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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-530- 10.99% |
$42.4K - $46.7K
|
4.29K
$395K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
2.31KNew |
$185K - $204K
|
2.31K
$213K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-1.15K- 0.78% |
$91.9K - $101K
|
145K
$13.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-56- 2.11% |
$4.48K - $4.94K
|
2.6K
$240K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-191- 2.01% |
$15.3K - $16.8K
|
9.32K
$859K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
6.68K+ 6.94% |
$534K - $589K
|
103K
$9.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
797+ 29.13% |
$63.7K - $70.3K
|
3.53K
$326K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
4.3KNew |
$344K - $379K
|
4.3K
$396K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.04% |
$79.9 - $88.2
|
2.25K
$207K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-10- 0.14% |
$799 - $882
|
7.37K
$680K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.5K+ 10.89% |
$120K - $132K
|
15.3K
$1.41M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
464+ 219.91% |
$37.1K - $40.9K
|
675
$62.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
43+ 2.03% |
$3.44K - $3.79K
|
2.16K
$199K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$320 - $353
|
4.37K
$403K
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
147+ 1.44% |
$11.7K - $13K
|
10.4K
$954K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
3.46KNew |
$277K - $305K
|
3.46K
$319K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$79.9 - $88.2
|
9.49K
$875K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.01K- 15.34% |
$81K - $89.3K
|
5.59K
$515K
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-43- 0.87% |
$3.44K - $3.79K
|
4.88K
$450K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-163- 23.9% |
$13K - $14.4K
|
519
$47.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
23+ 3.73% |
$1.84K - $2.03K
|
639
$58.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-44- 0.23% |
$3.52K - $3.88K
|
18.9K
$1.74M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-279- 35.01% |
$22.3K - $24.6K
|
518
$47.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-62- 0.9% |
$4.96K - $5.47K
|
6.8K
$626K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-337Closed |
$26.9K - $29.7K
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.3K- 5.55% |
$2.18M - $2.4M
|
464K
$42.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
26New |
$2.08K - $2.29K
|
26
$2.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.12K- 5.93% |
$89.8K - $99K
|
17.8K
$1.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.17K+ 97.33% |
$93.3K - $103K
|
2.37K
$218K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-772- 1.94% |
$61.7K - $68.1K
|
39.1K
$3.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
16+ 0.56% |
$1.28K - $1.41K
|
2.85K
$263K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.46KNew |
$197K - $217K
|
2.46K
$227K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
589+ 2.87% |
$47.1K - $51.9K
|
21.1K
$1.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.51K- 8.92% |
$121K - $133K
|
15.4K
$1.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.03K- 40.67% |
$162K - $179K
|
2.96K
$273K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-329- 13.33% |
$26.3K - $29K
|
2.14K
$197K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5- 0.26% |
$400 - $441
|
1.95K
$180K
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2.99KNew |
$239K - $264K
|
2.99K
$275K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-191- 0.44% |
$15.3K - $16.8K
|
43K
$3.96M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-140- 2.08% |
$11.2K - $12.3K
|
6.6K
$608K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.67KNew |
$213K - $235K
|
2.67K
$246K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-14.9K- 54.33% |
$1.19M - $1.31M
|
12.5K
$1.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-200- 2.14% |
$16K - $17.6K
|
9.15K
$843K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-8- 36.36% |
$639 - $706
|
14
$1.29K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
2.35KNew |
$188K - $208K
|
2.35K
$217K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
5.84K+ 3.25% |
$467K - $515K
|
186K
$17.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
14.5K+ 7.0% |
$1.16M - $1.28M
|
222K
$20.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
885New |
$70.7K - $78K
|
885
$81.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
2.7KNew |
$216K - $238K
|
2.7K
$249K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-998- 4.32% |
$79.8K - $88K
|
22.1K
$2.04M
|