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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
BUY
|
- |
7.4K+ 176.19% |
$480K - $579K
|
11.6K
$1.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.36K- 17.53% |
$88.2K - $106K
|
6.4K
$584K
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.6KNew |
$168K - $203K
|
2.6K
$237K
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-528- 11.48% |
$34.2K - $41.3K
|
4.07K
$372K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-200- 2.99% |
$13K - $15.7K
|
6.48K
$592K
|
|
|
Jan 17, 2024
Q4 2023
|
Jvl Associates LLC
|
BUY
|
- |
2.68KNew |
$174K - $209K
|
2.68K
$244K
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
491+ 7.18% |
$31.8K - $38.4K
|
7.33K
$670K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3.06KNew |
$199K - $240K
|
3.06K
$280K
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
9.05KNew |
$586K - $708K
|
9.05K
$826K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-130- 0.95% |
$8.43K - $10.2K
|
13.5K
$1.23M
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-568- 5.77% |
$36.8K - $44.5K
|
9.28K
$847K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.69K+ 61.05% |
$110K - $133K
|
4.47K
$408K
|
|
|
Jan 12, 2024
Q4 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2.87KNew |
$186K - $224K
|
2.87K
$262K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
14.5KNew |
$938K - $1.13M
|
14.5K
$1.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.17K- 43.43% |
$400K - $483K
|
8.03K
$734K
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-11.3K- 76.29% |
$732K - $884K
|
3.51K
$321K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.16% |
$64.8 - $78.3
|
614
$56.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
5.78KNew |
$375K - $453K
|
5.78K
$528K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.87KNew |
$186K - $225K
|
2.87K
$262K
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
2.75KNew |
$178K - $215K
|
2.75K
$251K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
635New |
$41.2K - $49.7K
|
635
$58K
|
|
|
Jan 10, 2024
Q4 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-4.17K- 15.23% |
$270K - $326K
|
23.2K
$2.12M
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
217+ 3.32% |
$14.1K - $17K
|
6.76K
$618K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-310- 10.39% |
$20.1K - $24.3K
|
2.67K
$244K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
1.47K+ 27.23% |
$95.5K - $115K
|
6.88K
$629K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
40.8K+ 31.7% |
$2.65M - $3.2M
|
170K
$15.5M
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
71New |
$4.6K - $5.56K
|
71
$6.49K
|
|
| Q3 2023 | |||||||
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-202- 43.35% |
$13.8K - $15.3K
|
264
$24.1K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-160- 1.81% |
$11K - $12.1K
|
8.7K
$795K
|
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
SELL
|
- |
-15- 0.23% |
$1.03K - $1.14K
|
6.42K
$586K
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.53K+ 110.96% |
$379K - $420K
|
10.5K
$960K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.32KNew |
$90.2K - $99.9K
|
1.32K
$120K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
417New |
$28.6K - $31.7K
|
417
$38.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-111- 9.65% |
$7.61K - $8.43K
|
1.04K
$94.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.88K+ 6.15% |
$129K - $143K
|
32.5K
$2.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.83KNew |
$468K - $518K
|
6.83K
$624K
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
3.68KNew |
$252K - $279K
|
3.68K
$336K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
1.68KNew |
$115K - $127K
|
1.68K
$153K
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
10.8KNew |
$741K - $820K
|
10.8K
$987K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
139+ 0.06% |
$9.53K - $10.6K
|
242K
$22.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-380- 31.2% |
$26K - $28.8K
|
838
$76.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
3.6KNew |
$247K - $273K
|
3.6K
$329K
|
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
11KNew |
$754K - $835K
|
11K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-155- 54.77% |
$10.6K - $11.8K
|
128
$11.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-100- 16.95% |
$6.85K - $7.59K
|
490
$44.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-154KClosed |
$10.5M - $11.7M
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
549+ 0.71% |
$37.6K - $41.7K
|
78.1K
$7.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
882+ 1.14% |
$60.5K - $67K
|
78.3K
$7.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
SELL
|
- |
-248K- 94.16% |
$17M - $18.9M
|
15.4K
$1.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.99K- 22.55% |
$137K - $151K
|
6.85K
$625K
|
|