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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-3.18KClosed |
$230K - $263K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-3.08KClosed |
$222K - $255K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Allie Family Office LLC
|
SELL
|
- |
-9.18KClosed |
$663K - $761K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-3.39KClosed |
$245K - $281K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-92.9KClosed |
$6.72M - $7.7M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
311KNew |
$22.5M - $25.8M
|
311K
$29.4M
|
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-120Closed |
$8.67K - $9.95K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-2.53KClosed |
$183K - $210K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-2.67KClosed |
$193K - $221K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-148Closed |
$10.7K - $12.3K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-2.65KClosed |
$191K - $219K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-44Closed |
$3.18K - $3.65K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Life Pro Asset Management
|
SELL
|
- |
-2.53KClosed |
$183K - $210K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
50New |
$3.61K - $4.14K
|
50
$4.73K
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-242- 12.0% |
$17.5K - $20.1K
|
1.77K
$168K
|
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-8.46KClosed |
$611K - $701K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-124KClosed |
$8.97M - $10.3M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.92K- 24.46% |
$139K - $159K
|
5.94K
$562K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-506- 22.89% |
$36.6K - $41.9K
|
1.71K
$161K
|
|
|
May 02, 2022
Q1 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-1.92K- 10.97% |
$139K - $159K
|
15.6K
$1.48M
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
325New |
$23.5K - $26.9K
|
325
$30.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
80New |
$5.78K - $6.63K
|
80
$7.57K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.46KClosed |
$106K - $121K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-842Closed |
$60.9K - $69.8K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Mcdaniel Terry & CO
|
SELL
|
- |
-11.3KClosed |
$818K - $938K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-105Closed |
$7.59K - $8.7K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
SELL
|
- |
-427- 16.25% |
$30.9K - $35.4K
|
2.2K
$208K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
500New |
$36.1K - $41.4K
|
500
$47.3K
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-944Closed |
$68.2K - $78.2K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-22Closed |
$1.59K - $1.82K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
SELL
|
- |
-43- 0.82% |
$3.11K - $3.56K
|
5.21K
$493K
|
|
|
Apr 15, 2022
Q1 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-500- 5.78% |
$36.1K - $41.4K
|
8.15K
$771K
|
|
|
Apr 15, 2022
Q1 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-3.78KClosed |
$273K - $313K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-300Closed |
$21.7K - $24.9K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-3.53KClosed |
$255K - $293K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
24.1KNew |
$1.74M - $1.99M
|
24.1K
$2.28M
|
|
| Q4 2021 | |||||||
|
Nov 14, 2024
Q4 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-3.92KClosed |
$307K - $334K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
1.87KNew |
$147K - $160K
|
1.87K
$177K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
576New |
$45.2K - $49.1K
|
576
$54.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.36KNew |
$107K - $116K
|
1.36K
$129K
|
|
|
Feb 15, 2022
Q4 2021
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
3.82KNew |
$300K - $326K
|
3.82K
$362K
|
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-20Closed |
$1.57K - $1.71K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-34Closed |
$2.67K - $2.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Horizon Wealth Management, LLC
|
BUY
|
- |
5.34KNew |
$419K - $455K
|
5.34K
$505K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
1KNew |
$78.4K - $85.3K
|
1K
$94.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$78.4 - $85.3
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-9.5KClosed |
$745K - $810K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-132- 33.0% |
$10.4K - $11.3K
|
268
$25.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Allen Investment Management LLC
|
BUY
|
- |
31KNew |
$2.43M - $2.64M
|
31K
$2.93M
|
|