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 16, 2024
Q2 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
3.34KNew |
$262K - $279K
|
3.34K
$316K
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-35- 1.14% |
$2.75K - $2.93K
|
3.03K
$286K
|
|
|
Jul 16, 2024
Q2 2024
|
Community Bank Of Raymore
|
BUY
|
- |
300+ 7.64% |
$23.6K - $25.1K
|
4.23K
$400K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-664- 32.58% |
$52.2K - $55.5K
|
1.37K
$130K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
17.2K+ 363.4% |
$1.36M - $1.44M
|
22K
$2.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-200- 55.71% |
$15.7K - $16.7K
|
159
$15K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
209New |
$16.4K - $17.5K
|
209
$19.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.4KNew |
$110K - $117K
|
1.4K
$132K
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-152- 23.0% |
$12K - $12.7K
|
509
$48.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
236New |
$18.6K - $19.7K
|
236
$22.3K
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-3.09KClosed |
$233K - $260K
|
0
$0
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
SELL
|
- |
-1.16K- 30.35% |
$87.7K - $97.9K
|
2.67K
$253K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
388New |
$29.2K - $32.6K
|
388
$36.7K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
224+ 2.76% |
$16.9K - $18.8K
|
8.34K
$790K
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-2K- 86.21% |
$151K - $168K
|
320
$30.3K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
54New |
$4.07K - $4.54K
|
54
$5.11K
|
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2.39KNew |
$180K - $201K
|
2.39K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-983- 22.33% |
$74.1K - $82.7K
|
3.42K
$324K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-855- 64.63% |
$64.4K - $71.9K
|
468
$44.3K
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
3.96KNew |
$298K - $333K
|
3.96K
$375K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
471New |
$35.5K - $39.6K
|
471
$44.6K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-92- 4.54% |
$6.93K - $7.74K
|
1.93K
$183K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
156+ 61.9% |
$11.8K - $13.1K
|
408
$38.6K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.57KNew |
$194K - $216K
|
2.57K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
325+ 68.42% |
$24.5K - $27.3K
|
800
$75.7K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-4.35K- 22.27% |
$328K - $365K
|
15.2K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.46KNew |
$110K - $123K
|
1.46K
$138K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.6K+ 2.08% |
$949K - $1.06M
|
617K
$58.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-99.5K- 17.25% |
$7.5M - $8.37M
|
478K
$45.2M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
162New |
$12.2K - $13.6K
|
162
$15.3K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-525- 8.14% |
$39.6K - $44.1K
|
5.93K
$561K
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-299- 3.35% |
$22.5K - $25.1K
|
8.63K
$817K
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
PUT |
148New |
$11.2K - $12.4K
|
148
$14K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-24- 10.71% |
$1.81K - $2.02K
|
200
$18.9K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
50New |
$3.77K - $4.2K
|
50
$4.73K
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.64K+ 56.67% |
$123K - $137K
|
4.52K
$428K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-332- 5.16% |
$25K - $27.9K
|
6.1K
$577K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-5.3K- 0.81% |
$400K - $446K
|
653K
$61.8M
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-644- 19.86% |
$48.5K - $54.2K
|
2.6K
$246K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
109+ 1.97% |
$8.22K - $9.17K
|
5.64K
$533K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
87New |
$6.56K - $7.32K
|
87
$8.23K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
3.51KNew |
$265K - $295K
|
3.51K
$332K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-200- 12.31% |
$15.1K - $16.8K
|
1.43K
$135K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.53% |
$75.4 - $84.1
|
188
$17.8K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.25KNew |
$94.4K - $105K
|
1.25K
$119K
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.66K- 35.76% |
$125K - $139K
|
2.98K
$281K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
595+ 7.05% |
$44.8K - $50K
|
9.04K
$855K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.56K+ 3.65% |
$193K - $215K
|
72.7K
$6.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.48KNew |
$187K - $209K
|
2.48K
$235K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
19+ 0.17% |
$1.43K - $1.6K
|
11.4K
$1.07M
|
|