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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-20.1KClosed |
$1.57M - $1.71M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
300+ 69.77% |
$23.5K - $25.6K
|
730
$69.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
1K+ 29.33% |
$78.4K - $85.3K
|
4.41K
$417K
|
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
11.5KNew |
$903K - $983K
|
11.5K
$1.09M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
8.59KNew |
$673K - $732K
|
8.59K
$812K
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-69Closed |
$5.41K - $5.88K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
9New |
$706 - $768
|
9
$852
|
|
|
Feb 02, 2022
Q4 2021
|
Ml & R Wealth Management LLC
|
BUY
|
- |
52.8KNew |
$4.14M - $4.51M
|
52.8K
$5M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-251Closed |
$19.7K - $21.4K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Linker Capital Management Inc.
|
BUY
|
- |
9.77KNew |
$766K - $833K
|
9.77K
$924K
|
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-25- 0.16% |
$1.96K - $2.13K
|
16K
$1.51M
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-53- 19.06% |
$4.16K - $4.52K
|
225
$21.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
SELL
|
- |
-324Closed |
$25.4K - $27.6K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
6.05KNew |
$474K - $516K
|
6.05K
$572K
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
2.9K+ 2196.97% |
$227K - $247K
|
3.03K
$287K
|
|
| Q3 2021 | |||||||
|
May 05, 2025
Q3 2021
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
8+ 0.24% |
$612 - $661
|
3.31K
$313K
|
|
|
Mar 11, 2024
Q3 2021
|
Nepc LLC
Boston, MA |
SELL
|
- |
-109KClosed |
$8.31M - $8.97M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-2.1KClosed |
$160K - $173K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.96KNew |
$226K - $244K
|
2.96K
$280K
|
|
|
Nov 15, 2021
Q3 2021
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-3.32KClosed |
$254K - $275K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-200Closed |
$15.3K - $16.5K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-24Closed |
$1.83K - $1.98K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-7Closed |
$535 - $578
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-15.6KClosed |
$1.19M - $1.29M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-400Closed |
$30.6K - $33K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-254Closed |
$19.4K - $21K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-6.05KClosed |
$462K - $499K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-428Closed |
$32.7K - $35.3K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-2.61KClosed |
$199K - $215K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Corundum Group, Inc.
|
SELL
|
- |
-3.62KClosed |
$276K - $299K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-3.94KClosed |
$301K - $325K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-3.83KClosed |
$293K - $316K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-3Closed |
$229 - $248
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
16KNew |
$1.22M - $1.32M
|
16K
$1.51M
|
|
|
Oct 20, 2021
Q3 2021
|
Astor Investment Management LLC
|
SELL
|
- |
-3.05KClosed |
$233K - $251K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
5.52KNew |
$422K - $456K
|
5.52K
$522K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-703Closed |
$53.7K - $58.1K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.87KClosed |
$220K - $237K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-5.32KClosed |
$398K - $423K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-10.2KClosed |
$767K - $816K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-8.05KClosed |
$602K - $640K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.16KNew |
$236K - $252K
|
3.16K
$299K
|
|
|
Aug 13, 2021
Q2 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-59- 7.15% |
$4.41K - $4.7K
|
766
$72.5K
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-275KClosed |
$20.6M - $21.9M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
25+ 0.59% |
$1.87K - $1.99K
|
4.27K
$404K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-394Closed |
$29.5K - $31.4K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.84KClosed |
$212K - $226K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-31- 0.63% |
$2.32K - $2.47K
|
4.89K
$463K
|
|
|
Aug 05, 2021
Q2 2021
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-5.55KClosed |
$415K - $442K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-100Closed |
$7.48K - $7.96K
|
0
$0
|
|