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 24, 2020
Q1 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-171Closed |
$6.29K - $10.6K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-23.5KClosed |
$864K - $1.45M
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-4.34KClosed |
$160K - $269K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Affiance Financial, LLC
|
SELL
|
- |
-532Closed |
$19.6K - $33K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Churchill Management Corp
|
SELL
|
- |
-186KClosed |
$6.86M - $11.5M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Dec 21, 2023
Q4 2019
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.87K+ 14.92% |
$101K - $112K
|
14.4K
$1.31M
|
|
|
Oct 25, 2023
Q4 2019
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
39+ 0.44% |
$2.11K - $2.33K
|
8.83K
$807K
|
|
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-11.6KClosed |
$629K - $694K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-41.2KClosed |
$2.23M - $2.46M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Wms Partners, LLC
|
SELL
|
- |
-3.64KClosed |
$197K - $217K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Weil Company, Inc.
|
BUY
|
- |
5.04KNew |
$273K - $301K
|
5.04K
$460K
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
100New |
$5.41K - $5.97K
|
100
$9.13K
|
|
|
Feb 05, 2020
Q4 2019
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-76Closed |
$4.11K - $4.54K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-5.44KClosed |
$294K - $325K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Pecaut & Co.
|
SELL
|
- |
-20Closed |
$1.08K - $1.19K
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-520Closed |
$28.1K - $31K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-211Closed |
$11.4K - $12.6K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Roof Eidam & Maycock
|
SELL
|
- |
-268Closed |
$14.5K - $16K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-4.76KClosed |
$258K - $284K
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
M&R Capital Management Inc
|
SELL
|
- |
-468- 70.06% |
$25.3K - $27.9K
|
200
$18.3K
|
|
| Q3 2019 | |||||||
|
Oct 09, 2024
Q3 2019
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-480- 0.24% |
$25.7K - $27.6K
|
196K
$17.9M
|
|
|
Nov 20, 2019
Q3 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-8KClosed |
$429K - $460K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-93.9KClosed |
$5.03M - $5.39M
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.82KClosed |
$97.6K - $105K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-9.59KClosed |
$514K - $551K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-35Closed |
$1.88K - $2.01K
|
0
$0
|
|
|
Oct 25, 2019
Q3 2019
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-572- 6.85% |
$30.7K - $32.8K
|
7.78K
$711K
|
|
| Q2 2019 | |||||||
|
Aug 21, 2019
Q2 2019
|
Keudell
|
BUY
|
- |
101KNew |
$5.31M - $5.67M
|
101K
$9.23M
|
|
|
Aug 15, 2019
Q2 2019
|
Victory Capital Management Inc
|
SELL
|
- |
-64Closed |
$3.36K - $3.59K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-9.58KClosed |
$503K - $538K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-12.6KClosed |
$662K - $707K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-48.4KClosed |
$2.54M - $2.72M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1+ 25.0% |
$52.5 - $56.1
|
5
$457
|
|
|
Aug 13, 2019
Q2 2019
|
Impax Asset Management Group PLC
|
SELL
|
- |
-50KClosed |
$2.63M - $2.81M
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-872Closed |
$45.8K - $48.9K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-24.1KClosed |
$1.27M - $1.35M
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-80.5KClosed |
$4.23M - $4.52M
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-1.16KClosed |
$60.9K - $65.1K
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Somerset Trust CO
|
SELL
|
- |
-200Closed |
$10.5K - $11.2K
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.21KClosed |
$63.7K - $68.1K
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-1.2KClosed |
$63K - $67.3K
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Hm Capital Management, LLC
Clayton, MO |
SELL
|
- |
-4.12KClosed |
$216K - $231K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-844Closed |
$44.3K - $47.4K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-4.36KClosed |
$199K - $236K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Starboard Value LP
New York, NY |
BUY
|
PUT |
125KNew |
$5.69M - $6.77M
|
125K
$11.4M
|
|
|
May 15, 2019
Q1 2019
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-37.1KClosed |
$1.69M - $2.01M
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-53.8KClosed |
$2.45M - $2.91M
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Human Investing LLC
|
SELL
|
- |
-34Closed |
$1.55K - $1.84K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-132Closed |
$6.01K - $7.15K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Gfs Advisors, LLC
|
SELL
|
- |
-8.08KClosed |
$368K - $438K
|
0
$0
|
|