- 2.32% |
$4.27K - $5.24K
|
2.4K
$227K
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.03% |
$74.9 - $92
|
3.32K
$314K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-1.01K- 81.36% |
$75.5K - $92.7K
|
231
$21.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
177+ 0.69% |
$13.3K - $16.3K
|
25.7K
$2.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
193New |
$14.5K - $17.8K
|
193
$18.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
2.42KNew |
$181K - $223K
|
2.42K
$229K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-9.11K- 8.1% |
$682K - $838K
|
103K
$9.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
2.69K+ 77.1% |
$201K - $247K
|
6.17K
$584K
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
4.55K+ 66.83% |
$341K - $419K
|
11.4K
$1.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.65K+ 8.0% |
$124K - $152K
|
22.3K
$2.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-283- 6.93% |
$21.2K - $26K
|
3.8K
$360K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
39.4K+ 1449.93% |
$2.95M - $3.62M
|
42.1K
$3.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
553New |
$41.4K - $50.9K
|
553
$52.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.28KNew |
$171K - $210K
|
2.28K
$216K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-23- 5.36% |
$1.72K - $2.12K
|
406
$38.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
33New |
$2.47K - $3.04K
|
33
$3.12K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-34- 1.19% |
$2.55K - $3.13K
|
2.82K
$267K
|
|
|
Jul 21, 2025
Q2 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
436New |
$32.6K - $40.1K
|
436
$41.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-172- 5.99% |
$12.9K - $15.8K
|
2.7K
$255K
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-280- 7.84% |
$21K - $25.8K
|
3.29K
$312K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
6.09KNew |
$456K - $560K
|
6.09K
$577K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-411- 4.41% |
$30.8K - $37.8K
|
8.91K
$843K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-312- 6.56% |
$23.4K - $28.7K
|
4.44K
$420K
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
2.19KNew |
$164K - $201K
|
2.19K
$207K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-43- 23.5% |
$3.22K - $3.95K
|
140
$13.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
21+ 26.58% |
$1.57K - $1.93K
|
100
$9.46K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.27K+ 5.78% |
$95.4K - $117K
|
23.3K
$2.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-52- 0.76% |
$3.89K - $4.78K
|
6.79K
$642K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-550- 14.34% |
$41.2K - $50.6K
|
3.29K
$311K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
4.71KNew |
$353K - $433K
|
4.71K
$446K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
600+ 6.96% |
$44.9K - $55.2K
|
9.22K
$872K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-20- 0.26% |
$1.5K - $1.84K
|
7.59K
$718K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
216New |
$16.2K - $19.9K
|
216
$20.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
5.8KNew |
$434K - $533K
|
5.8K
$549K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.25% |
$973 - $1.2K
|
5.31K
$502K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-358- 72.18% |
$26.8K - $32.9K
|
138
$13.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-1.56K- 17.23% |
$117K - $143K
|
7.49K
$709K
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
SELL
|
- |
-13K- 67.01% |
$970K - $1.19M
|
6.38K
$603K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-581- 1.33% |
$43.5K - $53.4K
|
43K
$4.07M
|
|