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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-6.85K- 13.15% |
$547K - $604K
|
45.2K
$4.13M
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
2.28KNew |
$182K - $201K
|
2.28K
$208K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
314+ 150.24% |
$25.1K - $27.7K
|
523
$47.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
74K+ 15.71% |
$5.91M - $6.52M
|
545K
$49.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-93- 0.63% |
$7.43K - $8.2K
|
14.6K
$1.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
6.89K+ 2.53% |
$551K - $608K
|
279K
$25.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-3.41K- 0.45% |
$273K - $301K
|
748K
$68.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
282+ 5.45% |
$22.5K - $24.9K
|
5.46K
$499K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-444- 36.42% |
$35.5K - $39.2K
|
775
$70.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
3.58KNew |
$286K - $316K
|
3.58K
$327K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-59- 0.69% |
$4.72K - $5.2K
|
8.45K
$772K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.26K- 66.99% |
$660K - $728K
|
4.07K
$372K
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
373KNew |
$29.8M - $32.9M
|
373K
$34.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
188+ 2.61% |
$15K - $16.6K
|
7.39K
$675K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-24- 0.37% |
$1.92K - $2.12K
|
6.5K
$594K
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
63+ 0.37% |
$5.03K - $5.56K
|
16.9K
$1.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-40- 0.03% |
$3.2K - $3.53K
|
149K
$13.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-67- 0.53% |
$5.35K - $5.91K
|
12.5K
$1.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-484K- 99.6% |
$38.7M - $42.7M
|
1.92K
$176K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.13K+ 2.82% |
$170K - $188K
|
77.9K
$7.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-305- 6.74% |
$24.4K - $26.9K
|
4.22K
$386K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
416+ 10.4% |
$33.2K - $36.7K
|
4.42K
$403K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-620- 2.22% |
$49.6K - $54.7K
|
27.3K
$2.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-122- 0.22% |
$9.75K - $10.8K
|
55.5K
$5.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
229New |
$18.3K - $20.2K
|
229
$20.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-309- 7.16% |
$24.7K - $27.3K
|
4.01K
$366K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.42KNew |
$194K - $214K
|
2.42K
$221K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
62+ 0.71% |
$4.96K - $5.47K
|
8.8K
$804K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
350+ 4.9% |
$28K - $30.9K
|
7.49K
$684K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-38.4K- 2.17% |
$3.07M - $3.39M
|
1.73M
$158M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
7+ 0.4% |
$559 - $617
|
1.75K
$160K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
286+ 8.08% |
$22.9K - $25.2K
|
3.82K
$349K
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.1K+ 3.22% |
$87.9K - $97K
|
35.2K
$3.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
64.9K+ 1.64% |
$5.19M - $5.72M
|
4.03M
$368M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.51% |
$79.9 - $88.2
|
199
$18.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-530- 10.99% |
$42.4K - $46.7K
|
4.29K
$392K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-79- 0.75% |
$6.31K - $6.97K
|
10.5K
$961K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.01% |
$79.9 - $88.2
|
8.97K
$819K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-62- 0.28% |
$4.96K - $5.47K
|
21.8K
$1.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
337+ 1.06% |
$26.9K - $29.7K
|
32.1K
$2.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
2.31KNew |
$185K - $204K
|
2.31K
$211K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-1.15K- 0.78% |
$91.9K - $101K
|
145K
$13.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
371+ 2.52% |
$29.7K - $32.7K
|
15.1K
$1.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.61K- 8.05% |
$448K - $495K
|
64.1K
$5.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-299- 0.99% |
$23.9K - $26.4K
|
29.9K
$2.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-56- 2.11% |
$4.48K - $4.94K
|
2.6K
$237K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-191- 2.01% |
$15.3K - $16.8K
|
9.32K
$852K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
955+ 0.51% |
$76.3K - $84.2K
|
187K
$17.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.18K+ 7.92% |
$94.6K - $104K
|
16.1K
$1.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
6.68K+ 6.94% |
$534K - $589K
|
103K
$9.4M
|