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 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
416New |
$27K - $32.6K
|
416
$38.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
BUY
|
- |
392+ 5.99% |
$25.4K - $30.7K
|
6.93K
$642K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
280+ 4.15% |
$18.2K - $21.9K
|
7.02K
$651K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
230New |
$14.9K - $18K
|
230
$21.3K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
224+ 22400.0% |
$14.5K - $17.5K
|
225
$20.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
166New |
$10.8K - $13K
|
166
$15.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
153+ 0.91% |
$9.92K - $12K
|
17K
$1.57M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
137New |
$8.88K - $10.7K
|
137
$12.7K
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
100+ 2.78% |
$6.48K - $7.83K
|
3.7K
$343K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
71New |
$4.6K - $5.56K
|
71
$6.58K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
61New |
$3.96K - $4.77K
|
61
$5.65K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
49+ 3.44% |
$3.18K - $3.84K
|
1.47K
$136K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
20+ 0.51% |
$1.3K - $1.57K
|
3.92K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.66% |
$64.8 - $78.3
|
153
$14.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.16% |
$64.8 - $78.3
|
614
$56.9K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
19.5K+ 14.06% |
$1.34M - $1.48M
|
158K
$14.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
11KNew |
$754K - $835K
|
11K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
10.8KNew |
$741K - $820K
|
10.8K
$1M
|
|
|
Oct 31, 2023
Q3 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
8.53KNew |
$585K - $648K
|
8.53K
$791K
|
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
6.86KNew |
$470K - $521K
|
6.86K
$636K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.83KNew |
$468K - $518K
|
6.83K
$633K
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
5.88KNew |
$403K - $447K
|
5.88K
$545K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.01KNew |
$275K - $305K
|
4.01K
$372K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
3.6KNew |
$247K - $273K
|
3.6K
$334K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.92KNew |
$200K - $221K
|
2.92K
$270K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.81K+ 62.42% |
$192K - $213K
|
7.3K
$676K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
2.05K+ 7.57% |
$141K - $156K
|
29.1K
$2.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.74KNew |
$119K - $132K
|
1.74K
$162K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
1.68KNew |
$115K - $127K
|
1.68K
$156K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.62KNew |
$111K - $123K
|
1.62K
$150K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.32KNew |
$90.2K - $99.9K
|
1.32K
$122K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.2KNew |
$82.2K - $91.1K
|
1.2K
$111K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.11KNew |
$76.4K - $84.6K
|
1.11K
$103K
|
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
900New |
$61.7K - $68.3K
|
900
$83.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
882+ 1.14% |
$60.5K - $67K
|
78.3K
$7.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
800New |
$54.8K - $60.7K
|
800
$74.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
240New |
$16.4K - $18.2K
|
240
$22.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
200New |
$13.7K - $15.2K
|
200
$18.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
139+ 0.06% |
$9.53K - $10.6K
|
242K
$22.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
127+ 3.44% |
$8.7K - $9.64K
|
3.82K
$354K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
68+ 1.36% |
$4.66K - $5.16K
|
5.07K
$470K
|
|
|
Nov 01, 2023
Q3 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
1New |
$68.5 - $75.9
|
1
$92.7
|
|
| Q2 2023 | |||||||
|
Jul 25, 2023
Q2 2023
|
Ceredex Value Advisors LLC
|
BUY
|
- |
277KNew |
$18.7M - $20.2M
|
277K
$25.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
120KNew |
$8.12M - $8.79M
|
120K
$11.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
48.5KNew |
$3.27M - $3.54M
|
48.5K
$4.49M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
28K+ 112.81% |
$1.89M - $2.04M
|
52.7K
$4.89M
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
14.3KNew |
$967K - $1.05M
|
14.3K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
11.9KNew |
$800K - $866K
|
11.9K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
5.5KNew |
$371K - $402K
|
5.5K
$510K
|
|
|
Jul 17, 2023
Q2 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
4.95KNew |
$334K - $362K
|
4.95K
$459K
|
|