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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-258- 7.22% |
$22.5K - $24.6K
|
3.32K
$307K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-176- 3.24% |
$15.4K - $16.8K
|
5.26K
$487K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.43KNew |
$212K - $232K
|
2.43K
$225K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.01% |
$87.3 - $95.5
|
13.3K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-36.8K- 3.8% |
$3.21M - $3.51M
|
932K
$86.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-138- 0.43% |
$12K - $13.2K
|
32.3K
$2.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
48+ 1.12% |
$4.19K - $4.58K
|
4.35K
$403K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-865- 4.51% |
$75.5K - $82.6K
|
18.3K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.27K- 1.67% |
$285K - $312K
|
193K
$17.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
15.6K+ 14.59% |
$1.36M - $1.49M
|
122K
$11.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
144+ 3.76% |
$12.6K - $13.8K
|
3.98K
$368K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2+ 0.04% |
$175 - $191
|
4.93K
$456K
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-193- 0.8% |
$16.8K - $18.4K
|
24K
$2.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
6+ 0.06% |
$524 - $573
|
9.6K
$889K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-24- 0.52% |
$2.09K - $2.29K
|
4.62K
$427K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-76- 1.08% |
$6.63K - $7.26K
|
6.94K
$643K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
4.58K+ 18300.0% |
$399K - $437K
|
4.6K
$426K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-55- 2.28% |
$4.8K - $5.25K
|
2.36K
$218K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
84+ 0.87% |
$7.33K - $8.02K
|
9.73K
$902K
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
5.34KNew |
$466K - $510K
|
5.34K
$494K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.21K+ 0.75% |
$542K - $593K
|
833K
$77.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-417- 2.08% |
$36.4K - $39.8K
|
19.6K
$1.82M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
2+ 0.01% |
$175 - $191
|
16.3K
$1.51M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
12+ 0.35% |
$1.05K - $1.15K
|
3.48K
$322K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 172.33% |
$90.2K - $98.8K
|
1.63K
$151K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
1.56K+ 20.87% |
$136K - $149K
|
9.05K
$838K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-467- 3.46% |
$40.7K - $44.6K
|
13K
$1.21M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-23- 0.57% |
$2.01K - $2.2K
|
4.04K
$374K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-470K- 98.12% |
$41M - $44.9M
|
9.02K
$836K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.5K- 4.09% |
$305K - $334K
|
82.1K
$7.61M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.41K- 10.67% |
$210K - $230K
|
20.2K
$1.87M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
4.74KNew |
$414K - $453K
|
4.74K
$439K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
99+ 1.58% |
$8.64K - $9.46K
|
6.37K
$590K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.34K- 1.45% |
$117K - $128K
|
91.2K
$8.44M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.43% |
$175 - $191
|
468
$43.4K
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-4.46K- 51.11% |
$389K - $426K
|
4.27K
$395K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-303- 0.54% |
$26.4K - $28.9K
|
56.1K
$5.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-64- 1.22% |
$5.58K - $6.11K
|
5.2K
$482K
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
2.42KNew |
$211K - $231K
|
2.42K
$224K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-3.17K- 34.99% |
$276K - $302K
|
5.88K
$545K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.02K+ 19.43% |
$350K - $384K
|
24.7K
$2.29M
|
|
| Q3 2024 | |||||||
|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
6.16KNew |
$492K - $543K
|
6.16K
$570K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-515- 2.72% |
$41.2K - $45.4K
|
18.4K
$1.71M
|
|
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
2.32KNew |
$185K - $204K
|
2.32K
$215K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
199K+ 2.9% |
$15.9M - $17.5M
|
7.06M
$654M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.6K- 15.42% |
$928K - $1.02M
|
63.7K
$5.9M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
701+ 4.18% |
$56K - $61.8K
|
17.5K
$1.62M
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
73+ 2.69% |
$5.83K - $6.44K
|
2.79K
$258K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-227- 0.75% |
$18.1K - $20K
|
29.9K
$2.77M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-806- 2.33% |
$64.4K - $71.1K
|
33.8K
$3.13M
|
|