Purchases and Sales Made in Q1 2023 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL MID-CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-212- 4.75% |
$14K - $15.9K
|
4.25K
$389K
|
|
|
May 10, 2023
Q1 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-220- 0.27% |
$14.6K - $16.5K
|
81.1K
$7.43M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-221- 0.87% |
$14.6K - $16.6K
|
25K
$2.29M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-228- 2.41% |
$15.1K - $17.1K
|
9.22K
$844K
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-228- 0.46% |
$15.1K - $17.1K
|
49K
$4.49M
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-231- 1.82% |
$15.3K - $17.3K
|
12.4K
$1.14M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-231- 5.34% |
$15.3K - $17.3K
|
4.09K
$375K
|
|
|
Apr 27, 2023
Q1 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-232- 4.01% |
$15.4K - $17.4K
|
5.55K
$508K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-234- 50.0% |
$15.5K - $17.6K
|
234
$21.4K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-235- 1.83% |
$15.6K - $17.6K
|
12.6K
$1.16M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-236- 3.24% |
$15.6K - $17.7K
|
7.04K
$645K
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-238- 4.37% |
$15.8K - $17.9K
|
5.21K
$477K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-245- 1.51% |
$16.2K - $18.4K
|
16K
$1.46M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-247- 6.19% |
$16.4K - $18.5K
|
3.74K
$343K
|
|
|
Apr 10, 2023
Q1 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-248- 1.32% |
$16.4K - $18.6K
|
18.5K
$1.7M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-258- 7.09% |
$17.1K - $19.4K
|
3.38K
$310K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-261- 50.88% |
$17.3K - $19.6K
|
252
$23.1K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-269- 42.36% |
$17.8K - $20.2K
|
366
$33.5K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-269- 42.36% |
$17.8K - $20.2K
|
366
$33.5K
|
|
|
May 05, 2023
Q1 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-275- 8.66% |
$18.2K - $20.6K
|
2.9K
$266K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-277- 6.82% |
$18.4K - $20.8K
|
3.78K
$347K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-287- 6.49% |
$19K - $21.5K
|
4.13K
$379K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-288- 5.92% |
$19.1K - $21.6K
|
4.57K
$419K
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-294- 1.42% |
$19.5K - $22.1K
|
20.3K
$1.86M
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-297- 2.5% |
$19.7K - $22.3K
|
11.6K
$1.06M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-298- 1.71% |
$19.7K - $22.4K
|
17.1K
$1.57M
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-300- 8.0% |
$19.9K - $22.5K
|
3.45K
$316K
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-306- 1.05% |
$20.3K - $23K
|
28.7K
$2.63M
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-307- 0.43% |
$20.3K - $23K
|
70.6K
$6.47M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-312- 1.65% |
$20.7K - $23.4K
|
18.5K
$1.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-316- 1.7% |
$20.9K - $23.7K
|
18.2K
$1.67M
|
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-320- 0.18% |
$21.2K - $24K
|
176K
$16.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-326- 0.81% |
$21.6K - $24.5K
|
39.8K
$3.65M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-337- 0.9% |
$22.3K - $25.3K
|
37.1K
$3.4M
|
|
|
May 10, 2023
Q1 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-340- 15.45% |
$22.5K - $25.5K
|
1.86K
$170K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-340- 1.1% |
$22.5K - $25.5K
|
30.6K
$2.8M
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-346- 20.92% |
$22.9K - $26K
|
1.31K
$120K
|
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-347- 0.39% |
$23K - $26K
|
88.3K
$8.09M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-348- 0.83% |
$23.1K - $26.1K
|
41.7K
$3.82M
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-349- 0.56% |
$23.1K - $26.2K
|
61.5K
$5.63M
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-350- 4.88% |
$23.2K - $26.3K
|
6.82K
$625K
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-359- 2.37% |
$23.8K - $26.9K
|
14.8K
$1.36M
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-360- 1.22% |
$23.9K - $27K
|
29.2K
$2.67M
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-374- 2.39% |
$24.8K - $28.1K
|
15.3K
$1.4M
|
|
|
May 01, 2023
Q1 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-378- 6.17% |
$25.1K - $28.4K
|
5.75K
$526K
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-400- 6.45% |
$26.5K - $30K
|
5.8K
$531K
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-423- 9.01% |
$28K - $31.7K
|
4.27K
$391K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-428- 2.53% |
$28.4K - $32.1K
|
16.5K
$1.51M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-428- 3.16% |
$28.4K - $32.1K
|
13.1K
$1.2M
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-430- 1.6% |
$28.5K - $32.3K
|
26.4K
$2.42M
|