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 |
---|---|---|---|---|---|---|---|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-11Closed |
$829 - $925
|
0
$0
|
|
Q4 2023 | |||||||
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-11.3K- 76.29% |
$732K - $884K
|
3.51K
$325K
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-9.56KClosed |
$620K - $748K
|
0
$0
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.17K- 43.43% |
$400K - $483K
|
8.03K
$745K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.21K- 2.75% |
$143K - $173K
|
78.1K
$7.24M
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-1.18K- 2.27% |
$76.4K - $92.3K
|
50.8K
$4.71M
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-568- 5.77% |
$36.8K - $44.5K
|
9.28K
$860K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-310- 10.39% |
$20.1K - $24.3K
|
2.67K
$248K
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-200- 2.99% |
$13K - $15.7K
|
6.48K
$600K
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-150- 2.81% |
$9.73K - $11.7K
|
5.18K
$480K
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-130- 0.95% |
$8.43K - $10.2K
|
13.5K
$1.25M
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-88- 32.59% |
$5.71K - $6.89K
|
182
$16.9K
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-83- 2.12% |
$5.38K - $6.5K
|
3.84K
$355K
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-60- 0.96% |
$3.89K - $4.7K
|
6.2K
$575K
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-46- 1.12% |
$2.98K - $3.6K
|
4.07K
$377K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-15- 0.14% |
$973 - $1.17K
|
10.6K
$979K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-3Closed |
$195 - $235
|
0
$0
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
SELL
|
- |
-248K- 94.16% |
$17M - $18.9M
|
15.4K
$1.43M
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-154KClosed |
$10.5M - $11.7M
|
0
$0
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-137K- 19.52% |
$9.39M - $10.4M
|
565K
$52.4M
|
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-77K- 96.25% |
$5.28M - $5.85M
|
3K
$278K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.28K- 5.96% |
$156K - $173K
|
36K
$3.34M
|
|
Oct 11, 2023
Q3 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-2.13K- 37.38% |
$146K - $161K
|
3.56K
$330K
|
|
Oct 26, 2023
Q3 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-1.45K- 18.71% |
$99.4K - $110K
|
6.3K
$584K
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-855- 10.26% |
$58.6K - $64.9K
|
7.48K
$693K
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-380- 31.2% |
$26K - $28.8K
|
838
$77.7K
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-160- 1.81% |
$11K - $12.1K
|
8.7K
$806K
|
|
Nov 13, 2023
Q3 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-155- 54.77% |
$10.6K - $11.8K
|
128
$11.9K
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-148- 4.29% |
$10.1K - $11.2K
|
3.3K
$306K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-111- 9.65% |
$7.61K - $8.43K
|
1.04K
$96.3K
|
|
Nov 13, 2023
Q3 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-100- 16.95% |
$6.85K - $7.59K
|
490
$45.4K
|
|
Oct 27, 2023
Q3 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-100- 1.8% |
$6.85K - $7.59K
|
5.47K
$507K
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-100- 1.82% |
$6.85K - $7.59K
|
5.4K
$500K
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-82- 0.25% |
$5.62K - $6.22K
|
32.9K
$3.05M
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
SELL
|
- |
-40- 0.78% |
$2.74K - $3.04K
|
5.1K
$473K
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
SELL
|
- |
-15- 0.23% |
$1.03K - $1.14K
|
6.42K
$595K
|
|
Q2 2023 | |||||||
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.04M- 99.22% |
$137M - $149M
|
16.1K
$1.49M
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-69.7K- 1.19% |
$4.7M - $5.09M
|
5.77M
$535M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-48.7K- 2.33% |
$3.28M - $3.55M
|
2.04M
$189M
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-31.5K- 18.19% |
$2.13M - $2.3M
|
142K
$13.1M
|
|
Jul 24, 2023
Q2 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-23.4K- 62.23% |
$1.58M - $1.71M
|
14.2K
$1.32M
|
|
Aug 07, 2023
Q2 2023
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-13.1K- 16.52% |
$884K - $957K
|
66.2K
$6.13M
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-5.37K- 4.51% |
$362K - $392K
|
114K
$10.5M
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-3.22KClosed |
$217K - $235K
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.4K- 35.33% |
$162K - $175K
|
4.39K
$407K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.37K- 26.42% |
$160K - $173K
|
6.61K
$612K
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.5K- 5.44% |
$101K - $109K
|
26K
$2.41M
|
|
May 10, 2024
Q2 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-1K- 20.83% |
$67.5K - $73K
|
3.8K
$352K
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-987- 24.67% |
$66.6K - $72.1K
|
3.01K
$279K
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-840- 19.79% |
$56.7K - $61.3K
|
3.4K
$315K
|