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 14, 2025
Q4 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-7.79K- 68.77% |
$680K - $744K
|
3.54K
$335K
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
206New |
$18K - $19.7K
|
206
$19.5K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
706New |
$61.6K - $67.4K
|
706
$66.8K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
4.86KNew |
$424K - $464K
|
4.86K
$460K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
2.78KNew |
$243K - $266K
|
2.78K
$263K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
10.6KNew |
$925K - $1.01M
|
10.6K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
5.92KNew |
$517K - $566K
|
5.92K
$560K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
151New |
$13.2K - $14.4K
|
151
$14.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
1.2KNew |
$104K - $114K
|
1.2K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-62- 2.56% |
$5.41K - $5.92K
|
2.36K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
10New |
$873 - $955
|
10
$946
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
1.86KNew |
$162K - $178K
|
1.86K
$176K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-50- 4.76% |
$4.36K - $4.78K
|
1K
$94.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-50- 3.77% |
$4.36K - $4.78K
|
1.28K
$121K
|
|
|
Feb 14, 2025
Q4 2024
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
BUY
|
- |
28.3KNew |
$2.47M - $2.7M
|
28.3K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
2.08KNew |
$181K - $198K
|
2.08K
$196K
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
5.92KNew |
$516K - $565K
|
5.92K
$560K
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
300+ 7.23% |
$26.2K - $28.7K
|
4.45K
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.69KNew |
$409K - $448K
|
4.69K
$444K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.2K- 77.45% |
$979K - $1.07M
|
3.27K
$309K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
59.1KNew |
$5.16M - $5.65M
|
59.1K
$5.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
508+ 8.38% |
$44.3K - $48.5K
|
6.57K
$622K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
200+ 4.39% |
$17.5K - $19.1K
|
4.75K
$450K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
20New |
$1.75K - $1.91K
|
20
$1.89K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
5.63KNew |
$491K - $537K
|
5.63K
$532K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5New |
$436 - $478
|
5
$473
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
16.4KNew |
$1.43M - $1.56M
|
16.4K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-2.35K- 14.46% |
$205K - $225K
|
13.9K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-16.8K- 84.33% |
$1.47M - $1.61M
|
3.12K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
3.72KNew |
$324K - $355K
|
3.72K
$352K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
22New |
$1.92K - $2.1K
|
22
$2.08K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
39New |
$3.4K - $3.73K
|
39
$3.69K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-308Closed |
$26.9K - $29.4K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-29- 18.95% |
$2.53K - $2.77K
|
124
$11.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
6.73KNew |
$587K - $643K
|
6.73K
$637K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
49+ 59.76% |
$4.28K - $4.68K
|
131
$12.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-56- 0.41% |
$4.89K - $5.35K
|
13.5K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-4.61K- 57.94% |
$402K - $440K
|
3.35K
$317K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
72New |
$6.28K - $6.88K
|
72
$6.81K
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-665- 13.62% |
$58K - $63.5K
|
4.22K
$399K
|
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
3.45KNew |
$301K - $329K
|
3.45K
$326K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
126New |
$11K - $12K
|
126
$11.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-173- 13.97% |
$15.1K - $16.5K
|
1.07K
$101K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
5.37KNew |
$469K - $513K
|
5.37K
$508K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
2.61KNew |
$228K - $249K
|
2.61K
$247K
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
28KNew |
$2.45M - $2.68M
|
28K
$2.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
208New |
$18.1K - $19.9K
|
208
$19.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-51- 2.2% |
$4.45K - $4.87K
|
2.27K
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
109New |
$9.51K - $10.4K
|
109
$10.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-209- 7.84% |
$18.2K - $20K
|
2.46K
$232K
|
|