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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-67- 1.21% |
$5.27K - $5.6K
|
5.47K
$499K
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.43K- 5.89% |
$112K - $119K
|
22.8K
$2.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
136+ 50.94% |
$10.7K - $11.4K
|
403
$36.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-500- 4.67% |
$39.3K - $41.8K
|
10.2K
$933K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 3.23% |
$78.7 - $83.6
|
32
$2.92K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-552- 52.47% |
$43.4K - $46.1K
|
500
$45.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
6.85K+ 366.52% |
$539K - $573K
|
8.72K
$797K
|
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
14KNew |
$1.1M - $1.17M
|
14K
$1.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
4.13K+ 66.93% |
$325K - $345K
|
10.3K
$941K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.13% |
$157 - $167
|
1.52K
$139K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-53- 0.9% |
$4.17K - $4.43K
|
5.84K
$534K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.61KNew |
$205K - $218K
|
2.61K
$238K
|
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
82+ 2.52% |
$6.45K - $6.85K
|
3.33K
$304K
|
|
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-66- 2.19% |
$5.19K - $5.52K
|
2.95K
$269K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
928New |
$73K - $77.6K
|
928
$84.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
11New |
$865 - $919
|
11
$1K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-750- 18.1% |
$59K - $62.7K
|
3.39K
$310K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
672+ 173.2% |
$52.9K - $56.2K
|
1.06K
$96.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-10- 0.06% |
$787 - $836
|
15.9K
$1.46M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
253+ 69.13% |
$19.9K - $21.1K
|
619
$56.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
37.2K+ 36.76% |
$2.92M - $3.11M
|
138K
$12.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
SELL
|
- |
-12.1K- 7.8% |
$952K - $1.01M
|
143K
$13.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-8- 0.04% |
$629 - $669
|
18.2K
$1.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-60- 1.37% |
$4.72K - $5.02K
|
4.31K
$394K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-258- 4.12% |
$20.3K - $21.6K
|
6.01K
$548K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-37- 0.86% |
$2.91K - $3.09K
|
4.27K
$390K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.13% |
$315 - $334
|
3.15K
$288K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-100- 1.72% |
$7.87K - $8.36K
|
5.71K
$522K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-103- 3.77% |
$8.1K - $8.61K
|
2.63K
$240K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
512New |
$40.3K - $42.8K
|
512
$46.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
122New |
$9.6K - $10.2K
|
122
$11.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Argent Capital Management LLC
|
BUY
|
- |
2.61KNew |
$205K - $218K
|
2.61K
$238K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
229+ 3.85% |
$18K - $19.1K
|
6.18K
$564K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
337New |
$26.5K - $28.2K
|
337
$30.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-252- 4.03% |
$19.8K - $21.1K
|
6K
$548K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
384+ 33.95% |
$30.2K - $32.1K
|
1.52K
$138K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
500New |
$39.3K - $41.8K
|
500
$45.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-186- 2.59% |
$14.6K - $15.5K
|
6.98K
$638K
|
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-760- 21.38% |
$59.8K - $63.5K
|
2.8K
$255K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
7+ 0.05% |
$551 - $585
|
14.8K
$1.35M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-912- 21.6% |
$71.7K - $76.2K
|
3.31K
$302K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-520- 2.67% |
$40.9K - $43.5K
|
19K
$1.73M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-644- 5.69% |
$50.7K - $53.8K
|
10.7K
$975K
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
4.15KNew |
$326K - $347K
|
4.15K
$379K
|
|
|
Jul 18, 2024
Q2 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-3.95K- 24.64% |
$310K - $330K
|
12.1K
$1.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-396- 9.24% |
$31.1K - $33.1K
|
3.89K
$355K
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
100+ 2.38% |
$7.87K - $8.36K
|
4.3K
$393K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
24+ 5.97% |
$1.89K - $2.01K
|
426
$38.9K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
1.45K+ 26.38% |
$114K - $121K
|
6.93K
$633K
|
|
|
Jul 17, 2024
Q2 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
6.6KNew |
$519K - $552K
|
6.6K
$603K
|