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 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
70New |
$5.59K - $6.17K
|
70
$6.39K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36.3K+ 2.56% |
$2.9M - $3.2M
|
1.45M
$133M
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-678- 4.0% |
$54.2K - $59.8K
|
16.3K
$1.49M
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
22New |
$1.76K - $1.94K
|
22
$2.01K
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
50+ 1.92% |
$4K - $4.41K
|
2.65K
$242K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15.5K- 1.35% |
$1.24M - $1.37M
|
1.13M
$103M
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-74- 45.68% |
$5.91K - $6.53K
|
88
$8.04K
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
192+ 2.85% |
$15.3K - $16.9K
|
6.94K
$634K
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-27.2K- 94.58% |
$2.17M - $2.39M
|
1.56K
$142K
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.36KNew |
$188K - $208K
|
2.36K
$215K
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-15.7K- 11.31% |
$1.25M - $1.38M
|
123K
$11.2M
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
4.91K+ 52.16% |
$393K - $433K
|
14.3K
$1.31M
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-221- 5.35% |
$17.7K - $19.5K
|
3.91K
$357K
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
2.62KNew |
$210K - $231K
|
2.62K
$240K
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-174- 3.1% |
$13.9K - $15.3K
|
5.44K
$497K
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-23- 0.15% |
$1.84K - $2.03K
|
15.6K
$1.43M
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
463+ 0.86% |
$37K - $40.8K
|
54.5K
$4.98M
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
BUY
|
- |
2.77KNew |
$222K - $245K
|
2.77K
$253K
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-3.83K- 6.01% |
$306K - $338K
|
59.9K
$5.47M
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.83K- 0.92% |
$146K - $162K
|
197K
$18M
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
78New |
$6.23K - $6.88K
|
78
$7.12K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
76+ 0.25% |
$6.07K - $6.7K
|
30.4K
$2.78M
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
2.91KNew |
$233K - $257K
|
2.91K
$266K
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
43New |
$3.44K - $3.79K
|
43
$3.93K
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-3.49K- 32.73% |
$279K - $308K
|
7.17K
$655K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-22- 22.68% |
$1.76K - $1.94K
|
75
$6.85K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-51K- 2.26% |
$4.08M - $4.5M
|
2.2M
$201M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
26.6K+ 645.92% |
$2.12M - $2.34M
|
30.7K
$2.8M
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
676+ 6.61% |
$54K - $59.6K
|
10.9K
$995K
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-21.4K- 12.26% |
$1.71M - $1.89M
|
153K
$14M
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.14K+ 1.65% |
$251K - $277K
|
194K
$17.7M
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
391+ 1.7% |
$31.2K - $34.5K
|
23.4K
$2.13M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.83K+ 14.09% |
$146K - $161K
|
14.8K
$1.35M
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-2.35K- 8.87% |
$188K - $208K
|
24.2K
$2.21M
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
17+ 0.43% |
$1.36K - $1.5K
|
4K
$365K
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
4.06KNew |
$324K - $358K
|
4.06K
$371K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
112+ 0.51% |
$8.95K - $9.88K
|
22.2K
$2.03M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.44K- 1.82% |
$355K - $391K
|
240K
$21.9M
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-37- 0.52% |
$2.96K - $3.26K
|
7.04K
$643K
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.66K- 1.64% |
$133K - $147K
|
99.7K
$9.1M
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
14+ 0.12% |
$1.12K - $1.23K
|
11.2K
$1.03M
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.45K- 1.32% |
$116K - $128K
|
108K
$9.89M
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-115- 3.49% |
$9.19K - $10.1K
|
3.18K
$290K
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.22K+ 1.02% |
$497K - $548K
|
615K
$56.2M
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
270+ 1.73% |
$21.6K - $23.8K
|
15.9K
$1.45M
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.22K+ 21.03% |
$97.7K - $108K
|
7.04K
$643K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-699- 23.34% |
$55.9K - $61.6K
|
2.3K
$210K
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-30- 9.23% |
$2.4K - $2.65K
|
295
$26.9K
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-520- 2.16% |
$41.6K - $45.9K
|
23.6K
$2.15M
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
218+ 55.05% |
$17.4K - $19.2K
|
614
$56.1K
|