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 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.62K+ 14.83% |
$122K - $136K
|
12.5K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
2.49KNew |
$188K - $210K
|
2.49K
$228K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-103- 2.14% |
$7.76K - $8.66K
|
4.72K
$431K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
156+ 61.9% |
$11.8K - $13.1K
|
408
$37.3K
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-150- 4.8% |
$11.3K - $12.6K
|
2.98K
$272K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.57KNew |
$194K - $216K
|
2.57K
$235K
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
28.7KNew |
$2.16M - $2.41M
|
28.7K
$2.62M
|
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
325+ 68.42% |
$24.5K - $27.3K
|
800
$73.1K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-4.35K- 22.27% |
$328K - $365K
|
15.2K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
80+ 2.22% |
$6.03K - $6.73K
|
3.68K
$336K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.46KNew |
$110K - $123K
|
1.46K
$133K
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-115- 0.61% |
$8.67K - $9.67K
|
18.8K
$1.72M
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-9.73K- 66.5% |
$733K - $818K
|
4.9K
$448K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.51KNew |
$189K - $211K
|
2.51K
$229K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-455- 8.63% |
$34.3K - $38.3K
|
4.82K
$440K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.6K+ 2.08% |
$949K - $1.06M
|
617K
$56.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-99.5K- 17.25% |
$7.5M - $8.37M
|
478K
$43.6M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-50- 3.63% |
$3.77K - $4.2K
|
1.33K
$121K
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
3.09K+ 28.22% |
$233K - $260K
|
14K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-774- 19.05% |
$58.3K - $65.1K
|
3.29K
$300K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.07K- 4.48% |
$80.4K - $89.7K
|
22.8K
$2.08M
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-399- 1.27% |
$30.1K - $33.6K
|
31.1K
$2.84M
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-195- 1.69% |
$14.7K - $16.4K
|
11.3K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-448- 15.27% |
$33.8K - $37.7K
|
2.49K
$227K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6.01K- 94.77% |
$453K - $506K
|
332
$30.3K
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
162New |
$12.2K - $13.6K
|
162
$14.8K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-525- 8.14% |
$39.6K - $44.1K
|
5.93K
$541K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-9.48K- 64.13% |
$714K - $797K
|
5.3K
$484K
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-299- 3.35% |
$22.5K - $25.1K
|
8.63K
$789K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
200New |
$15.1K - $16.8K
|
200
$18.3K
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
PUT |
148New |
$11.2K - $12.4K
|
148
$13.5K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-24- 10.71% |
$1.81K - $2.02K
|
200
$18.3K
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
3.98KNew |
$300K - $334K
|
3.98K
$363K
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
2.31K+ 81.22% |
$174K - $194K
|
5.14K
$470K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
120+ 2.34% |
$9.04K - $10.1K
|
5.25K
$479K
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-257- 3.39% |
$19.4K - $21.6K
|
7.31K
$668K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
50New |
$3.77K - $4.2K
|
50
$4.57K
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
5.24KNew |
$395K - $440K
|
5.24K
$478K
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.64K+ 56.67% |
$123K - $137K
|
4.52K
$413K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
57+ 0.33% |
$4.3K - $4.79K
|
17.5K
$1.6M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-332- 5.16% |
$25K - $27.9K
|
6.1K
$557K
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
512+ 16.64% |
$38.6K - $43.1K
|
3.59K
$328K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-18- 0.7% |
$1.36K - $1.51K
|
2.55K
$233K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.43KNew |
$183K - $204K
|
2.43K
$221K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-150- 16.67% |
$11.3K - $12.6K
|
750
$68.5K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-5.3K- 0.81% |
$400K - $446K
|
653K
$59.7M
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-644- 19.86% |
$48.5K - $54.2K
|
2.6K
$237K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-41- 2.42% |
$3.09K - $3.45K
|
1.65K
$151K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-18- 0.34% |
$1.36K - $1.51K
|
5.31K
$485K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
109+ 1.97% |
$8.22K - $9.17K
|
5.64K
$515K
|