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 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-324Closed |
$21.9K - $24.5K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-74Closed |
$4.99K - $5.6K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-1.46K- 18.47% |
$98.4K - $110K
|
6.44K
$597K
|
|
|
Apr 20, 2021
Q1 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-145Closed |
$9.78K - $11K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-230Closed |
$15.5K - $17.4K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Cmh Wealth Management LLC
|
SELL
|
- |
-7KClosed |
$472K - $530K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-299Closed |
$20.2K - $22.6K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.42KClosed |
$96K - $108K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Nov 09, 2023
Q4 2020
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-800Closed |
$46.2K - $54.9K
|
0
$0
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
7.26KNew |
$419K - $498K
|
7.26K
$673K
|
|
|
Mar 09, 2021
Q4 2020
|
Tru Independence LLC
|
SELL
|
- |
-5.3KClosed |
$306K - $364K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-212Closed |
$12.2K - $14.5K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-276Closed |
$15.9K - $18.9K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-90Closed |
$5.2K - $6.17K
|
0
$0
|
|
|
Feb 22, 2021
Q4 2020
|
West Financial Advisors, LLC
|
BUY
|
- |
278+ 36.48% |
$16.1K - $19.1K
|
1.04K
$96.4K
|
|
|
Feb 16, 2021
Q4 2020
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-23.4KClosed |
$1.35M - $1.61M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-271Closed |
$15.7K - $18.6K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-4.05KClosed |
$234K - $278K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-14KClosed |
$809K - $961K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
56.9KNew |
$3.29M - $3.91M
|
56.9K
$5.28M
|
|
|
Feb 11, 2021
Q4 2020
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-8.6KClosed |
$497K - $590K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.26KClosed |
$72.8K - $86.5K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
552New |
$31.9K - $37.9K
|
552
$51.2K
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-700Closed |
$40.4K - $48K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Calamos Advisors LLC
|
SELL
|
- |
-9.02KClosed |
$521K - $619K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-800Closed |
$46.2K - $54.9K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Ht Partners LLC
|
BUY
|
- |
23.4K+ 666.67% |
$1.35M - $1.61M
|
27K
$2.5M
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-595Closed |
$31.8K - $35.8K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-28.2KClosed |
$1.51M - $1.7M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Citizens & Northern Corp
|
SELL
|
- |
-41.7KClosed |
$2.23M - $2.51M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.2KClosed |
$64.2K - $72.2K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Family Management Corp
New York, NY |
SELL
|
- |
-200Closed |
$10.7K - $12K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-1.8KClosed |
$96.2K - $108K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Employees Retirement System Of Texas
|
SELL
|
- |
-27.6KClosed |
$1.48M - $1.66M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Western Asset Management Company, LLC
Pasadena, CA |
SELL
|
- |
-54Closed |
$2.89K - $3.25K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-6.39KClosed |
$342K - $384K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-520- 7.73% |
$27.8K - $31.3K
|
6.21K
$575K
|
|
|
Oct 19, 2020
Q3 2020
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-132Closed |
$7.06K - $7.95K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Townsend & Associates, Inc
|
SELL
|
- |
-32.1KClosed |
$1.72M - $1.93M
|
0
$0
|
|
|
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
$4.73M
|
|
|
Nov 15, 2022
Q2 2020
|
Values First Advisors, Inc.
|
SELL
|
- |
-2.66KClosed |
$108K - $153K
|
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
$364K
|
|
|
Aug 14, 2020
Q2 2020
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
26.5KNew |
$1.08M - $1.53M
|
26.5K
$2.46M
|
|
|
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
$439K
|
|
|
Aug 13, 2020
Q2 2020
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
19.5KNew |
$791K - $1.12M
|
19.5K
$1.8M
|
|
|
Aug 13, 2020
Q2 2020
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-6.25KClosed |
$254K - $360K
|
0
$0
|
|