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 |
---|---|---|---|---|---|---|---|
Feb 02, 2023
Q4 2022
|
Empire Life Investments Inc.
|
BUY
|
- |
200+ 1.01% |
$12.4K - $14.4K
|
20K
$1.82M
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
196New |
$12.2K - $14.1K
|
196
$17.9K
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
196New |
$12.2K - $14.1K
|
196
$17.9K
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
100New |
$6.21K - $7.19K
|
100
$9.13K
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
52New |
$3.23K - $3.74K
|
52
$4.75K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
44+ 100.0% |
$2.73K - $3.16K
|
88
$8.04K
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
40New |
$2.48K - $2.88K
|
40
$3.65K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
36+ 0.34% |
$2.24K - $2.59K
|
10.6K
$971K
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
29New |
$1.8K - $2.08K
|
29
$2.65K
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
12+ 0.25% |
$745 - $863
|
4.75K
$434K
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6+ 0.12% |
$373 - $431
|
5.11K
$467K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
211KNew |
$13.1M - $15.8M
|
211K
$19.3M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
25.8K+ 169.06% |
$1.6M - $1.93M
|
41K
$3.75M
|
|
Nov 18, 2022
Q3 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
20KNew |
$1.24M - $1.5M
|
20K
$1.83M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
15.2KNew |
$944K - $1.14M
|
15.2K
$1.39M
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
8.06KNew |
$501K - $603K
|
8.06K
$736K
|
|
Nov 14, 2022
Q3 2022
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
7.03KNew |
$437K - $526K
|
7.03K
$642K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
6.02K+ 22.21% |
$374K - $451K
|
33.1K
$3.03M
|
|
Nov 14, 2022
Q3 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
3.98KNew |
$247K - $298K
|
3.98K
$363K
|
|
Oct 24, 2022
Q3 2022
|
Platform Technology Partners
|
BUY
|
- |
3.8KNew |
$236K - $284K
|
3.8K
$347K
|
|
Oct 11, 2022
Q3 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.7KNew |
$230K - $277K
|
3.7K
$338K
|
|
Nov 09, 2022
Q3 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3.38KNew |
$210K - $253K
|
3.38K
$308K
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.33KNew |
$207K - $249K
|
3.33K
$304K
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.63KNew |
$164K - $197K
|
2.63K
$240K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.91KNew |
$119K - $143K
|
1.91K
$175K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.02KNew |
$63.5K - $76.4K
|
1.02K
$93.3K
|
|
Feb 03, 2023
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
917+ 8.4% |
$57K - $68.6K
|
11.8K
$1.08M
|
|
Oct 14, 2022
Q3 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
600+ 16.07% |
$37.3K - $44.9K
|
4.33K
$396K
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
216New |
$13.4K - $16.2K
|
216
$19.7K
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
8+ 0.15% |
$497 - $599
|
5.18K
$473K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
7+ 0.1% |
$435 - $524
|
7.18K
$655K
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
5+ 0.14% |
$311 - $374
|
3.51K
$321K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.08% |
$62.2 - $74.8
|
1.19K
$108K
|
|
Q2 2022 | |||||||
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
BUY
|
- |
35.5KNew |
$2.23M - $2.79M
|
35.5K
$3.24M
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
35.1KNew |
$2.2M - $2.76M
|
35.1K
$3.2M
|
|
Aug 02, 2022
Q2 2022
|
Consolidated Investment Group LLC
|
BUY
|
- |
22.5K+ 8.5% |
$1.41M - $1.77M
|
287K
$26.2M
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
16.8KNew |
$1.05M - $1.32M
|
16.8K
$1.53M
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
5.66KNew |
$355K - $446K
|
5.66K
$517K
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
3.17KNew |
$199K - $250K
|
3.17K
$290K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.6KNew |
$100K - $126K
|
1.6K
$146K
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.59K+ 32.76% |
$99.7K - $125K
|
6.44K
$588K
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.06K+ 11.64% |
$66.2K - $83.1K
|
10.1K
$924K
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
668New |
$41.9K - $52.6K
|
668
$61K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
589New |
$37K - $46.4K
|
589
$53.8K
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
544New |
$34.1K - $42.8K
|
544
$49.7K
|
|
Aug 09, 2022
Q2 2022
|
S&Co Inc
Boston, MA |
BUY
|
- |
544+ 6.97% |
$34.1K - $42.8K
|
8.34K
$762K
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
300New |
$18.8K - $23.6K
|
300
$27.4K
|
|
Jul 06, 2022
Q2 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
269+ 7.45% |
$16.9K - $21.2K
|
3.88K
$354K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
250New |
$15.7K - $19.7K
|
250
$22.8K
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
149New |
$9.35K - $11.7K
|
149
$13.6K
|