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 |
---|---|---|---|---|---|---|---|
Jul 14, 2020
Q2 2020
|
Ma Private Wealth
|
SELL
|
- |
-5.93KClosed |
$241K - $341K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Andesa Financial Management Inc.
|
SELL
|
- |
-5.71KClosed |
$232K - $329K
|
0
$0
|
|
Jan 19, 2021
Q2 2020
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-5.7KClosed |
$232K - $328K
|
0
$0
|
|
Nov 15, 2022
Q2 2020
|
Values First Advisors, Inc.
|
SELL
|
- |
-2.66KClosed |
$108K - $153K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2.63KClosed |
$107K - $152K
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.56KClosed |
$63.3K - $89.7K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.18KClosed |
$48K - $68.1K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-560Closed |
$22.8K - $32.3K
|
0
$0
|
|
Feb 11, 2021
Q2 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-88Closed |
$3.58K - $5.07K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-64Closed |
$2.6K - $3.69K
|
0
$0
|
|
Q1 2020 | |||||||
Apr 09, 2020
Q1 2020
|
Churchill Management Corp
|
SELL
|
- |
-186KClosed |
$6.86M - $11.5M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-131KClosed |
$4.82M - $8.12M
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-23.5KClosed |
$864K - $1.45M
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-14.4KClosed |
$528K - $889K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Maple Capital Management, Inc.
|
SELL
|
- |
-8KClosed |
$294K - $496K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-6.6K- 33.96% |
$243K - $409K
|
12.8K
$1.19M
|
|
Mar 12, 2021
Q1 2020
|
Crestone Asset Management LLC
|
SELL
|
- |
-4.85KClosed |
$178K - $300K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-4.85KClosed |
$178K - $300K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-4.6KClosed |
$169K - $285K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-4.34KClosed |
$160K - $269K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-4.19KClosed |
$154K - $260K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Geneva Partners, LLC
|
SELL
|
- |
-3.83KClosed |
$141K - $237K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Cooper Financial Group
|
SELL
|
- |
-3.82KClosed |
$140K - $236K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-3.75KClosed |
$138K - $233K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.67KClosed |
$135K - $228K
|
0
$0
|
|
May 22, 2020
Q1 2020
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.44KClosed |
$127K - $213K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.08KClosed |
$76.4K - $129K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-1.13K- 55.71% |
$41.7K - $70.1K
|
900
$83.4K
|
|
Apr 14, 2020
Q1 2020
|
Affiance Financial, LLC
|
SELL
|
- |
-532Closed |
$19.6K - $33K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-452Closed |
$16.6K - $28K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Psi Advisors, LLC
|
SELL
|
- |
-363Closed |
$13.4K - $22.5K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-248Closed |
$9.13K - $15.4K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-171Closed |
$6.29K - $10.6K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$36.8 - $62
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-41.2KClosed |
$2.23M - $2.46M
|
0
$0
|
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-11.6KClosed |
$629K - $694K
|
0
$0
|
|
Feb 05, 2020
Q4 2019
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-5.44KClosed |
$294K - $325K
|
0
$0
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-4.76KClosed |
$258K - $284K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Wms Partners, LLC
|
SELL
|
- |
-3.64KClosed |
$197K - $217K
|
0
$0
|
|
Feb 03, 2020
Q4 2019
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-520Closed |
$28.1K - $31K
|
0
$0
|
|
Jan 07, 2020
Q4 2019
|
M&R Capital Management Inc
|
SELL
|
- |
-468- 70.06% |
$25.3K - $27.9K
|
200
$18.5K
|
|
Jan 17, 2020
Q4 2019
|
Roof Eidam & Maycock
|
SELL
|
- |
-268Closed |
$14.5K - $16K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-211Closed |
$11.4K - $12.6K
|
0
$0
|
|
Feb 05, 2020
Q4 2019
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-76Closed |
$4.11K - $4.54K
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Pecaut & Co.
|
SELL
|
- |
-20Closed |
$1.08K - $1.19K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 08, 2019
Q3 2019
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-93.9KClosed |
$5.03M - $5.39M
|
0
$0
|
|
Nov 01, 2019
Q3 2019
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-9.59KClosed |
$514K - $551K
|
0
$0
|
|
Nov 20, 2019
Q3 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-8KClosed |
$429K - $460K
|
0
$0
|
|
Nov 01, 2019
Q3 2019
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.82KClosed |
$97.6K - $105K
|
0
$0
|
|
Oct 25, 2019
Q3 2019
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-572- 6.85% |
$30.7K - $32.8K
|
7.78K
$721K
|