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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-100- 50.0% |
$7.54K - $8.41K
|
100
$9.45K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
15.8KNew |
$1.19M - $1.33M
|
15.8K
$1.49M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-341- 97.43% |
$25.7K - $28.7K
|
9
$851
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-554- 18.5% |
$41.8K - $46.6K
|
2.44K
$231K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1.35K- 35.87% |
$101K - $113K
|
2.41K
$227K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
928New |
$69.9K - $78K
|
928
$87.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-100- 8.33% |
$7.54K - $8.41K
|
1.1K
$104K
|
|
|
Apr 16, 2024
Q1 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
2.64KNew |
$199K - $222K
|
2.64K
$249K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
4.84KNew |
$365K - $407K
|
4.84K
$457K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-356- 7.54% |
$26.8K - $29.9K
|
4.36K
$412K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
19.7KNew |
$1.49M - $1.66M
|
19.7K
$1.86M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
208+ 120.93% |
$15.7K - $17.5K
|
380
$35.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
2.52KNew |
$190K - $212K
|
2.52K
$238K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
2.66KNew |
$200K - $224K
|
2.66K
$251K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
25New |
$1.88K - $2.1K
|
25
$2.36K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.13% |
$151 - $168
|
1.54K
$145K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.55KNew |
$192K - $214K
|
2.55K
$241K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
413+ 0.97% |
$31.1K - $34.7K
|
42.8K
$4.04M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-789- 15.99% |
$59.5K - $66.3K
|
4.14K
$392K
|
|
| Q4 2023 | |||||||
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-9.56KClosed |
$620K - $748K
|
0
$0
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
432New |
$28K - $33.8K
|
432
$40.8K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
4.75KNew |
$308K - $371K
|
4.75K
$448K
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
100+ 2.78% |
$6.48K - $7.83K
|
3.7K
$350K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
230New |
$14.9K - $18K
|
230
$21.7K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
224+ 22400.0% |
$14.5K - $17.5K
|
225
$21.3K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
519New |
$33.7K - $40.6K
|
519
$49K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
664KNew |
$43.1M - $52M
|
664K
$62.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.71KNew |
$111K - $134K
|
1.71K
$162K
|
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.6KNew |
$168K - $203K
|
2.6K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-3Closed |
$195 - $235
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.66% |
$64.8 - $78.3
|
153
$14.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
BUY
|
- |
392+ 5.99% |
$25.4K - $30.7K
|
6.93K
$655K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
2.8KNew |
$182K - $219K
|
2.8K
$265K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
984New |
$63.8K - $77K
|
984
$93K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
241KNew |
$15.6M - $18.9M
|
241K
$22.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
30.8KNew |
$2M - $2.41M
|
30.8K
$2.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
3.6KNew |
$233K - $282K
|
3.6K
$340K
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
4.92KNew |
$319K - $385K
|
4.92K
$465K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2.66KNew |
$172K - $208K
|
2.66K
$251K
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
3.1KNew |
$201K - $242K
|
3.1K
$292K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-83- 2.12% |
$5.38K - $6.5K
|
3.84K
$362K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
153+ 0.91% |
$9.92K - $12K
|
17K
$1.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.12K+ 4.17% |
$72.6K - $87.6K
|
27.9K
$2.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
462+ 3.74% |
$30K - $36.2K
|
12.8K
$1.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-46- 1.12% |
$2.98K - $3.6K
|
4.07K
$384K
|
|
|
Feb 07, 2024
Q4 2023
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
2.75KNew |
$179K - $215K
|
2.75K
$260K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.54KNew |
$229K - $277K
|
3.54K
$334K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-15- 0.14% |
$973 - $1.17K
|
10.6K
$998K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
61New |
$3.96K - $4.77K
|
61
$5.76K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
2.6KNew |
$168K - $203K
|
2.6K
$245K
|
|