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 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-100- 0.7% |
$7.54K - $8.41K
|
14.1K
$1.29M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
152+ 3.01% |
$11.5K - $12.8K
|
5.2K
$475K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
87New |
$6.56K - $7.32K
|
87
$7.95K
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-14- 0.06% |
$1.06K - $1.18K
|
24.9K
$2.28M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
3.51KNew |
$265K - $295K
|
3.51K
$321K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-200- 12.31% |
$15.1K - $16.8K
|
1.43K
$130K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.53% |
$75.4 - $84.1
|
188
$17.2K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.25KNew |
$94.4K - $105K
|
1.25K
$114K
|
|
|
May 02, 2024
Q1 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
2.5KNew |
$188K - $210K
|
2.5K
$228K
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.66K- 35.76% |
$125K - $139K
|
2.98K
$272K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-2.8K- 4.42% |
$211K - $235K
|
60.5K
$5.52M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
595+ 7.05% |
$44.8K - $50K
|
9.04K
$825K
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-55- 1.24% |
$4.15K - $4.62K
|
4.39K
$401K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.03K- 5.79% |
$77.3K - $86.2K
|
16.7K
$1.52M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.56K+ 3.65% |
$193K - $215K
|
72.7K
$6.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.48KNew |
$187K - $209K
|
2.48K
$227K
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
90+ 1.54% |
$6.78K - $7.57K
|
5.94K
$543K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
19+ 0.17% |
$1.43K - $1.6K
|
11.4K
$1.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2.11K- 25.39% |
$159K - $177K
|
6.19K
$565K
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
BUY
|
- |
3.23K+ 39.84% |
$243K - $271K
|
11.3K
$1.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
15KNew |
$1.13M - $1.26M
|
15K
$1.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.66K- 29.11% |
$125K - $139K
|
4.04K
$369K
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-770- 12.59% |
$58K - $64.7K
|
5.34K
$488K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
9+ 0.26% |
$678 - $757
|
3.52K
$321K
|
|
|
Apr 29, 2024
Q1 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-1.15K- 31.49% |
$86.6K - $96.6K
|
2.5K
$228K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-120- 2.36% |
$9.04K - $10.1K
|
4.96K
$453K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5.45KNew |
$411K - $458K
|
5.45K
$498K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.7KNew |
$203K - $227K
|
2.7K
$247K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.68KNew |
$127K - $141K
|
1.68K
$154K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
292New |
$22K - $24.6K
|
292
$26.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-43- 0.42% |
$3.24K - $3.62K
|
10.2K
$934K
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
13+ 0.43% |
$980 - $1.09K
|
3.01K
$275K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-9.05K- 13.64% |
$682K - $761K
|
57.3K
$5.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
530+ 15.49% |
$39.9K - $44.6K
|
3.95K
$361K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
352+ 5.96% |
$26.5K - $29.6K
|
6.26K
$572K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-338- 44.83% |
$25.5K - $28.4K
|
416
$38K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
509+ 19.32% |
$38.4K - $42.8K
|
3.14K
$287K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-148- 10.91% |
$11.2K - $12.4K
|
1.21K
$110K
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 6.79% |
$90.8K - $101K
|
16.5K
$1.51M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
706New |
$53.2K - $59.4K
|
706
$64.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-230- 1.1% |
$17.3K - $19.3K
|
20.6K
$1.88M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.49KNew |
$188K - $209K
|
2.49K
$227K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.07K- 21.52% |
$80.9K - $90.2K
|
3.91K
$358K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.22KNew |
$544K - $607K
|
7.22K
$660K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-100- 50.0% |
$7.54K - $8.41K
|
100
$9.13K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-196- 3.34% |
$14.8K - $16.5K
|
5.66K
$517K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
15.8KNew |
$1.19M - $1.33M
|
15.8K
$1.44M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-341- 97.43% |
$25.7K - $28.7K
|
9
$822
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-554- 18.5% |
$41.8K - $46.6K
|
2.44K
$223K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1.35K- 35.87% |
$101K - $113K
|
2.41K
$220K
|