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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
188+ 2.61% |
$15K - $16.6K
|
7.39K
$685K
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
175+ 2.5% |
$14K - $15.4K
|
7.17K
$664K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
106+ 1.82% |
$8.47K - $9.35K
|
5.95K
$551K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
101New |
$8.07K - $8.91K
|
101
$9.36K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
100New |
$7.99K - $8.82K
|
100
$9.27K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
88New |
$7.03K - $7.76K
|
88
$8.15K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
76New |
$6.07K - $6.7K
|
76
$7.04K
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
73+ 2.69% |
$5.83K - $6.44K
|
2.79K
$258K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
43New |
$3.44K - $3.79K
|
43
$3.98K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
39+ 2.2% |
$3.12K - $3.44K
|
1.81K
$168K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
26New |
$2.08K - $2.29K
|
26
$2.41K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
26+ 0.93% |
$2.08K - $2.29K
|
2.83K
$262K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
23+ 3.73% |
$1.84K - $2.03K
|
639
$59.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
22New |
$1.76K - $1.94K
|
22
$2.04K
|
|
|
Oct 25, 2024
Q3 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
16+ 0.56% |
$1.28K - $1.41K
|
2.85K
$264K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
13New |
$1.04K - $1.15K
|
13
$1.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
8+ 0.4% |
$639 - $706
|
2.02K
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$79.9 - $88.2
|
12.2K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.51% |
$79.9 - $88.2
|
199
$18.4K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$79.9 - $88.2
|
9.49K
$879K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Premier Fund Managers LTD
|
BUY
|
- |
1.2MNew |
$94.4M - $100M
|
1.2M
$111M
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
48.8KNew |
$3.84M - $4.08M
|
48.8K
$4.52M
|
|
|
Jul 26, 2024
Q2 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
37.2K+ 36.76% |
$2.92M - $3.11M
|
138K
$12.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
17.2K+ 363.4% |
$1.36M - $1.44M
|
22K
$2.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
14KNew |
$1.1M - $1.17M
|
14K
$1.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
6.85K+ 366.52% |
$539K - $573K
|
8.72K
$808K
|
|
|
Jul 17, 2024
Q2 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
6.6KNew |
$519K - $552K
|
6.6K
$612K
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
4.29KNew |
$337K - $358K
|
4.29K
$397K
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
4.15KNew |
$326K - $347K
|
4.15K
$384K
|
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.9KNew |
$307K - $326K
|
3.9K
$361K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.58K+ 286.0% |
$281K - $299K
|
4.83K
$447K
|
|
|
Aug 12, 2024
Q2 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
3.57KNew |
$281K - $298K
|
3.57K
$331K
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.39KNew |
$266K - $283K
|
3.39K
$314K
|
|
|
Jul 16, 2024
Q2 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
3.34KNew |
$262K - $279K
|
3.34K
$309K
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
3.02KNew |
$238K - $252K
|
3.02K
$280K
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.84KNew |
$223K - $237K
|
2.84K
$263K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.46K+ 14.64% |
$114K - $122K
|
11.4K
$1.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.4KNew |
$110K - $117K
|
1.4K
$130K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.11K+ 49.95% |
$87.2K - $92.7K
|
3.33K
$308K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1K+ 345.52% |
$78.8K - $83.8K
|
1.29K
$120K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
928New |
$73K - $77.6K
|
928
$86K
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
897New |
$70.6K - $75K
|
897
$83.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
866+ 2.48% |
$68.1K - $72.4K
|
35.7K
$3.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
585+ 62.37% |
$46K - $48.9K
|
1.52K
$141K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
500New |
$39.3K - $41.8K
|
500
$46.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
337New |
$26.5K - $28.2K
|
337
$31.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
300New |
$23.6K - $25.1K
|
300
$27.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Community Bank Of Raymore
|
BUY
|
- |
300+ 7.64% |
$23.6K - $25.1K
|
4.23K
$392K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
253+ 69.13% |
$19.9K - $21.1K
|
619
$57.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
236New |
$18.6K - $19.7K
|
236
$21.9K
|
|