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 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
118K+ 3199.29% |
$9.41M - $10.4M
|
121K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
2.43K+ 11.22% |
$194K - $214K
|
24K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
9.42K+ 2.65% |
$753K - $831K
|
365K
$33.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
3.09KNew |
$247K - $273K
|
3.09K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-239- 2.26% |
$19.1K - $21.1K
|
10.3K
$944K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-21.6K- 27.07% |
$1.72M - $1.9M
|
58.1K
$5.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8+ 0.38% |
$639 - $706
|
2.14K
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
102KNew |
$8.13M - $8.98M
|
102K
$9.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
20.8KNew |
$1.66M - $1.83M
|
20.8K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-871- 11.11% |
$69.6K - $76.8K
|
6.97K
$637K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
40+ 0.72% |
$3.2K - $3.53K
|
5.6K
$512K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.53KNew |
$202K - $223K
|
2.53K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
37.1K+ 3.21% |
$2.96M - $3.27M
|
1.19M
$109M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.57K- 11.39% |
$205K - $226K
|
20K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-43- 1.71% |
$3.44K - $3.79K
|
2.47K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1+ 0.04% |
$79.9 - $88.2
|
2.69K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-268- 0.67% |
$21.4K - $23.6K
|
39.9K
$3.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.46K+ 124.29% |
$436K - $482K
|
9.85K
$900K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.2K+ 6.96% |
$336K - $370K
|
64.5K
$5.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
11.9KNew |
$947K - $1.05M
|
11.9K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
9+ 0.17% |
$719 - $794
|
5.3K
$484K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-10.1K- 89.12% |
$811K - $894K
|
1.24K
$113K
|
|
|
Nov 12, 2024
Q3 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
8.03K+ 3.57% |
$642K - $708K
|
233K
$21.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-465K- 98.84% |
$37.1M - $41M
|
5.45K
$498K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-13.5K- 31.68% |
$1.08M - $1.19M
|
29K
$2.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
41+ 0.87% |
$3.28K - $3.62K
|
4.78K
$436K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
59.1K+ 9.36% |
$4.73M - $5.22M
|
691K
$63.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3New |
$240 - $265
|
3
$274
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.12K+ 8.62% |
$170K - $187K
|
26.8K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.95K+ 27.17% |
$156K - $172K
|
9.13K
$834K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
386+ 1.34% |
$30.8K - $34K
|
29.2K
$2.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
25.5K+ 52.37% |
$2.04M - $2.25M
|
74.1K
$6.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-566- 2.42% |
$45.2K - $49.9K
|
22.8K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
22.2KNew |
$1.78M - $1.96M
|
22.2K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.56K+ 19.95% |
$205K - $226K
|
15.4K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.27K- 1.26% |
$102K - $112K
|
99.8K
$9.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-277- 5.38% |
$22.1K - $24.4K
|
4.87K
$445K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
670+ 23.24% |
$53.5K - $59.1K
|
3.55K
$325K
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
2.29KNew |
$183K - $202K
|
2.29K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.59K+ 8.66% |
$127K - $140K
|
19.9K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-18- 0.7% |
$1.44K - $1.59K
|
2.55K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.66K+ 5.06% |
$453K - $499K
|
118K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
88New |
$7.03K - $7.76K
|
88
$8.04K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.32K+ 40.16% |
$425K - $469K
|
18.6K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
2.85KNew |
$227K - $251K
|
2.85K
$260K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-50.7K- 12.18% |
$4.06M - $4.48M
|
366K
$33.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
BUY
|
- |
2.36KNew |
$188K - $208K
|
2.36K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-44.6K- 95.03% |
$3.56M - $3.93M
|
2.33K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
44+ 0.78% |
$3.52K - $3.88K
|
5.71K
$521K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.72M+ 4.16% |
$137M - $152M
|
43M
$3.93B
|