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 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
386New |
$24K - $27.7K
|
386
$35.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
359+ 23.37% |
$22.3K - $25.8K
|
1.9K
$176K
|
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.92KNew |
$181K - $210K
|
2.92K
$270K
|
|
|
Feb 13, 2023
Q4 2022
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
3.47KNew |
$216K - $250K
|
3.47K
$322K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
44+ 100.0% |
$2.73K - $3.16K
|
88
$8.15K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2- 0.12% |
$124 - $144
|
1.67K
$154K
|
|
|
Feb 13, 2023
Q4 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
55.5KNew |
$3.44M - $3.99M
|
55.5K
$5.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.03KNew |
$188K - $218K
|
3.03K
$281K
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
9.02KNew |
$560K - $648K
|
9.02K
$836K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
468New |
$29.1K - $33.6K
|
468
$43.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-4.13K- 57.67% |
$256K - $297K
|
3.03K
$281K
|
|
|
Feb 10, 2023
Q4 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
3.03KNew |
$188K - $218K
|
3.03K
$281K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.32K- 85.93% |
$144K - $167K
|
380
$35.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
4KNew |
$248K - $288K
|
4K
$371K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
3.09KNew |
$192K - $222K
|
3.09K
$286K
|
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
9.11KNew |
$566K - $655K
|
9.11K
$844K
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
7.26KNew |
$451K - $522K
|
7.26K
$673K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
1.1K+ 7.75% |
$68.1K - $78.9K
|
15.2K
$1.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-457- 15.45% |
$28.4K - $32.9K
|
2.5K
$232K
|
|
|
Feb 06, 2023
Q4 2022
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
3.03KNew |
$188K - $218K
|
3.03K
$281K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
5.17K+ 140.24% |
$321K - $372K
|
8.85K
$820K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
SELL
|
- |
-555- 2.12% |
$34.5K - $39.9K
|
25.6K
$2.37M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-20- 5.67% |
$1.24K - $1.44K
|
333
$30.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3KNew |
$186K - $216K
|
3K
$278K
|
|
|
Feb 02, 2023
Q4 2022
|
Empire Life Investments Inc.
|
BUY
|
- |
200+ 1.01% |
$12.4K - $14.4K
|
20K
$1.85M
|
|
|
Feb 01, 2023
Q4 2022
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
37.5KNew |
$2.33M - $2.69M
|
37.5K
$3.47M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.82KNew |
$113K - $131K
|
1.82K
$169K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-2.35K- 26.01% |
$146K - $169K
|
6.69K
$619K
|
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-649- 7.18% |
$40.3K - $46.7K
|
8.39K
$777K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
196New |
$12.2K - $14.1K
|
196
$18.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.18K+ 177.86% |
$73.3K - $84.9K
|
1.85K
$171K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6+ 0.12% |
$373 - $431
|
5.11K
$474K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
36+ 0.34% |
$2.24K - $2.59K
|
10.6K
$985K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
792New |
$49.2K - $56.9K
|
792
$73.4K
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
SELL
|
- |
-269- 7.33% |
$16.7K - $19.3K
|
3.4K
$315K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
52New |
$3.23K - $3.74K
|
52
$4.82K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-160- 6.32% |
$9.93K - $11.5K
|
2.37K
$220K
|
|
|
Jan 20, 2023
Q4 2022
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
2.99KNew |
$186K - $215K
|
2.99K
$277K
|
|
|
Jan 20, 2023
Q4 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
3.12KNew |
$194K - $224K
|
3.12K
$289K
|
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
BUY
|
- |
3.2KNew |
$198K - $230K
|
3.2K
$296K
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
29New |
$1.8K - $2.08K
|
29
$2.69K
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
17.8KNew |
$1.1M - $1.28M
|
17.8K
$1.65M
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.27K- 26.68% |
$78.5K - $90.9K
|
3.48K
$322K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-538- 0.28% |
$33.4K - $38.7K
|
191K
$17.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
23.3KNew |
$1.44M - $1.67M
|
23.3K
$2.16M
|
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
270New |
$16.8K - $19.4K
|
270
$25K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
348New |
$21.6K - $25K
|
348
$32.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
399New |
$24.8K - $28.7K
|
399
$37K
|
|
| Q3 2022 | |||||||
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-27- 3.6% |
$1.68K - $2.02K
|
722
$66.9K
|
|
|
Feb 03, 2023
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
917+ 8.4% |
$57K - $68.6K
|
11.8K
$1.1M
|
|