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 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-60.4K- 49.29% |
$4M - $4.53M
|
62.1K
$5.49M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-64.2K- 4.59% |
$4.26M - $4.82M
|
1.34M
$118M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-65.8K- 1.6% |
$4.36M - $4.93M
|
4.05M
$357M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-79.2K- 84.81% |
$5.25M - $5.94M
|
14.2K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-84K- 1.55% |
$5.57M - $6.3M
|
5.34M
$471M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-91.3K- 18.36% |
$6.05M - $6.85M
|
406K
$35.9M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-92.1K- 31.08% |
$6.1M - $6.91M
|
204K
$18M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-101K- 54.47% |
$6.72M - $7.61M
|
84.8K
$7.49M
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-104K- 9.52% |
$6.88M - $7.79M
|
986K
$87.1M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-108K- 0.68% |
$7.15M - $8.1M
|
15.8M
$1.39B
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-121K- 22.9% |
$8.03M - $9.09M
|
408K
$36M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-125K- 2.09% |
$8.29M - $9.38M
|
5.84M
$516M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-128K- 3.12% |
$8.47M - $9.59M
|
3.96M
$350M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-135K- 62.1% |
$8.92M - $10.1M
|
82.1K
$7.25M
|
|
|
Apr 14, 2023
Q1 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-162K- 75.72% |
$10.7M - $12.2M
|
51.9K
$4.59M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-164K- 84.79% |
$10.9M - $12.3M
|
29.4K
$2.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-173K- 5.7% |
$11.5M - $13M
|
2.86M
$253M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-188K- 31.44% |
$12.5M - $14.1M
|
410K
$36.2M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-232K- 3.44% |
$15.4M - $17.4M
|
6.52M
$576M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-234K- 25.14% |
$15.5M - $17.6M
|
697K
$61.5M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-234K- 10.09% |
$15.5M - $17.6M
|
2.09M
$184M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-245K- 53.99% |
$16.3M - $18.4M
|
209K
$18.5M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-291K- 3.14% |
$19.3M - $21.9M
|
9M
$795M
|
|
|
May 08, 2023
Q1 2023
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-297K- 12.41% |
$19.7M - $22.3M
|
2.1M
$185M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-321K- 4.53% |
$21.3M - $24.1M
|
6.76M
$597M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-453K- 5.35% |
$30M - $34M
|
8.01M
$708M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-1.03M- 99.9% |
$67.9M - $76.9M
|
1.02K
$90.2K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.03M- 2.64% |
$68.5M - $77.6M
|
38.1M
$3.37B
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.69M- 4.49% |
$178M - $202M
|
57.3M
$5.06B
|
|
|
Apr 21, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-7.76M- 97.15% |
$514M - $582M
|
228K
$20.1M
|