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 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-907- 2.48% |
$60.1K - $68.1K
|
35.6K
$3.26M
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-913- 86.7% |
$60.5K - $68.5K
|
140
$12.8K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-941- 2.31% |
$62.4K - $70.6K
|
39.8K
$3.64M
|
|
|
May 04, 2023
Q1 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-960- 2.43% |
$63.6K - $72K
|
38.5K
$3.53M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-965- 13.46% |
$64K - $72.4K
|
6.2K
$568K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-971- 1.1% |
$64.3K - $72.9K
|
87.1K
$7.98M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-972- 5.95% |
$64.4K - $72.9K
|
15.4K
$1.41M
|
|
|
Apr 16, 2024
Q1 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-974- 25.21% |
$64.5K - $73.1K
|
2.89K
$265K
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-987- 1.49% |
$65.4K - $74.1K
|
65.4K
$5.99M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-993- 5.34% |
$65.8K - $74.5K
|
17.6K
$1.61M
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-1K- 16.67% |
$66.3K - $75K
|
5K
$458K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.01K- 21.42% |
$67.1K - $75.9K
|
3.71K
$340K
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.02K- 4.02% |
$67.4K - $76.3K
|
24.3K
$2.22M
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-1.02K- 3.74% |
$67.6K - $76.5K
|
26.3K
$2.41M
|
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.02K- 9.32% |
$67.6K - $76.5K
|
9.93K
$909K
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.03K- 0.84% |
$68.1K - $77.1K
|
121K
$11.1M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.04K- 3.37% |
$68.9K - $78K
|
29.8K
$2.73M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.05K- 1.37% |
$69.8K - $79.1K
|
76.1K
$6.97M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.09K- 7.9% |
$72K - $81.6K
|
12.7K
$1.16M
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.09K- 5.7% |
$72.5K - $82.1K
|
18.1K
$1.66M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.1K- 2.73% |
$72.6K - $82.2K
|
39.1K
$3.58M
|
|
|
May 04, 2023
Q1 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-1.1K- 9.41% |
$72.7K - $82.3K
|
10.6K
$968K
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.11K- 4.2% |
$73.4K - $83.1K
|
25.3K
$2.32M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.14K- 0.85% |
$75.6K - $85.6K
|
133K
$12.2M
|
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.16K- 3.12% |
$77K - $87.2K
|
36.1K
$3.31M
|
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.16K- 13.01% |
$77.1K - $87.3K
|
7.77K
$712K
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.17K- 1.33% |
$77.2K - $87.4K
|
86.4K
$7.91M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.24K- 20.61% |
$82.3K - $93.2K
|
4.79K
$438K
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.24K- 13.41% |
$82.4K - $93.3K
|
8.03K
$735K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.27K- 7.1% |
$84.4K - $95.5K
|
16.6K
$1.52M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.3K- 7.31% |
$86K - $97.3K
|
16.4K
$1.51M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.32K- 9.82% |
$87.7K - $99.3K
|
12.1K
$1.11M
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.33K- 22.02% |
$88.1K - $99.8K
|
4.71K
$431K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.35K- 5.77% |
$89.7K - $102K
|
22.1K
$2.02M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.36K- 2.11% |
$90K - $102K
|
63K
$5.77M
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.36K- 2.99% |
$90.3K - $102K
|
44.1K
$4.04M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.37K- 8.12% |
$90.6K - $103K
|
15.5K
$1.42M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-1.38K- 41.85% |
$91.2K - $103K
|
1.91K
$175K
|
|
|
May 10, 2023
Q1 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-1.4K- 4.21% |
$92.8K - $105K
|
31.8K
$2.92M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.41K- 1.34% |
$93.7K - $106K
|
104K
$9.52M
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.42K- 10.62% |
$94.1K - $107K
|
11.9K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.44K- 47.4% |
$95.3K - $108K
|
1.6K
$146K
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-1.44K- 2.0% |
$95.6K - $108K
|
70.6K
$6.47M
|
|
|
May 08, 2023
Q1 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1.44K- 28.75% |
$95.6K - $108K
|
3.58K
$328K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.45K- 15.77% |
$96.1K - $109K
|
7.74K
$709K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.47K- 14.25% |
$97.4K - $110K
|
8.85K
$810K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.48K- 11.63% |
$97.9K - $111K
|
11.2K
$1.03M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-1.5K- 11.54% |
$99.4K - $113K
|
11.5K
$1.05M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.52K- 4.63% |
$101K - $114K
|
31.3K
$2.86M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.54K- 2.81% |
$102K - $115K
|
53.2K
$4.87M
|