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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
5.88KNew |
$403K - $447K
|
5.88K
$537K
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.53K+ 110.96% |
$379K - $420K
|
10.5K
$960K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.01KNew |
$275K - $305K
|
4.01K
$367K
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
3.68KNew |
$252K - $279K
|
3.68K
$336K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
3.6KNew |
$247K - $273K
|
3.6K
$329K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.92KNew |
$200K - $221K
|
2.92K
$266K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.81K+ 62.42% |
$192K - $213K
|
7.3K
$667K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
2.05K+ 7.57% |
$141K - $156K
|
29.1K
$2.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.88K+ 6.15% |
$129K - $143K
|
32.5K
$2.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.74KNew |
$119K - $132K
|
1.74K
$159K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
1.68KNew |
$115K - $127K
|
1.68K
$153K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.62KNew |
$111K - $123K
|
1.62K
$148K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.32KNew |
$90.2K - $99.9K
|
1.32K
$120K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.2KNew |
$82.2K - $91.1K
|
1.2K
$110K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.11KNew |
$76.4K - $84.6K
|
1.11K
$102K
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
987New |
$67.6K - $74.9K
|
987
$90.2K
|
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
900New |
$61.7K - $68.3K
|
900
$82.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
882+ 1.14% |
$60.5K - $67K
|
78.3K
$7.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
800New |
$54.8K - $60.7K
|
800
$73.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
549+ 0.71% |
$37.6K - $41.7K
|
78.1K
$7.14M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
417New |
$28.6K - $31.7K
|
417
$38.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
343+ 2.01% |
$23.5K - $26K
|
17.4K
$1.59M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
240New |
$16.4K - $18.2K
|
240
$21.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
200New |
$13.7K - $15.2K
|
200
$18.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
139+ 0.06% |
$9.53K - $10.6K
|
242K
$22.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
127+ 3.44% |
$8.7K - $9.64K
|
3.82K
$349K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
68+ 1.36% |
$4.66K - $5.16K
|
5.07K
$463K
|
|
|
Nov 01, 2023
Q3 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
1New |
$68.5 - $75.9
|
1
$91.3
|
|
| Q2 2023 | |||||||
|
Jul 25, 2023
Q2 2023
|
Ceredex Value Advisors LLC
|
BUY
|
- |
277KNew |
$18.7M - $20.2M
|
277K
$25.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
120KNew |
$8.12M - $8.79M
|
120K
$11M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
48.5KNew |
$3.27M - $3.54M
|
48.5K
$4.43M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
28K+ 112.81% |
$1.89M - $2.04M
|
52.7K
$4.82M
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
14.3KNew |
$967K - $1.05M
|
14.3K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
11.9KNew |
$800K - $866K
|
11.9K
$1.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
8.86KNew |
$598K - $647K
|
8.86K
$810K
|
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
5.5KNew |
$371K - $402K
|
5.5K
$502K
|
|
|
Jul 17, 2023
Q2 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
4.95KNew |
$334K - $362K
|
4.95K
$452K
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3.28KNew |
$221K - $239K
|
3.28K
$299K
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.19KNew |
$216K - $233K
|
3.19K
$292K
|
|
|
Aug 08, 2023
Q2 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
3.14KNew |
$212K - $229K
|
3.14K
$287K
|
|
|
Jul 31, 2023
Q2 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
3.03KNew |
$205K - $221K
|
3.03K
$277K
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
2.96KNew |
$200K - $216K
|
2.96K
$270K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.98KNew |
$133K - $144K
|
1.98K
$181K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.52KNew |
$102K - $111K
|
1.52K
$139K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
930New |
$62.8K - $67.9K
|
930
$84.9K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
476+ 5.28% |
$32.1K - $34.8K
|
9.49K
$867K
|
|
|
Oct 15, 2024
Q2 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
432+ 2.43% |
$29.2K - $31.5K
|
18.2K
$1.66M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
300New |
$20.2K - $21.9K
|
300
$27.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
244New |
$16.5K - $17.8K
|
244
$22.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
221New |
$14.9K - $16.1K
|
221
$20.2K
|
|