Latest Institutional Sells of Ishares Russell Mid Cap ETF (IWR)
This list provides information on the latest institutional transactions involving Ishares Russell Mid Cap ETF (IWR) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-67- 1.21% |
$5.27K - $5.6K
|
5.47K
$441K
|
|
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-66- 2.19% |
$5.19K - $5.52K
|
2.95K
$238K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-60- 0.76% |
$4.72K - $5.02K
|
7.8K
$630K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-59- 92.19% |
$4.64K - $4.93K
|
5
$403
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-50- 1.66% |
$3.93K - $4.18K
|
2.96K
$239K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-37- 0.86% |
$2.91K - $3.09K
|
4.27K
$345K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-36- 0.43% |
$2.83K - $3.01K
|
8.4K
$677K
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-35- 1.14% |
$2.75K - $2.93K
|
3.03K
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-33- 78.57% |
$2.6K - $2.76K
|
9
$726
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.08% |
$393 - $418
|
6.16K
$497K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-99.5K- 17.25% |
$7.5M - $8.37M
|
478K
$38.5M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-9.48K- 64.13% |
$714K - $797K
|
5.3K
$428K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6.01K- 94.77% |
$453K - $506K
|
332
$26.8K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-5.3K- 0.81% |
$400K - $446K
|
653K
$52.7M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-4.35K- 22.27% |
$328K - $365K
|
15.2K
$1.22M
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-3.09KClosed |
$233K - $260K
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2.11K- 25.39% |
$159K - $177K
|
6.19K
$499K
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-2K- 86.21% |
$151K - $168K
|
320
$25.8K
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.66K- 35.76% |
$125K - $139K
|
2.98K
$240K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1.35K- 35.87% |
$101K - $113K
|
2.41K
$194K
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 6.79% |
$90.8K - $101K
|
16.5K
$1.33M
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
SELL
|
- |
-1.16K- 30.35% |
$87.7K - $97.9K
|
2.67K
$215K
|
|
|
Apr 29, 2024
Q1 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-1.15K- 31.49% |
$86.6K - $96.6K
|
2.5K
$202K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.07K- 21.52% |
$80.9K - $90.2K
|
3.91K
$316K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.07K- 4.48% |
$80.4K - $89.7K
|
22.8K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-983- 22.33% |
$74.1K - $82.7K
|
3.42K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-855- 64.63% |
$64.4K - $71.9K
|
468
$37.8K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-789- 15.99% |
$59.5K - $66.3K
|
4.14K
$334K
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-770- 12.59% |
$58K - $64.7K
|
5.34K
$431K
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-644- 19.86% |
$48.5K - $54.2K
|
2.6K
$210K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-554- 18.5% |
$41.8K - $46.6K
|
2.44K
$197K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-525- 8.14% |
$39.6K - $44.1K
|
5.93K
$478K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-455- 8.63% |
$34.3K - $38.3K
|
4.82K
$389K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-356- 7.54% |
$26.8K - $29.9K
|
4.36K
$352K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-341- 97.43% |
$25.7K - $28.7K
|
9
$726
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-332- 5.16% |
$25K - $27.9K
|
6.1K
$492K
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-299- 3.35% |
$22.5K - $25.1K
|
8.63K
$696K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-230- 1.1% |
$17.3K - $19.3K
|
20.6K
$1.66M
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-200- 12.31% |
$15.1K - $16.8K
|
1.43K
$115K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-196- 3.34% |
$14.8K - $16.5K
|
5.66K
$457K
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-195- 1.69% |
$14.7K - $16.4K
|
11.3K
$914K
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-150- 4.8% |
$11.3K - $12.6K
|
2.98K
$240K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-150- 16.67% |
$11.3K - $12.6K
|
750
$60.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-148- 10.91% |
$11.2K - $12.4K
|
1.21K
$97.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-120- 2.36% |
$9.04K - $10.1K
|
4.96K
$400K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-116- 0.9% |
$8.74K - $9.75K
|
12.7K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-115- 0.61% |
$8.67K - $9.67K
|
18.8K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-103- 2.14% |
$7.76K - $8.66K
|
4.72K
$380K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-100- 50.0% |
$7.54K - $8.41K
|
100
$8.07K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-100- 8.33% |
$7.54K - $8.41K
|
1.1K
$88.7K
|
|