Latest Institutional Transactions on Ishares Russell Mid Cap ETF (IWR)

IWR Quotes by TradingView

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 16, 2021 Q4 2020
Kathmere Capital Management, LLC

Wayne, PA
SELL
 -
-271
Closed
$15.7K - $18.6K
0 $0
Feb 12, 2021 Q4 2020
Portfolio Solutions, LLC

Troy, MI
SELL
 -
-4.05K
Closed
$234K - $278K
0 $0
Feb 12, 2021 Q4 2020
Mason Street Advisors, LLC

Milwaukee, WI
SELL
 -
-14K
Closed
$809K - $961K
0 $0
Feb 12, 2021 Q4 2020
Hsbc Holdings PLC

London, X0
BUY
 PUT
56.9K
New
$3.29M - $3.91M
56.9K $5.25M
Feb 11, 2021 Q4 2020
Rgt Wealth Advisors, LLC

SELL
 -
-8.6K
Closed
$497K - $590K
0 $0
Feb 09, 2021 Q4 2020
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-1.26K
Closed
$72.8K - $86.5K
0 $0
Feb 04, 2021 Q4 2020
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
552
New
$31.9K - $37.9K
552 $50.9K
Feb 02, 2021 Q4 2020
Horan Capital Advisors, Llc.

Cincinnati, OH
SELL
 -
-700
Closed
$40.4K - $48K
0 $0
Jan 27, 2021 Q4 2020
Calamos Advisors LLC

SELL
 -
-9.02K
Closed
$521K - $619K
0 $0
Jan 27, 2021 Q4 2020
Stonebridge Financial Planning Group, LLC

SELL
 -
-800
Closed
$46.2K - $54.9K
0 $0
Q3 2020
Nov 16, 2020 Q3 2020
Principle Wealth Partners LLC

SELL
 -
-595
Closed
$31.8K - $35.8K
0 $0
Nov 16, 2020 Q3 2020
Paloma Partners Management CO

Greenwich, CT
SELL
 -
-28.2K
Closed
$1.51M - $1.7M
0 $0
Nov 13, 2020 Q3 2020
Citizens & Northern Corp

SELL
 -
-41.7K
Closed
$2.23M - $2.51M
0 $0
Nov 13, 2020 Q3 2020
Kore Private Wealth LLC

New York, NY
SELL
 -
-1.2K
Closed
$64.2K - $72.2K
0 $0
Nov 13, 2020 Q3 2020
Family Management Corp

New York, NY
SELL
 -
-200
Closed
$10.7K - $12K
0 $0
Nov 12, 2020 Q3 2020
1776 Wealth LLC

SELL
 -
-1.8K
Closed
$96.2K - $108K
0 $0
Nov 12, 2020 Q3 2020
Employees Retirement System Of Texas

SELL
 -
-27.6K
Closed
$1.48M - $1.66M
0 $0
Nov 12, 2020 Q3 2020
Western Asset Management Company, LLC

Pasadena, CA
SELL
 -
-54
Closed
$2.89K - $3.25K
0 $0
Nov 10, 2020 Q3 2020
Pictet & Cie (Europe) Sa

SELL
 -
-6.39K
Closed
$342K - $384K
0 $0
Nov 04, 2020 Q3 2020
Kfa Private Wealth Group, LLC

SELL
 -
-4.03K
Closed
$216K - $243K
0 $0
Oct 29, 2020 Q3 2020
Northeast Financial Consultants Inc

Westport, CT
SELL
 -
-520
- 7.73%
$27.8K - $31.3K
6.21K $572K
Oct 19, 2020 Q3 2020
D'Orazio & Associates, Inc.

Falls Church, VA
SELL
 -
-132
Closed
$7.06K - $7.95K
0 $0
Oct 13, 2020 Q3 2020
Townsend & Associates, Inc

SELL
 -
-32.1K
Closed
$1.72M - $1.93M
0 $0
Oct 09, 2020 Q3 2020
Intelligence Driven Advisers, LLC

SELL
 -
-27.1K
Closed
$1.45M - $1.63M
0 $0
Q2 2020
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
3.35K
+ 7.01%
$136K - $193K
51.1K $4.71M
Nov 15, 2022 Q2 2020
Values First Advisors, Inc.

