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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
2.75KNew |
$178K - $215K
|
2.75K
$251K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.72KNew |
$176K - $213K
|
2.72K
$248K
|
|
|
Jan 17, 2024
Q4 2023
|
Jvl Associates LLC
|
BUY
|
- |
2.68KNew |
$174K - $209K
|
2.68K
$244K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2.66KNew |
$172K - $208K
|
2.66K
$243K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.64K+ 28.72% |
$171K - $206K
|
11.8K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.6KNew |
$168K - $203K
|
2.6K
$237K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
2.6KNew |
$168K - $203K
|
2.6K
$237K
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.6KNew |
$168K - $203K
|
2.6K
$237K
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.59KNew |
$168K - $203K
|
2.59K
$237K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2.33KNew |
$151K - $182K
|
2.33K
$212K
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
2.26KNew |
$146K - $176K
|
2.26K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.71KNew |
$111K - $134K
|
1.71K
$156K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.69K+ 61.05% |
$110K - $133K
|
4.47K
$408K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.59KNew |
$103K - $124K
|
1.59K
$145K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
1.47K+ 27.23% |
$95.5K - $115K
|
6.88K
$629K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.12K+ 4.17% |
$72.6K - $87.6K
|
27.9K
$2.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1K+ 9.39% |
$64.8K - $78.3K
|
11.7K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
984New |
$63.8K - $77K
|
984
$89.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
700New |
$45.4K - $54.8K
|
700
$63.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
635New |
$41.2K - $49.7K
|
635
$58K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
519New |
$33.7K - $40.6K
|
519
$47.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
491+ 7.18% |
$31.8K - $38.4K
|
7.33K
$670K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
462+ 3.74% |
$30K - $36.2K
|
12.8K
$1.17M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
432New |
$28K - $33.8K
|
432
$39.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
416New |
$27K - $32.6K
|
416
$38K
|
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
BUY
|
- |
392+ 5.99% |
$25.4K - $30.7K
|
6.93K
$633K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
280+ 4.15% |
$18.2K - $21.9K
|
7.02K
$641K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
266+ 6.73% |
$17.2K - $20.8K
|
4.22K
$385K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
265+ 6.2% |
$17.2K - $20.7K
|
4.54K
$415K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
230New |
$14.9K - $18K
|
230
$21K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
224+ 22400.0% |
$14.5K - $17.5K
|
225
$20.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
217+ 3.32% |
$14.1K - $17K
|
6.76K
$618K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
196+ 2.61% |
$12.7K - $15.3K
|
7.71K
$705K
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
166New |
$10.8K - $13K
|
166
$15.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
153+ 0.91% |
$9.92K - $12K
|
17K
$1.55M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
137New |
$8.88K - $10.7K
|
137
$12.5K
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
100+ 2.78% |
$6.48K - $7.83K
|
3.7K
$338K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
71New |
$4.6K - $5.56K
|
71
$6.49K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
61New |
$3.96K - $4.77K
|
61
$5.57K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
49+ 3.44% |
$3.18K - $3.84K
|
1.47K
$134K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
20+ 0.51% |
$1.3K - $1.57K
|
3.92K
$358K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.66% |
$64.8 - $78.3
|
153
$14K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.16% |
$64.8 - $78.3
|
614
$56.1K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
19.5K+ 14.06% |
$1.34M - $1.48M
|
158K
$14.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
15KNew |
$1.03M - $1.14M
|
15K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
11KNew |
$754K - $835K
|
11K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
10.8KNew |
$741K - $820K
|
10.8K
$987K
|
|
|
Oct 31, 2023
Q3 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
8.53KNew |
$585K - $648K
|
8.53K
$779K
|
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
6.86KNew |
$470K - $521K
|
6.86K
$627K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.83KNew |
$468K - $518K
|
6.83K
$624K
|
|