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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.37K- 26.42% |
$160K - $173K
|
6.61K
$565K
|
|
|
Jul 24, 2023
Q2 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-23.4K- 62.23% |
$1.58M - $1.71M
|
14.2K
$1.21M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.52KNew |
$102K - $111K
|
1.52K
$130K
|
|
|
Jul 17, 2023
Q2 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
4.95KNew |
$334K - $362K
|
4.95K
$424K
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-55- 0.52% |
$3.71K - $4.02K
|
10.5K
$898K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
244New |
$16.5K - $17.8K
|
244
$20.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
120KNew |
$8.12M - $8.79M
|
120K
$10.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-67- 0.23% |
$4.52K - $4.89K
|
28.5K
$2.44M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
221New |
$14.9K - $16.1K
|
221
$18.9K
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-194- 6.51% |
$13.1K - $14.2K
|
2.79K
$238K
|
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-192- 6.46% |
$13K - $14K
|
2.78K
$238K
|
|
| Q1 2023 | |||||||
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-3.33K- 52.8% |
$221K - $250K
|
2.98K
$255K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
39New |
$2.58K - $2.93K
|
39
$3.34K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-81- 3.1% |
$5.37K - $6.08K
|
2.53K
$217K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-176- 1.89% |
$11.7K - $13.2K
|
9.12K
$780K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
855+ 610.71% |
$56.7K - $64.2K
|
995
$85.1K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-27.1K- 60.08% |
$1.79M - $2.03M
|
18K
$1.54M
|
|
|
May 17, 2023
Q1 2023
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
3.44KNew |
$228K - $258K
|
3.44K
$295K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-277- 6.82% |
$18.4K - $20.8K
|
3.78K
$324K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
9KNew |
$596K - $675K
|
9K
$770K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
300+ 1.7% |
$19.9K - $22.5K
|
18K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
1.9KNew |
$126K - $143K
|
1.9K
$163K
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
381KNew |
$25.2M - $28.6M
|
381K
$32.6M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.11K+ 6.37% |
$140K - $158K
|
35.2K
$3.01M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
2.41K+ 9.46% |
$160K - $181K
|
27.9K
$2.39M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-234- 50.0% |
$15.5K - $17.6K
|
234
$20K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
400New |
$26.5K - $30K
|
400
$34.2K
|
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-347- 0.39% |
$23K - $26K
|
88.3K
$7.55M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.12KNew |
$74.2K - $84K
|
1.12K
$95.8K
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2.92KNew |
$193K - $219K
|
2.92K
$249K
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.92KNew |
$194K - $219K
|
2.92K
$250K
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.67KNew |
$111K - $125K
|
1.67K
$143K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
41+ 0.48% |
$2.72K - $3.08K
|
8.54K
$730K
|
|
|
May 09, 2023
Q1 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3.09KNew |
$205K - $232K
|
3.09K
$265K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.99MNew |
$529M - $599M
|
7.99M
$683M
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-346- 20.92% |
$22.9K - $26K
|
1.31K
$112K
|
|
|
May 09, 2023
Q1 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
5.32KNew |
$353K - $399K
|
5.32K
$455K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-1.38K- 41.85% |
$91.2K - $103K
|
1.91K
$164K
|
|
|
May 05, 2023
Q1 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
2.9KNew |
$192K - $218K
|
2.9K
$248K
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
157+ 3.92% |
$10.4K - $11.8K
|
4.17K
$356K
|
|
|
May 05, 2023
Q1 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-275- 8.66% |
$18.2K - $20.6K
|
2.9K
$248K
|
|
|
May 04, 2023
Q1 2023
|
International City Management Association Retirement Corp
Washington, DC |
BUY
|
- |
250K+ 55.37% |
$16.6M - $18.8M
|
702K
$60.1M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
145New |
$9.61K - $10.9K
|
145
$12.4K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-3- 1.01% |
$199 - $225
|
295
$25.2K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 0.44% |
$133 - $150
|
458
$39.2K
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
612New |
$40.6K - $45.9K
|
612
$52.4K
|
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1- 0.02% |
$66.3 - $75
|
4.65K
$398K
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.92KNew |
$194K - $219K
|
2.92K
$250K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
420New |
$27.8K - $31.5K
|
420
$35.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
54.1KNew |
$3.58M - $4.06M
|
54.1K
$4.62M
|
|