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 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.59KNew |
$527K - $581K
|
6.59K
$611K
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
325+ 0.6% |
$26K - $28.7K
|
54.7K
$5.07M
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-134K- 2.99% |
$10.7M - $11.9M
|
4.36M
$404M
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
237+ 8.58% |
$18.9K - $20.9K
|
3K
$278K
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-90- 1.13% |
$7.19K - $7.94K
|
7.9K
$732K
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
18.4K+ 20.25% |
$1.47M - $1.62M
|
109K
$10.1M
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
85.1K+ 3408.69% |
$6.8M - $7.51M
|
87.6K
$8.12M
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-60- 0.1% |
$4.8K - $5.29K
|
58.2K
$5.39M
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-2.53K- 1.08% |
$202K - $223K
|
231K
$21.4M
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
19.7K+ 12.71% |
$1.57M - $1.74M
|
174K
$16.2M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
857+ 5.0% |
$68.5K - $75.6K
|
18K
$1.67M
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
200+ 1.45% |
$16K - $17.6K
|
14K
$1.29M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.07K+ 0.14% |
$85.1K - $93.9K
|
781K
$72.4M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-19.8K- 11.25% |
$1.59M - $1.75M
|
156K
$14.5M
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.87K- 0.26% |
$469K - $518K
|
2.27M
$211M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-763- 0.36% |
$61K - $67.3K
|
212K
$19.7M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
CALL |
793New |
$63.4K - $69.9K
|
793
$73.5K
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.5KNew |
$759K - $838K
|
9.5K
$880K
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
8+ 0.08% |
$639 - $706
|
10.4K
$965K
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
6+ 0.26% |
$480 - $529
|
2.34K
$217K
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
1.83K+ 5.56% |
$147K - $162K
|
34.8K
$3.22M
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4.44K+ 7.68% |
$355K - $392K
|
62.2K
$5.76M
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
2.57KNew |
$205K - $227K
|
2.57K
$238K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-145K- 0.43% |
$11.6M - $12.8M
|
33.3M
$3.08B
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
SELL
|
- |
-2.31K- 2.1% |
$185K - $204K
|
108K
$9.97M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
45.5K+ 159.46% |
$3.64M - $4.02M
|
74.1K
$6.86M
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-215- 7.38% |
$17.2K - $19K
|
2.7K
$250K
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-5.42K- 8.08% |
$433K - $478K
|
61.7K
$5.71M
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-949- 1.07% |
$75.8K - $83.7K
|
88K
$8.15M
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.77K+ 1.84% |
$141K - $156K
|
97.9K
$9.07M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-68.8K- 11.53% |
$5.5M - $6.07M
|
528K
$48.9M
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-107K- 40.2% |
$8.53M - $9.41M
|
159K
$14.7M
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
148K+ 1.64% |
$11.8M - $13M
|
9.19M
$851M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
143K+ 9.72% |
$11.4M - $12.6M
|
1.61M
$149M
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-70- 1.75% |
$5.59K - $6.17K
|
3.94K
$365K
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
11.5KNew |
$918K - $1.01M
|
11.5K
$1.06M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-35.4K- 3.44% |
$2.83M - $3.13M
|
996K
$92.3M
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
170+ 0.06% |
$13.6K - $15K
|
306K
$28.4M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
829+ 27.69% |
$66.3K - $73.1K
|
3.82K
$354K
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4.71KNew |
$377K - $415K
|
4.71K
$436K
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
545+ 6.97% |
$43.6K - $48.1K
|
8.36K
$774K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.7K- 2.03% |
$1.97M - $2.18M
|
1.19M
$111M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.09% |
$240 - $265
|
3.51K
$325K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.83K+ 163.64% |
$466K - $514K
|
9.4K
$870K
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-8.55K- 7.87% |
$683K - $754K
|
100K
$9.27M
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.86K- 72.95% |
$149K - $164K
|
691
$64K
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-5.31K- 34.7% |
$424K - $468K
|
9.99K
$926K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-11.4K- 49.69% |
$909K - $1M
|
11.5K
$1.07M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-251- 5.66% |
$20.1K - $22.1K
|
4.19K
$388K
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
8+ 0.02% |
$639 - $706
|
35.2K
$3.26M
|