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 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.9K- 7.32% |
$1.11M - $1.23M
|
176K
$16.1M
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
9+ 0.11% |
$719 - $794
|
8.33K
$761K
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-14.9K- 54.33% |
$1.19M - $1.31M
|
12.5K
$1.14M
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-340- 3.28% |
$27.2K - $30K
|
10K
$916K
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-8.77K- 39.89% |
$701K - $773K
|
13.2K
$1.21M
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-29- 0.29% |
$2.32K - $2.56K
|
9.99K
$913K
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-65- 2.15% |
$5.19K - $5.73K
|
2.95K
$270K
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
688+ 9.38% |
$55K - $60.7K
|
8.02K
$733K
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.23K+ 1.64% |
$98.1K - $108K
|
76.2K
$6.96M
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5.57K+ 6.38% |
$445K - $492K
|
92.9K
$8.48M
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-200- 2.14% |
$16K - $17.6K
|
9.15K
$835K
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-676- 17.45% |
$54K - $59.6K
|
3.2K
$292K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-67.6K- 85.92% |
$5.4M - $5.96M
|
11.1K
$1.01M
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-3.08K- 0.33% |
$246K - $271K
|
930K
$85M
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
89+ 2.81% |
$7.11K - $7.85K
|
3.26K
$298K
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
94+ 0.49% |
$7.51K - $8.29K
|
19.3K
$1.77M
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-30- 0.82% |
$2.4K - $2.65K
|
3.63K
$332K
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-170- 0.17% |
$13.6K - $15K
|
100K
$9.16M
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
476K+ 15458.99% |
$38.1M - $42M
|
479K
$43.8M
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.39KNew |
$191K - $210K
|
2.39K
$218K
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-400- 1.22% |
$32K - $35.3K
|
32.4K
$2.96M
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-8- 36.36% |
$639 - $706
|
14
$1.28K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
181+ 12.07% |
$14.5K - $16K
|
1.68K
$154K
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-29- 0.97% |
$2.32K - $2.56K
|
2.95K
$270K
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
6.43K+ 14.11% |
$514K - $567K
|
52K
$4.75M
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-6.31K- 7.99% |
$504K - $556K
|
72.6K
$6.63M
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-2.15K- 13.72% |
$172K - $190K
|
13.5K
$1.23M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-588- 16.18% |
$47K - $51.9K
|
3.05K
$278K
|
|
Oct 21, 2024
Q3 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-22.3K- 13.17% |
$1.78M - $1.97M
|
147K
$13.5M
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-1.48K- 20.6% |
$118K - $131K
|
5.71K
$521K
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
6.37K+ 127.26% |
$509K - $562K
|
11.4K
$1.04M
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
74+ 0.43% |
$5.91K - $6.53K
|
17.4K
$1.59M
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-7- 0.14% |
$559 - $617
|
4.93K
$450K
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
2.35KNew |
$188K - $208K
|
2.35K
$215K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
6.64K+ 46.98% |
$531K - $586K
|
20.8K
$1.9M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
5.84K+ 3.25% |
$467K - $515K
|
186K
$16.9M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
14.5K+ 7.0% |
$1.16M - $1.28M
|
222K
$20.3M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-928- 30.78% |
$74.2K - $81.8K
|
2.09K
$191K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.41K- 10.47% |
$432K - $477K
|
46.2K
$4.22M
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-39- 0.27% |
$3.12K - $3.44K
|
14.6K
$1.33M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
885New |
$70.7K - $78K
|
885
$80.8K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.99K+ 48.44% |
$159K - $176K
|
6.1K
$557K
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
2.7KNew |
$216K - $238K
|
2.7K
$247K
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
13.2K+ 1.22% |
$1.05M - $1.16M
|
1.09M
$99.8M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-298- 3.13% |
$23.8K - $26.3K
|
9.22K
$842K
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-998- 4.32% |
$79.8K - $88K
|
22.1K
$2.02M
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
2.5K+ 89.64% |
$200K - $220K
|
5.29K
$483K
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
13New |
$1.04K - $1.15K
|
13
$1.19K
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-87- 2.23% |
$6.95K - $7.67K
|
3.81K
$348K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.1K- 1.93% |
$1.52M - $1.68M
|
971K
$88.7M
|