Latest Institutional Purchases of Ishares Russell Mid Cap ETF (IWR)
This list provides information on the latest institutional transactions involving Ishares Russell Mid Cap ETF (IWR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
545+ 6.97% |
$43.6K - $48.1K
|
8.36K
$770K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
528+ 3.45% |
$42.2K - $46.6K
|
15.8K
$1.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
500+ 2.26% |
$40K - $44.1K
|
22.6K
$2.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
485+ 1.74% |
$38.8K - $42.8K
|
28.4K
$2.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
475+ 0.68% |
$38K - $41.9K
|
70.1K
$6.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
472New |
$37.7K - $41.6K
|
472
$43.5K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
464+ 219.91% |
$37.1K - $40.9K
|
675
$62.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
416+ 10.4% |
$33.2K - $36.7K
|
4.42K
$407K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
415+ 4.18% |
$33.2K - $36.6K
|
10.3K
$952K
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
407+ 5.46% |
$32.5K - $35.9K
|
7.86K
$723K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
386+ 1.34% |
$30.8K - $34K
|
29.2K
$2.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
362+ 1.21% |
$28.9K - $31.9K
|
30.4K
$2.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
343+ 2.74% |
$27.4K - $30.2K
|
12.9K
$1.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
343New |
$27.4K - $30.2K
|
343
$31.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
339+ 6.07% |
$27.1K - $29.9K
|
5.92K
$545K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
339New |
$27.1K - $29.9K
|
339
$31.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
333+ 0.78% |
$26.6K - $29.4K
|
42.8K
$3.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
332New |
$26.5K - $29.3K
|
332
$30.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
328+ 2.16% |
$26.2K - $28.9K
|
15.5K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
325+ 0.6% |
$26K - $28.7K
|
54.7K
$5.04M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
284New |
$22.7K - $25K
|
284
$26.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
284New |
$22.7K - $25K
|
284
$26.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
283+ 11.38% |
$22.6K - $25K
|
2.77K
$255K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
282+ 5.45% |
$22.5K - $24.9K
|
5.46K
$503K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
270+ 1.73% |
$21.6K - $23.8K
|
15.9K
$1.46M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
261+ 7.8% |
$20.9K - $23K
|
3.61K
$332K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
260+ 9.58% |
$20.8K - $22.9K
|
2.97K
$274K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
241New |
$19.3K - $21.3K
|
241
$22.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
237+ 8.58% |
$18.9K - $20.9K
|
3K
$276K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
229New |
$18.3K - $20.2K
|
229
$21.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
200+ 1.45% |
$16K - $17.6K
|
14K
$1.28M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
198+ 20.41% |
$15.8K - $17.5K
|
1.17K
$108K
|
|
|
Nov 14, 2024
Q3 2024
|
Core Alternative Capital
|
BUY
|
- |
190New |
$15.2K - $16.8K
|
190
$17.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
188+ 2.61% |
$15K - $16.6K
|
7.39K
$680K
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
175+ 2.5% |
$14K - $15.4K
|
7.17K
$660K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
170+ 0.06% |
$13.6K - $15K
|
306K
$28.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
147+ 1.44% |
$11.7K - $13K
|
10.4K
$953K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
128+ 3.73% |
$10.2K - $11.3K
|
3.56K
$328K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
126+ 3.82% |
$10.1K - $11.1K
|
3.43K
$316K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
121+ 0.97% |
$9.67K - $10.7K
|
12.6K
$1.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
116+ 0.22% |
$9.27K - $10.2K
|
53.6K
$4.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
112+ 3.15% |
$8.95K - $9.88K
|
3.67K
$338K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
107+ 0.19% |
$8.55K - $9.44K
|
56.3K
$5.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
106+ 1.82% |
$8.47K - $9.35K
|
5.95K
$547K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
101New |
$8.07K - $8.91K
|
101
$9.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
100+ 1.66% |
$7.99K - $8.82K
|
6.12K
$563K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
100New |
$7.99K - $8.82K
|
100
$9.21K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
99+ 2.52% |
$7.91K - $8.73K
|
4.03K
$371K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
95+ 0.37% |
$7.59K - $8.38K
|
25.6K
$2.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
90+ 2.52% |
$7.19K - $7.94K
|
3.66K
$337K
|