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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-3.7K- 8.96% |
$245K - $278K
|
37.6K
$3.22M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.74K- 60.54% |
$248K - $280K
|
2.44K
$208K
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-3.78K- 1.95% |
$251K - $284K
|
190K
$16.3M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.79K- 3.29% |
$251K - $284K
|
111K
$9.53M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.79K- 0.26% |
$251K - $284K
|
1.43M
$122M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.81K- 40.53% |
$252K - $286K
|
5.59K
$478K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-3.96K- 15.49% |
$262K - $297K
|
21.6K
$1.85M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-4.09KClosed |
$271K - $307K
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-4.1K- 22.29% |
$272K - $308K
|
14.3K
$1.22M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-4.16K- 2.88% |
$276K - $312K
|
140K
$12M
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-4.41K- 10.99% |
$292K - $331K
|
35.7K
$3.05M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.48K- 2.42% |
$297K - $336K
|
181K
$15.5M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.7K- 21.39% |
$312K - $353K
|
17.3K
$1.48M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.82K- 20.66% |
$319K - $362K
|
18.5K
$1.58M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-4.82K- 14.28% |
$320K - $362K
|
29K
$2.48M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-5K- 3.25% |
$331K - $375K
|
149K
$12.7M
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-5.07K- 0.54% |
$336K - $381K
|
943K
$80.7M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.16K- 1.09% |
$342K - $387K
|
467K
$39.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-5.32K- 13.84% |
$353K - $399K
|
33.1K
$2.83M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-5.57K- 1.89% |
$369K - $418K
|
289K
$24.7M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.62K- 0.85% |
$372K - $421K
|
656K
$56.1M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.94K- 27.98% |
$394K - $446K
|
15.3K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-5.95K- 2.43% |
$394K - $446K
|
239K
$20.4M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5.96K- 2.41% |
$395K - $447K
|
241K
$20.6M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.31K- 51.56% |
$418K - $474K
|
5.93K
$507K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-6.32K- 56.84% |
$418K - $474K
|
4.8K
$410K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-6.33K- 4.25% |
$420K - $475K
|
143K
$12.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-6.45K- 28.14% |
$428K - $484K
|
16.5K
$1.41M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.48K- 11.54% |
$429K - $486K
|
49.7K
$4.25M
|
|
|
Aug 17, 2023
Q1 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-6.56K- 68.85% |
$435K - $492K
|
2.97K
$254K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-6.6K- 6.89% |
$437K - $495K
|
89.1K
$7.62M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-6.63K- 12.39% |
$439K - $497K
|
46.9K
$4.01M
|
|
|
Apr 27, 2023
Q1 2023
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-6.75K- 2.68% |
$447K - $506K
|
244K
$20.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-6.78K- 43.98% |
$449K - $509K
|
8.64K
$739K
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-6.79K- 0.59% |
$450K - $509K
|
1.14M
$97.7M
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
SELL
|
- |
-6.87K- 3.41% |
$455K - $515K
|
195K
$16.6M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-7.02K- 4.23% |
$465K - $527K
|
159K
$13.6M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.29K- 2.55% |
$483K - $547K
|
278K
$23.8M
|
|
|
May 15, 2023
Q1 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-7.31K- 2.67% |
$485K - $549K
|
267K
$22.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-7.35K- 7.0% |
$487K - $551K
|
97.6K
$8.35M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-7.79K- 2.7% |
$516K - $584K
|
280K
$24M
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-8.24K- 0.85% |
$546K - $618K
|
958K
$81.9M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-8.27K- 15.38% |
$548K - $621K
|
45.5K
$3.89M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.5K- 0.33% |
$564K - $638K
|
2.56M
$219M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-8.65K- 38.87% |
$574K - $649K
|
13.6K
$1.16M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.79K- 15.72% |
$649K - $735K
|
52.5K
$4.49M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9.93K- 1.68% |
$658K - $745K
|
580K
$49.6M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-10K- 3.16% |
$664K - $752K
|
307K
$26.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-10.1K- 5.33% |
$667K - $755K
|
179K
$15.3M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-10.4K- 32.2% |
$688K - $779K
|
21.9K
$1.87M
|