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
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5.3K+ 48.57% |
$424K - $468K
|
16.2K
$1.48M
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
6.31KNew |
$504K - $557K
|
6.31K
$577K
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
720New |
$57.5K - $63.5K
|
720
$65.8K
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4.63K- 16.9% |
$370K - $408K
|
22.8K
$2.08M
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.1K+ 8.14% |
$168K - $185K
|
27.9K
$2.54M
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-2.94K- 3.64% |
$235K - $259K
|
77.9K
$7.12M
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
697+ 10.25% |
$55.7K - $61.5K
|
7.5K
$685K
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
3.16KNew |
$253K - $279K
|
3.16K
$289K
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
6.8K+ 66.97% |
$543K - $599K
|
16.9K
$1.55M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
26+ 0.39% |
$2.08K - $2.29K
|
6.7K
$612K
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-522- 0.61% |
$41.7K - $46K
|
85.1K
$7.77M
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.21K+ 5.94% |
$496K - $548K
|
111K
$10.1M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-452- 0.1% |
$36.1K - $39.9K
|
443K
$40.5M
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.06% |
$160 - $176
|
3.31K
$303K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.49KNew |
$279K - $308K
|
3.49K
$319K
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-80.5K- 75.18% |
$6.43M - $7.1M
|
26.6K
$2.43M
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.47K+ 134.21% |
$437K - $482K
|
9.54K
$872K
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.36K- 1.85% |
$108K - $120K
|
71.9K
$6.57M
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.24KNew |
$99K - $109K
|
1.24K
$113K
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.79K+ 11.09% |
$143K - $158K
|
17.9K
$1.63M
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-119- 7.07% |
$9.51K - $10.5K
|
1.56K
$143K
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
5.25KNew |
$419K - $463K
|
5.25K
$479K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-210K- 1.53% |
$16.8M - $18.5M
|
13.5M
$1.23B
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-244- 0.79% |
$19.5K - $21.5K
|
30.7K
$2.81M
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.7K- 29.82% |
$136K - $150K
|
4K
$365K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
199K+ 2.9% |
$15.9M - $17.5M
|
7.06M
$645M
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.84K+ 10.77% |
$147K - $162K
|
18.9K
$1.73M
|
|
Nov 08, 2024
Q3 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-698- 6.27% |
$55.8K - $61.6K
|
10.4K
$953K
|
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
393KNew |
$31.4M - $34.7M
|
393K
$35.9M
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
4.43KNew |
$354K - $391K
|
4.43K
$404K
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
100New |
$7.99K - $8.82K
|
100
$9.13K
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.21K- 3.62% |
$96.4K - $106K
|
32.1K
$2.94M
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 0.0% |
$79.9 - $88.2
|
61.6K
$5.62M
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
108+ 0.92% |
$8.63K - $9.52K
|
11.9K
$1.08M
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.04K+ 12.23% |
$323K - $356K
|
37K
$3.38M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.05KNew |
$403K - $445K
|
5.05K
$461K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.05K- 7.27% |
$404K - $445K
|
64.4K
$5.89M
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
611New |
$48.8K - $53.9K
|
611
$55.8K
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-316- 11.48% |
$25.3K - $27.9K
|
2.44K
$223K
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.48K+ 47.16% |
$198K - $219K
|
7.73K
$706K
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-696- 0.81% |
$55.6K - $61.4K
|
84.8K
$7.74M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-517K- 16.51% |
$41.3M - $45.6M
|
2.61M
$239M
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-3.03K- 12.05% |
$242K - $267K
|
22.1K
$2.02M
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
77.5K+ 9.24% |
$6.2M - $6.84M
|
917K
$83.7M
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-865- 2.29% |
$69.1K - $76.3K
|
36.9K
$3.37M
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.01K- 12.73% |
$80.9K - $89.2K
|
6.94K
$634K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$79.9 - $88.2
|
2.49K
$227K
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
2.68KNew |
$214K - $236K
|
2.68K
$244K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.26KNew |
$101K - $111K
|
1.26K
$115K
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.85K+ 30.45% |
$148K - $163K
|
7.93K
$724K
|