Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 6.79% |
$90.8K - $101K
|
16.5K
$1.51M
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
SELL
|
- |
-1.16K- 30.35% |
$87.7K - $97.9K
|
2.67K
$243K
|
|
Apr 29, 2024
Q1 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-1.15K- 31.49% |
$86.6K - $96.6K
|
2.5K
$228K
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.07K- 21.52% |
$80.9K - $90.2K
|
3.91K
$357K
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.07K- 4.48% |
$80.4K - $89.7K
|
22.8K
$2.07M
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.03K- 5.79% |
$77.3K - $86.2K
|
16.7K
$1.52M
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-983- 22.33% |
$74.1K - $82.7K
|
3.42K
$311K
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-974- 25.21% |
$73.4K - $81.9K
|
2.89K
$263K
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-855- 64.63% |
$64.4K - $71.9K
|
468
$42.6K
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-789- 15.99% |
$59.5K - $66.3K
|
4.14K
$378K
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-774- 19.05% |
$58.3K - $65.1K
|
3.29K
$300K
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-770- 12.59% |
$58K - $64.7K
|
5.34K
$487K
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-644- 19.86% |
$48.5K - $54.2K
|
2.6K
$237K
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-554- 18.5% |
$41.8K - $46.6K
|
2.44K
$222K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-525- 8.14% |
$39.6K - $44.1K
|
5.93K
$540K
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-455- 8.63% |
$34.3K - $38.3K
|
4.82K
$439K
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-448- 15.27% |
$33.8K - $37.7K
|
2.49K
$226K
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-399- 1.27% |
$30.1K - $33.6K
|
31.1K
$2.84M
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-356- 7.54% |
$26.8K - $29.9K
|
4.36K
$398K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-341- 97.43% |
$25.7K - $28.7K
|
9
$820
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-338- 44.83% |
$25.5K - $28.4K
|
416
$37.9K
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-332- 5.16% |
$25K - $27.9K
|
6.1K
$555K
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-300- 33.33% |
$22.6K - $25.2K
|
600
$54.7K
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-299- 3.35% |
$22.5K - $25.1K
|
8.63K
$786K
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-257- 3.39% |
$19.4K - $21.6K
|
7.31K
$666K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-230- 1.1% |
$17.3K - $19.3K
|
20.6K
$1.88M
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-200- 12.31% |
$15.1K - $16.8K
|
1.43K
$130K
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-196- 3.34% |
$14.8K - $16.5K
|
5.66K
$516K
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-195- 1.69% |
$14.7K - $16.4K
|
11.3K
$1.03M
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-150- 4.8% |
$11.3K - $12.6K
|
2.98K
$271K
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-150- 16.67% |
$11.3K - $12.6K
|
750
$68.3K
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-148- 10.91% |
$11.2K - $12.4K
|
1.21K
$110K
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-120- 2.36% |
$9.04K - $10.1K
|
4.96K
$452K
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-116- 0.9% |
$8.74K - $9.75K
|
12.7K
$1.16M
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-115- 0.61% |
$8.67K - $9.67K
|
18.8K
$1.72M
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-107- 3.55% |
$8.06K - $9K
|
2.91K
$265K
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-103- 2.14% |
$7.76K - $8.66K
|
4.72K
$430K
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-100- 0.7% |
$7.54K - $8.41K
|
14.1K
$1.29M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-100- 50.0% |
$7.54K - $8.41K
|
100
$9.11K
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-100- 8.33% |
$7.54K - $8.41K
|
1.1K
$100K
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-92- 4.54% |
$6.93K - $7.74K
|
1.93K
$176K
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-55- 1.24% |
$4.15K - $4.62K
|
4.39K
$400K
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-50- 3.63% |
$3.77K - $4.2K
|
1.33K
$121K
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-43- 0.42% |
$3.24K - $3.62K
|
10.2K
$932K
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-41- 2.42% |
$3.09K - $3.45K
|
1.65K
$151K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-26- 1.25% |
$1.96K - $2.19K
|
2.06K
$187K
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-26- 0.81% |
$1.96K - $2.19K
|
3.19K
$291K
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-24- 0.23% |
$1.81K - $2.02K
|
10.4K
$946K
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-24- 10.71% |
$1.81K - $2.02K
|
200
$18.2K
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-18- 0.7% |
$1.36K - $1.51K
|
2.55K
$232K
|