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 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-628- 4.87% |
$54.8K - $60K
|
12.3K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-115- 1.65% |
$10K - $11K
|
6.87K
$636K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-5.48K- 7.55% |
$478K - $524K
|
67.1K
$6.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.14K+ 11.69% |
$361K - $395K
|
39.6K
$3.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
84+ 3.54% |
$7.33K - $8.02K
|
2.46K
$227K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.86K+ 65.14% |
$424K - $464K
|
12.3K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
707+ 0.63% |
$61.7K - $67.5K
|
112K
$10.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
8.42KNew |
$735K - $804K
|
8.42K
$780K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-456- 6.36% |
$39.8K - $43.6K
|
6.71K
$622K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
3+ 0.04% |
$262 - $287
|
6.68K
$618K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
192+ 2.07% |
$16.8K - $18.3K
|
9.47K
$877K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-14- 0.14% |
$1.22K - $1.34K
|
9.71K
$899K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-355- 10.89% |
$31K - $33.9K
|
2.9K
$269K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
26.1K+ 16.36% |
$2.28M - $2.5M
|
186K
$17.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.02K+ 2.44% |
$89.3K - $97.7K
|
42.9K
$3.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
30+ 0.05% |
$2.62K - $2.87K
|
60.8K
$5.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
116+ 0.5% |
$10.1K - $11.1K
|
23.5K
$2.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.26K+ 76.95% |
$546K - $597K
|
14.4K
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-2.08K- 14.73% |
$181K - $199K
|
12K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-167- 0.48% |
$14.6K - $16K
|
34.4K
$3.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-198- 32.25% |
$17.3K - $18.9K
|
416
$38.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-7- 0.26% |
$611 - $669
|
2.64K
$245K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
583+ 5.77% |
$50.9K - $55.7K
|
10.7K
$989K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2+ 0.06% |
$175 - $191
|
3.5K
$324K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
36+ 0.48% |
$3.14K - $3.44K
|
7.47K
$692K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
15+ 0.36% |
$1.31K - $1.43K
|
4.16K
$385K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
17K+ 511.72% |
$1.48M - $1.62M
|
20.3K
$1.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
149New |
$13K - $14.2K
|
149
$13.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
2.81KNew |
$245K - $268K
|
2.81K
$260K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-446- 2.05% |
$38.9K - $42.6K
|
21.3K
$1.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-19.2K- 12.33% |
$1.68M - $1.83M
|
137K
$12.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1+ 0.0% |
$87.3 - $95.5
|
31.1K
$2.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-112- 2.21% |
$9.77K - $10.7K
|
4.95K
$459K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3+ 0.08% |
$262 - $287
|
4K
$370K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.49K- 2.37% |
$217K - $237K
|
103K
$9.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3.39KNew |
$296K - $324K
|
3.39K
$314K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
3.62KNew |
$315K - $345K
|
3.62K
$335K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
300New |
$26.2K - $28.7K
|
300
$27.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
22New |
$1.92K - $2.1K
|
22
$2.04K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-65- 0.81% |
$5.67K - $6.21K
|
7.93K
$734K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
115+ 1.14% |
$10K - $11K
|
10.2K
$941K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-247- 1.19% |
$21.6K - $23.6K
|
20.5K
$1.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-49- 0.47% |
$4.28K - $4.68K
|
10.5K
$970K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.03KNew |
$265K - $290K
|
3.03K
$281K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-296- 2.72% |
$25.8K - $28.3K
|
10.6K
$982K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
2+ 0.03% |
$175 - $191
|
6.85K
$635K
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
46+ 0.29% |
$4.01K - $4.39K
|
15.8K
$1.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-6.01K- 4.15% |
$524K - $574K
|
139K
$12.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
20+ 0.3% |
$1.75K - $1.91K
|
6.66K
$617K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-31- 0.04% |
$2.7K - $2.96K
|
77.5K
$7.18M
|