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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
5KNew |
$382K - $413K
|
5K
$457K
|
|
|
Nov 03, 2021
Q3 2021
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-2.61KClosed |
$199K - $215K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Corundum Group, Inc.
|
SELL
|
- |
-3.62KClosed |
$276K - $299K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-3.94KClosed |
$301K - $325K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-3.83KClosed |
$293K - $316K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-3Closed |
$229 - $248
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
16KNew |
$1.22M - $1.32M
|
16K
$1.46M
|
|
|
Oct 20, 2021
Q3 2021
|
Astor Investment Management LLC
|
SELL
|
- |
-3.05KClosed |
$233K - $251K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
5.52KNew |
$422K - $456K
|
5.52K
$504K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-703Closed |
$53.7K - $58.1K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-95- 1.49% |
$7.26K - $7.85K
|
6.27K
$573K
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.87KClosed |
$220K - $237K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
406New |
$31K - $33.5K
|
406
$37.1K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-5.32KClosed |
$398K - $423K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-10.2KClosed |
$767K - $816K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-8.05KClosed |
$602K - $640K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.16KNew |
$236K - $252K
|
3.16K
$289K
|
|
|
Aug 13, 2021
Q2 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-59- 7.15% |
$4.41K - $4.7K
|
766
$70K
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-275KClosed |
$20.6M - $21.9M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
25+ 0.59% |
$1.87K - $1.99K
|
4.27K
$390K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-394Closed |
$29.5K - $31.4K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.84KClosed |
$212K - $226K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-31- 0.63% |
$2.32K - $2.47K
|
4.89K
$447K
|
|
|
Aug 05, 2021
Q2 2021
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-5.55KClosed |
$415K - $442K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-100Closed |
$7.48K - $7.96K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-17.6KClosed |
$1.32M - $1.4M
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-510- 15.78% |
$38.2K - $40.6K
|
2.72K
$249K
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-1.08KClosed |
$80.8K - $86K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-3.08KClosed |
$230K - $245K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-1.5KClosed |
$112K - $119K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
378New |
$28.3K - $30.1K
|
378
$34.5K
|
|
|
Jul 27, 2021
Q2 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-119- 95.2% |
$8.9K - $9.47K
|
6
$548
|
|
|
Jul 22, 2021
Q2 2021
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-840- 1.69% |
$62.8K - $66.9K
|
48.8K
$4.46M
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-1.4KClosed |
$105K - $111K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-767Closed |
$57.4K - $61.1K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
18.2KNew |
$1.36M - $1.45M
|
18.2K
$1.66M
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-50Closed |
$3.74K - $3.98K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-5.31KClosed |
$397K - $423K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-1.77KClosed |
$133K - $141K
|
0
$0
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
516New |
$38.6K - $41.1K
|
516
$47.1K
|
|
| Q1 2021 | |||||||
|
Sep 13, 2021
Q1 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-3.23KClosed |
$218K - $244K
|
0
$0
|
|
|
Jul 13, 2021
Q1 2021
|
Pflug Koory, LLC
|
BUY
|
- |
7New |
$472 - $530
|
7
$639
|
|
|
May 28, 2021
Q1 2021
|
Strong Box Wealth, LLC
|
SELL
|
- |
-3.84KClosed |
$259K - $291K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-7.86KClosed |
$530K - $595K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-164Closed |
$11.1K - $12.4K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-423Closed |
$28.5K - $32K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-4.34KClosed |
$293K - $328K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
3.62KNew |
$244K - $274K
|
3.62K
$331K
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.33KClosed |
$89.4K - $100K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Hbc Financial Services, Pllc
|
BUY
|
- |
3.3K+ 167.85% |
$223K - $250K
|
5.27K
$481K
|
|