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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.6K- 15.42% |
$928K - $1.02M
|
63.7K
$5.82M
|
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
8.73KNew |
$698K - $770K
|
8.73K
$797K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
701+ 4.18% |
$56K - $61.8K
|
17.5K
$1.59M
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
73+ 2.69% |
$5.83K - $6.44K
|
2.79K
$254K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-227- 0.75% |
$18.1K - $20K
|
29.9K
$2.73M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-806- 2.33% |
$64.4K - $71.1K
|
33.8K
$3.09M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
223KNew |
$17.8M - $19.7M
|
223K
$20.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-30- 0.62% |
$2.4K - $2.65K
|
4.82K
$440K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
185K+ 271.6% |
$14.8M - $16.4M
|
254K
$23.2M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.79K- 0.59% |
$223K - $246K
|
472K
$43.1M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.03K- 9.66% |
$82.6K - $91.1K
|
9.67K
$883K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
198+ 20.41% |
$15.8K - $17.5K
|
1.17K
$107K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-28- 12.28% |
$2.24K - $2.47K
|
200
$18.3K
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-36- 0.01% |
$2.88K - $3.17K
|
633K
$57.8M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
121+ 0.97% |
$9.67K - $10.7K
|
12.6K
$1.15M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-14.6K- 27.85% |
$1.17M - $1.29M
|
37.9K
$3.46M
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
13+ 0.43% |
$1.04K - $1.15K
|
3.06K
$280K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.52K- 3.37% |
$121K - $134K
|
43.5K
$3.98M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-42.2K- 7.64% |
$3.37M - $3.72M
|
510K
$46.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.91K+ 1.28% |
$313K - $345K
|
309K
$28.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
14.7KNew |
$1.17M - $1.29M
|
14.7K
$1.34M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-189- 44.47% |
$15.1K - $16.7K
|
236
$21.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
343+ 2.74% |
$27.4K - $30.2K
|
12.9K
$1.17M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
24.3K+ 723.72% |
$1.94M - $2.14M
|
27.7K
$2.53M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.26K+ 117.92% |
$100K - $111K
|
2.32K
$212K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
3.75KNew |
$300K - $331K
|
3.75K
$342K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
284New |
$22.7K - $25K
|
284
$25.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.3K+ 3.1% |
$743K - $820K
|
310K
$28.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.14K+ 11.61% |
$91.3K - $101K
|
11K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-35.6K- 52.59% |
$2.84M - $3.14M
|
32.1K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
38.2K+ 112.38% |
$3.05M - $3.37M
|
72.2K
$6.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.41K+ 48.4% |
$353K - $389K
|
13.5K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
39+ 2.2% |
$3.12K - $3.44K
|
1.81K
$165K
|
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-530- 5.2% |
$42.4K - $46.7K
|
9.66K
$883K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.45K- 3.95% |
$116K - $128K
|
35.2K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.2K+ 6.29% |
$892K - $984K
|
189K
$17.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.05K- 4.99% |
$164K - $180K
|
39K
$3.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-2.63K- 14.63% |
$210K - $232K
|
15.4K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
3+ 0.12% |
$240 - $265
|
2.48K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-75- 0.43% |
$5.99K - $6.61K
|
17.4K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
472New |
$37.7K - $41.6K
|
472
$43.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
9+ 0.01% |
$719 - $794
|
77.1K
$7.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
2.19K+ 4.82% |
$175K - $193K
|
47.6K
$4.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
29.9KNew |
$2.39M - $2.63M
|
29.9K
$2.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-8.56K- 8.79% |
$684K - $755K
|
88.9K
$8.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-24.9K- 6.05% |
$1.99M - $2.2M
|
387K
$35.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
958K+ 18.52% |
$76.6M - $84.5M
|
6.13M
$560M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.75K+ 1.42% |
$619K - $683K
|
552K
$50.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4K- 8.46% |
$319K - $352K
|
43.3K
$3.95M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-7K- 36.46% |
$559K - $617K
|
12.2K
$1.11M
|