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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-137K- 19.52% |
$9.39M - $10.4M
|
565K
$51.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
240New |
$16.4K - $18.2K
|
240
$21.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-77K- 96.25% |
$5.28M - $5.85M
|
3K
$274K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.11KNew |
$76.4K - $84.6K
|
1.11K
$102K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
68+ 1.36% |
$4.66K - $5.16K
|
5.07K
$463K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.01KNew |
$275K - $305K
|
4.01K
$367K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.62KNew |
$111K - $123K
|
1.62K
$148K
|
|
|
Nov 01, 2023
Q3 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
1New |
$68.5 - $75.9
|
1
$91.3
|
|
|
Oct 31, 2023
Q3 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
8.53KNew |
$585K - $648K
|
8.53K
$779K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.81K+ 62.42% |
$192K - $213K
|
7.3K
$667K
|
|
|
Oct 27, 2023
Q3 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-100- 1.8% |
$6.85K - $7.59K
|
5.47K
$499K
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
343+ 2.01% |
$23.5K - $26K
|
17.4K
$1.59M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
19.5K+ 14.06% |
$1.34M - $1.48M
|
158K
$14.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
SELL
|
- |
-40- 0.78% |
$2.74K - $3.04K
|
5.1K
$466K
|
|
|
Oct 26, 2023
Q3 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-1.45K- 18.71% |
$99.4K - $110K
|
6.3K
$576K
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-148- 4.29% |
$10.1K - $11.2K
|
3.3K
$301K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-82- 0.25% |
$5.62K - $6.22K
|
32.9K
$3M
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
5.88KNew |
$403K - $447K
|
5.88K
$537K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
127+ 3.44% |
$8.7K - $9.64K
|
3.82K
$349K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.74KNew |
$119K - $132K
|
1.74K
$159K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
200New |
$13.7K - $15.2K
|
200
$18.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-83- 0.36% |
$5.69K - $6.3K
|
22.7K
$2.08M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-100- 1.82% |
$6.85K - $7.59K
|
5.4K
$493K
|
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
6.86KNew |
$470K - $521K
|
6.86K
$627K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.28K- 5.96% |
$156K - $173K
|
36K
$3.29M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
2.05K+ 7.57% |
$141K - $156K
|
29.1K
$2.66M
|
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-855- 10.26% |
$58.6K - $64.9K
|
7.48K
$683K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
15KNew |
$1.03M - $1.14M
|
15K
$1.37M
|
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
900New |
$61.7K - $68.3K
|
900
$82.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.92KNew |
$200K - $221K
|
2.92K
$266K
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
987New |
$67.6K - $74.9K
|
987
$90.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.2KNew |
$82.2K - $91.1K
|
1.2K
$110K
|
|
|
Oct 11, 2023
Q3 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-2.13K- 37.38% |
$146K - $161K
|
3.56K
$325K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
800New |
$54.8K - $60.7K
|
800
$73.1K
|
|
| Q2 2023 | |||||||
|
Oct 15, 2024
Q2 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
432+ 2.43% |
$29.2K - $31.5K
|
18.2K
$1.66M
|
|
|
May 10, 2024
Q2 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-1K- 20.83% |
$67.5K - $73K
|
3.8K
$347K
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-840- 19.79% |
$56.7K - $61.3K
|
3.4K
$311K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.04M- 99.22% |
$137M - $149M
|
16.1K
$1.47M
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-3.22KClosed |
$217K - $235K
|
0
$0
|
|
|
Aug 24, 2023
Q2 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-150- 5.06% |
$10.1K - $11K
|
2.82K
$257K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
126+ 3.72% |
$8.5K - $9.2K
|
3.51K
$321K
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
14.3KNew |
$967K - $1.05M
|
14.3K
$1.31M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
48.5KNew |
$3.27M - $3.54M
|
48.5K
$4.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.4K- 35.33% |
$162K - $175K
|
4.39K
$401K
|
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
5.5KNew |
$371K - $402K
|
5.5K
$502K
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
11.9KNew |
$800K - $866K
|
11.9K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
476+ 5.28% |
$32.1K - $34.8K
|
9.49K
$867K
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
2.96KNew |
$200K - $216K
|
2.96K
$270K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-607- 13.73% |
$41K - $44.3K
|
3.81K
$348K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-31.5K- 18.19% |
$2.13M - $2.3M
|
142K
$12.9M
|
|