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 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.7K- 2.03% |
$1.97M - $2.18M
|
1.19M
$109M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.09% |
$240 - $265
|
3.51K
$320K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.83K+ 163.64% |
$466K - $514K
|
9.4K
$858K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-8.55K- 7.87% |
$683K - $754K
|
100K
$9.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.86K- 72.95% |
$149K - $164K
|
691
$63.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-5.31K- 34.7% |
$424K - $468K
|
9.99K
$913K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-11.4K- 49.69% |
$909K - $1M
|
11.5K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-251- 5.66% |
$20.1K - $22.1K
|
4.19K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-14.4K- 5.32% |
$1.15M - $1.27M
|
256K
$23.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
8+ 0.02% |
$639 - $706
|
35.2K
$3.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-276- 6.28% |
$22.1K - $24.3K
|
4.12K
$376K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.6K+ 4.25% |
$128K - $141K
|
39.3K
$3.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.86KNew |
$148K - $164K
|
1.86K
$170K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-90.6K- 1.12% |
$7.24M - $7.99M
|
8.01M
$732M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.82K+ 3.72% |
$545K - $601K
|
190K
$17.4M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
34K+ 7.8% |
$2.71M - $3M
|
469K
$42.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-360- 1.0% |
$28.8K - $31.7K
|
35.7K
$3.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
128+ 3.73% |
$10.2K - $11.3K
|
3.56K
$326K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.64K+ 2.35% |
$211K - $232K
|
115K
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-436Closed |
$34.8K - $38.5K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2+ 0.05% |
$160 - $176
|
4.32K
$394K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
51+ 0.81% |
$4.08K - $4.5K
|
6.36K
$581K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
528+ 3.45% |
$42.2K - $46.6K
|
15.8K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-613- 1.42% |
$49K - $54.1K
|
42.4K
$3.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
175+ 2.5% |
$14K - $15.4K
|
7.17K
$655K
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-285- 1.54% |
$22.8K - $25.1K
|
18.2K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-7.17K- 34.92% |
$573K - $632K
|
13.4K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
3.96K+ 98.93% |
$316K - $349K
|
7.96K
$727K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-87K- 58.63% |
$6.95M - $7.67M
|
61.4K
$5.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
67+ 0.44% |
$5.35K - $5.91K
|
15.2K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-112- 1.45% |
$8.95K - $9.88K
|
7.6K
$694K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.95K+ 2.9% |
$315K - $348K
|
140K
$12.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
102KNew |
$8.13M - $8.98M
|
102K
$9.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
37+ 0.42% |
$2.96K - $3.26K
|
8.78K
$802K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.75K- 6.79% |
$300K - $331K
|
51.5K
$4.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-449- 4.28% |
$35.9K - $39.6K
|
10K
$917K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.42K+ 22.6% |
$193K - $213K
|
13.1K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-508- 1.23% |
$40.6K - $44.8K
|
40.8K
$3.73M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
2.39K+ 13.61% |
$191K - $211K
|
20K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
4.12KNew |
$329K - $363K
|
4.12K
$376K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-638- 11.87% |
$51K - $56.3K
|
4.74K
$433K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-29.4K- 69.59% |
$2.35M - $2.59M
|
12.8K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-7.75K- 1.09% |
$620K - $684K
|
702K
$64.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
SELL
|
- |
-720- 1.3% |
$57.5K - $63.5K
|
54.7K
$5M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
34.5K+ 1230.76% |
$2.76M - $3.05M
|
37.3K
$3.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
1.37K+ 33.76% |
$109K - $121K
|
5.42K
$495K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.4K+ 1.25% |
$991K - $1.09M
|
1.01M
$92.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
7.85K+ 14.17% |
$627K - $692K
|
63.2K
$5.78M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-28.6K- 27.02% |
$2.29M - $2.52M
|
77.3K
$7.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-189- 6.62% |
$15.1K - $16.7K
|
2.67K
$244K
|