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 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-18.8K- 1.19% |
$1.5M - $1.66M
|
1.57M
$143M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.24K+ 1.05% |
$99.3K - $110K
|
120K
$10.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.08% |
$639 - $706
|
10.1K
$927K
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-3.22K- 17.37% |
$257K - $284K
|
15.3K
$1.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
13.5KNew |
$1.08M - $1.19M
|
13.5K
$1.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.01% |
$160 - $176
|
13.4K
$1.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-50.3K- 15.58% |
$4.02M - $4.43M
|
272K
$24.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
328+ 2.16% |
$26.2K - $28.9K
|
15.5K
$1.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.82K+ 29.91% |
$146K - $161K
|
7.92K
$724K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.98K+ 12.25% |
$558K - $616K
|
64K
$5.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
4.62K+ 8.53% |
$369K - $408K
|
58.8K
$5.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-277- 2.47% |
$22.1K - $24.4K
|
11K
$1M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6- 0.21% |
$480 - $529
|
2.92K
$267K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.11K+ 171.36% |
$88.5K - $97.6K
|
1.75K
$160K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
22.6K+ 6.74% |
$1.81M - $2M
|
359K
$32.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-41.6K- 1.08% |
$3.32M - $3.67M
|
3.81M
$348M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
50.2K+ 5.54% |
$4.01M - $4.42M
|
955K
$87.2M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
107+ 0.19% |
$8.55K - $9.44K
|
56.3K
$5.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-6.4K- 14.92% |
$512K - $565K
|
36.5K
$3.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-340- 1.85% |
$27.2K - $30K
|
18K
$1.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.49K+ 37.05% |
$599K - $661K
|
27.7K
$2.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
24.6K+ 18.22% |
$1.97M - $2.17M
|
160K
$14.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-176- 2.07% |
$14.1K - $15.5K
|
8.32K
$760K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-223- 1.93% |
$17.8K - $19.7K
|
11.3K
$1.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
638New |
$51K - $56.3K
|
638
$58.3K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-13.8K- 1.19% |
$1.11M - $1.22M
|
1.15M
$105M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
9.1K+ 14.98% |
$727K - $802K
|
69.8K
$6.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
132+ 2.03% |
$10.5K - $11.6K
|
6.62K
$605K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-46- 0.65% |
$3.68K - $4.06K
|
7.05K
$644K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
6.23K+ 73.21% |
$498K - $549K
|
14.7K
$1.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
6+ 0.07% |
$480 - $529
|
9.11K
$832K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-769- 0.04% |
$61.5K - $67.8K
|
2M
$182M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-146- 20.36% |
$11.7K - $12.9K
|
571
$52.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.8K+ 0.54% |
$224K - $247K
|
521K
$47.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-36- 0.07% |
$2.88K - $3.17K
|
51.6K
$4.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
971+ 27.08% |
$77.6K - $85.6K
|
4.56K
$416K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-900- 18.29% |
$71.9K - $79.4K
|
4.02K
$367K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-212- 1.06% |
$16.9K - $18.7K
|
19.8K
$1.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
15+ 0.39% |
$1.2K - $1.32K
|
3.86K
$353K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
116+ 0.22% |
$9.27K - $10.2K
|
53.6K
$4.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
106+ 1.82% |
$8.47K - $9.35K
|
5.95K
$543K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
76New |
$6.07K - $6.7K
|
76
$6.94K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
12.4K+ 4.11% |
$990K - $1.09M
|
314K
$28.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.56K- 12.6% |
$205K - $226K
|
17.8K
$1.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9+ 0.11% |
$719 - $794
|
8.56K
$782K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
192+ 3.28% |
$15.3K - $16.9K
|
6.05K
$552K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-62- 4.15% |
$4.96K - $5.47K
|
1.43K
$131K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-81- 3.38% |
$6.47K - $7.14K
|
2.32K
$212K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-5.84K- 7.11% |
$467K - $515K
|
76.4K
$6.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-4.04K- 4.25% |
$323K - $356K
|
90.8K
$8.3M
|