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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
68New |
$4.27K - $5.36K
|
68
$6.21K
|
|
|
Aug 01, 2022
Q2 2022
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
64New |
$4.02K - $5.04K
|
64
$5.85K
|
|
|
Aug 15, 2022
Q2 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
34+ 0.09% |
$2.13K - $2.68K
|
36K
$3.29M
|
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
32+ 0.32% |
$2.01K - $2.52K
|
10.2K
$928K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
15+ 11.03% |
$941 - $1.18K
|
151
$13.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
12+ 0.32% |
$753 - $945
|
3.72K
$340K
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
BUY
|
- |
7+ 0.04% |
$439 - $551
|
16.9K
$1.55M
|
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
4+ 0.02% |
$251 - $315
|
21.6K
$1.98M
|
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3+ 0.05% |
$188 - $236
|
6.01K
$549K
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$62.8 - $78.8
|
3.65K
$334K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
311KNew |
$22.5M - $25.8M
|
311K
$28.4M
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
24.1KNew |
$1.74M - $1.99M
|
24.1K
$2.2M
|
|
|
May 12, 2022
Q1 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.14K+ 23.65% |
$82.4K - $94.5K
|
5.96K
$544K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
500New |
$36.1K - $41.4K
|
500
$45.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
325New |
$23.5K - $26.9K
|
325
$29.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
80New |
$5.78K - $6.63K
|
80
$7.31K
|
|
|
May 05, 2022
Q1 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
50New |
$3.61K - $4.14K
|
50
$4.57K
|
|
| Q4 2021 | |||||||
|
Feb 02, 2022
Q4 2021
|
Ml & R Wealth Management LLC
|
BUY
|
- |
52.8KNew |
$4.14M - $4.51M
|
52.8K
$4.83M
|
|
|
Feb 10, 2022
Q4 2021
|
Allen Investment Management LLC
|
BUY
|
- |
31KNew |
$2.43M - $2.64M
|
31K
$2.83M
|
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
11.5KNew |
$903K - $983K
|
11.5K
$1.05M
|
|
|
Jan 21, 2022
Q4 2021
|
Linker Capital Management Inc.
|
BUY
|
- |
9.77KNew |
$766K - $833K
|
9.77K
$892K
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
8.59KNew |
$673K - $732K
|
8.59K
$784K
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
6.05KNew |
$474K - $516K
|
6.05K
$552K
|
|
|
Feb 14, 2022
Q4 2021
|
Horizon Wealth Management, LLC
|
BUY
|
- |
5.34KNew |
$419K - $455K
|
5.34K
$488K
|
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
4.56KNew |
$358K - $389K
|
4.56K
$417K
|
|
|
Feb 15, 2022
Q4 2021
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
3.82KNew |
$300K - $326K
|
3.82K
$349K
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
2.9K+ 2196.97% |
$227K - $247K
|
3.03K
$277K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
1.87KNew |
$147K - $160K
|
1.87K
$171K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.36KNew |
$107K - $116K
|
1.36K
$125K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
1KNew |
$78.4K - $85.3K
|
1K
$91.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
1K+ 29.33% |
$78.4K - $85.3K
|
4.41K
$403K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
576New |
$45.2K - $49.1K
|
576
$52.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
300+ 69.77% |
$23.5K - $25.6K
|
730
$66.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
9New |
$706 - $768
|
9
$822
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
16KNew |
$1.22M - $1.32M
|
16K
$1.46M
|
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
5.52KNew |
$422K - $456K
|
5.52K
$504K
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
5KNew |
$382K - $413K
|
5K
$457K
|
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.96KNew |
$226K - $244K
|
2.96K
$270K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
406New |
$31K - $33.5K
|
406
$37.1K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
18.2KNew |
$1.36M - $1.45M
|
18.2K
$1.66M
|
|
|
Aug 16, 2021
Q2 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.16KNew |
$236K - $252K
|
3.16K
$289K
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
516New |
$38.6K - $41.1K
|
516
$47.1K
|
|
|
Jul 28, 2021
Q2 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
378New |
$28.3K - $30.1K
|
378
$34.5K
|
|
|
Aug 13, 2021
Q2 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
25+ 0.59% |
$1.87K - $1.99K
|
4.27K
$390K
|
|
| Q1 2021 | |||||||
|
May 11, 2021
Q1 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
3.62KNew |
$244K - $274K
|
3.62K
$331K
|
|
|
May 10, 2021
Q1 2021
|
Hbc Financial Services, Pllc
|
BUY
|
- |
3.3K+ 167.85% |
$223K - $250K
|
5.27K
$481K
|
|
|
Jul 13, 2021
Q1 2021
|
Pflug Koory, LLC
|
BUY
|
- |
7New |
$472 - $530
|
7
$639
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
56.9KNew |
$3.29M - $3.91M
|
56.9K
$5.2M
|
|
|
Jan 13, 2021
Q4 2020
|
Ht Partners LLC
|
BUY
|
- |
23.4K+ 666.67% |
$1.35M - $1.61M
|
27K
$2.46M
|
|