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 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
32New |
$2.79K - $3.06K
|
32
$3.03K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-4.55K- 45.38% |
$397K - $435K
|
5.48K
$518K
|
|
|
Jan 22, 2025
Q4 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
42+ 1.31% |
$3.66K - $4.01K
|
3.25K
$308K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
45.4KNew |
$3.96M - $4.34M
|
45.4K
$4.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
48+ 5.72% |
$4.19K - $4.58K
|
887
$83.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
2.36KNew |
$206K - $226K
|
2.36K
$223K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
14New |
$1.22K - $1.34K
|
14
$1.32K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
12.5KNew |
$1.09M - $1.19M
|
12.5K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-222- 3.73% |
$19.4K - $21.2K
|
5.73K
$542K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
366New |
$31.9K - $35K
|
366
$34.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
282+ 1.62% |
$24.6K - $26.9K
|
17.7K
$1.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
222New |
$19.4K - $21.2K
|
222
$21K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-113- 1.22% |
$9.86K - $10.8K
|
9.16K
$867K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
116+ 0.5% |
$10.1K - $11.1K
|
23.5K
$2.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
149New |
$13K - $14.2K
|
149
$14.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
22New |
$1.92K - $2.1K
|
22
$2.08K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-258- 7.22% |
$22.5K - $24.6K
|
3.32K
$314K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-176- 3.24% |
$15.4K - $16.8K
|
5.26K
$498K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.43KNew |
$212K - $232K
|
2.43K
$230K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
4.58K+ 18300.0% |
$399K - $437K
|
4.6K
$435K
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
5.34KNew |
$466K - $510K
|
5.34K
$505K
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
4.74KNew |
$414K - $453K
|
4.74K
$449K
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
2.42KNew |
$211K - $231K
|
2.42K
$229K
|
|
| Q3 2024 | |||||||
|
Aug 15, 2025
Q3 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-374- 22.68% |
$29.9K - $33K
|
1.28K
$121K
|
|
|
Aug 07, 2025
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-215- 7.38% |
$17.2K - $19K
|
2.7K
$255K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-94- 1.34% |
$7.51K - $8.29K
|
6.91K
$654K
|
|
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
2.32KNew |
$185K - $204K
|
2.32K
$219K
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
73+ 2.69% |
$5.83K - $6.44K
|
2.79K
$264K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-28- 12.28% |
$2.24K - $2.47K
|
200
$18.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
3.75KNew |
$300K - $331K
|
3.75K
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
472New |
$37.7K - $41.6K
|
472
$44.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
29.9KNew |
$2.39M - $2.63M
|
29.9K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-7K- 36.46% |
$559K - $617K
|
12.2K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Core Alternative Capital
|
BUY
|
- |
190New |
$15.2K - $16.8K
|
190
$18K
|
|
|
Nov 14, 2024
Q3 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
189KNew |
$15.1M - $16.6M
|
189K
$17.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.5K+ 64.53% |
$1.4M - $1.54M
|
44.6K
$4.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
4.99KNew |
$399K - $440K
|
4.99K
$472K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
485+ 1.74% |
$38.8K - $42.8K
|
28.4K
$2.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
CALL |
793New |
$63.4K - $69.9K
|
793
$75K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
11.5KNew |
$918K - $1.01M
|
11.5K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-11.4K- 49.69% |
$909K - $1M
|
11.5K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.64K+ 2.35% |
$211K - $232K
|
115K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
175+ 2.5% |
$14K - $15.4K
|
7.17K
$678K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
102KNew |
$8.13M - $8.98M
|
102K
$9.63M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.27K- 1.26% |
$102K - $112K
|
99.8K
$9.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.7K- 29.82% |
$136K - $150K
|
4K
$379K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
100New |
$7.99K - $8.82K
|
100
$9.46K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
611New |
$48.8K - $53.9K
|
611
$57.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-316- 11.48% |
$25.3K - $27.9K
|
2.44K
$231K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.82K+ 29.91% |
$146K - $161K
|
7.92K
$750K
|
|