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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-50- 1.66% |
$3.93K - $4.18K
|
2.96K
$271K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3.21K- 55.75% |
$252K - $268K
|
2.55K
$232K
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
30K+ 407.23% |
$2.36M - $2.51M
|
37.4K
$3.42M
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-65- 0.34% |
$5.11K - $5.43K
|
19K
$1.73M
|
|
|
Jul 16, 2024
Q2 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
3.34KNew |
$262K - $279K
|
3.34K
$305K
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-35- 1.14% |
$2.75K - $2.93K
|
3.03K
$276K
|
|
|
Jul 16, 2024
Q2 2024
|
Community Bank Of Raymore
|
BUY
|
- |
300+ 7.64% |
$23.6K - $25.1K
|
4.23K
$386K
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
15+ 0.2% |
$1.18K - $1.25K
|
7.68K
$702K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-664- 32.58% |
$52.2K - $55.5K
|
1.37K
$126K
|
|
|
Jul 15, 2024
Q2 2024
|
Advisor Resource Council
|
SELL
|
- |
-812- 6.73% |
$63.9K - $67.9K
|
11.3K
$1.03M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-176- 0.48% |
$13.8K - $14.7K
|
36.4K
$3.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-684- 8.8% |
$53.8K - $57.2K
|
7.09K
$647K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
1+ 0.02% |
$78.7 - $83.6
|
4.23K
$386K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
17.2K+ 363.4% |
$1.36M - $1.44M
|
22K
$2.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-200- 55.71% |
$15.7K - $16.7K
|
159
$14.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-333- 5.77% |
$26.2K - $27.8K
|
5.44K
$497K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-266K- 99.01% |
$20.9M - $22.2M
|
2.66K
$243K
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-365- 5.78% |
$28.7K - $30.5K
|
5.95K
$544K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
209New |
$16.4K - $17.5K
|
209
$19.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
110+ 3.02% |
$8.65K - $9.19K
|
3.75K
$342K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.4KNew |
$110K - $117K
|
1.4K
$128K
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-152- 23.0% |
$12K - $12.7K
|
509
$46.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
897New |
$70.6K - $75K
|
897
$81.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
13.4KNew |
$1.05M - $1.12M
|
13.4K
$1.22M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
151+ 1.01% |
$11.9K - $12.6K
|
15.1K
$1.38M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
236New |
$18.6K - $19.7K
|
236
$21.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-339- 90.88% |
$26.7K - $28.3K
|
34
$3.11K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-60- 0.76% |
$4.72K - $5.02K
|
7.8K
$713K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-325- 10.27% |
$25.6K - $27.2K
|
2.84K
$259K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
29.6K+ 24.45% |
$2.23M - $2.49M
|
151K
$13.8M
|
|
|
Nov 14, 2024
Q1 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
912+ 265.12% |
$68.7K - $76.7K
|
1.26K
$115K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-24- 0.23% |
$1.81K - $2.02K
|
10.4K
$948K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
32+ 31.07% |
$2.41K - $2.69K
|
135
$12.3K
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-3.09KClosed |
$233K - $260K
|
0
$0
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-26- 1.25% |
$1.96K - $2.19K
|
2.06K
$188K
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
SELL
|
- |
-1.16K- 30.35% |
$87.7K - $97.9K
|
2.67K
$244K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
388New |
$29.2K - $32.6K
|
388
$35.4K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
224+ 2.76% |
$16.9K - $18.8K
|
8.34K
$762K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.27KNew |
$95.4K - $106K
|
1.27K
$116K
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-2K- 86.21% |
$151K - $168K
|
320
$29.2K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.62KNew |
$197K - $220K
|
2.62K
$239K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
54New |
$4.07K - $4.54K
|
54
$4.93K
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.2KNew |
$317K - $353K
|
4.2K
$384K
|
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2.39KNew |
$180K - $201K
|
2.39K
$218K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-983- 22.33% |
$74.1K - $82.7K
|
3.42K
$312K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-855- 64.63% |
$64.4K - $71.9K
|
468
$42.7K
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
3.96KNew |
$298K - $333K
|
3.96K
$362K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
471New |
$35.5K - $39.6K
|
471
$43K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-92- 4.54% |
$6.93K - $7.74K
|
1.93K
$177K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11K+ 158.43% |
$827K - $923K
|
17.9K
$1.64M
|
|