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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2019
Q1 2019
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-7.73KClosed |
$352K - $419K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-120Closed |
$5.46K - $6.5K
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-4.6KClosed |
$209K - $249K
|
0
$0
|
|
|
Apr 29, 2019
Q1 2019
|
Hartford Investment Management CO
|
SELL
|
- |
-22.4KClosed |
$1.02M - $1.21M
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
10.2KNew |
$464K - $553K
|
10.2K
$932K
|
|
|
Apr 18, 2019
Q1 2019
|
Peoples Financial Services Corp.
|
SELL
|
- |
-100- 25.0% |
$4.55K - $5.42K
|
300
$27.4K
|
|
| Q4 2018 | |||||||
|
Aug 20, 2019
Q4 2018
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
11.4K+ 285.99% |
$500K - $628K
|
15.4K
$1.41M
|
|
|
Feb 21, 2019
Q4 2018
|
Lake Point Wealth Management
|
BUY
|
- |
348New |
$15.2K - $19.1K
|
348
$31.8K
|
|
|
Feb 19, 2019
Q4 2018
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
336+ 300.0% |
$14.7K - $18.5K
|
448
$40.9K
|
|
|
Feb 15, 2019
Q4 2018
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
446+ 892.0% |
$19.5K - $24.5K
|
496
$45.3K
|
|
|
Feb 14, 2019
Q4 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-90Closed |
$3.93K - $4.95K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
2.02KNew |
$88.4K - $111K
|
2.02K
$185K
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-10.8KClosed |
$470K - $591K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.81KNew |
$123K - $154K
|
2.81K
$257K
|
|
|
Feb 07, 2019
Q4 2018
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
- |
-15.5KClosed |
$678K - $852K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-258Closed |
$11.3K - $14.2K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
26.5K+ 300.0% |
$1.16M - $1.46M
|
35.3K
$3.23M
|
|
|
Feb 01, 2019
Q4 2018
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-40Closed |
$1.75K - $2.2K
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-233Closed |
$10.2K - $12.8K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-5.48KClosed |
$240K - $301K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Trilogy Capital Inc.
|
SELL
|
- |
-140Closed |
$6.12K - $7.69K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-2.08KClosed |
$90.9K - $114K
|
0
$0
|
|
|
Jan 14, 2019
Q4 2018
|
Hms Capital Management, LLC
|
BUY
|
PUT |
9K+ 300.0% |
$393K - $495K
|
12K
$1.1M
|
|
|
Jan 08, 2019
Q4 2018
|
West Oak Capital, LLC
|
BUY
|
- |
3.45K+ 300.0% |
$151K - $190K
|
4.6K
$420K
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
30.7KNew |
$1.62M - $1.72M
|
30.7K
$2.8M
|
|
|
Nov 14, 2018
Q3 2018
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.58KClosed |
$83.5K - $88.5K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
180KNew |
$9.52M - $10.1M
|
180K
$16.4M
|
|
|
Nov 14, 2018
Q3 2018
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-156Closed |
$8.25K - $8.74K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-213Closed |
$11.3K - $11.9K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-362Closed |
$19.1K - $20.3K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-458Closed |
$24.2K - $25.7K
|
0
$0
|
|
|
Nov 09, 2018
Q3 2018
|
Leisure Capital Management
|
SELL
|
- |
-956Closed |
$50.5K - $53.6K
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Destination Wealth Management
|
SELL
|
- |
-64Closed |
$3.38K - $3.59K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jun 30, 2020
Q2 2018
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-4.27KClosed |
$215K - $232K
|
0
$0
|
|
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-650Closed |
$32.8K - $35.4K
|
0
$0
|
|
|
Aug 15, 2018
Q2 2018
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-49Closed |
$2.47K - $2.67K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-1.08KClosed |
$54.4K - $58.7K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Natixis
Paris, I0 |
SELL
|
- |
-50KClosed |
$2.52M - $2.72M
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Bahl & Gaynor Inc
|
SELL
|
- |
-6.21KClosed |
$313K - $338K
|
0
$0
|
|
|
Aug 09, 2018
Q2 2018
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-1.23KClosed |
$62.2K - $67.2K
|
0
$0
|
|
|
Jul 24, 2018
Q2 2018
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-7.42KClosed |
$374K - $404K
|
0
$0
|
|
| Q1 2018 | |||||||
|
Jul 03, 2018
Q1 2018
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-390Closed |
$19.4K - $21.5K
|
0
$0
|
|
|
May 18, 2018
Q1 2018
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-6.18KClosed |
$307K - $340K
|
0
$0
|
|
|
May 16, 2018
Q1 2018
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-1.14KClosed |
$56.5K - $62.6K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-2.64KClosed |
$131K - $145K
|
0
$0
|
|
|
May 09, 2018
Q1 2018
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-2.65KClosed |
$132K - $146K
|
0
$0
|
|
|
May 07, 2018
Q1 2018
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-2.73KClosed |
$135K - $150K
|
0
$0
|
|
|
Apr 18, 2018
Q1 2018
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-1.8KClosed |
$89.4K - $99K
|
0
$0
|
|
|
Apr 13, 2018
Q1 2018
|
Estate Counselors, LLC
|
SELL
|
- |
-4.5KClosed |
$223K - $247K
|
0
$0
|
|
|
Apr 12, 2018
Q1 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.45KNew |
$71.9K - $79.6K
|
1.45K
$132K
|
|