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 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
325+ 68.42% |
$24.5K - $27.3K
|
800
$75.6K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-4.35K- 22.27% |
$328K - $365K
|
15.2K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
80+ 2.22% |
$6.03K - $6.73K
|
3.68K
$348K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.46KNew |
$110K - $123K
|
1.46K
$138K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.6K+ 2.08% |
$949K - $1.06M
|
617K
$58.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-99.5K- 17.25% |
$7.5M - $8.37M
|
478K
$45.1M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
162New |
$12.2K - $13.6K
|
162
$15.3K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-525- 8.14% |
$39.6K - $44.1K
|
5.93K
$560K
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-299- 3.35% |
$22.5K - $25.1K
|
8.63K
$816K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
200New |
$15.1K - $16.8K
|
200
$18.9K
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
PUT |
148New |
$11.2K - $12.4K
|
148
$14K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-24- 10.71% |
$1.81K - $2.02K
|
200
$18.9K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
50New |
$3.77K - $4.2K
|
50
$4.73K
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.64K+ 56.67% |
$123K - $137K
|
4.52K
$427K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-332- 5.16% |
$25K - $27.9K
|
6.1K
$576K
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
512+ 16.64% |
$38.6K - $43.1K
|
3.59K
$339K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-150- 16.67% |
$11.3K - $12.6K
|
750
$70.9K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-5.3K- 0.81% |
$400K - $446K
|
653K
$61.7M
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-644- 19.86% |
$48.5K - $54.2K
|
2.6K
$246K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-41- 2.42% |
$3.09K - $3.45K
|
1.65K
$156K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
109+ 1.97% |
$8.22K - $9.17K
|
5.64K
$533K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
87New |
$6.56K - $7.32K
|
87
$8.22K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
3.51KNew |
$265K - $295K
|
3.51K
$332K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-200- 12.31% |
$15.1K - $16.8K
|
1.43K
$135K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.53% |
$75.4 - $84.1
|
188
$17.8K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.25KNew |
$94.4K - $105K
|
1.25K
$118K
|
|
|
May 02, 2024
Q1 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
2.5KNew |
$188K - $210K
|
2.5K
$236K
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.66K- 35.76% |
$125K - $139K
|
2.98K
$281K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
595+ 7.05% |
$44.8K - $50K
|
9.04K
$854K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.56K+ 3.65% |
$193K - $215K
|
72.7K
$6.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.48KNew |
$187K - $209K
|
2.48K
$235K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
19+ 0.17% |
$1.43K - $1.6K
|
11.4K
$1.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2.11K- 25.39% |
$159K - $177K
|
6.19K
$585K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
15KNew |
$1.13M - $1.26M
|
15K
$1.41M
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-770- 12.59% |
$58K - $64.7K
|
5.34K
$505K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
9+ 0.26% |
$678 - $757
|
3.52K
$332K
|
|
|
Apr 29, 2024
Q1 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-1.15K- 31.49% |
$86.6K - $96.6K
|
2.5K
$236K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-120- 2.36% |
$9.04K - $10.1K
|
4.96K
$469K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5.45KNew |
$411K - $458K
|
5.45K
$515K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.7KNew |
$203K - $227K
|
2.7K
$255K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.68KNew |
$127K - $141K
|
1.68K
$159K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
292New |
$22K - $24.6K
|
292
$27.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-43- 0.42% |
$3.24K - $3.62K
|
10.2K
$967K
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
13+ 0.43% |
$980 - $1.09K
|
3.01K
$284K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-148- 10.91% |
$11.2K - $12.4K
|
1.21K
$114K
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 6.79% |
$90.8K - $101K
|
16.5K
$1.56M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
706New |
$53.2K - $59.4K
|
706
$66.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-230- 1.1% |
$17.3K - $19.3K
|
20.6K
$1.95M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.07K- 21.52% |
$80.9K - $90.2K
|
3.91K
$370K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.22KNew |
$544K - $607K
|
7.22K
$682K
|