Latest Institutional Purchases of Ishares Russell Mid Cap ETF (IWR)
This list provides information on the latest institutional transactions involving Ishares Russell Mid Cap ETF (IWR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
673+ 2.94% |
$52.9K - $56.3K
|
23.6K
$2.15M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
672+ 173.2% |
$52.9K - $56.2K
|
1.06K
$96.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
585+ 62.37% |
$46K - $48.9K
|
1.52K
$139K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
512New |
$40.3K - $42.8K
|
512
$46.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
500New |
$39.3K - $41.8K
|
500
$45.7K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
468+ 43.33% |
$36.8K - $39.1K
|
1.55K
$141K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
384+ 33.95% |
$30.2K - $32.1K
|
1.52K
$138K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
337New |
$26.5K - $28.2K
|
337
$30.8K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
319+ 5.64% |
$25.1K - $26.7K
|
5.98K
$546K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
300New |
$23.6K - $25.1K
|
300
$27.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Community Bank Of Raymore
|
BUY
|
- |
300+ 7.64% |
$23.6K - $25.1K
|
4.23K
$386K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
253+ 69.13% |
$19.9K - $21.1K
|
619
$56.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
236New |
$18.6K - $19.7K
|
236
$21.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
229+ 3.85% |
$18K - $19.1K
|
6.18K
$564K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
209New |
$16.4K - $17.5K
|
209
$19.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
180New |
$14.2K - $15K
|
180
$16.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
162+ 5.27% |
$12.7K - $13.5K
|
3.24K
$296K
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
151+ 1.01% |
$11.9K - $12.6K
|
15.1K
$1.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
149+ 354.76% |
$11.7K - $12.5K
|
191
$17.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
145New |
$11.4K - $12.1K
|
145
$13.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
136+ 50.94% |
$10.7K - $11.4K
|
403
$36.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
122New |
$9.6K - $10.2K
|
122
$11.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
110+ 3.02% |
$8.65K - $9.19K
|
3.75K
$342K
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
100+ 2.38% |
$7.87K - $8.36K
|
4.3K
$393K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
94+ 0.76% |
$7.39K - $7.86K
|
12.5K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
83New |
$6.53K - $6.94K
|
83
$7.58K
|
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
82+ 2.52% |
$6.45K - $6.85K
|
3.33K
$304K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
43+ 1.36% |
$3.38K - $3.59K
|
3.22K
$294K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
24+ 5.97% |
$1.89K - $2.01K
|
426
$38.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
15+ 0.2% |
$1.18K - $1.25K
|
7.68K
$702K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
11+ 1.02% |
$865 - $919
|
1.09K
$99.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
11New |
$865 - $919
|
11
$1K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
10New |
$787 - $836
|
10
$913
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
7+ 0.05% |
$551 - $585
|
14.8K
$1.35M
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.13% |
$315 - $334
|
3.15K
$288K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 20.0% |
$236 - $251
|
18
$1.64K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2+ 0.04% |
$157 - $167
|
5.17K
$473K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2+ 0.01% |
$157 - $167
|
36.8K
$3.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.13% |
$157 - $167
|
1.52K
$139K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.03% |
$78.7 - $83.6
|
3.84K
$350K
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1+ 0.01% |
$78.7 - $83.6
|
11.1K
$1.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 3.23% |
$78.7 - $83.6
|
32
$2.92K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
1+ 0.02% |
$78.7 - $83.6
|
4.23K
$386K
|
|
| Q1 2024 | |||||||
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
343KNew |
$25.9M - $28.9M
|
343K
$31.3M
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
29.6K+ 24.45% |
$2.23M - $2.49M
|
151K
$13.8M
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
28.7KNew |
$2.16M - $2.41M
|
28.7K
$2.62M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
19.7KNew |
$1.49M - $1.66M
|
19.7K
$1.8M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
15.8KNew |
$1.19M - $1.33M
|
15.8K
$1.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
15KNew |
$1.13M - $1.26M
|
15K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.6K+ 2.08% |
$949K - $1.06M
|
617K
$56.3M
|
|