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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
7.26KNew |
$419K - $498K
|
7.26K
$663K
|
|
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
BUY
|
- |
4.09K+ 25.6% |
$236K - $281K
|
20.1K
$1.83M
|
|
|
Jan 15, 2021
Q4 2020
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.95KNew |
$170K - $202K
|
2.95K
$269K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
552New |
$31.9K - $37.9K
|
552
$50.4K
|
|
|
Feb 22, 2021
Q4 2020
|
West Financial Advisors, LLC
|
BUY
|
- |
278+ 36.48% |
$16.1K - $19.1K
|
1.04K
$95K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
26.5KNew |
$1.08M - $1.53M
|
26.5K
$2.42M
|
|
|
Aug 13, 2020
Q2 2020
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
19.5KNew |
$791K - $1.12M
|
19.5K
$1.78M
|
|
|
Aug 13, 2020
Q2 2020
|
Holistic Financial Partners
|
BUY
|
- |
4.6KNew |
$187K - $265K
|
4.6K
$420K
|
|
|
Jul 14, 2020
Q2 2020
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.55KNew |
$185K - $262K
|
4.55K
$416K
|
|
|
Jul 31, 2020
Q2 2020
|
Optas, LLC
|
BUY
|
- |
4.35KNew |
$177K - $250K
|
4.35K
$397K
|
|
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3.92KNew |
$159K - $226K
|
3.92K
$358K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.35K+ 7.01% |
$136K - $193K
|
51.1K
$4.66M
|
|
|
Aug 11, 2020
Q2 2020
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
112+ 30.43% |
$4.55K - $6.45K
|
480
$43.8K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
4.7K+ 180.77% |
$173K - $291K
|
7.3K
$667K
|
|
|
May 07, 2020
Q1 2020
|
Gables Capital Management Inc.
|
BUY
|
- |
190New |
$6.99K - $11.8K
|
190
$17.4K
|
|
|
May 15, 2024
Q1 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Weil Company, Inc.
|
BUY
|
- |
5.04KNew |
$273K - $301K
|
5.04K
$460K
|
|
|
Dec 21, 2023
Q4 2019
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.87K+ 14.92% |
$101K - $112K
|
14.4K
$1.31M
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
100New |
$5.41K - $5.97K
|
100
$9.13K
|
|
|
Oct 25, 2023
Q4 2019
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
39+ 0.44% |
$2.11K - $2.33K
|
8.83K
$807K
|
|
| Q2 2019 | |||||||
|
Aug 21, 2019
Q2 2019
|
Keudell
|
BUY
|
- |
101KNew |
$5.31M - $5.67M
|
101K
$9.23M
|
|
|
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1+ 25.0% |
$52.5 - $56.1
|
5
$457
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Starboard Value LP
New York, NY |
BUY
|
PUT |
125KNew |
$5.69M - $6.77M
|
125K
$11.4M
|
|
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
10.2KNew |
$464K - $553K
|
10.2K
$932K
|
|
| Q4 2018 | |||||||
|
Feb 07, 2019
Q4 2018
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
26.5K+ 300.0% |
$1.16M - $1.46M
|
35.3K
$3.23M
|
|
|
Aug 20, 2019
Q4 2018
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
11.4K+ 285.99% |
$500K - $628K
|
15.4K
$1.41M
|
|
|
Jan 14, 2019
Q4 2018
|
Hms Capital Management, LLC
|
BUY
|
PUT |
9K+ 300.0% |
$393K - $495K
|
12K
$1.1M
|
|
|
Jan 08, 2019
Q4 2018
|
West Oak Capital, LLC
|
BUY
|
- |
3.45K+ 300.0% |
$151K - $190K
|
4.6K
$420K
|
|
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.81KNew |
$123K - $154K
|
2.81K
$257K
|
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
2.02KNew |
$88.4K - $111K
|
2.02K
$185K
|
|
|
Feb 15, 2019
Q4 2018
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
446+ 892.0% |
$19.5K - $24.5K
|
496
$45.3K
|
|
|
Feb 21, 2019
Q4 2018
|
Lake Point Wealth Management
|
BUY
|
- |
348New |
$15.2K - $19.1K
|
348
$31.8K
|
|
|
Feb 19, 2019
Q4 2018
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
336+ 300.0% |
$14.7K - $18.5K
|
448
$40.9K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
180KNew |
$9.52M - $10.1M
|
180K
$16.4M
|
|
|
Nov 15, 2018
Q3 2018
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
30.7KNew |
$1.62M - $1.72M
|
30.7K
$2.8M
|
|
| Q1 2018 | |||||||
|
Apr 12, 2018
Q1 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.45KNew |
$71.9K - $79.6K
|
1.45K
$132K
|
|
| Q2 2016 | |||||||
|
Oct 03, 2017
Q2 2016
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
1.66KNew |
N/A
|
1.66K
$152K
|
|