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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2020
Q3 2020
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-27.1KClosed |
$1.45M - $1.63M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.35K+ 7.01% |
$136K - $193K
|
51.1K
$4.66M
|
|
|
Nov 15, 2022
Q2 2020
|
Values First Advisors, Inc.
|
SELL
|
- |
-2.66KClosed |
$108K - $153K
|
0
$0
|
|
|
Feb 11, 2021
Q2 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-88Closed |
$3.58K - $5.07K
|
0
$0
|
|
|
Jan 19, 2021
Q2 2020
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-5.7KClosed |
$232K - $328K
|
0
$0
|
|
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3.92KNew |
$159K - $226K
|
3.92K
$358K
|
|
|
Aug 14, 2020
Q2 2020
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
26.5KNew |
$1.08M - $1.53M
|
26.5K
$2.42M
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2.63KClosed |
$107K - $152K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.18KClosed |
$48K - $68.1K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-7.69K- 61.88% |
$313K - $443K
|
4.74K
$433K
|
|
|
Aug 13, 2020
Q2 2020
|
Holistic Financial Partners
|
BUY
|
- |
4.6KNew |
$187K - $265K
|
4.6K
$420K
|
|
|
Aug 13, 2020
Q2 2020
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
19.5KNew |
$791K - $1.12M
|
19.5K
$1.78M
|
|
|
Aug 13, 2020
Q2 2020
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-6.25KClosed |
$254K - $360K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Argi Investment Services, LLC
|
SELL
|
- |
-10KClosed |
$407K - $577K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-10.9KClosed |
$442K - $627K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
112+ 30.43% |
$4.55K - $6.45K
|
480
$43.8K
|
|
|
Aug 07, 2020
Q2 2020
|
Andesa Financial Management Inc.
|
SELL
|
- |
-5.71KClosed |
$232K - $329K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-64Closed |
$2.6K - $3.69K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
American Investment Services, Inc.
|
SELL
|
- |
-19KClosed |
$773K - $1.1M
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Optas, LLC
|
BUY
|
- |
4.35KNew |
$177K - $250K
|
4.35K
$397K
|
|
|
Jul 28, 2020
Q2 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-560Closed |
$22.8K - $32.3K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-169KClosed |
$6.87M - $9.74M
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Vigilare Wealth Management
|
SELL
|
- |
-8.02KClosed |
$326K - $462K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-6.52KClosed |
$265K - $376K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Ma Private Wealth
|
SELL
|
- |
-5.93KClosed |
$241K - $341K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.55KNew |
$185K - $262K
|
4.55K
$416K
|
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.56KClosed |
$63.3K - $89.7K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2024
Q1 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 12, 2021
Q1 2020
|
Crestone Asset Management LLC
|
SELL
|
- |
-4.85KClosed |
$178K - $300K
|
0
$0
|
|
|
May 22, 2020
Q1 2020
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.44KClosed |
$127K - $213K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Cooper Financial Group
|
SELL
|
- |
-3.82KClosed |
$140K - $236K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Psi Advisors, LLC
|
SELL
|
- |
-363Closed |
$13.4K - $22.5K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
4.7K+ 180.77% |
$173K - $291K
|
7.3K
$667K
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$36.8 - $62
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-3.75KClosed |
$138K - $233K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Maple Capital Management, Inc.
|
SELL
|
- |
-8KClosed |
$294K - $496K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-452Closed |
$16.6K - $28K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-131KClosed |
$4.82M - $8.12M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-1.13K- 55.71% |
$41.7K - $70.1K
|
900
$82.2K
|
|
|
May 12, 2020
Q1 2020
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-4.6KClosed |
$169K - $285K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Gables Capital Management Inc.
|
BUY
|
- |
190New |
$6.99K - $11.8K
|
190
$17.4K
|
|
|
May 07, 2020
Q1 2020
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-4.19KClosed |
$154K - $260K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-14.4KClosed |
$528K - $889K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.08KClosed |
$76.4K - $129K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-248Closed |
$9.13K - $15.4K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-4.93KClosed |
$181K - $305K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-4.85KClosed |
$178K - $300K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-6.6K- 33.96% |
$243K - $409K
|
12.8K
$1.17M
|
|
|
Apr 27, 2020
Q1 2020
|
Geneva Partners, LLC
|
SELL
|
- |
-3.83KClosed |
$141K - $237K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.67KClosed |
$135K - $228K
|
0
$0
|
|