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 |
|---|---|---|---|---|---|---|---|
|
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
$1.11M
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
30.7KNew |
$1.62M - $1.72M
|
30.7K
$2.84M
|
|
|
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
$16.7M
|
|
|
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
$134K
|
|
|
Apr 12, 2018
Q1 2018
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-29.8KClosed |
$1.48M - $1.64M
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Smith & Howard Wealth Management, LLC
|
SELL
|
PUT |
-4Closed |
$198 - $209
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-3.65KClosed |
$181K - $191K
|
0
$0
|
|
|
Feb 12, 2018
Q4 2017
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-207Closed |
$10.3K - $10.8K
|
0
$0
|
|
|
Jan 25, 2018
Q4 2017
|
Bank Of Stockton
|
SELL
|
- |
-1.05KClosed |
$51.9K - $54.8K
|
0
$0
|
|
|
Jan 24, 2018
Q4 2017
|
Riverbridge Partners LLC
|
SELL
|
- |
-1.4KClosed |
$69.2K - $73.1K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 15, 2017
Q3 2017
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-26Closed |
$1.27K - $1.28K
|
0
$0
|
|
| Q2 2016 | |||||||
|
Oct 03, 2017
Q2 2016
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
1.66KNew |
N/A
|
1.66K
$154K
|
|