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 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-212- 1.5% |
$15.9K - $19.5K
|
13.9K
$1.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.85KNew |
$213K - $262K
|
2.85K
$269K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
11.1KNew |
$829K - $1.02M
|
11.1K
$1.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-200- 3.53% |
$15K - $18.4K
|
5.46K
$517K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.32KNew |
$173K - $213K
|
2.32K
$219K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
229+ 123.12% |
$17.1K - $21.1K
|
415
$39.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-176- 6.51% |
$13.2K - $16.2K
|
2.53K
$239K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
3.26KNew |
$244K - $300K
|
3.26K
$308K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
50+ 1.39% |
$3.74K - $4.6K
|
3.66K
$346K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-24- 85.71% |
$1.8K - $2.21K
|
4
$378
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-30- 0.25% |
$2.25K - $2.76K
|
12K
$1.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
14+ 0.17% |
$1.05K - $1.29K
|
8.44K
$798K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
10+ 0.24% |
$749 - $920
|
4.11K
$389K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-20- 0.38% |
$1.5K - $1.84K
|
5.18K
$490K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
480+ 3.25% |
$35.9K - $44.1K
|
15.2K
$1.44M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-46- 0.73% |
$3.44K - $4.23K
|
6.27K
$593K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
25New |
$1.87K - $2.3K
|
25
$2.37K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
74New |
$5.54K - $6.81K
|
74
$7K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-500- 34.29% |
$37.4K - $46K
|
958
$90.6K
|
|
| Q1 2025 | |||||||
|
Sep 09, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
850New |
$70.4K - $79K
|
850
$80.4K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.15KNew |
$178K - $200K
|
2.15K
$203K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-21Closed |
$1.74K - $1.95K
|
0
$0
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
686New |
$56.8K - $63.7K
|
686
$64.9K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.54KNew |
$128K - $143K
|
1.54K
$146K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.11K- 55.76% |
$257K - $289K
|
2.47K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-18.9K- 62.82% |
$1.56M - $1.76M
|
11.2K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-140- 49.12% |
$11.6K - $13K
|
145
$13.7K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
5.32KNew |
$441K - $495K
|
5.32K
$504K
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1.36K+ 7.23% |
$113K - $127K
|
20.2K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
133KNew |
$11M - $12.3M
|
133K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4.24K- 11.53% |
$351K - $394K
|
32.6K
$3.08M
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-23- 13.77% |
$1.9K - $2.14K
|
144
$13.6K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-505- 0.55% |
$41.8K - $46.9K
|
92K
$8.71M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
2.51KNew |
$207K - $233K
|
2.51K
$237K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-3.64K- 20.37% |
$301K - $338K
|
14.2K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-2.56K- 23.2% |
$212K - $238K
|
8.49K
$803K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
9+ 0.3% |
$745 - $836
|
3.04K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.14K+ 2163.64% |
$591K - $664K
|
7.47K
$707K
|
|
|
May 14, 2025
Q1 2025
|
Sellwood Investment Partners LLC
Portland, OR |
SELL
|
- |
-68- 73.91% |
$5.63K - $6.32K
|
24
$2.27K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.41KNew |
$200K - $224K
|
2.41K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
4+ 0.16% |
$331 - $372
|
2.47K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
2.67KNew |
$221K - $248K
|
2.67K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
316New |
$26.2K - $29.4K
|
316
$29.9K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
9.52KNew |
$788K - $885K
|
9.52K
$901K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
320New |
$26.5K - $29.7K
|
320
$30.3K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-6.2K- 27.23% |
$514K - $576K
|
16.6K
$1.57M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.2KNew |
$348K - $390K
|
4.2K
$397K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.93K+ 19.2% |
$160K - $180K
|
12K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
49New |
$4.06K - $4.55K
|
49
$4.64K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-569- 10.74% |
$47.1K - $52.9K
|
4.73K
$448K
|
|