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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-73- 2.11% |
$4.58K - $5.75K
|
3.39K
$320K
|
|
|
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
$811K
|
|
|
Aug 09, 2022
Q2 2022
|
S&Co Inc
Boston, MA |
BUY
|
- |
544+ 6.97% |
$34.1K - $42.8K
|
8.34K
$790K
|
|
|
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
$644K
|
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
5.66KNew |
$355K - $446K
|
5.66K
$535K
|
|
|
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
$63.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-42.5K- 94.06% |
$2.67M - $3.35M
|
2.68K
$254K
|
|
|
Aug 05, 2022
Q2 2022
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.5K- 1.57% |
$93.8K - $118K
|
93.7K
$8.86M
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-3.8KClosed |
$238K - $299K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-138Closed |
$8.66K - $10.9K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Bray Capital Advisors
|
SELL
|
- |
-100Closed |
$6.28K - $7.88K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
64New |
$4.02K - $5.04K
|
64
$6.06K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
300New |
$18.8K - $23.6K
|
300
$28.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.6KNew |
$100K - $126K
|
1.6K
$151K
|
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
SELL
|
- |
-2.83KClosed |
$177K - $222K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-2.68KClosed |
$168K - $211K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-2.57KClosed |
$162K - $203K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-13.2K- 71.53% |
$831K - $1.04M
|
5.27K
$499K
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$62.8 - $78.8
|
3.65K
$346K
|
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
4+ 0.02% |
$251 - $315
|
21.6K
$2.05M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
15+ 11.03% |
$941 - $1.18K
|
151
$14.3K
|
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.63KClosed |
$165K - $207K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
32+ 0.32% |
$2.01K - $2.52K
|
10.2K
$962K
|
|
|
Jul 22, 2022
Q2 2022
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-2.76KClosed |
$173K - $217K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-1.58KClosed |
$99.2K - $125K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-52Closed |
$3.26K - $4.1K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-5.61KClosed |
$352K - $442K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
BUY
|
- |
35.5KNew |
$2.23M - $2.79M
|
35.5K
$3.36M
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.02KClosed |
$189K - $238K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
250New |
$15.7K - $19.7K
|
250
$23.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-3.58KClosed |
$224K - $282K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3+ 0.05% |
$188 - $236
|
6.01K
$569K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-2.65KClosed |
$167K - $209K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
3.17KNew |
$199K - $250K
|
3.17K
$300K
|
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.25KClosed |
$204K - $256K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
BUY
|
- |
7+ 0.04% |
$439 - $551
|
16.9K
$1.6M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
589New |
$37K - $46.4K
|
589
$55.7K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-150Closed |
$9.41K - $11.8K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-3.04KClosed |
$191K - $240K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-1.05K- 20.79% |
$65.9K - $82.7K
|
4K
$378K
|
|
|
Jul 06, 2022
Q2 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
269+ 7.45% |
$16.9K - $21.2K
|
3.88K
$367K
|
|
|
Jul 06, 2022
Q2 2022
|
Lynch & Associates
|
SELL
|
- |
-4.57K- 50.29% |
$287K - $360K
|
4.51K
$427K
|
|
| Q1 2022 | |||||||
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-4.13KClosed |
$298K - $342K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-524Closed |
$37.9K - $43.4K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-168Closed |
$12.1K - $13.9K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-6.78KClosed |
$490K - $562K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.16KClosed |
$229K - $262K
|
0
$0
|
|