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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
SELL
|
- |
-555- 2.12% |
$34.5K - $39.9K
|
25.6K
$2.34M
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
24.3KNew |
$1.51M - $1.75M
|
24.3K
$2.22M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-20- 5.67% |
$1.24K - $1.44K
|
333
$30.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3KNew |
$186K - $216K
|
3K
$274K
|
|
|
Feb 02, 2023
Q4 2022
|
Empire Life Investments Inc.
|
BUY
|
- |
200+ 1.01% |
$12.4K - $14.4K
|
20K
$1.82M
|
|
|
Feb 01, 2023
Q4 2022
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
37.5KNew |
$2.33M - $2.69M
|
37.5K
$3.42M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.82KNew |
$113K - $131K
|
1.82K
$166K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-2.35K- 26.01% |
$146K - $169K
|
6.69K
$611K
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-503- 7.32% |
$31.2K - $36.2K
|
6.37K
$582K
|
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-649- 7.18% |
$40.3K - $46.7K
|
8.39K
$766K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
196New |
$12.2K - $14.1K
|
196
$17.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.18K+ 177.86% |
$73.3K - $84.9K
|
1.85K
$169K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6+ 0.12% |
$373 - $431
|
5.11K
$467K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
36+ 0.34% |
$2.24K - $2.59K
|
10.6K
$971K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
792New |
$49.2K - $56.9K
|
792
$72.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
SELL
|
- |
-269- 7.33% |
$16.7K - $19.3K
|
3.4K
$311K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
52New |
$3.23K - $3.74K
|
52
$4.75K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-160- 6.32% |
$9.93K - $11.5K
|
2.37K
$217K
|
|
|
Jan 20, 2023
Q4 2022
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
2.99KNew |
$186K - $215K
|
2.99K
$273K
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
BUY
|
- |
3KNew |
$186K - $216K
|
3K
$274K
|
|
|
Jan 20, 2023
Q4 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
3.12KNew |
$194K - $224K
|
3.12K
$285K
|
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
BUY
|
- |
3.2KNew |
$198K - $230K
|
3.2K
$292K
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
29New |
$1.8K - $2.08K
|
29
$2.65K
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
17.8KNew |
$1.1M - $1.28M
|
17.8K
$1.62M
|
|
|
Jan 17, 2023
Q4 2022
|
Colorado Capital Management, Inc.
|
BUY
|
- |
365+ 9.13% |
$22.7K - $26.2K
|
4.37K
$399K
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.27K- 26.68% |
$78.5K - $90.9K
|
3.48K
$317K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-538- 0.28% |
$33.4K - $38.7K
|
191K
$17.5M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
23.3KNew |
$1.44M - $1.67M
|
23.3K
$2.12M
|
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
270New |
$16.8K - $19.4K
|
270
$24.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
348New |
$21.6K - $25K
|
348
$31.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
BUY
|
- |
3.02KNew |
$188K - $217K
|
3.02K
$276K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
399New |
$24.8K - $28.7K
|
399
$36.4K
|
|
| Q3 2022 | |||||||
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-27- 3.6% |
$1.68K - $2.02K
|
722
$65.9K
|
|
|
Feb 03, 2023
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
917+ 8.4% |
$57K - $68.6K
|
11.8K
$1.08M
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.63KNew |
$164K - $197K
|
2.63K
$240K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-17K- 6.05% |
$1.06M - $1.27M
|
265K
$24.2M
|
|
|
Nov 18, 2022
Q3 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
20KNew |
$1.24M - $1.5M
|
20K
$1.83M
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
216New |
$13.4K - $16.2K
|
216
$19.7K
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
5+ 0.14% |
$311 - $374
|
3.51K
$321K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
8+ 0.15% |
$497 - $599
|
5.18K
$473K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.02KNew |
$63.5K - $76.4K
|
1.02K
$93.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
7+ 0.1% |
$435 - $524
|
7.18K
$655K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
8.06KNew |
$501K - $603K
|
8.06K
$736K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5.94K- 91.04% |
$369K - $445K
|
585
$53.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-213- 86.59% |
$13.2K - $15.9K
|
33
$3.01K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-12.6KClosed |
$781K - $940K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.06K- 24.54% |
$128K - $154K
|
6.35K
$580K
|
|
|
Nov 14, 2022
Q3 2022
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
7.03KNew |
$437K - $526K
|
7.03K
$642K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
25.8K+ 169.06% |
$1.6M - $1.93M
|
41K
$3.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-915- 16.34% |
$56.9K - $68.5K
|
4.69K
$428K
|
|