Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
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
$91.2M
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-14.9K- 54.33% |
$1.19M - $1.31M
|
12.5K
$1.01M
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-14.6K- 27.85% |
$1.17M - $1.29M
|
37.9K
$3.06M
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-12.9K- 49.92% |
$1.03M - $1.14M
|
13K
$1.05M
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-11.4K- 49.69% |
$909K - $1M
|
11.5K
$929K
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-9.92K- 79.93% |
$793K - $875K
|
2.49K
$201K
|
|
Oct 09, 2024
Q3 2024
|
Spence Asset Management
|
SELL
|
- |
-7.11K- 78.54% |
$568K - $627K
|
1.94K
$157K
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-7K- 36.46% |
$559K - $617K
|
12.2K
$984K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-5.32K- 49.71% |
$425K - $469K
|
5.38K
$434K
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-4.71K- 51.39% |
$376K - $415K
|
4.45K
$359K
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-4.03K- 49.94% |
$322K - $355K
|
4.04K
$326K
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-3.41K- 0.45% |
$273K - $301K
|
748K
$60.4M
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3K- 2.93% |
$240K - $265K
|
99.3K
$8.01M
|
|
Apr 10, 2025
Q3 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-2.5K- 9.81% |
$200K - $220K
|
23K
$1.85M
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.03K- 40.67% |
$162K - $179K
|
2.96K
$239K
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.7K- 29.82% |
$136K - $150K
|
4K
$323K
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.36K- 1.85% |
$108K - $120K
|
71.9K
$5.8M
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.27K- 1.26% |
$102K - $112K
|
99.8K
$8.05M
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-699- 23.34% |
$55.9K - $61.6K
|
2.3K
$185K
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-530- 10.99% |
$42.4K - $46.7K
|
4.29K
$346K
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-515- 2.72% |
$41.2K - $45.4K
|
18.4K
$1.49M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-360- 1.0% |
$28.8K - $31.7K
|
35.7K
$2.88M
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-358- 8.77% |
$28.6K - $31.6K
|
3.72K
$300K
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-340- 1.85% |
$27.2K - $30K
|
18K
$1.46M
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-337Closed |
$26.9K - $29.7K
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-328- 6.22% |
$26.2K - $28.9K
|
4.95K
$399K
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-316- 11.48% |
$25.3K - $27.9K
|
2.44K
$197K
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-294- 2.96% |
$23.5K - $25.9K
|
9.64K
$777K
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-279- 35.01% |
$22.3K - $24.6K
|
518
$41.8K
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-223- 1.93% |
$17.8K - $19.7K
|
11.3K
$914K
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-221- 5.35% |
$17.7K - $19.5K
|
3.91K
$316K
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-215- 7.38% |
$17.2K - $19K
|
2.7K
$218K
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-200- 2.14% |
$16K - $17.6K
|
9.15K
$738K
|
|
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
$752K
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-189- 44.47% |
$15.1K - $16.7K
|
236
$19K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-163- 23.9% |
$13K - $14.4K
|
519
$41.9K
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-146- 20.36% |
$11.7K - $12.9K
|
571
$46.1K
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-140- 2.08% |
$11.2K - $12.3K
|
6.6K
$532K
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-137- 2.8% |
$10.9K - $12.1K
|
4.76K
$384K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-115- 3.49% |
$9.19K - $10.1K
|
3.18K
$257K
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
SELL
|
- |
-110- 0.26% |
$8.79K - $9.7K
|
43K
$3.47M
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-94- 1.34% |
$7.51K - $8.29K
|
6.91K
$557K
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-90- 1.13% |
$7.19K - $7.94K
|
7.9K
$637K
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-75- 0.43% |
$5.99K - $6.61K
|
17.4K
$1.41M
|
|
Oct 02, 2024
Q3 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-75- 2.34% |
$5.99K - $6.61K
|
3.13K
$252K
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-74- 45.68% |
$5.91K - $6.53K
|
88
$7.1K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-73- 1.25% |
$5.83K - $6.44K
|
5.75K
$464K
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-70- 1.75% |
$5.59K - $6.17K
|
3.94K
$318K
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-67- 0.53% |
$5.35K - $5.91K
|
12.5K
$1.01M
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-66- 1.27% |
$5.27K - $5.82K
|
5.12K
$413K
|