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 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-1.58K- 5.84% |
$126K - $139K
|
25.4K
$2.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.27KNew |
$182K - $200K
|
2.27K
$208K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
339New |
$27.1K - $29.9K
|
339
$31K
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.05K- 0.61% |
$84K - $92.7K
|
172K
$15.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-1.6K- 40.34% |
$128K - $141K
|
2.37K
$217K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1.73K+ 26.17% |
$138K - $152K
|
8.33K
$761K
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
715New |
$57.1K - $63.1K
|
715
$65.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.97K- 4.72% |
$317K - $350K
|
80.1K
$7.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.84K+ 100.42% |
$227K - $251K
|
5.68K
$518K
|
|
|
Oct 16, 2024
Q3 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-2.22K- 1.32% |
$178K - $196K
|
167K
$15.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
256+ 0.9% |
$20.5K - $22.6K
|
28.6K
$2.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
53.3K+ 855.86% |
$4.26M - $4.7M
|
59.5K
$5.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
475+ 0.68% |
$38K - $41.9K
|
70.1K
$6.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-294- 2.96% |
$23.5K - $25.9K
|
9.64K
$880K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
633+ 3.93% |
$50.6K - $55.8K
|
16.7K
$1.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.24K+ 13.82% |
$339K - $374K
|
34.9K
$3.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-73- 1.25% |
$5.83K - $6.44K
|
5.75K
$525K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-5.54K- 42.39% |
$443K - $488K
|
7.53K
$688K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
329+ 10.29% |
$26.3K - $29K
|
3.53K
$322K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
10+ 0.34% |
$799 - $882
|
2.94K
$268K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.05K- 14.92% |
$84.1K - $92.8K
|
6K
$548K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
15+ 8.88% |
$1.2K - $1.32K
|
184
$16.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-137- 2.8% |
$10.9K - $12.1K
|
4.76K
$435K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
13+ 0.24% |
$1.04K - $1.15K
|
5.48K
$501K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-847- 20.33% |
$67.7K - $74.7K
|
3.32K
$303K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2+ 0.06% |
$160 - $176
|
3.5K
$319K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-745- 8.18% |
$59.5K - $65.7K
|
8.37K
$764K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-307- 0.72% |
$24.5K - $27.1K
|
42.1K
$3.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
306+ 8.23% |
$24.5K - $27K
|
4.03K
$368K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.42K- 3.03% |
$193K - $213K
|
77.6K
$7.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
225+ 0.64% |
$18K - $19.8K
|
35.4K
$3.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.45K- 3.57% |
$116K - $128K
|
39K
$3.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-769- 13.51% |
$61.5K - $67.8K
|
4.92K
$449K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-9.92K- 79.93% |
$793K - $875K
|
2.49K
$228K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
9+ 0.17% |
$719 - $794
|
5.26K
$481K
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
2.9K+ 58.94% |
$232K - $256K
|
7.82K
$715K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
838+ 27.99% |
$67K - $73.9K
|
3.83K
$350K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.7KNew |
$216K - $238K
|
2.7K
$247K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
1.08K+ 0.7% |
$86.6K - $95.6K
|
156K
$14.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.44K+ 4.96% |
$355K - $391K
|
93.9K
$8.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
9.72KNew |
$777K - $857K
|
9.72K
$888K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
63+ 0.48% |
$5.03K - $5.56K
|
13.3K
$1.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
20+ 0.32% |
$1.6K - $1.76K
|
6.36K
$581K
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2.14K+ 2.66% |
$171K - $188K
|
82.5K
$7.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-223- 1.7% |
$17.8K - $19.7K
|
12.9K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
9.45K+ 6.4% |
$755K - $834K
|
157K
$14.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
712+ 5.25% |
$56.9K - $62.8K
|
14.3K
$1.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-4.98K- 52.43% |
$398K - $439K
|
4.51K
$412K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-95- 0.31% |
$7.59K - $8.38K
|
30.6K
$2.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
144+ 1.69% |
$11.5K - $12.7K
|
8.65K
$790K
|