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
|
Colony Family Offices, LLC
|
BUY
|
- |
638New |
$51K - $56.3K
|
638
$60.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-146- 20.36% |
$11.7K - $12.9K
|
571
$54K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
106+ 1.82% |
$8.47K - $9.35K
|
5.95K
$563K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
76New |
$6.07K - $6.7K
|
76
$7.19K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-52- 0.43% |
$4.16K - $4.59K
|
12.1K
$1.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-66- 1.27% |
$5.27K - $5.82K
|
5.12K
$484K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-358- 8.77% |
$28.6K - $31.6K
|
3.72K
$352K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
8+ 0.4% |
$639 - $706
|
2.02K
$191K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
2.39KNew |
$191K - $210K
|
2.39K
$226K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
7.88K+ 106.66% |
$630K - $695K
|
15.3K
$1.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
7.8K+ 108.33% |
$623K - $688K
|
15K
$1.42M
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
2.28KNew |
$182K - $201K
|
2.28K
$215K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-3.41K- 0.45% |
$273K - $301K
|
748K
$70.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
188+ 2.61% |
$15K - $16.6K
|
7.39K
$699K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
229New |
$18.3K - $20.2K
|
229
$21.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.51% |
$79.9 - $88.2
|
199
$18.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-530- 10.99% |
$42.4K - $46.7K
|
4.29K
$406K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
2.31KNew |
$185K - $204K
|
2.31K
$219K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
4.3KNew |
$344K - $379K
|
4.3K
$407K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
464+ 219.91% |
$37.1K - $40.9K
|
675
$63.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-337Closed |
$26.9K - $29.7K
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.17K+ 97.33% |
$93.3K - $103K
|
2.37K
$224K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.46KNew |
$197K - $217K
|
2.46K
$233K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-140- 2.08% |
$11.2K - $12.3K
|
6.6K
$624K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.67KNew |
$213K - $235K
|
2.67K
$252K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-14.9K- 54.33% |
$1.19M - $1.31M
|
12.5K
$1.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-8- 36.36% |
$639 - $706
|
14
$1.32K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
2.35KNew |
$188K - $208K
|
2.35K
$223K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
885New |
$70.7K - $78K
|
885
$83.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
13New |
$1.04K - $1.15K
|
13
$1.23K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36.3K+ 2.56% |
$2.9M - $3.2M
|
1.45M
$138M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15.5K- 1.35% |
$1.24M - $1.37M
|
1.13M
$107M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
43New |
$3.44K - $3.79K
|
43
$4.07K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-115- 3.49% |
$9.19K - $10.1K
|
3.18K
$301K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-30- 9.23% |
$2.4K - $2.65K
|
295
$27.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
715New |
$57.1K - $63.1K
|
715
$67.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-73- 1.25% |
$5.83K - $6.44K
|
5.75K
$544K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-9.92K- 79.93% |
$793K - $875K
|
2.49K
$236K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.45KNew |
$196K - $216K
|
2.45K
$232K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
26+ 0.93% |
$2.08K - $2.29K
|
2.83K
$267K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
241New |
$19.3K - $21.3K
|
241
$22.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Spence Asset Management
|
SELL
|
- |
-7.11K- 78.54% |
$568K - $627K
|
1.94K
$184K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-12.9K- 49.92% |
$1.03M - $1.14M
|
13K
$1.23M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
101New |
$8.07K - $8.91K
|
101
$9.56K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
343New |
$27.4K - $30.2K
|
343
$32.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-30- 0.17% |
$2.4K - $2.65K
|
17.7K
$1.68M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-4.03K- 49.94% |
$322K - $355K
|
4.04K
$382K
|
|
|
Oct 02, 2024
Q3 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-75- 2.34% |
$5.99K - $6.61K
|
3.13K
$296K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.26K+ 22.92% |
$99K - $105K
|
6.75K
$639K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-3.45K- 67.94% |
$271K - $288K
|
1.63K
$154K
|
|