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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-607- 13.73% |
$41K - $44.3K
|
3.81K
$353K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-456- 1.35% |
$30.8K - $33.3K
|
33.3K
$3.09M
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-300- 71.09% |
$20.2K - $21.9K
|
122
$11.3K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-289- 1.06% |
$19.5K - $21.1K
|
27K
$2.5M
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-194- 6.51% |
$13.1K - $14.2K
|
2.79K
$258K
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-192- 6.46% |
$13K - $14K
|
2.78K
$258K
|
|
Aug 24, 2023
Q2 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-150- 5.06% |
$10.1K - $11K
|
2.82K
$261K
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-67- 0.23% |
$4.52K - $4.89K
|
28.5K
$2.64M
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-57- 5.26% |
$3.85K - $4.16K
|
1.03K
$95.2K
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-55- 0.52% |
$3.71K - $4.02K
|
10.5K
$973K
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-30- 1.97% |
$2.02K - $2.19K
|
1.49K
$138K
|
|
Q1 2023 | |||||||
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
SELL
|
- |
-57.8K- 51.77% |
$3.83M - $4.34M
|
53.9K
$4.99M
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-27.1K- 60.08% |
$1.79M - $2.03M
|
18K
$1.67M
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-3.33K- 52.8% |
$221K - $250K
|
2.98K
$276K
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-1.38K- 41.85% |
$91.2K - $103K
|
1.91K
$177K
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-1K- 16.67% |
$66.3K - $75K
|
5K
$463K
|
|
Apr 19, 2023
Q1 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-905- 86.27% |
$60K - $67.9K
|
144
$13.3K
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-536- 54.25% |
$35.5K - $40.2K
|
452
$41.9K
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-347- 0.39% |
$23K - $26K
|
88.3K
$8.18M
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-346- 20.92% |
$22.9K - $26K
|
1.31K
$121K
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-277- 6.82% |
$18.4K - $20.8K
|
3.78K
$351K
|
|
May 05, 2023
Q1 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-275- 8.66% |
$18.2K - $20.6K
|
2.9K
$269K
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-269- 42.36% |
$17.8K - $20.2K
|
366
$33.9K
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-269- 42.36% |
$17.8K - $20.2K
|
366
$33.9K
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-234- 50.0% |
$15.5K - $17.6K
|
234
$21.7K
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-176- 1.89% |
$11.7K - $13.2K
|
9.12K
$845K
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-98- 37.98% |
$6.49K - $7.35K
|
160
$14.8K
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-81- 3.1% |
$5.37K - $6.08K
|
2.53K
$235K
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-3- 1.01% |
$199 - $225
|
295
$27.3K
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1- 0.02% |
$66.3 - $75
|
4.65K
$431K
|
|
Q4 2022 | |||||||
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-4.13K- 57.67% |
$256K - $297K
|
3.03K
$281K
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-3.87KClosed |
$240K - $278K
|
0
$0
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-2.35K- 26.01% |
$146K - $169K
|
6.69K
$619K
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.32K- 85.93% |
$144K - $167K
|
380
$35.2K
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.27K- 26.68% |
$78.5K - $90.9K
|
3.48K
$322K
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-649- 7.18% |
$40.3K - $46.7K
|
8.39K
$777K
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
SELL
|
- |
-555- 2.12% |
$34.5K - $39.9K
|
25.6K
$2.37M
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-538- 0.28% |
$33.4K - $38.7K
|
191K
$17.7M
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-457- 15.45% |
$28.4K - $32.9K
|
2.5K
$232K
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
SELL
|
- |
-269- 7.33% |
$16.7K - $19.3K
|
3.4K
$315K
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-161- 1.07% |
$10K - $11.6K
|
14.9K
$1.38M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-160- 6.32% |
$9.93K - $11.5K
|
2.37K
$220K
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-20- 5.67% |
$1.24K - $1.44K
|
333
$30.9K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2- 0.12% |
$124 - $144
|
1.67K
$154K
|
|
Q3 2022 | |||||||
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-32.2K- 6.76% |
$2M - $2.41M
|
444K
$41.1M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-17K- 6.05% |
$1.06M - $1.27M
|
265K
$24.5M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-12.6KClosed |
$781K - $940K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-9.98K- 35.46% |
$620K - $747K
|
18.2K
$1.68M
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5.94K- 91.04% |
$369K - $445K
|
585
$54.2K
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-4.61K- 53.29% |
$286K - $345K
|
4.04K
$374K
|