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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-347- 0.39% |
$23K - $26K
|
88.3K
$7.74M
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-346- 20.92% |
$22.9K - $26K
|
1.31K
$115K
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-277- 6.82% |
$18.4K - $20.8K
|
3.78K
$332K
|
|
May 05, 2023
Q1 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-275- 8.66% |
$18.2K - $20.6K
|
2.9K
$254K
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-269- 42.36% |
$17.8K - $20.2K
|
366
$32.1K
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-269- 42.36% |
$17.8K - $20.2K
|
366
$32.1K
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-234- 50.0% |
$15.5K - $17.6K
|
234
$20.5K
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-176- 1.89% |
$11.7K - $13.2K
|
9.12K
$799K
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-98- 37.98% |
$6.49K - $7.35K
|
160
$14K
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-81- 3.1% |
$5.37K - $6.08K
|
2.53K
$222K
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-3- 1.01% |
$199 - $225
|
295
$25.9K
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1- 0.02% |
$66.3 - $75
|
4.65K
$408K
|
|
Q4 2022 | |||||||
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-5.54KClosed |
$344K - $398K
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-4.13K- 57.67% |
$256K - $297K
|
3.03K
$266K
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-3.87KClosed |
$240K - $278K
|
0
$0
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-2.35K- 26.01% |
$146K - $169K
|
6.69K
$586K
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.32K- 85.93% |
$144K - $167K
|
380
$33.3K
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.27K- 26.68% |
$78.5K - $90.9K
|
3.48K
$305K
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-929- 16.67% |
$57.7K - $66.8K
|
4.64K
$407K
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-649- 7.18% |
$40.3K - $46.7K
|
8.39K
$735K
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
SELL
|
- |
-555- 2.12% |
$34.5K - $39.9K
|
25.6K
$2.24M
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-538- 0.28% |
$33.4K - $38.7K
|
191K
$16.8M
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-503- 7.32% |
$31.2K - $36.2K
|
6.37K
$558K
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-457- 15.45% |
$28.4K - $32.9K
|
2.5K
$219K
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-269- 7.33% |
$16.7K - $19.3K
|
3.4K
$298K
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
SELL
|
- |
-269- 7.33% |
$16.7K - $19.3K
|
3.4K
$298K
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-161- 1.07% |
$10K - $11.6K
|
14.9K
$1.3M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-160- 6.32% |
$9.93K - $11.5K
|
2.37K
$208K
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-20- 5.67% |
$1.24K - $1.44K
|
333
$29.2K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2- 0.12% |
$124 - $144
|
1.67K
$146K
|
|
Q3 2022 | |||||||
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-32.2K- 6.76% |
$2M - $2.41M
|
444K
$38.9M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-17K- 6.05% |
$1.06M - $1.27M
|
265K
$23.2M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-12.6KClosed |
$781K - $940K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-9.98K- 35.46% |
$620K - $747K
|
18.2K
$1.59M
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5.94K- 91.04% |
$369K - $445K
|
585
$51.3K
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-4.61K- 53.29% |
$286K - $345K
|
4.04K
$354K
|
|
Oct 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-2.26K- 26.93% |
$140K - $169K
|
6.12K
$536K
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.06K- 24.54% |
$128K - $154K
|
6.35K
$556K
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.01K- 2.21% |
$62.5K - $75.3K
|
44.6K
$3.91M
|
|
Nov 14, 2022
Q3 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-915- 16.34% |
$56.9K - $68.5K
|
4.69K
$411K
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-872- 18.86% |
$54.2K - $65.2K
|
3.75K
$329K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-575- 71.7% |
$35.7K - $43K
|
227
$19.9K
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-255- 2.32% |
$15.8K - $19.1K
|
10.7K
$941K
|
|
Nov 08, 2022
Q3 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-216- 5.76% |
$13.4K - $16.2K
|
3.53K
$310K
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-213- 86.59% |
$13.2K - $15.9K
|
33
$2.89K
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-143- 2.49% |
$8.89K - $10.7K
|
5.6K
$490K
|
|
Nov 02, 2022
Q3 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-131- 23.14% |
$8.14K - $9.8K
|
435
$38.1K
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-71- 6.64% |
$4.41K - $5.31K
|
999
$87.6K
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-60- 1.07% |
$3.73K - $4.49K
|
5.54K
$486K
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-27- 3.6% |
$1.68K - $2.02K
|
722
$63.3K
|