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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
534New |
$46.6K - $51K
|
534
$49.2K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-10.6K- 89.26% |
$922K - $1.01M
|
1.27K
$117K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.75KNew |
$502K - $549K
|
5.75K
$530K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-600- 2.63% |
$52.4K - $57.3K
|
22.2K
$2.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-647- 2.23% |
$56.5K - $61.8K
|
28.4K
$2.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-258- 0.4% |
$22.5K - $24.6K
|
63.8K
$5.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-3.74KClosed |
$326K - $357K
|
0
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
378+ 0.2% |
$33K - $36.1K
|
188K
$17.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-534- 16.69% |
$46.6K - $51K
|
2.67K
$245K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-100- 1.0% |
$8.73K - $9.55K
|
9.86K
$908K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
796+ 0.45% |
$69.5K - $76K
|
177K
$16.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
313+ 0.94% |
$27.3K - $29.9K
|
33.5K
$3.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-24- 0.09% |
$2.09K - $2.29K
|
25.4K
$2.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-2.81K- 16.58% |
$245K - $268K
|
14.1K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
447+ 1.39% |
$39K - $42.7K
|
32.5K
$3M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.49K+ 288.5% |
$392K - $429K
|
6.05K
$557K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-70- 1.74% |
$6.11K - $6.69K
|
3.95K
$364K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-344- 0.76% |
$30K - $32.9K
|
44.9K
$4.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-263- 1.0% |
$22.9K - $25.1K
|
26.2K
$2.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
16.2K+ 14.86% |
$1.41M - $1.55M
|
125K
$11.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
215+ 3.86% |
$18.8K - $20.5K
|
5.78K
$532K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-392- 5.92% |
$34.2K - $37.4K
|
6.23K
$574K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-76- 1.7% |
$6.63K - $7.26K
|
4.39K
$404K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
7+ 0.02% |
$611 - $669
|
35.2K
$3.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-1.6K- 1.08% |
$139K - $152K
|
146K
$13.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
57+ 3.39% |
$4.97K - $5.44K
|
1.74K
$160K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.93KNew |
$866K - $948K
|
9.93K
$914K
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-164- 0.9% |
$14.3K - $15.7K
|
18.1K
$1.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.31K- 2.07% |
$114K - $125K
|
61.9K
$5.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
102+ 0.22% |
$8.9K - $9.74K
|
45.7K
$4.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
91+ 1.18% |
$7.94K - $8.69K
|
7.79K
$717K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
8.31K+ 35.11% |
$725K - $794K
|
32K
$2.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-1.97K- 24.3% |
$172K - $188K
|
6.12K
$564K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-572- 5.72% |
$49.9K - $54.6K
|
9.43K
$868K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
34.5K+ 13.61% |
$3.01M - $3.3M
|
288K
$26.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-8- 0.01% |
$698 - $764
|
92.5K
$8.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Iridian Asset Management LLC
|
BUY
|
- |
72.5KNew |
$6.33M - $6.93M
|
72.5K
$6.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.06K- 32.03% |
$180K - $197K
|
4.38K
$403K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-40- 0.17% |
$3.49K - $3.82K
|
23.2K
$2.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.45K+ 5.39% |
$127K - $139K
|
28.4K
$2.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11+ 0.23% |
$960 - $1.05K
|
4.72K
$434K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
166+ 1.99% |
$14.5K - $15.9K
|
8.5K
$783K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.16K+ 16.08% |
$101K - $110K
|
8.34K
$768K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.14K+ 22.92% |
$535K - $586K
|
32.9K
$3.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
8+ 0.27% |
$698 - $764
|
2.96K
$273K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.41K+ 10.44% |
$210K - $230K
|
25.5K
$2.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
50+ 1.16% |
$4.36K - $4.78K
|
4.36K
$402K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.46K- 19.08% |
$127K - $139K
|
6.19K
$570K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.99K+ 4.71% |
$174K - $190K
|
44.2K
$4.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
2.81KNew |
$245K - $268K
|
2.81K
$259K
|