SELL
 -
-2.66K
Closed
$108K - $153K
0 $0
Feb 11, 2021 Q2 2020
Iag Wealth Partners, LLC

SELL
 -
-88
Closed
$3.58K - $5.07K
0 $0
Jan 19, 2021 Q2 2020
Intercontinental Wealth Advisors, LLC

SELL
 -
-5.7K
Closed
$232K - $328K
0 $0
Aug 18, 2020 Q2 2020
Wfa Of San Diego, LLC

BUY
 -
3.92K
New
$159K - $226K
3.92K $362K
Aug 14, 2020 Q2 2020
Hall Kathryn A.

San Francisco, CA
BUY
 -
26.5K
New
$1.08M - $1.53M
26.5K $2.44M
Aug 14, 2020 Q2 2020
Claraphi Advisory Network, LLC

SELL
 -
-2.63K
Closed
$107K - $152K
0 $0
Aug 14, 2020 Q2 2020
Mbe Wealth Management, LLC

SELL
 -
-1.18K
Closed
$48K - $68.1K
0 $0
Aug 14, 2020 Q2 2020
Jefferies Group LLC

New York, NY
SELL
 -
-7.69K
- 61.88%
$313K - $443K
4.74K $437K
Aug 13, 2020 Q2 2020
Lazard Asset Management LLC

New York, NY
BUY
 -
19.5K
New
$791K - $1.12M
19.5K $1.79M
Aug 13, 2020 Q2 2020
L & S Advisors Inc

Los Angeles, CA
SELL
 -
-6.25K
Closed
$254K - $360K
0 $0
Aug 12, 2020 Q2 2020
Argi Investment Services, LLC

SELL
 -
-10K
Closed
$407K - $577K
0 $0
Aug 12, 2020 Q2 2020
Americana Partners, LLC

Houston, TX
SELL
 -
-10.9K
Closed
$442K - $627K
0 $0
Aug 11, 2020 Q2 2020
All Square Wealth Management LLC

Albany, NY
BUY
 -
112
+ 30.43%
$4.55K - $6.45K
480 $44.2K
Aug 07, 2020 Q2 2020
Andesa Financial Management Inc.

SELL
 -
-5.71K
Closed
$232K - $329K
0 $0
Aug 06, 2020 Q2 2020
Royal Fund Management, LLC

SELL
 -
-64
Closed
$2.6K - $3.69K
0 $0
Aug 03, 2020 Q2 2020
American Investment Services, Inc.

SELL
 -
-19K
Closed
$773K - $1.1M
0 $0
Jul 31, 2020 Q2 2020
Optas, LLC

BUY
 -
4.35K
New
$177K - $250K
4.35K $400K
Jul 28, 2020 Q2 2020
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-560
Closed
$22.8K - $32.3K
0 $0
Jul 22, 2020 Q2 2020
Banque Cantonale Vaudoise

SELL
 -
-169K
Closed
$6.87M - $9.74M
0 $0
Jul 20, 2020 Q2 2020
Vigilare Wealth Management

SELL
 -
-8.02K
Closed
$326K - $462K
0 $0
Jul 16, 2020 Q2 2020
Walter & Keenan Wealth Management LLC

SELL
 -
-6.52K
Closed
$265K - $376K
0 $0
Jul 14, 2020 Q2 2020
Ma Private Wealth

SELL
 -
-5.93K
Closed
$241K - $341K
0 $0
Jul 14, 2020 Q2 2020
Pb Mares Wealth Management LLC

BUY
 -
4.55K
New
$185K - $262K
4.55K $420K
Jul 06, 2020 Q2 2020
Omni Star Financial Group, Inc.

SELL
 -
-1.56K
Closed
$63.3K - $89.7K
0 $0

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