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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
39New |
$3.4K - $3.73K
|
39
$3.69K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-415- 4.01% |
$36.2K - $39.6K
|
9.93K
$939K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
302New |
$26.3K - $28.8K
|
302
$28.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
35+ 0.36% |
$3.05K - $3.34K
|
9.76K
$923K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-2.2K- 35.44% |
$192K - $210K
|
4K
$378K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2.5K+ 100.0% |
$218K - $239K
|
5K
$473K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
945New |
$82.5K - $90.3K
|
945
$89.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
4.8KNew |
$419K - $459K
|
4.8K
$455K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.35KNew |
$205K - $225K
|
2.35K
$223K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
224New |
$19.5K - $21.4K
|
224
$21.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
8+ 4.32% |
$698 - $764
|
193
$18.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.37KNew |
$207K - $227K
|
2.37K
$225K
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
5.66KNew |
$493K - $540K
|
5.66K
$535K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
294+ 392.0% |
$25.7K - $28.1K
|
369
$34.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-142- 25.36% |
$12.4K - $13.6K
|
418
$39.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-794- 5.42% |
$69.3K - $75.8K
|
13.9K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
2.67KNew |
$233K - $255K
|
2.67K
$252K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
112+ 2.43% |
$9.77K - $10.7K
|
4.71K
$446K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
157+ 3.23% |
$13.7K - $15K
|
5.02K
$475K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.58KNew |
$400K - $438K
|
4.58K
$434K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.33K- 29.95% |
$116K - $127K
|
3.1K
$294K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-64- 12.24% |
$5.58K - $6.11K
|
459
$43.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
460New |
$40.1K - $43.9K
|
460
$43.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-33- 0.87% |
$2.88K - $3.15K
|
3.78K
$358K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
12+ 0.31% |
$1.05K - $1.15K
|
3.87K
$367K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.14KNew |
$448K - $491K
|
5.14K
$486K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-80- 0.5% |
$6.98K - $7.64K
|
15.9K
$1.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.29KNew |
$374K - $410K
|
4.29K
$406K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
4.88KNew |
$426K - $466K
|
4.88K
$461K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
33+ 1.42% |
$2.88K - $3.15K
|
2.36K
$224K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
3.18KNew |
$277K - $304K
|
3.18K
$301K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
2.81KNew |
$245K - $268K
|
2.81K
$266K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.99K+ 33.78% |
$348K - $381K
|
15.8K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-3.74KClosed |
$326K - $357K
|
0
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-24- 0.09% |
$2.09K - $2.29K
|
25.4K
$2.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.93KNew |
$866K - $948K
|
9.93K
$939K
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
91+ 1.18% |
$7.94K - $8.69K
|
7.79K
$737K
|
|
|
Jan 28, 2025
Q4 2024
|
Iridian Asset Management LLC
|
BUY
|
- |
72.5KNew |
$6.33M - $6.93M
|
72.5K
$6.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
2.81KNew |
$245K - $268K
|
2.81K
$266K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2.92KNew |
$255K - $279K
|
2.92K
$277K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-122- 2.94% |
$10.6K - $11.7K
|
4.02K
$381K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
SELL
|
- |
-1- 0.01% |
$87.3 - $95.5
|
15.1K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
622New |
$54.3K - $59.4K
|
622
$58.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-164- 2.71% |
$14.3K - $15.7K
|
5.88K
$556K
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
13.9KNew |
$1.21M - $1.32M
|
13.9K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-202- 16.29% |
$17.6K - $19.3K
|
1.04K
$98.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
466New |
$40.7K - $44.5K
|
466
$44.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
2.86KNew |
$249K - $273K
|
2.86K
$271K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
32New |
$2.79K - $3.06K
|
32
$3.03K
|
|