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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
562New |
$46.5K - $52.2K
|
562
$53.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-100- 1.73% |
$8.28K - $9.29K
|
5.68K
$538K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1+ 0.19% |
$82.8 - $92.9
|
535
$50.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
25New |
$2.07K - $2.32K
|
25
$2.37K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.41KNew |
$117K - $131K
|
1.41K
$133K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-956- 23.58% |
$79.2K - $88.8K
|
3.1K
$293K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-1.68K- 32.26% |
$139K - $156K
|
3.52K
$333K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.7K- 26.58% |
$141K - $158K
|
4.7K
$444K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
190New |
$15.7K - $17.7K
|
190
$18K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-60- 0.78% |
$4.97K - $5.58K
|
7.6K
$719K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.77KNew |
$229K - $257K
|
2.77K
$262K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-100- 1.18% |
$8.28K - $9.29K
|
8.4K
$795K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-77- 2.97% |
$6.38K - $7.16K
|
2.52K
$238K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
3.88KNew |
$322K - $361K
|
3.88K
$368K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-395- 6.58% |
$32.7K - $36.7K
|
5.61K
$530K
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
1.17K+ 5.31% |
$96.9K - $109K
|
23.2K
$2.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
3.45KNew |
$286K - $321K
|
3.45K
$327K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-36- 1.1% |
$2.98K - $3.35K
|
3.24K
$306K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
2.51KNew |
$208K - $233K
|
2.51K
$237K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-26- 0.95% |
$2.15K - $2.42K
|
2.7K
$255K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-318K- 99.89% |
$26.4M - $29.6M
|
360
$34.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-1.22K- 2.19% |
$101K - $113K
|
54.2K
$5.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
516New |
$42.7K - $48K
|
516
$48.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-19.7K- 5.75% |
$1.63M - $1.83M
|
323K
$30.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
SELL
|
- |
-100- 3.12% |
$8.28K - $9.29K
|
3.1K
$294K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-344- 3.88% |
$28.5K - $32K
|
8.51K
$805K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
604New |
$50K - $56.1K
|
604
$57.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-725- 3.55% |
$60K - $67.4K
|
19.7K
$1.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-1K- 0.65% |
$82.8K - $92.9K
|
152K
$14.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
192+ 3.07% |
$15.9K - $17.8K
|
6.45K
$610K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-11- 0.27% |
$911 - $1.02K
|
4.03K
$381K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
25+ 0.98% |
$2.07K - $2.32K
|
2.57K
$243K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
138+ 0.86% |
$11.4K - $12.8K
|
16.2K
$1.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
2.77KNew |
$230K - $258K
|
2.77K
$262K
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
335+ 5.59% |
$27.7K - $31.1K
|
6.33K
$599K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-207- 5.24% |
$17.1K - $19.2K
|
3.74K
$354K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-22- 0.28% |
$1.82K - $2.04K
|
7.96K
$753K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-529- 18.22% |
$43.8K - $49.2K
|
2.38K
$225K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
4.11K+ 18.07% |
$340K - $382K
|
26.8K
$2.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-1K- 16.38% |
$82.8K - $92.9K
|
5.11K
$483K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-193- 1.74% |
$16K - $17.9K
|
10.9K
$1.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-460- 8.23% |
$38.1K - $42.7K
|
5.13K
$485K
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-68- 2.13% |
$5.63K - $6.32K
|
3.12K
$295K
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
9.6KNew |
$795K - $892K
|
9.6K
$908K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
83New |
$6.87K - $7.71K
|
83
$7.85K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
5.07KNew |
$420K - $471K
|
5.07K
$480K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
6+ 0.06% |
$497 - $558
|
9.61K
$909K
|
|
| Q4 2024 | |||||||
|
Jan 07, 2026
Q4 2024
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
213New |
$18.6K - $20.3K
|
213
$20.2K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1.8KNew |
$157K - $172K
|
1.8K
$170K
|
|
|
Jun 06, 2025
Q4 2024
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
9.97KNew |
$870K - $953K
|
9.97K
$944K
|
|