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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-74- 47.44% |
$5.82K - $6.19K
|
82
$7.56K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 20.0% |
$236 - $251
|
18
$1.66K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
94+ 0.76% |
$7.39K - $7.86K
|
12.5K
$1.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
300New |
$23.6K - $25.1K
|
300
$27.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
11+ 1.02% |
$865 - $919
|
1.09K
$100K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-76- 1.56% |
$5.98K - $6.35K
|
4.79K
$442K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
29.2KNew |
$2.3M - $2.44M
|
29.2K
$2.69M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-800- 5.73% |
$62.9K - $66.9K
|
13.2K
$1.21M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-59- 92.19% |
$4.64K - $4.93K
|
5
$461
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-9.03K- 32.98% |
$710K - $754K
|
18.3K
$1.69M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-963- 3.71% |
$75.7K - $80.5K
|
25K
$2.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6.89K+ 344.55% |
$542K - $576K
|
8.89K
$819K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
145New |
$11.4K - $12.1K
|
145
$13.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
180New |
$14.2K - $15K
|
180
$16.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-36- 0.43% |
$2.83K - $3.01K
|
8.4K
$774K
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1+ 0.01% |
$78.7 - $83.6
|
11.1K
$1.02M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.39KNew |
$266K - $283K
|
3.39K
$312K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
866+ 2.48% |
$68.1K - $72.4K
|
35.7K
$3.29M
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-139- 4.74% |
$10.9K - $11.6K
|
2.8K
$258K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
468+ 43.33% |
$36.8K - $39.1K
|
1.55K
$143K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.11K+ 49.95% |
$87.2K - $92.7K
|
3.33K
$307K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-90- 4.84% |
$7.08K - $7.52K
|
1.77K
$163K
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
4.29KNew |
$337K - $358K
|
4.29K
$395K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
162+ 5.27% |
$12.7K - $13.5K
|
3.24K
$298K
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-67- 1.21% |
$5.27K - $5.6K
|
5.47K
$504K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
136+ 50.94% |
$10.7K - $11.4K
|
403
$37.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-500- 4.67% |
$39.3K - $41.8K
|
10.2K
$941K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 3.23% |
$78.7 - $83.6
|
32
$2.95K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-552- 52.47% |
$43.4K - $46.1K
|
500
$46.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
6.85K+ 366.52% |
$539K - $573K
|
8.72K
$804K
|
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
14KNew |
$1.1M - $1.17M
|
14K
$1.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
4.13K+ 66.93% |
$325K - $345K
|
10.3K
$950K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-53- 0.9% |
$4.17K - $4.43K
|
5.84K
$538K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.61KNew |
$205K - $218K
|
2.61K
$240K
|
|
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-66- 2.19% |
$5.19K - $5.52K
|
2.95K
$272K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
928New |
$73K - $77.6K
|
928
$85.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
11New |
$865 - $919
|
11
$1.01K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-750- 18.1% |
$59K - $62.7K
|
3.39K
$313K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
253+ 69.13% |
$19.9K - $21.1K
|
619
$57K
|
|
|
Jul 26, 2024
Q2 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
37.2K+ 36.76% |
$2.92M - $3.11M
|
138K
$12.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
SELL
|
- |
-12.1K- 7.8% |
$952K - $1.01M
|
143K
$13.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-258- 4.12% |
$20.3K - $21.6K
|
6.01K
$553K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-37- 0.86% |
$2.91K - $3.09K
|
4.27K
$394K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-103- 3.77% |
$8.1K - $8.61K
|
2.63K
$242K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
122New |
$9.6K - $10.2K
|
122
$11.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
337New |
$26.5K - $28.2K
|
337
$31.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-252- 4.03% |
$19.8K - $21.1K
|
6K
$553K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
384+ 33.95% |
$30.2K - $32.1K
|
1.52K
$140K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
500New |
$39.3K - $41.8K
|
500
$46.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-760- 21.38% |
$59.8K - $63.5K
|
2.8K
$258K
|