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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
150+ 2.77% |
$12K - $13.2K
|
5.57K
$508K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
797+ 29.13% |
$63.7K - $70.3K
|
3.53K
$323K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-13.8K- 1.88% |
$1.1M - $1.22M
|
720K
$65.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
4.3KNew |
$344K - $379K
|
4.3K
$393K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.04% |
$79.9 - $88.2
|
2.25K
$205K
|
|
|
Oct 30, 2024
Q3 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
56+ 0.25% |
$4.48K - $4.94K
|
22.7K
$2.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
415+ 4.18% |
$33.2K - $36.6K
|
10.3K
$945K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-10- 0.14% |
$799 - $882
|
7.37K
$674K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-60- 0.33% |
$4.8K - $5.29K
|
17.9K
$1.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.5K+ 10.89% |
$120K - $132K
|
15.3K
$1.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
11+ 0.22% |
$879 - $970
|
5K
$457K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.63K- 38.29% |
$370K - $408K
|
7.46K
$682K
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.66KNew |
$292K - $323K
|
3.66K
$334K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.7K- 12.63% |
$136K - $150K
|
11.8K
$1.08M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-196- 2.82% |
$15.7K - $17.3K
|
6.76K
$617K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-21.8K- 62.2% |
$1.74M - $1.92M
|
13.2K
$1.21M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
464+ 219.91% |
$37.1K - $40.9K
|
675
$61.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-614- 5.37% |
$49.1K - $54.1K
|
10.8K
$987K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
43+ 2.03% |
$3.44K - $3.79K
|
2.16K
$197K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-157- 1.58% |
$12.5K - $13.8K
|
9.77K
$892K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-214- 2.21% |
$17.1K - $18.9K
|
9.45K
$863K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
14.1KNew |
$1.13M - $1.25M
|
14.1K
$1.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$320 - $353
|
4.37K
$399K
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
147+ 1.44% |
$11.7K - $13K
|
10.4K
$946K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-634- 12.61% |
$50.7K - $55.9K
|
4.39K
$401K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
651+ 6.67% |
$52K - $57.4K
|
10.4K
$951K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.98K+ 1.14% |
$158K - $175K
|
177K
$16.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
3.46KNew |
$277K - $305K
|
3.46K
$316K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$79.9 - $88.2
|
9.49K
$867K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
963+ 0.69% |
$77K - $84.9K
|
140K
$12.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-346- 1.97% |
$27.7K - $30.5K
|
17.2K
$1.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
1.51K+ 1.13% |
$121K - $133K
|
135K
$12.4M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.01K- 15.34% |
$81K - $89.3K
|
5.59K
$510K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-96- 1.46% |
$7.67K - $8.47K
|
6.49K
$593K
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-43- 0.87% |
$3.44K - $3.79K
|
4.88K
$446K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-163- 23.9% |
$13K - $14.4K
|
519
$47.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
23+ 3.73% |
$1.84K - $2.03K
|
639
$58.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
6.1K+ 20.68% |
$488K - $538K
|
35.6K
$3.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-30- 0.94% |
$2.4K - $2.65K
|
3.15K
$287K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-25- 0.36% |
$2K - $2.2K
|
6.86K
$626K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
7.63K+ 1247.95% |
$609K - $672K
|
8.24K
$752K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-44- 0.23% |
$3.52K - $3.88K
|
18.9K
$1.72M
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
60+ 1.02% |
$4.8K - $5.29K
|
5.93K
$542K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-25- 0.35% |
$2K - $2.2K
|
7.04K
$643K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-279- 35.01% |
$22.3K - $24.6K
|
518
$47.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
1.81K+ 4.51% |
$144K - $159K
|
41.9K
$3.83M
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-62- 0.9% |
$4.96K - $5.47K
|
6.8K
$621K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.93K- 0.21% |
$154K - $170K
|
923K
$84.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-337Closed |
$26.9K - $29.7K
|
0
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.89K- 22.74% |
$151K - $167K
|
6.42K
$586K
|