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, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
1.9KNew |
$126K - $143K
|
1.9K
$174K
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
381KNew |
$25.2M - $28.6M
|
381K
$34.8M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.11K+ 6.37% |
$140K - $158K
|
35.2K
$3.21M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
2.41K+ 9.46% |
$160K - $181K
|
27.9K
$2.55M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-234- 50.0% |
$15.5K - $17.6K
|
234
$21.4K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
400New |
$26.5K - $30K
|
400
$36.5K
|
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-347- 0.39% |
$23K - $26K
|
88.3K
$8.06M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.12KNew |
$74.2K - $84K
|
1.12K
$102K
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2.92KNew |
$193K - $219K
|
2.92K
$266K
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.92KNew |
$194K - $219K
|
2.92K
$267K
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.67KNew |
$111K - $125K
|
1.67K
$153K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
41+ 0.48% |
$2.72K - $3.08K
|
8.54K
$780K
|
|
|
May 09, 2023
Q1 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3.09KNew |
$205K - $232K
|
3.09K
$283K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.99MNew |
$529M - $599M
|
7.99M
$730M
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-346- 20.92% |
$22.9K - $26K
|
1.31K
$119K
|
|
|
May 09, 2023
Q1 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
5.32KNew |
$353K - $399K
|
5.32K
$486K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-1.38K- 41.85% |
$91.2K - $103K
|
1.91K
$175K
|
|
|
May 05, 2023
Q1 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
2.9KNew |
$192K - $218K
|
2.9K
$265K
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
157+ 3.92% |
$10.4K - $11.8K
|
4.17K
$380K
|
|
|
May 05, 2023
Q1 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-275- 8.66% |
$18.2K - $20.6K
|
2.9K
$265K
|
|
|
May 04, 2023
Q1 2023
|
International City Management Association Retirement Corp
Washington, DC |
BUY
|
- |
250K+ 55.37% |
$16.6M - $18.8M
|
702K
$64.1M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.4KNew |
$93K - $105K
|
1.4K
$128K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
145New |
$9.61K - $10.9K
|
145
$13.2K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-3- 1.01% |
$199 - $225
|
295
$26.9K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 0.44% |
$133 - $150
|
458
$41.8K
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
612New |
$40.6K - $45.9K
|
612
$55.9K
|
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1- 0.02% |
$66.3 - $75
|
4.65K
$425K
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.92KNew |
$194K - $219K
|
2.92K
$267K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
420New |
$27.8K - $31.5K
|
420
$38.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
54.1KNew |
$3.58M - $4.06M
|
54.1K
$4.94M
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
BUY
|
- |
2.94KNew |
$195K - $221K
|
2.94K
$269K
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
880+ 26.82% |
$58.3K - $66K
|
4.16K
$380K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
60New |
$3.98K - $4.5K
|
60
$5.48K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.26% |
$66.3 - $75
|
388
$35.4K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-98- 37.98% |
$6.49K - $7.35K
|
160
$14.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-905- 86.27% |
$60K - $67.9K
|
144
$13.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-536- 54.25% |
$35.5K - $40.2K
|
452
$41.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
4KNew |
$265K - $300K
|
4K
$365K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
12.2K+ 15.13% |
$809K - $916K
|
92.9K
$8.49M
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
249+ 2.26% |
$16.5K - $18.7K
|
11.3K
$1.03M
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-1K- 16.67% |
$66.3K - $75K
|
5K
$457K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-269- 42.36% |
$17.8K - $20.2K
|
366
$33.4K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-269- 42.36% |
$17.8K - $20.2K
|
366
$33.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
SELL
|
- |
-57.8K- 51.77% |
$3.83M - $4.34M
|
53.9K
$4.92M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
2.11K+ 4.17% |
$139K - $158K
|
52.6K
$4.8M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
8.72K+ 2.32% |
$578K - $654K
|
385K
$35.2M
|
|
| Q4 2022 | |||||||
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
12+ 0.25% |
$745 - $863
|
4.75K
$434K
|
|
|
Aug 29, 2023
Q4 2022
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
17.6KNew |
$1.09M - $1.27M
|
17.6K
$1.61M
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-3.87KClosed |
$240K - $278K
|
0
$0
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-5.54KClosed |
$344K - $398K
|
0
$0
|
|