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 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-83.8K- 87.3% |
$6.7M - $7.39M
|
12.2K
$1.11M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
101New |
$8.07K - $8.91K
|
101
$9.23K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-20.1K- 3.31% |
$1.61M - $1.77M
|
587K
$53.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
261+ 7.8% |
$20.9K - $23K
|
3.61K
$330K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
15+ 0.44% |
$1.2K - $1.32K
|
3.46K
$316K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
90+ 2.52% |
$7.19K - $7.94K
|
3.66K
$334K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
3+ 0.05% |
$240 - $265
|
6.64K
$606K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-946- 8.97% |
$75.6K - $83.4K
|
9.6K
$876K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
869+ 4.54% |
$69.5K - $76.6K
|
20K
$1.83M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.72K- 4.74% |
$137K - $152K
|
34.5K
$3.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-86- 3.08% |
$6.87K - $7.58K
|
2.71K
$247K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-96- 3.35% |
$7.67K - $8.47K
|
2.77K
$253K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
1.7K+ 2.61% |
$136K - $150K
|
66.7K
$6.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
2.41KNew |
$193K - $212K
|
2.41K
$220K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
95+ 0.37% |
$7.59K - $8.38K
|
25.6K
$2.34M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
5.91K+ 4.96% |
$473K - $522K
|
125K
$11.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
71+ 0.37% |
$5.67K - $6.26K
|
19K
$1.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-98- 1.37% |
$7.83K - $8.64K
|
7.07K
$646K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
288+ 1.49% |
$23K - $25.4K
|
19.6K
$1.79M
|
|
|
Oct 08, 2024
Q3 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
14+ 0.45% |
$1.12K - $1.23K
|
3.16K
$288K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
343New |
$27.4K - $30.2K
|
343
$31.3K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.14K- 24.42% |
$331K - $365K
|
12.8K
$1.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
275+ 0.93% |
$22K - $24.3K
|
29.9K
$2.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
21.6K+ 29.07% |
$1.73M - $1.9M
|
95.9K
$8.76M
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-60- 2.16% |
$4.8K - $5.29K
|
2.72K
$248K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-219- 0.81% |
$17.5K - $19.3K
|
26.9K
$2.46M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.2K- 0.18% |
$96.1K - $106K
|
659K
$60.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-4.79K- 37.2% |
$383K - $423K
|
8.09K
$739K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.42K+ 0.35% |
$274K - $302K
|
969K
$88.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
2.39K+ 2.65% |
$191K - $211K
|
92.5K
$8.45M
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
867+ 2.11% |
$69.3K - $76.5K
|
41.9K
$3.83M
|
|
|
Oct 07, 2024
Q3 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-1.9K- 11.9% |
$152K - $168K
|
14.1K
$1.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-341- 1.29% |
$27.3K - $30.1K
|
26K
$2.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-129- 2.71% |
$10.3K - $11.4K
|
4.64K
$424K
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
4.19KNew |
$335K - $369K
|
4.19K
$383K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-736- 23.39% |
$58.8K - $64.9K
|
2.41K
$220K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-185- 1.49% |
$14.8K - $16.3K
|
12.2K
$1.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
856+ 2.55% |
$68.4K - $75.5K
|
34.5K
$3.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
4.81K+ 5.95% |
$384K - $424K
|
85.6K
$7.82M
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-49- 0.76% |
$3.92K - $4.32K
|
6.39K
$584K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
12+ 0.34% |
$959 - $1.06K
|
3.57K
$326K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-10.3K- 28.43% |
$822K - $907K
|
25.9K
$2.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
17+ 0.42% |
$1.36K - $1.5K
|
4.06K
$371K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.19K+ 0.74% |
$95.3K - $105K
|
163K
$14.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.3K+ 4.88% |
$103K - $114K
|
27.9K
$2.54M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-30- 0.17% |
$2.4K - $2.65K
|
17.7K
$1.62M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-46- 0.65% |
$3.68K - $4.06K
|
7.02K
$641K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2+ 0.08% |
$160 - $176
|
2.64K
$241K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-13- 0.08% |
$1.04K - $1.15K
|
16.1K
$1.47M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.08KNew |
$246K - $271K
|
3.08K
$281K
|