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 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-98- 37.98% |
$6.49K - $7.35K
|
160
$13.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-905- 86.27% |
$60K - $67.9K
|
144
$12.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-536- 54.25% |
$35.5K - $40.2K
|
452
$39.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
4KNew |
$265K - $300K
|
4K
$348K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
12.2K+ 15.13% |
$809K - $916K
|
92.9K
$8.08M
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
249+ 2.26% |
$16.5K - $18.7K
|
11.3K
$981K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-1K- 16.67% |
$66.3K - $75K
|
5K
$435K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-269- 42.36% |
$17.8K - $20.2K
|
366
$31.8K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-269- 42.36% |
$17.8K - $20.2K
|
366
$31.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
SELL
|
- |
-57.8K- 51.77% |
$3.83M - $4.34M
|
53.9K
$4.68M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
2.11K+ 4.17% |
$139K - $158K
|
52.6K
$4.57M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
8.72K+ 2.32% |
$578K - $654K
|
385K
$33.5M
|
|
| Q4 2022 | |||||||
|
Aug 29, 2023
Q4 2022
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
17.6KNew |
$1.09M - $1.27M
|
17.6K
$1.53M
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-3.87KClosed |
$240K - $278K
|
0
$0
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
196New |
$12.2K - $14.1K
|
196
$17K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
402New |
$25K - $28.9K
|
402
$34.9K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
40New |
$2.48K - $2.88K
|
40
$3.48K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-161- 1.07% |
$10K - $11.6K
|
14.9K
$1.29M
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
27.4KNew |
$1.7M - $1.97M
|
27.4K
$2.38M
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.98KNew |
$185K - $214K
|
2.98K
$259K
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
4.71KNew |
$292K - $338K
|
4.71K
$409K
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
3.29KNew |
$204K - $237K
|
3.29K
$286K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9.21K+ 2841.67% |
$572K - $662K
|
9.53K
$829K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
907+ 3.49% |
$56.3K - $65.2K
|
26.9K
$2.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2.91KNew |
$181K - $209K
|
2.91K
$253K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.1KNew |
$254K - $295K
|
4.1K
$356K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
382+ 1005.26% |
$23.7K - $27.5K
|
420
$36.5K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
223New |
$13.8K - $16K
|
223
$19.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.09KNew |
$192K - $222K
|
3.09K
$269K
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
3.08KNew |
$191K - $222K
|
3.08K
$268K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
438+ 8.11% |
$27.2K - $31.5K
|
5.84K
$507K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
100New |
$6.21K - $7.19K
|
100
$8.69K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
10.1KNew |
$627K - $725K
|
10.1K
$877K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
386New |
$24K - $27.7K
|
386
$33.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
359+ 23.37% |
$22.3K - $25.8K
|
1.9K
$165K
|
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.92KNew |
$181K - $210K
|
2.92K
$253K
|
|
|
Feb 13, 2023
Q4 2022
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
3.47KNew |
$216K - $250K
|
3.47K
$302K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
44+ 100.0% |
$2.73K - $3.16K
|
88
$7.65K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2- 0.12% |
$124 - $144
|
1.67K
$145K
|
|
|
Feb 13, 2023
Q4 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
55.5KNew |
$3.44M - $3.99M
|
55.5K
$4.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.03KNew |
$188K - $218K
|
3.03K
$263K
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
9.02KNew |
$560K - $648K
|
9.02K
$784K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
468New |
$29.1K - $33.6K
|
468
$40.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-4.13K- 57.67% |
$256K - $297K
|
3.03K
$264K
|
|
|
Feb 10, 2023
Q4 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
3.03KNew |
$188K - $218K
|
3.03K
$264K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.32K- 85.93% |
$144K - $167K
|
380
$33K
|
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
4KNew |
$248K - $288K
|
4K
$348K
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
10.6K+ 193.57% |
$658K - $762K
|
16.1K
$1.4M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.9KNew |
$118K - $137K
|
1.9K
$165K
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-269- 7.33% |
$16.7K - $19.3K
|
3.4K
$296K
|
|