Latest Institutional Purchases of Ishares Russell Mid Cap ETF (IWR)

IWR Quotes by TradingView

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
Aug 07, 2023 Q2 2023
Syntal Capital Partners, LLC

Midland, TX
BUY
 -
178
+ 2.85%
$12K - $13K
6.43K $587K
Aug 17, 2023 Q2 2023
Vicus Capital

State College, PA
BUY
 -
126
+ 3.72%
$8.5K - $9.2K
3.51K $321K
Jul 25, 2023 Q2 2023
Leo Brokerage, LLC

BUY
 -
50
+ 0.27%
$3.37K - $3.65K
18.8K $1.71M
Aug 09, 2023 Q2 2023
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
38
New
$2.56K - $2.78K
38 $3.47K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
30
+ 0.54%
$2.02K - $2.19K
5.54K $506K
Jul 27, 2023 Q2 2023
Oak Harbor Wealth Partners, LLC

BUY
 -
10
+ 0.31%
$675 - $730
3.25K $297K
Q1 2023
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
7.99M
New
$529M - $599M
7.99M $730M
May 15, 2023 Q1 2023
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
381K
New
$25.2M - $28.6M
381K $34.8M
May 04, 2023 Q1 2023
International City Management Association Retirement Corp

Washington, DC
BUY
 -
250K
+ 55.37%
$16.6M - $18.8M
702K $64.1M
Apr 28, 2023 Q1 2023
Sg Americas Securities, LLC

BUY
 -
54.1K
New
$3.58M - $4.06M
54.1K $4.94M
May 15, 2023 Q1 2023
Belvedere Trading LLC

BUY
 -
9K
New
$596K - $675K
9K $822K
Apr 05, 2023 Q1 2023
Stillwater Investment Management, LLC

BUY
 -
8.72K
+ 2.32%
$578K - $654K
385K $35.2M
May 09, 2023 Q1 2023
Sonen Capital LLC

San Francisco, CA
BUY
 -
5.32K
New
$353K - $399K
5.32K $486K
Apr 18, 2023 Q1 2023
Tanager Wealth Management LLP

BUY
 -
4K
New
$265K - $300K
4K $365K
May 17, 2023 Q1 2023
Boston Common Asset Management, LLC

Boston, MA
BUY
 -
3.44K
New
$228K - $258K
3.44K $315K
May 09, 2023 Q1 2023
Cbiz Investment Advisory Services, LLC

BUY
 -
3.09K
New
$205K - $232K
3.09K $283K
Apr 25, 2023 Q1 2023
First Bank & Trust

BUY
 -
2.94K
New
$195K - $221K
2.94K $269K
May 10, 2023 Q1 2023
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
2.92K
New
$194K - $219K
2.92K $267K
May 01, 2023 Q1 2023
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
2.92K
New
$194K - $219K
2.92K $267K
May 11, 2023 Q1 2023
Tag Stone Capital, Inc.

BUY
 -
2.92K
New
$193K - $219K
2.92K $266K
May 05, 2023 Q1 2023
Pettee Investors, Inc.

BUY
 -
2.9K
New
$192K - $218K
2.9K $265K
May 12, 2023 Q1 2023
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
2.41K
+ 9.46%
$160K - $181K
27.9K $2.55M
May 12, 2023 Q1 2023
Sei Investments CO

Oaks, PA
BUY
 -
2.11K
+ 6.37%
$140K - $158K
35.2K $3.21M
Apr 06, 2023 Q1 2023
Parsec Financial Management, Inc.

BUY
 -
2.11K
+ 4.17%
$139K - $158K
52.6K $4.8M
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 PUT
1.9K
New
$126K - $143K
1.9K $174K
May 10, 2023 Q1 2023
Hamilton Point Investment Advisors, LLC

BUY
 -
1.67K
New
$111K - $125K
1.67K $153K
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
1.4K
New
$93K - $105K
1.4K $128K
May 12, 2023 Q1 2023
Pointe Capital Management LLC

BUY
 -
1.12K
New
$74.2K - $84K
1.12K $102K
Apr 21, 2023 Q1 2023
Arbor Investment Advisors, LLC

BUY
 -
880
+ 26.82%
$58.3K - $66K
4.16K $380K
May 24, 2023 Q1 2023
Old North State Trust, LLC

Greensboro, NC
BUY
 -
855
+ 610.71%
$56.7K - $64.2K
995 $90.9K
May 02, 2023 Q1 2023
Morling Financial Advisors, LLC

BUY
 -
612
New
$40.6K - $45.9K
612 $55.9K
May 01, 2023 Q1 2023
New Square Capital LLC

BUY
 -
420
New
$27.8K - $31.5K
420 $38.4K
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 PUT
400
New
$26.5K - $30K
400 $36.5K
May 15, 2023 Q1 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
300
+ 1.7%
$19.9K - $22.5K
18K $1.64M
Apr 17, 2023 Q1 2023
Wealth Cmt

BUY
 -
249
+ 2.26%
$16.5K - $18.7K
11.3K $1.03M
May 05, 2023 Q1 2023
Sentinel Trust CO Lba

Houston, TX
BUY
 -
157
+ 3.92%
$10.4K - $11.8K
4.17K $380K
May 04, 2023 Q1 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
145
New
$9.61K - $10.9K
145 $13.2K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
60
New
$3.98K - $4.5K
60 $5.48K
May 10, 2023 Q1 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
41
+ 0.48%
$2.72K - $3.08K
8.54K $780K
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
39
New
$2.58K - $2.93K
39 $3.56K
May 03, 2023 Q1 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
2
+ 0.44%
$133 - $150
458 $41.8K
Apr 20, 2023 Q1 2023
Accel Wealth Management

BUY
 -
1
+ 0.26%
$66.3 - $75
388 $35.4K
Q4 2022
Feb 13, 2023 Q4 2022
Custos Family Office, LLC

Greenwood Village, CO
BUY
 -
55.5K
New
$3.44M - $3.99M
55.5K $5.07M
Feb 01, 2023 Q4 2022
Mastrapasqua Asset Management Inc

BUY
 -
37.5K
New
$2.33M - $2.69M
37.5K $3.42M
Feb 17, 2023 Q4 2022
Kb Financial Partners, LLC

Princeton, NJ
BUY
 -
27.4K
New
$1.7M - $1.97M
27.4K $2.5M
Feb 03, 2023 Q4 2022
Sepio Capital, LP

BUY
 -
24.3K
New
$1.51M - $1.75M
24.3K $2.22M
Jan 11, 2023 Q4 2022
Financial Consulate, Inc

BUY
 -
23.3K
New
$1.44M - $1.67M
23.3K $2.12M
Jan 17, 2023 Q4 2022
Aletheian Wealth Advisors LLC

BUY
 -
17.8K
New
$1.1M - $1.28M
17.8K $1.62M
Aug 29, 2023 Q4 2022
Sterling Financial Group, Inc.

Pasadena, CA
BUY
 -
17.6K
New
$1.09M - $1.27M
17.6K $1.61M

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