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 15, 2022
Q1 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-3.78KClosed |
$273K - $313K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-300Closed |
$21.7K - $24.9K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-3.53KClosed |
$255K - $293K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
24.1KNew |
$1.74M - $1.99M
|
24.1K
$2.2M
|
|
| Q4 2021 | |||||||
|
Nov 14, 2024
Q4 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-3.92KClosed |
$307K - $334K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
1.87KNew |
$147K - $160K
|
1.87K
$171K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
576New |
$45.2K - $49.1K
|
576
$52.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.36KNew |
$107K - $116K
|
1.36K
$125K
|
|
|
Feb 15, 2022
Q4 2021
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
3.82KNew |
$300K - $326K
|
3.82K
$349K
|
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-20Closed |
$1.57K - $1.71K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-34Closed |
$2.67K - $2.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Horizon Wealth Management, LLC
|
BUY
|
- |
5.34KNew |
$419K - $455K
|
5.34K
$488K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
1KNew |
$78.4K - $85.3K
|
1K
$91.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
4.56KNew |
$358K - $389K
|
4.56K
$417K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$78.4 - $85.3
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-9.5KClosed |
$745K - $810K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-132- 33.0% |
$10.4K - $11.3K
|
268
$24.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Allen Investment Management LLC
|
BUY
|
- |
31KNew |
$2.43M - $2.64M
|
31K
$2.83M
|
|
|
Feb 09, 2022
Q4 2021
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-20.1KClosed |
$1.57M - $1.71M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
300+ 69.77% |
$23.5K - $25.6K
|
730
$66.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
1K+ 29.33% |
$78.4K - $85.3K
|
4.41K
$403K
|
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
11.5KNew |
$903K - $983K
|
11.5K
$1.05M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
8.59KNew |
$673K - $732K
|
8.59K
$784K
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-69Closed |
$5.41K - $5.88K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
9New |
$706 - $768
|
9
$822
|
|
|
Feb 02, 2022
Q4 2021
|
Ml & R Wealth Management LLC
|
BUY
|
- |
52.8KNew |
$4.14M - $4.51M
|
52.8K
$4.83M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-251Closed |
$19.7K - $21.4K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Linker Capital Management Inc.
|
BUY
|
- |
9.77KNew |
$766K - $833K
|
9.77K
$892K
|
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-25- 0.16% |
$1.96K - $2.13K
|
16K
$1.46M
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-53- 19.06% |
$4.16K - $4.52K
|
225
$20.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
SELL
|
- |
-324Closed |
$25.4K - $27.6K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
6.05KNew |
$474K - $516K
|
6.05K
$552K
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
2.9K+ 2196.97% |
$227K - $247K
|
3.03K
$277K
|
|
| Q3 2021 | |||||||
|
Mar 11, 2024
Q3 2021
|
Nepc LLC
Boston, MA |
SELL
|
- |
-109KClosed |
$8.31M - $8.97M
|
0
$0
|
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-6.12KClosed |
$468K - $506K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-2.1KClosed |
$160K - $173K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.96KNew |
$226K - $244K
|
2.96K
$270K
|
|
|
Nov 15, 2021
Q3 2021
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-3.32KClosed |
$254K - $275K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-200Closed |
$15.3K - $16.5K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-24Closed |
$1.83K - $1.98K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-7Closed |
$535 - $578
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-15.6KClosed |
$1.19M - $1.29M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-200- 9.03% |
$15.3K - $16.5K
|
2.02K
$184K
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-400Closed |
$30.6K - $33K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-254Closed |
$19.4K - $21K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-6.05KClosed |
$462K - $499K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-428Closed |
$32.7K - $35.3K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Family Office, LLC
|
SELL
|
- |
-3.72KClosed |
$284K - $307K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|