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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
589New |
$37K - $46.4K
|
589
$53.8K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-150Closed |
$9.41K - $11.8K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-3.04KClosed |
$191K - $240K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-1.05K- 20.79% |
$65.9K - $82.7K
|
4K
$365K
|
|
|
Jul 06, 2022
Q2 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
269+ 7.45% |
$16.9K - $21.2K
|
3.88K
$354K
|
|
|
Jul 06, 2022
Q2 2022
|
Lynch & Associates
|
SELL
|
- |
-4.57K- 50.29% |
$287K - $360K
|
4.51K
$412K
|
|
| Q1 2022 | |||||||
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-4.13KClosed |
$298K - $342K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-524Closed |
$37.9K - $43.4K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-168Closed |
$12.1K - $13.9K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-6.78KClosed |
$490K - $562K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.16KClosed |
$229K - $262K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-3.18KClosed |
$230K - $263K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-2.7KClosed |
$195K - $224K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-3.08KClosed |
$222K - $255K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Allie Family Office LLC
|
SELL
|
- |
-9.18KClosed |
$663K - $761K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-3.39KClosed |
$245K - $281K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-92.9KClosed |
$6.72M - $7.7M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.14K+ 23.65% |
$82.4K - $94.5K
|
5.96K
$544K
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
311KNew |
$22.5M - $25.8M
|
311K
$28.4M
|
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-120Closed |
$8.67K - $9.95K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-2.53KClosed |
$183K - $210K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-2.67KClosed |
$193K - $221K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-148Closed |
$10.7K - $12.3K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-2.65KClosed |
$191K - $219K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-44Closed |
$3.18K - $3.65K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-1.21KClosed |
$87.3K - $100K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Life Pro Asset Management
|
SELL
|
- |
-2.53KClosed |
$183K - $210K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
50New |
$3.61K - $4.14K
|
50
$4.57K
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-242- 12.0% |
$17.5K - $20.1K
|
1.77K
$162K
|
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-8.46KClosed |
$611K - $701K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-124KClosed |
$8.97M - $10.3M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.92K- 24.46% |
$139K - $159K
|
5.94K
$543K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-506- 22.89% |
$36.6K - $41.9K
|
1.71K
$156K
|
|
|
May 02, 2022
Q1 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-1.92K- 10.97% |
$139K - $159K
|
15.6K
$1.42M
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
325New |
$23.5K - $26.9K
|
325
$29.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
80New |
$5.78K - $6.63K
|
80
$7.31K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.46KClosed |
$106K - $121K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-842Closed |
$60.9K - $69.8K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Mcdaniel Terry & CO
|
SELL
|
- |
-11.3KClosed |
$818K - $938K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-124- 1.54% |
$8.96K - $10.3K
|
7.9K
$722K
|
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-27.8KClosed |
$2.01M - $2.3M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-105Closed |
$7.59K - $8.7K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-614Closed |
$44.4K - $50.9K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-3.31KClosed |
$239K - $274K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
SELL
|
- |
-427- 16.25% |
$30.9K - $35.4K
|
2.2K
$201K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
500New |
$36.1K - $41.4K
|
500
$45.7K
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-944Closed |
$68.2K - $78.2K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-22Closed |
$1.59K - $1.82K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
SELL
|
- |
-43- 0.82% |
$3.11K - $3.56K
|
5.21K
$476K
|
|
|
Apr 15, 2022
Q1 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-500- 5.78% |
$36.1K - $41.4K
|
8.15K
$744K
|
|