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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
49+ 3.44% |
$3.18K - $3.84K
|
1.47K
$136K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2.33KNew |
$151K - $182K
|
2.33K
$214K
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.59KNew |
$168K - $203K
|
2.59K
$239K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-60- 0.96% |
$3.89K - $4.7K
|
6.2K
$571K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
137New |
$8.88K - $10.7K
|
137
$12.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
700New |
$45.4K - $54.8K
|
700
$64.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
166New |
$10.8K - $13K
|
166
$15.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
416New |
$27K - $32.6K
|
416
$38.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
20+ 0.51% |
$1.3K - $1.57K
|
3.92K
$362K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-1.18K- 2.27% |
$76.4K - $92.3K
|
50.8K
$4.69M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.21K- 2.75% |
$143K - $173K
|
78.1K
$7.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
20.4K+ 3.25% |
$1.32M - $1.6M
|
648K
$59.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-150- 2.81% |
$9.73K - $11.7K
|
5.18K
$477K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
280+ 4.15% |
$18.2K - $21.9K
|
7.02K
$647K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-37- 1.11% |
$2.4K - $2.9K
|
3.3K
$304K
|
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
BUY
|
- |
7.4K+ 176.19% |
$480K - $579K
|
11.6K
$1.07M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.36K- 17.53% |
$88.2K - $106K
|
6.4K
$589K
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.6KNew |
$168K - $203K
|
2.6K
$239K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-200- 2.99% |
$13K - $15.7K
|
6.48K
$597K
|
|
|
Jan 17, 2024
Q4 2023
|
Jvl Associates LLC
|
BUY
|
- |
2.68KNew |
$174K - $209K
|
2.68K
$247K
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
491+ 7.18% |
$31.8K - $38.4K
|
7.33K
$676K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3.06KNew |
$199K - $240K
|
3.06K
$282K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-130- 0.95% |
$8.43K - $10.2K
|
13.5K
$1.24M
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-568- 5.77% |
$36.8K - $44.5K
|
9.28K
$855K
|
|
|
Jan 12, 2024
Q4 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2.87KNew |
$186K - $224K
|
2.87K
$264K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
14.5KNew |
$938K - $1.13M
|
14.5K
$1.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.17K- 43.43% |
$400K - $483K
|
8.03K
$740K
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-11.3K- 76.29% |
$732K - $884K
|
3.51K
$323K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.16% |
$64.8 - $78.3
|
614
$56.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
5.78KNew |
$375K - $453K
|
5.78K
$533K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.87KNew |
$186K - $225K
|
2.87K
$264K
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
2.75KNew |
$178K - $215K
|
2.75K
$253K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
635New |
$41.2K - $49.7K
|
635
$58.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-4.17K- 15.23% |
$270K - $326K
|
23.2K
$2.14M
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
217+ 3.32% |
$14.1K - $17K
|
6.76K
$623K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-310- 10.39% |
$20.1K - $24.3K
|
2.67K
$246K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
40.8K+ 31.7% |
$2.65M - $3.2M
|
170K
$15.6M
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
71New |
$4.6K - $5.56K
|
71
$6.54K
|
|
| Q3 2023 | |||||||
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-202- 43.35% |
$13.8K - $15.3K
|
264
$24.3K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-160- 1.81% |
$11K - $12.1K
|
8.7K
$802K
|
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
SELL
|
- |
-15- 0.23% |
$1.03K - $1.14K
|
6.42K
$591K
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.53K+ 110.96% |
$379K - $420K
|
10.5K
$969K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.32KNew |
$90.2K - $99.9K
|
1.32K
$121K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-111- 9.65% |
$7.61K - $8.43K
|
1.04K
$95.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.83KNew |
$468K - $518K
|
6.83K
$629K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
1.68KNew |
$115K - $127K
|
1.68K
$155K
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
10.8KNew |
$741K - $820K
|
10.8K
$996K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
139+ 0.06% |
$9.53K - $10.6K
|
242K
$22.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-380- 31.2% |
$26K - $28.8K
|
838
$77.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
3.6KNew |
$247K - $273K
|
3.6K
$332K
|
|