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 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
81.5KNew |
$6.51M - $7.19M
|
81.5K
$7.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.3K- 5.55% |
$2.18M - $2.4M
|
464K
$42.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-70- 2.25% |
$5.59K - $6.17K
|
3.04K
$278K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
26New |
$2.08K - $2.29K
|
26
$2.37K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-143K- 0.67% |
$11.4M - $12.6M
|
21.1M
$1.93B
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
29+ 0.46% |
$2.32K - $2.56K
|
6.33K
$578K
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
13.4K+ 8.91% |
$1.07M - $1.19M
|
164K
$15M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.12K- 5.93% |
$89.8K - $99K
|
17.8K
$1.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
885+ 1.32% |
$70.7K - $78K
|
67.9K
$6.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.32K- 3.81% |
$105K - $116K
|
33.2K
$3.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-352- 4.67% |
$28.1K - $31K
|
7.19K
$656K
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
BUY
|
- |
650+ 0.83% |
$51.9K - $57.3K
|
79.1K
$7.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-162- 3.14% |
$12.9K - $14.3K
|
4.99K
$456K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
19K+ 4.35% |
$1.52M - $1.67M
|
454K
$41.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.61K- 3.59% |
$129K - $142K
|
43.4K
$3.96M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.19K- 5.14% |
$415K - $458K
|
95.8K
$8.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
25+ 0.4% |
$2K - $2.2K
|
6.35K
$580K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.05K- 1.24% |
$244K - $269K
|
243K
$22.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
349+ 1.24% |
$27.9K - $30.8K
|
28.5K
$2.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.17K+ 97.33% |
$93.3K - $103K
|
2.37K
$216K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.2% |
$240 - $265
|
1.53K
$139K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-327- 23.0% |
$26.1K - $28.8K
|
1.1K
$100K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-727- 15.87% |
$58.1K - $64.1K
|
3.85K
$352K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-772- 1.94% |
$61.7K - $68.1K
|
39.1K
$3.57M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-235- 1.21% |
$18.8K - $20.7K
|
19.2K
$1.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6.69K+ 18.83% |
$535K - $590K
|
42.2K
$3.86M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
298+ 5.3% |
$23.8K - $26.3K
|
5.92K
$541K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.51K- 58.2% |
$360K - $398K
|
3.24K
$296K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.1K- 1.18% |
$88.2K - $97.3K
|
92.5K
$8.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
982+ 3.7% |
$78.5K - $86.6K
|
27.5K
$2.52M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
25.6K+ 20.81% |
$2.05M - $2.26M
|
149K
$13.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-845- 0.8% |
$67.5K - $74.5K
|
105K
$9.62M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.03K- 1.34% |
$82.6K - $91.1K
|
76.2K
$6.96M
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
88+ 6.21% |
$7.03K - $7.76K
|
1.51K
$137K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-26.2K- 2.6% |
$2.09M - $2.31M
|
984K
$89.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
69+ 0.15% |
$5.51K - $6.09K
|
45.6K
$4.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-46- 0.54% |
$3.68K - $4.06K
|
8.46K
$773K
|
|
|
Oct 25, 2024
Q3 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
16+ 0.56% |
$1.28K - $1.41K
|
2.85K
$260K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.46KNew |
$197K - $217K
|
2.46K
$225K
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-255- 0.4% |
$20.4K - $22.5K
|
63.3K
$5.78M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
280+ 1.39% |
$22.4K - $24.7K
|
20.4K
$1.86M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
589+ 2.87% |
$47.1K - $51.9K
|
21.1K
$1.93M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.51K- 8.92% |
$121K - $133K
|
15.4K
$1.41M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
753+ 3.29% |
$60.2K - $66.4K
|
23.7K
$2.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-258- 7.33% |
$20.6K - $22.8K
|
3.26K
$298K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-1.62K- 1.93% |
$129K - $142K
|
82.2K
$7.51M
|
|
|
Oct 24, 2024
Q3 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
3.21KNew |
$257K - $283K
|
3.21K
$293K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.35K+ 22.47% |
$348K - $384K
|
23.7K
$2.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.14K+ 4.52% |
$91.3K - $101K
|
26.4K
$2.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.7K+ 1.54% |
$216K - $238K
|
178K
$16.2M
|