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 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-17- 0.18% |
$1.36K - $1.5K
|
9.65K
$881K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.51K+ 20.43% |
$280K - $309K
|
20.7K
$1.89M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
25.1K+ 30.83% |
$2.01M - $2.22M
|
107K
$9.74M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-356- 0.25% |
$28.5K - $31.4K
|
145K
$13.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.22KNew |
$337K - $372K
|
4.22K
$385K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2.46KNew |
$197K - $217K
|
2.46K
$225K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
210+ 4.33% |
$16.8K - $18.5K
|
5.06K
$463K
|
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
12+ 0.09% |
$959 - $1.06K
|
13.9K
$1.27M
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-400- 13.34% |
$32K - $35.3K
|
2.6K
$237K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-8.21K- 50.26% |
$656K - $724K
|
8.13K
$743K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
56.4KNew |
$4.51M - $4.98M
|
56.4K
$5.15M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-4.03K- 49.94% |
$322K - $355K
|
4.04K
$369K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.14K+ 2.24% |
$91K - $100K
|
52.1K
$4.76M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-3.94K- 40.17% |
$315K - $347K
|
5.87K
$536K
|
|
|
Oct 02, 2024
Q3 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-75- 2.34% |
$5.99K - $6.61K
|
3.13K
$286K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-71- 0.82% |
$5.67K - $6.26K
|
8.59K
$785K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-23- 0.21% |
$1.84K - $2.03K
|
10.8K
$982K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-825- 3.43% |
$65.9K - $72.8K
|
23.3K
$2.12M
|
|
| Q2 2024 | |||||||
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
673+ 2.94% |
$52.9K - $56.3K
|
23.6K
$2.15M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
319+ 5.64% |
$25.1K - $26.7K
|
5.98K
$546K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.46K+ 14.64% |
$114K - $122K
|
11.4K
$1.04M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.03% |
$78.7 - $83.6
|
3.84K
$350K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-130- 1.29% |
$10.2K - $10.9K
|
9.96K
$910K
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.93K- 18.02% |
$230K - $245K
|
13.3K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.58K+ 286.0% |
$281K - $299K
|
4.83K
$441K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-266- 2.97% |
$20.9K - $22.2K
|
8.71K
$795K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5- 0.48% |
$393 - $418
|
1.04K
$95.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-80- 1.32% |
$6.29K - $6.69K
|
5.99K
$547K
|
|
|
Aug 14, 2024
Q2 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
83New |
$6.53K - $6.94K
|
83
$7.58K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.88K+ 114.84% |
$383K - $408K
|
9.12K
$833K
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2.5KNew |
$197K - $209K
|
2.5K
$228K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.04KNew |
$318K - $338K
|
4.04K
$369K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-257- 50.99% |
$20.2K - $21.5K
|
247
$22.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Starboard Value LP
New York, NY |
SELL
|
- |
-225K- 42.86% |
$17.7M - $18.8M
|
300K
$27.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
985+ 4.53% |
$77.5K - $82.3K
|
22.7K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-961- 6.1% |
$75.6K - $80.3K
|
14.8K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-121- 0.8% |
$9.52K - $10.1K
|
15K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-249- 5.19% |
$19.6K - $20.8K
|
4.55K
$416K
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-199- 3.18% |
$15.7K - $16.6K
|
6.06K
$554K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
43+ 1.36% |
$3.38K - $3.59K
|
3.22K
$294K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1K+ 345.52% |
$78.8K - $83.8K
|
1.29K
$118K
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
585+ 62.37% |
$46K - $48.9K
|
1.52K
$139K
|
|
|
Aug 13, 2024
Q2 2024
|
Premier Fund Managers LTD
|
BUY
|
- |
1.2MNew |
$94.4M - $100M
|
1.2M
$110M
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-216- 1.92% |
$17K - $18.1K
|
11.1K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.9KNew |
$307K - $326K
|
3.9K
$356K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
48.8KNew |
$3.84M - $4.08M
|
48.8K
$4.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
38.9K+ 324.6% |
$3.06M - $3.25M
|
50.9K
$4.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-33- 78.57% |
$2.6K - $2.76K
|
9
$822
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.95K+ 6.74% |
$153K - $163K
|
30.9K
$2.82M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
10New |
$787 - $836
|
10
$913
|
|