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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-2.26K- 26.93% |
$140K - $169K
|
6.12K
$564K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
15.2KNew |
$944K - $1.14M
|
15.2K
$1.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-60- 1.07% |
$3.73K - $4.49K
|
5.54K
$511K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-32.2K- 6.76% |
$2M - $2.41M
|
444K
$40.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-255- 2.32% |
$15.8K - $19.1K
|
10.7K
$989K
|
|
|
Oct 24, 2022
Q3 2022
|
Platform Technology Partners
|
BUY
|
- |
3.8KNew |
$236K - $284K
|
3.8K
$350K
|
|
|
Oct 14, 2022
Q3 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
600+ 16.07% |
$37.3K - $44.9K
|
4.33K
$399K
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-872- 18.86% |
$54.2K - $65.2K
|
3.75K
$346K
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.01K- 2.21% |
$62.5K - $75.3K
|
44.6K
$4.11M
|
|
|
Oct 11, 2022
Q3 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.7KNew |
$230K - $277K
|
3.7K
$341K
|
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-4.61K- 53.29% |
$286K - $345K
|
4.04K
$372K
|
|
| Q2 2022 | |||||||
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-248Closed |
$15.6K - $19.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-378Closed |
$23.7K - $29.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
149New |
$9.35K - $11.7K
|
149
$13.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-7.45KClosed |
$468K - $587K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-1.31K- 29.16% |
$82.4K - $103K
|
3.19K
$294K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-2.96KClosed |
$186K - $233K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-36KClosed |
$2.26M - $2.83M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-264- 4.83% |
$16.6K - $20.8K
|
5.2K
$479K
|
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.63KClosed |
$165K - $207K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-3.45KClosed |
$216K - $272K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.4KClosed |
$214K - $268K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
34+ 0.09% |
$2.13K - $2.68K
|
36K
$3.32M
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.74KClosed |
$172K - $216K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.06K+ 11.64% |
$66.2K - $83.1K
|
10.1K
$932K
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
35.1KNew |
$2.2M - $2.76M
|
35.1K
$3.23M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-2.37KClosed |
$149K - $187K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.59K+ 32.76% |
$99.7K - $125K
|
6.44K
$593K
|
|
|
Aug 12, 2022
Q2 2022
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-2.6KClosed |
$163K - $205K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-288Closed |
$18.1K - $22.7K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
12+ 0.32% |
$753 - $945
|
3.72K
$343K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
544New |
$34.1K - $42.8K
|
544
$50.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-16- 5.06% |
$1K - $1.26K
|
300
$27.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
16.8KNew |
$1.05M - $1.32M
|
16.8K
$1.55M
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-73- 2.11% |
$4.58K - $5.75K
|
3.39K
$312K
|
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-565Closed |
$35.5K - $44.5K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.51K- 14.98% |
$94.7K - $119K
|
8.57K
$789K
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-135Closed |
$8.47K - $10.6K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
S&Co Inc
Boston, MA |
BUY
|
- |
544+ 6.97% |
$34.1K - $42.8K
|
8.34K
$769K
|
|
|
Aug 08, 2022
Q2 2022
|
Hilton Capital Management, LLC
|
SELL
|
- |
-3.08KClosed |
$193K - $243K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Crossvault Capital Management LLC
|
SELL
|
- |
-356- 4.97% |
$22.3K - $28K
|
6.8K
$627K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
68New |
$4.27K - $5.36K
|
68
$6.27K
|
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
5.66KNew |
$355K - $446K
|
5.66K
$522K
|
|
|
Aug 08, 2022
Q2 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-7.86KClosed |
$493K - $619K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
668New |
$41.9K - $52.6K
|
668
$61.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.9K- 25.32% |
$119K - $150K
|
5.6K
$516K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-42.5K- 94.06% |
$2.67M - $3.35M
|
2.68K
$247K
|
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-221- 6.2% |
$13.9K - $17.4K
|
3.35K
$308K
|
|
|
Aug 05, 2022
Q2 2022
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.5K- 1.57% |
$93.8K - $118K
|
93.7K
$8.63M
|
|