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 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
224+ 2.76% |
$16.9K - $18.8K
|
8.34K
$683K
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.13K+ 4.27% |
$85.5K - $95.4K
|
27.7K
$2.27M
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.27KNew |
$95.4K - $106K
|
1.27K
$104K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.09M+ 1108.54% |
$82.5M - $92M
|
1.19M
$97.7M
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-2K- 86.21% |
$151K - $168K
|
320
$26.2K
|
|
May 22, 2024
Q1 2024
|
Beck Bode, LLC
|
SELL
|
- |
-6.37K- 24.03% |
$480K - $536K
|
20.1K
$1.65M
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-400- 5.28% |
$30.1K - $33.6K
|
7.17K
$587K
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-201- 4.11% |
$15.1K - $16.9K
|
4.69K
$384K
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.9K- 40.91% |
$897K - $1M
|
17.2K
$1.41M
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.62KNew |
$197K - $220K
|
2.62K
$214K
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
138+ 2.37% |
$10.4K - $11.6K
|
5.95K
$487K
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-778- 2.48% |
$58.6K - $65.4K
|
30.6K
$2.51M
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
54New |
$4.07K - $4.54K
|
54
$4.42K
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-575- 0.05% |
$43.3K - $48.4K
|
1.19M
$97.4M
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
13+ 0.24% |
$980 - $1.09K
|
5.38K
$440K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
38K+ 47.53% |
$2.87M - $3.2M
|
118K
$9.67M
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.2KNew |
$317K - $353K
|
4.2K
$344K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-164K- 50.08% |
$12.4M - $13.8M
|
164K
$13.4M
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.2K+ 3.68% |
$90.4K - $101K
|
33.8K
$2.77M
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-300- 1.4% |
$22.6K - $25.2K
|
21.1K
$1.73M
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
1.58K+ 19.89% |
$119K - $133K
|
9.52K
$780K
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.83K- 1.13% |
$138K - $154K
|
159K
$13M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.11K+ 6.2% |
$83.5K - $93.2K
|
19K
$1.56M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.49K- 6.64% |
$263K - $294K
|
49.1K
$4.02M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
656K+ 80.62% |
$49.4M - $55.1M
|
1.47M
$120M
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2K- 5.28% |
$151K - $168K
|
35.9K
$2.94M
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
20.5K+ 15.7% |
$1.54M - $1.72M
|
151K
$12.4M
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2.39KNew |
$180K - $201K
|
2.39K
$195K
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
5.2K+ 36.36% |
$392K - $437K
|
19.5K
$1.6M
|
|
May 15, 2024
Q1 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-18.5K- 30.85% |
$1.39M - $1.56M
|
41.5K
$3.4M
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.07K+ 2.64% |
$80.6K - $89.9K
|
41.6K
$3.4M
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
220+ 2.51% |
$16.6K - $18.5K
|
8.97K
$735K
|
|
May 15, 2024
Q1 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
3+ 0.12% |
$226 - $252
|
2.48K
$203K
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
900+ 6.16% |
$67.8K - $75.7K
|
15.5K
$1.27M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-92.8K- 15.9% |
$6.99M - $7.8M
|
491K
$40.2M
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
12.1K+ 2.95% |
$915K - $1.02M
|
424K
$34.7M
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-8.3K- 8.56% |
$625K - $698K
|
88.6K
$7.26M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-28.9K- 2.9% |
$2.18M - $2.43M
|
971K
$79.5M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.8K- 1.53% |
$211K - $236K
|
181K
$14.8M
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.64K+ 2.04% |
$275K - $306K
|
182K
$14.9M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-133K- 2.83% |
$10M - $11.2M
|
4.58M
$375M
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.07K- 20.05% |
$156K - $174K
|
8.26K
$676K
|
|
May 15, 2024
Q1 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
4.84K+ 93.14% |
$364K - $407K
|
10K
$821K
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.89K+ 1.95% |
$218K - $243K
|
151K
$12.3M
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-61- 0.55% |
$4.6K - $5.13K
|
11K
$902K
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
87+ 2.82% |
$6.56K - $7.32K
|
3.17K
$260K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
313K+ 4.35% |
$23.6M - $26.3M
|
7.51M
$615M
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
30.8KNew |
$2.32M - $2.59M
|
30.8K
$2.53M
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-3.34K- 1.2% |
$252K - $281K
|
275K
$22.5M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.18K+ 0.7% |
$239K - $267K
|
458K
$37.5M
|