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 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
15+ 0.38% |
$1.2K - $1.32K
|
4.01K
$367K
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.43K+ 5.78% |
$114K - $126K
|
26.1K
$2.39M
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-156- 3.63% |
$12.5K - $13.8K
|
4.14K
$379K
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.45KNew |
$196K - $216K
|
2.45K
$224K
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.58K- 1.48% |
$126K - $139K
|
105K
$9.59M
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-185- 0.69% |
$14.8K - $16.3K
|
26.8K
$2.45M
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
11+ 0.13% |
$879 - $970
|
8.24K
$753K
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
26+ 0.93% |
$2.08K - $2.29K
|
2.83K
$258K
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-1.05K- 0.6% |
$83.9K - $92.6K
|
173K
$15.8M
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
286+ 0.59% |
$22.9K - $25.2K
|
49.1K
$4.49M
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
13+ 0.19% |
$1.04K - $1.15K
|
6.85K
$626K
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.43% |
$160 - $176
|
466
$42.6K
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-69.8K- 94.4% |
$5.58M - $6.15M
|
4.14K
$378K
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.89K- 3.44% |
$231K - $255K
|
81K
$7.4M
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
673+ 1.13% |
$53.8K - $59.4K
|
60.4K
$5.52M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.89K+ 1.02% |
$471K - $520K
|
581K
$53.1M
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
8+ 0.03% |
$639 - $706
|
24.7K
$2.26M
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
552+ 3.98% |
$44.1K - $48.7K
|
14.4K
$1.32M
|
|
Oct 11, 2024
Q3 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-6.3K- 1.84% |
$503K - $555K
|
335K
$30.6M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
655New |
$52.3K - $57.8K
|
655
$59.8K
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.38K- 18.31% |
$350K - $386K
|
19.5K
$1.78M
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.33% |
$2.64K - $2.91K
|
10.1K
$922K
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
300+ 1.75% |
$24K - $26.5K
|
17.4K
$1.59M
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-150- 0.4% |
$12K - $13.2K
|
37.3K
$3.4M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
27+ 0.11% |
$2.16K - $2.38K
|
25.4K
$2.32M
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-19- 28.36% |
$1.52K - $1.68K
|
48
$4.38K
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
35+ 0.4% |
$2.8K - $3.09K
|
8.74K
$798K
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
2.3KNew |
$184K - $203K
|
2.3K
$210K
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
4.9K+ 10.87% |
$391K - $432K
|
49.9K
$4.56M
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
3+ 0.04% |
$240 - $265
|
6.67K
$610K
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1+ 0.01% |
$79.9 - $88.2
|
15.8K
$1.44M
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
997+ 32.38% |
$79.7K - $87.9K
|
4.08K
$372K
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-328- 6.22% |
$26.2K - $28.9K
|
4.95K
$452K
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
5+ 0.06% |
$400 - $441
|
8.36K
$763K
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
280K+ 40.07% |
$22.4M - $24.7M
|
979K
$89.4M
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
3.07K+ 32.58% |
$246K - $271K
|
12.5K
$1.14M
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
482+ 2.18% |
$38.5K - $42.5K
|
22.6K
$2.06M
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-522- 6.56% |
$41.7K - $46K
|
7.44K
$679K
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-50- 0.54% |
$4K - $4.41K
|
9.27K
$847K
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
14.2K+ 17.98% |
$1.14M - $1.25M
|
93.3K
$8.52M
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
298+ 113.74% |
$23.8K - $26.3K
|
560
$51.2K
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-817- 0.09% |
$65.3K - $72.1K
|
906K
$82.7M
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
241New |
$19.3K - $21.3K
|
241
$22K
|
|
Oct 09, 2024
Q3 2024
|
Spence Asset Management
|
SELL
|
- |
-7.11K- 78.54% |
$568K - $627K
|
1.94K
$177K
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.13K- 12.0% |
$90.1K - $99.4K
|
8.26K
$755K
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-12.9K- 49.92% |
$1.03M - $1.14M
|
13K
$1.19M
|
|
Oct 09, 2024
Q3 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
730+ 10.02% |
$58.3K - $64.4K
|
8.02K
$732K
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-808- 2.04% |
$64.6K - $71.3K
|
38.7K
$3.54M
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-430- 14.24% |
$34.4K - $37.9K
|
2.59K
$237K
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.37K+ 20.73% |
$110K - $121K
|
7.99K
$730K
|