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 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
23.3KNew |
$1.44M - $1.67M
|
23.3K
$2.16M
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
17.8KNew |
$1.1M - $1.28M
|
17.8K
$1.65M
|
|
|
Aug 29, 2023
Q4 2022
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
17.6KNew |
$1.09M - $1.27M
|
17.6K
$1.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
10.1KNew |
$627K - $725K
|
10.1K
$935K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9.21K+ 2841.67% |
$572K - $662K
|
9.53K
$883K
|
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
9.11KNew |
$566K - $655K
|
9.11K
$844K
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
9.02KNew |
$560K - $648K
|
9.02K
$836K
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
7.26KNew |
$451K - $522K
|
7.26K
$673K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
5.17K+ 140.24% |
$321K - $372K
|
8.85K
$820K
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
4.71KNew |
$292K - $338K
|
4.71K
$436K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.1KNew |
$254K - $295K
|
4.1K
$380K
|
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
4KNew |
$248K - $288K
|
4K
$371K
|
|
|
Feb 13, 2023
Q4 2022
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
3.47KNew |
$216K - $250K
|
3.47K
$322K
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
3.29KNew |
$204K - $237K
|
3.29K
$305K
|
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
BUY
|
- |
3.2KNew |
$198K - $230K
|
3.2K
$296K
|
|
|
Jan 20, 2023
Q4 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
3.12KNew |
$194K - $224K
|
3.12K
$289K
|
|
|
Feb 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.09KNew |
$192K - $222K
|
3.09K
$287K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
3.09KNew |
$192K - $222K
|
3.09K
$286K
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
3.08KNew |
$191K - $222K
|
3.08K
$286K
|
|
|
Feb 10, 2023
Q4 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
3.03KNew |
$188K - $218K
|
3.03K
$281K
|
|
|
Feb 06, 2023
Q4 2022
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
3.03KNew |
$188K - $218K
|
3.03K
$281K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.03KNew |
$188K - $218K
|
3.03K
$281K
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3KNew |
$186K - $216K
|
3K
$278K
|
|
|
Jan 20, 2023
Q4 2022
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
2.99KNew |
$186K - $215K
|
2.99K
$277K
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.98KNew |
$185K - $214K
|
2.98K
$276K
|
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.92KNew |
$181K - $210K
|
2.92K
$270K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2.91KNew |
$181K - $209K
|
2.91K
$270K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.82KNew |
$113K - $131K
|
1.82K
$169K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.18K+ 177.86% |
$73.3K - $84.9K
|
1.85K
$171K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
1.1K+ 7.75% |
$68.1K - $78.9K
|
15.2K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
907+ 3.49% |
$56.3K - $65.2K
|
26.9K
$2.49M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
792New |
$49.2K - $56.9K
|
792
$73.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
468New |
$29.1K - $33.6K
|
468
$43.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
438+ 8.11% |
$27.2K - $31.5K
|
5.84K
$541K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
402New |
$25K - $28.9K
|
402
$37.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
399New |
$24.8K - $28.7K
|
399
$37K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
386New |
$24K - $27.7K
|
386
$35.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
359+ 23.37% |
$22.3K - $25.8K
|
1.9K
$176K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
348New |
$21.6K - $25K
|
348
$32.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
270New |
$16.8K - $19.4K
|
270
$25K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
223New |
$13.8K - $16K
|
223
$20.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Empire Life Investments Inc.
|
BUY
|
- |
200+ 1.01% |
$12.4K - $14.4K
|
20K
$1.85M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
196New |
$12.2K - $14.1K
|
196
$18.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
196New |
$12.2K - $14.1K
|
196
$18.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
100New |
$6.21K - $7.19K
|
100
$9.27K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
52New |
$3.23K - $3.74K
|
52
$4.82K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
44+ 100.0% |
$2.73K - $3.16K
|
88
$8.15K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
40New |
$2.48K - $2.88K
|
40
$3.71K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
36+ 0.34% |
$2.24K - $2.59K
|
10.6K
$985K
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
29New |
$1.8K - $2.08K
|
29
$2.69K
|