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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
95+ 0.37% |
$7.59K - $8.38K
|
25.6K
$2.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
94+ 4.0% |
$7.51K - $8.29K
|
2.44K
$223K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
94+ 0.49% |
$7.51K - $8.29K
|
19.3K
$1.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
90+ 2.52% |
$7.19K - $7.94K
|
3.66K
$334K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
89+ 2.81% |
$7.11K - $7.85K
|
3.26K
$298K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
88New |
$7.03K - $7.76K
|
88
$8.04K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
88+ 6.21% |
$7.03K - $7.76K
|
1.51K
$137K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
78New |
$6.23K - $6.88K
|
78
$7.12K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
77+ 71.3% |
$6.15K - $6.79K
|
185
$16.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
76New |
$6.07K - $6.7K
|
76
$6.94K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
76+ 0.25% |
$6.07K - $6.7K
|
30.4K
$2.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
74+ 0.43% |
$5.91K - $6.53K
|
17.4K
$1.59M
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
73+ 2.69% |
$5.83K - $6.44K
|
2.79K
$254K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
71+ 0.37% |
$5.67K - $6.26K
|
19K
$1.74M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
70New |
$5.59K - $6.17K
|
70
$6.39K
|
|
|
Oct 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
69+ 0.15% |
$5.51K - $6.09K
|
45.6K
$4.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
67+ 0.44% |
$5.35K - $5.91K
|
15.2K
$1.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
63+ 0.37% |
$5.03K - $5.56K
|
16.9K
$1.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
63+ 0.48% |
$5.03K - $5.56K
|
13.3K
$1.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
62+ 0.71% |
$4.96K - $5.47K
|
8.8K
$804K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
60+ 1.02% |
$4.8K - $5.29K
|
5.93K
$542K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
59+ 0.6% |
$4.72K - $5.2K
|
9.96K
$910K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
59+ 0.4% |
$4.72K - $5.2K
|
15K
$1.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
56+ 0.25% |
$4.48K - $4.94K
|
22.7K
$2.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
52+ 0.08% |
$4.16K - $4.59K
|
69.2K
$6.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
51+ 0.81% |
$4.08K - $4.5K
|
6.36K
$581K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
50+ 1.92% |
$4K - $4.41K
|
2.65K
$242K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
49+ 0.17% |
$3.92K - $4.32K
|
28.8K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
44+ 0.2% |
$3.52K - $3.88K
|
21.7K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
44+ 0.78% |
$3.52K - $3.88K
|
5.71K
$521K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
43+ 2.03% |
$3.44K - $3.79K
|
2.16K
$197K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
43New |
$3.44K - $3.79K
|
43
$3.93K
|
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
41+ 0.42% |
$3.28K - $3.62K
|
9.72K
$888K
|
|
|
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
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
40+ 0.72% |
$3.2K - $3.53K
|
5.6K
$512K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
39+ 2.2% |
$3.12K - $3.44K
|
1.81K
$165K
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
37+ 0.42% |
$2.96K - $3.26K
|
8.78K
$802K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
35+ 0.4% |
$2.8K - $3.09K
|
8.74K
$798K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
33+ 0.14% |
$2.64K - $2.91K
|
24.3K
$2.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
33+ 0.61% |
$2.64K - $2.91K
|
5.45K
$498K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.33% |
$2.64K - $2.91K
|
10.1K
$922K
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
29+ 0.46% |
$2.32K - $2.56K
|
6.33K
$578K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
28+ 0.04% |
$2.24K - $2.47K
|
63K
$5.75M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
27+ 0.11% |
$2.16K - $2.38K
|
25.4K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
26+ 0.39% |
$2.08K - $2.29K
|
6.7K
$612K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
26New |
$2.08K - $2.29K
|
26
$2.37K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
26+ 0.93% |
$2.08K - $2.29K
|
2.83K
$258K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
25+ 0.4% |
$2K - $2.2K
|
6.35K
$580K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
23+ 3.73% |
$1.84K - $2.03K
|
639
$58.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22+ 0.17% |
$1.76K - $1.94K
|
13.3K
$1.22M
|