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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-30- 1.97% |
$2.02K - $2.19K
|
1.49K
$138K
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3.28KNew |
$221K - $239K
|
3.28K
$303K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-48.7K- 2.33% |
$3.28M - $3.55M
|
2.04M
$189M
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
38New |
$2.56K - $2.78K
|
38
$3.52K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-456- 1.35% |
$30.8K - $33.3K
|
33.3K
$3.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
3.14KNew |
$212K - $229K
|
3.14K
$291K
|
|
|
Aug 07, 2023
Q2 2023
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-13.1K- 16.52% |
$884K - $957K
|
66.2K
$6.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
178+ 2.85% |
$12K - $13K
|
6.43K
$596K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-300- 71.09% |
$20.2K - $21.9K
|
122
$11.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.19KNew |
$216K - $233K
|
3.19K
$296K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
30+ 0.54% |
$2.02K - $2.19K
|
5.54K
$513K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-69.7K- 1.19% |
$4.7M - $5.09M
|
5.77M
$535M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-57- 5.26% |
$3.85K - $4.16K
|
1.03K
$95.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
28K+ 112.81% |
$1.89M - $2.04M
|
52.7K
$4.89M
|
|
|
Jul 31, 2023
Q2 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
3.03KNew |
$205K - $221K
|
3.03K
$281K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-987- 24.67% |
$66.6K - $72.1K
|
3.01K
$279K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-289- 1.06% |
$19.5K - $21.1K
|
27K
$2.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Ceredex Value Advisors LLC
|
BUY
|
- |
277KNew |
$18.7M - $20.2M
|
277K
$25.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.5K- 5.44% |
$101K - $109K
|
26K
$2.41M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
300New |
$20.2K - $21.9K
|
300
$27.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
50+ 0.27% |
$3.37K - $3.65K
|
18.8K
$1.74M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.37K- 26.42% |
$160K - $173K
|
6.61K
$612K
|
|
|
Jul 24, 2023
Q2 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-23.4K- 62.23% |
$1.58M - $1.71M
|
14.2K
$1.32M
|
|
|
Jul 17, 2023
Q2 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
4.95KNew |
$334K - $362K
|
4.95K
$459K
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-55- 0.52% |
$3.71K - $4.02K
|
10.5K
$973K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
244New |
$16.5K - $17.8K
|
244
$22.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
120KNew |
$8.12M - $8.79M
|
120K
$11.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-67- 0.23% |
$4.52K - $4.89K
|
28.5K
$2.64M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
221New |
$14.9K - $16.1K
|
221
$20.5K
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-194- 6.51% |
$13.1K - $14.2K
|
2.79K
$258K
|
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-192- 6.46% |
$13K - $14K
|
2.78K
$258K
|
|
| Q1 2023 | |||||||
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-3.33K- 52.8% |
$221K - $250K
|
2.98K
$276K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-81- 3.1% |
$5.37K - $6.08K
|
2.53K
$235K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-176- 1.89% |
$11.7K - $13.2K
|
9.12K
$845K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
855+ 610.71% |
$56.7K - $64.2K
|
995
$92.2K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-27.1K- 60.08% |
$1.79M - $2.03M
|
18K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-277- 6.82% |
$18.4K - $20.8K
|
3.78K
$351K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
9KNew |
$596K - $675K
|
9K
$834K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
300+ 1.7% |
$19.9K - $22.5K
|
18K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
1.9KNew |
$126K - $143K
|
1.9K
$176K
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.11K+ 6.37% |
$140K - $158K
|
35.2K
$3.26M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
2.41K+ 9.46% |
$160K - $181K
|
27.9K
$2.59M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-234- 50.0% |
$15.5K - $17.6K
|
234
$21.7K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
400New |
$26.5K - $30K
|
400
$37.1K
|
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-347- 0.39% |
$23K - $26K
|
88.3K
$8.18M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.12KNew |
$74.2K - $84K
|
1.12K
$104K
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2.92KNew |
$193K - $219K
|
2.92K
$270K
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.92KNew |
$194K - $219K
|
2.92K
$271K
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.67KNew |
$111K - $125K
|
1.67K
$155K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
41+ 0.48% |
$2.72K - $3.08K
|
8.54K
$791K
|
|