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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-2.1K- 28.94% |
$173K - $195K
|
5.14K
$487K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.35K+ 30.01% |
$112K - $126K
|
5.86K
$554K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
12+ 0.67% |
$994 - $1.12K
|
1.81K
$171K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-124- 2.79% |
$10.3K - $11.5K
|
4.31K
$408K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
17New |
$1.41K - $1.58K
|
17
$1.61K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
78+ 0.2% |
$6.46K - $7.25K
|
39.3K
$3.71M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1K- 50.0% |
$82.8K - $92.9K
|
1K
$94.6K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-10- 0.28% |
$828 - $929
|
3.52K
$333K
|
|
|
May 09, 2025
Q1 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
2.05KNew |
$170K - $191K
|
2.05K
$194K
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-60- 0.17% |
$4.97K - $5.58K
|
35.5K
$3.36M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-174- 5.27% |
$14.4K - $16.2K
|
3.13K
$296K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-137- 2.81% |
$11.3K - $12.7K
|
4.74K
$448K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
366+ 2.22% |
$30.3K - $34K
|
16.9K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-300- 73.53% |
$24.8K - $27.9K
|
108
$10.2K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.22K- 5.17% |
$101K - $113K
|
22.3K
$2.11M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.69K+ 1855.86% |
$223K - $250K
|
2.84K
$268K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-600- 18.02% |
$49.7K - $55.8K
|
2.73K
$258K
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
BUY
|
- |
4.21KNew |
$349K - $392K
|
4.21K
$399K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-169- 1.98% |
$14K - $15.7K
|
8.36K
$791K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
1.5KNew |
$124K - $139K
|
1.5K
$142K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
4+ 0.88% |
$331 - $372
|
458
$43.3K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-205- 4.63% |
$17K - $19.1K
|
4.22K
$399K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
9KNew |
$745K - $836K
|
9K
$851K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.48K+ 34.05% |
$371K - $416K
|
17.6K
$1.67M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
20+ 2.74% |
$1.66K - $1.86K
|
749
$70.9K
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-44K- 89.22% |
$3.65M - $4.09M
|
5.32K
$504K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-90- 2.16% |
$7.45K - $8.36K
|
4.08K
$386K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
333+ 5.12% |
$27.6K - $30.9K
|
6.84K
$647K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.72K- 94.81% |
$142K - $160K
|
94
$8.89K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
91+ 0.88% |
$7.54K - $8.46K
|
10.4K
$983K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
150New |
$12.4K - $13.9K
|
150
$14.2K
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
12.4KNew |
$1.03M - $1.15M
|
12.4K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
30+ 1.18% |
$2.48K - $2.79K
|
2.58K
$244K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
2.44K+ 15.91% |
$202K - $227K
|
17.8K
$1.69M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-11.6K- 54.6% |
$957K - $1.07M
|
9.61K
$909K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-11- 0.16% |
$911 - $1.02K
|
6.78K
$642K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-280- 9.11% |
$23.2K - $26K
|
2.79K
$264K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1- 4.0% |
$82.8 - $92.9
|
24
$2.27K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-3- 8.82% |
$248 - $279
|
31
$2.93K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
342+ 8.35% |
$28.3K - $31.8K
|
4.44K
$420K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-452- 7.34% |
$37.4K - $42K
|
5.71K
$540K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
560New |
$46.4K - $52K
|
560
$53K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-161- 3.67% |
$13.3K - $15K
|
4.23K
$400K
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.62K+ 32.57% |
$134K - $151K
|
6.61K
$625K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.71KNew |
$390K - $438K
|
4.71K
$446K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
148New |
$12.3K - $13.8K
|
148
$14K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
2.14KNew |
$177K - $198K
|
2.14K
$202K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
331New |
$27.4K - $30.8K
|
331
$31.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
24.1K+ 59.22% |
$2M - $2.24M
|
64.8K
$6.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-159- 2.91% |
$13.2K - $14.8K
|
5.31K
$503K
|
|