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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$79.9 - $88.2
|
12.2K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.13K- 5.29% |
$330K - $364K
|
73.9K
$6.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.42KNew |
$193K - $213K
|
2.42K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-868K- 25.6% |
$69.3M - $76.5M
|
2.52M
$230M
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-158- 0.72% |
$12.6K - $13.9K
|
21.8K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-13.8K- 1.88% |
$1.1M - $1.22M
|
720K
$65.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.61K- 6.75% |
$129K - $142K
|
22.2K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
176+ 0.59% |
$14.1K - $15.5K
|
30.2K
$2.76M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
2.57K+ 12.26% |
$206K - $227K
|
23.6K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Core Alternative Capital
|
BUY
|
- |
190New |
$15.2K - $16.8K
|
190
$17.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.98K- 0.44% |
$158K - $174K
|
451K
$41.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-5.32K- 49.71% |
$425K - $469K
|
5.38K
$491K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.16K+ 5.84% |
$173K - $191K
|
39.2K
$3.58M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.1K- 2.54% |
$1.05M - $1.15M
|
502K
$45.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22+ 0.17% |
$1.76K - $1.94K
|
13.3K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.2K- 5.75% |
$896K - $989K
|
184K
$16.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
407+ 5.46% |
$32.5K - $35.9K
|
7.86K
$718K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1- -0.0% |
$79.9 - $88.2
|
55.9K
$5.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
99+ 2.52% |
$7.91K - $8.73K
|
4.03K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
14+ 0.04% |
$1.12K - $1.23K
|
35.6K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.33KNew |
$186K - $205K
|
2.33K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1.09K+ 1.77% |
$86.7K - $95.7K
|
62.4K
$5.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.1K- 6.89% |
$810K - $894K
|
137K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15.1KNew |
$1.2M - $1.33M
|
15.1K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
669+ 0.65% |
$53.5K - $59K
|
104K
$9.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
110K+ 1627.77% |
$8.77M - $9.68M
|
117K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-172- 2.1% |
$13.7K - $15.2K
|
8.01K
$732K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-201- 5.45% |
$16.1K - $17.7K
|
3.49K
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-477K- 10.73% |
$38.1M - $42M
|
3.97M
$362M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.93K+ 9.34% |
$234K - $258K
|
34.3K
$3.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-221- 3.22% |
$17.7K - $19.5K
|
6.64K
$607K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.78K+ 2.51% |
$462K - $509K
|
236K
$21.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.27K+ 4.72% |
$501K - $553K
|
139K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-46- 0.08% |
$3.68K - $4.06K
|
54.8K
$5M
|
|
|
Nov 14, 2024
Q3 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-114- 0.3% |
$9.11K - $10.1K
|
38.4K
$3.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-165- 1.92% |
$13.2K - $14.6K
|
8.43K
$770K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
743K+ 1.27% |
$59.4M - $65.5M
|
59.3M
$5.41B
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
2.7K+ 450.0% |
$216K - $238K
|
3.3K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.4K+ 0.25% |
$1.47M - $1.62M
|
7.48M
$683M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
475+ 0.79% |
$38K - $41.9K
|
60.8K
$5.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-193K- 20.63% |
$15.4M - $17M
|
741K
$67.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
7.43K+ 3.17% |
$594K - $655K
|
242K
$22.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
5+ 0.05% |
$400 - $441
|
10.8K
$990K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-1.92K- 6.23% |
$153K - $169K
|
28.9K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
189KNew |
$15.1M - $16.6M
|
189K
$17.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-26.9K- 4.83% |
$2.15M - $2.37M
|
531K
$48.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-317K- 63.28% |
$25.3M - $28M
|
184K
$16.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-4.71K- 51.39% |
$376K - $415K
|
4.45K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
2.34KNew |
$187K - $206K
|
2.34K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
18.9KNew |
$1.51M - $1.66M
|
18.9K
$1.72M
|