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 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.14K+ 2.24% |
$91K - $100K
|
52.1K
$4.92M
|
|
|
Oct 02, 2024
Q3 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-75- 2.34% |
$5.99K - $6.61K
|
3.13K
$296K
|
|
| Q2 2024 | |||||||
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-3.45K- 67.94% |
$271K - $288K
|
1.63K
$154K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.46K+ 14.64% |
$114K - $122K
|
11.4K
$1.08M
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-130- 1.29% |
$10.2K - $10.9K
|
9.96K
$941K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.58K+ 286.0% |
$281K - $299K
|
4.83K
$456K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-257- 50.99% |
$20.2K - $21.5K
|
247
$23.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Starboard Value LP
New York, NY |
SELL
|
- |
-225K- 42.86% |
$17.7M - $18.8M
|
300K
$28.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-961- 6.1% |
$75.6K - $80.3K
|
14.8K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-199- 3.18% |
$15.7K - $16.6K
|
6.06K
$573K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
43+ 1.36% |
$3.38K - $3.59K
|
3.22K
$304K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1K+ 345.52% |
$78.8K - $83.8K
|
1.29K
$122K
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
585+ 62.37% |
$46K - $48.9K
|
1.52K
$144K
|
|
|
Aug 13, 2024
Q2 2024
|
Premier Fund Managers LTD
|
BUY
|
- |
1.2MNew |
$94.4M - $100M
|
1.2M
$113M
|
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.9KNew |
$307K - $326K
|
3.9K
$369K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
48.8KNew |
$3.84M - $4.08M
|
48.8K
$4.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-33- 78.57% |
$2.6K - $2.76K
|
9
$851
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
10New |
$787 - $836
|
10
$945
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2+ 0.04% |
$157 - $167
|
5.17K
$489K
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
3.02KNew |
$238K - $252K
|
3.02K
$285K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-60.8K- 18.29% |
$4.78M - $5.08M
|
271K
$25.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.84KNew |
$223K - $237K
|
2.84K
$268K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-12.3K- 26.15% |
$965K - $1.03M
|
34.7K
$3.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.27K- 4.62% |
$493K - $524K
|
130K
$12.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
3.57KNew |
$281K - $298K
|
3.57K
$337K
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-900- 22.64% |
$70.8K - $75.2K
|
3.08K
$291K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-48.4K- 51.67% |
$3.81M - $4.04M
|
45.3K
$4.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-317- 6.15% |
$24.9K - $26.5K
|
4.84K
$457K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 20.0% |
$236 - $251
|
18
$1.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
94+ 0.76% |
$7.39K - $7.86K
|
12.5K
$1.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
300New |
$23.6K - $25.1K
|
300
$28.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
11+ 1.02% |
$865 - $919
|
1.09K
$103K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-59- 92.19% |
$4.64K - $4.93K
|
5
$473
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-9.03K- 32.98% |
$710K - $754K
|
18.3K
$1.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-963- 3.71% |
$75.7K - $80.5K
|
25K
$2.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.39KNew |
$266K - $283K
|
3.39K
$320K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
866+ 2.48% |
$68.1K - $72.4K
|
35.7K
$3.38M
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-139- 4.74% |
$10.9K - $11.6K
|
2.8K
$264K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.11K+ 49.95% |
$87.2K - $92.7K
|
3.33K
$315K
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
4.29KNew |
$337K - $358K
|
4.29K
$405K
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-67- 1.21% |
$5.27K - $5.6K
|
5.47K
$516K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
136+ 50.94% |
$10.7K - $11.4K
|
403
$38.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-500- 4.67% |
$39.3K - $41.8K
|
10.2K
$965K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 3.23% |
$78.7 - $83.6
|
32
$3.02K
|
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
6.85K+ 366.52% |
$539K - $573K
|
8.72K
$824K
|
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
14KNew |
$1.1M - $1.17M
|
14K
$1.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-66- 2.19% |
$5.19K - $5.52K
|
2.95K
$279K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
928New |
$73K - $77.6K
|
928
$87.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
11New |
$865 - $919
|
11
$1.04K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-750- 18.1% |
$59K - $62.7K
|
3.39K
$321K
|
|