Latest Institutional Purchases of Ishares Russell Mid Cap ETF (IWR)
This list provides information on the latest institutional transactions involving Ishares Russell Mid Cap ETF (IWR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11K+ 158.43% |
$827K - $923K
|
17.9K
$1.64M
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.22KNew |
$544K - $607K
|
7.22K
$660K
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5.45KNew |
$411K - $458K
|
5.45K
$498K
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
5.24KNew |
$395K - $440K
|
5.24K
$478K
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
4.84KNew |
$365K - $407K
|
4.84K
$442K
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.2KNew |
$317K - $353K
|
4.2K
$384K
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
3.98KNew |
$300K - $334K
|
3.98K
$363K
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
3.96KNew |
$298K - $333K
|
3.96K
$362K
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
3.51KNew |
$265K - $295K
|
3.51K
$321K
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
BUY
|
- |
3.23K+ 39.84% |
$243K - $271K
|
11.3K
$1.03M
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
3.09K+ 28.22% |
$233K - $260K
|
14K
$1.28M
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.7KNew |
$203K - $227K
|
2.7K
$247K
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
2.66KNew |
$200K - $224K
|
2.66K
$243K
|
|
Apr 16, 2024
Q1 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
2.64KNew |
$199K - $222K
|
2.64K
$241K
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.62KNew |
$197K - $220K
|
2.62K
$239K
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.57KNew |
$194K - $216K
|
2.57K
$235K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.56K+ 3.65% |
$193K - $215K
|
72.7K
$6.64M
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.55KNew |
$192K - $214K
|
2.55K
$232K
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
2.52KNew |
$190K - $212K
|
2.52K
$230K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.51KNew |
$189K - $211K
|
2.51K
$229K
|
|
May 02, 2024
Q1 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
2.5KNew |
$188K - $210K
|
2.5K
$228K
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
2.49KNew |
$188K - $210K
|
2.49K
$228K
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.49KNew |
$188K - $209K
|
2.49K
$227K
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.48KNew |
$187K - $209K
|
2.48K
$227K
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.43KNew |
$183K - $204K
|
2.43K
$221K
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2.39KNew |
$180K - $201K
|
2.39K
$218K
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
2.31K+ 81.22% |
$174K - $194K
|
5.14K
$470K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.68KNew |
$127K - $141K
|
1.68K
$154K
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.64K+ 56.67% |
$123K - $137K
|
4.52K
$413K
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.62K+ 14.83% |
$122K - $136K
|
12.5K
$1.15M
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.46KNew |
$110K - $123K
|
1.46K
$133K
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.27KNew |
$95.4K - $106K
|
1.27K
$116K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.25KNew |
$94.4K - $105K
|
1.25K
$114K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
928New |
$69.9K - $78K
|
928
$84.8K
|
|
Nov 14, 2024
Q1 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
912+ 265.12% |
$68.7K - $76.7K
|
1.26K
$115K
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
706New |
$53.2K - $59.4K
|
706
$64.5K
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
595+ 7.05% |
$44.8K - $50K
|
9.04K
$825K
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
530+ 15.49% |
$39.9K - $44.6K
|
3.95K
$361K
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
512+ 16.64% |
$38.6K - $43.1K
|
3.59K
$328K
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
509+ 19.32% |
$38.4K - $42.8K
|
3.14K
$287K
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
471New |
$35.5K - $39.6K
|
471
$43K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
462+ 17.67% |
$34.8K - $38.8K
|
3.08K
$281K
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
413+ 0.97% |
$31.1K - $34.7K
|
42.8K
$3.91M
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
388New |
$29.2K - $32.6K
|
388
$35.4K
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
352+ 5.96% |
$26.5K - $29.6K
|
6.26K
$572K
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
325+ 68.42% |
$24.5K - $27.3K
|
800
$73.1K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
292New |
$22K - $24.6K
|
292
$26.7K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
224+ 2.76% |
$16.9K - $18.8K
|
8.34K
$762K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
208+ 120.93% |
$15.7K - $17.5K
|
380
$34.7K
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
200New |
$15.1K - $16.8K
|
200
$18.3K
|