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 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
28+ 0.04% |
$2.24K - $2.47K
|
63K
$5.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
9.27KNew |
$741K - $818K
|
9.27K
$847K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.03K- 40.67% |
$162K - $179K
|
2.96K
$271K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-329- 13.33% |
$26.3K - $29K
|
2.14K
$195K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-46- 0.63% |
$3.68K - $4.06K
|
7.29K
$666K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.2K- 1.85% |
$96.1K - $106K
|
63.7K
$5.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
52+ 0.08% |
$4.16K - $4.59K
|
69.2K
$6.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5- 0.26% |
$400 - $441
|
1.95K
$178K
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
BUY
|
- |
6.85K+ 2.61% |
$547K - $604K
|
270K
$24.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
403+ 3.25% |
$32.2K - $35.5K
|
12.8K
$1.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-2.82K- 4.22% |
$226K - $249K
|
64.1K
$5.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-250- 6.49% |
$20K - $22K
|
3.6K
$329K
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-657- 8.43% |
$52.5K - $57.9K
|
7.14K
$652K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
49+ 0.17% |
$3.92K - $4.32K
|
28.8K
$2.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.32K+ 1.19% |
$105K - $116K
|
111K
$10.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
362+ 8.55% |
$28.9K - $31.9K
|
4.6K
$420K
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-19- 0.11% |
$1.52K - $1.68K
|
16.6K
$1.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
59+ 0.4% |
$4.72K - $5.2K
|
15K
$1.37M
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
SELL
|
- |
-3.97K- 3.64% |
$317K - $350K
|
105K
$9.6M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.61K- 4.74% |
$128K - $142K
|
32.3K
$2.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
622+ 2.05% |
$49.7K - $54.9K
|
31K
$2.83M
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2.99KNew |
$239K - $264K
|
2.99K
$273K
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
1.29K+ 9.04% |
$103K - $114K
|
15.5K
$1.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
112+ 3.15% |
$8.95K - $9.88K
|
3.67K
$335K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-177- 1.22% |
$14.1K - $15.6K
|
14.4K
$1.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-100- 0.47% |
$7.99K - $8.82K
|
21K
$1.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-191- 0.44% |
$15.3K - $16.8K
|
43K
$3.93M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
11K+ 18.7% |
$876K - $967K
|
69.6K
$6.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-53- 0.69% |
$4.24K - $4.67K
|
7.65K
$698K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
11.6K+ 2.63% |
$927K - $1.02M
|
452K
$41.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
14.3KNew |
$1.14M - $1.26M
|
14.3K
$1.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-18- 0.04% |
$1.44K - $1.59K
|
41.9K
$3.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-1.17K- 4.91% |
$93.8K - $104K
|
22.7K
$2.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-1.58K- 4.49% |
$126K - $139K
|
33.6K
$3.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-140- 2.08% |
$11.2K - $12.3K
|
6.6K
$603K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-612- 1.26% |
$48.9K - $54K
|
48K
$4.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
94+ 4.0% |
$7.51K - $8.29K
|
2.44K
$223K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-560- 7.5% |
$44.8K - $49.4K
|
6.91K
$631K
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
333+ 0.78% |
$26.6K - $29.4K
|
42.8K
$3.91M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-105- 0.24% |
$8.39K - $9.26K
|
43.4K
$3.96M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.29KNew |
$183K - $202K
|
2.29K
$209K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-203- 0.57% |
$16.2K - $17.9K
|
35.6K
$3.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
3.13K+ 13.47% |
$250K - $276K
|
26.4K
$2.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
13+ 0.28% |
$1.04K - $1.15K
|
4.71K
$430K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.78K- 0.66% |
$142K - $157K
|
267K
$24.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-95- 0.17% |
$7.59K - $8.38K
|
54.3K
$4.96M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.67KNew |
$213K - $235K
|
2.67K
$244K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.74K+ 0.82% |
$538K - $594K
|
826K
$75.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.01K+ 6.16% |
$80.8K - $89.2K
|
17.4K
$1.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
510+ 9.2% |
$40.8K - $45K
|
6.05K
$553K
|