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 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-223- 1.93% |
$17.8K - $19.7K
|
11.3K
$1.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
638New |
$51K - $56.3K
|
638
$58.8K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-13.8K- 1.19% |
$1.11M - $1.22M
|
1.15M
$106M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-46- 0.65% |
$3.68K - $4.06K
|
7.05K
$650K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-769- 0.04% |
$61.5K - $67.8K
|
2M
$184M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-146- 20.36% |
$11.7K - $12.9K
|
571
$52.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.8K+ 0.54% |
$224K - $247K
|
521K
$48M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
971+ 27.08% |
$77.6K - $85.6K
|
4.56K
$420K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-212- 1.06% |
$16.9K - $18.7K
|
19.8K
$1.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
116+ 0.22% |
$9.27K - $10.2K
|
53.6K
$4.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
106+ 1.82% |
$8.47K - $9.35K
|
5.95K
$548K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
76New |
$6.07K - $6.7K
|
76
$7K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
12.4K+ 4.11% |
$990K - $1.09M
|
314K
$28.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9+ 0.11% |
$719 - $794
|
8.56K
$789K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-62- 4.15% |
$4.96K - $5.47K
|
1.43K
$132K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-159K- 3.6% |
$12.7M - $14M
|
4.25M
$391M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.2K+ 12.93% |
$891K - $984K
|
97.4K
$8.98M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7+ 0.22% |
$559 - $617
|
3.14K
$289K
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.03K- 1.21% |
$81.9K - $90.4K
|
84K
$7.74M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3K- 2.93% |
$240K - $265K
|
99.3K
$9.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
63K+ 691.28% |
$5.04M - $5.56M
|
72.1K
$6.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.17K+ 100.17% |
$93.1K - $103K
|
2.33K
$215K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-52- 0.43% |
$4.16K - $4.59K
|
12.1K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.44K+ 2.5% |
$115K - $127K
|
59.1K
$5.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-66- 1.27% |
$5.27K - $5.82K
|
5.12K
$472K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-358- 8.77% |
$28.6K - $31.6K
|
3.72K
$343K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
5.5K+ 105.77% |
$439K - $485K
|
10.7K
$985K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
500+ 2.26% |
$40K - $44.1K
|
22.6K
$2.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-312- 4.37% |
$24.9K - $27.5K
|
6.83K
$630K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
8+ 0.4% |
$639 - $706
|
2.02K
$186K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
8.64KNew |
$690K - $762K
|
8.64K
$796K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
33+ 0.61% |
$2.64K - $2.91K
|
5.45K
$503K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
2.39KNew |
$191K - $210K
|
2.39K
$220K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
7.88K+ 106.66% |
$630K - $695K
|
15.3K
$1.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
7.8K+ 108.33% |
$623K - $688K
|
15K
$1.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
260+ 9.58% |
$20.8K - $22.9K
|
2.97K
$274K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
2.28KNew |
$182K - $201K
|
2.28K
$210K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-3.41K- 0.45% |
$273K - $301K
|
748K
$69M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
282+ 5.45% |
$22.5K - $24.9K
|
5.46K
$503K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-59- 0.69% |
$4.72K - $5.2K
|
8.45K
$779K
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
373KNew |
$29.8M - $32.9M
|
373K
$34.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
188+ 2.61% |
$15K - $16.6K
|
7.39K
$681K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-24- 0.37% |
$1.92K - $2.12K
|
6.5K
$599K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-67- 0.53% |
$5.35K - $5.91K
|
12.5K
$1.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-305- 6.74% |
$24.4K - $26.9K
|
4.22K
$389K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
416+ 10.4% |
$33.2K - $36.7K
|
4.42K
$407K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
229New |
$18.3K - $20.2K
|
229
$21.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.42KNew |
$194K - $214K
|
2.42K
$223K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
7+ 0.4% |
$559 - $617
|
1.75K
$161K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.51% |
$79.9 - $88.2
|
199
$18.3K
|