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 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.1K+ 6.67% |
$1.06M - $1.21M
|
257K
$23.5M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
15.9K+ 5.79% |
$1.05M - $1.19M
|
291K
$26.6M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
14.9K+ 149.46% |
$984K - $1.11M
|
24.8K
$2.27M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
14.5KNew |
$959K - $1.09M
|
14.5K
$1.33M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
14K+ 43.43% |
$926K - $1.05M
|
46.1K
$4.23M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
13.5KNew |
$893K - $1.01M
|
13.5K
$1.23M
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
BUY
|
- |
13.5K+ 4.39% |
$893K - $1.01M
|
320K
$29.3M
|
|
|
May 11, 2023
Q1 2023
|
Jordan Park Group LLC
|
BUY
|
- |
13.4KNew |
$890K - $1.01M
|
13.4K
$1.23M
|
|
|
Apr 06, 2023
Q1 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
12.9K+ 7.66% |
$857K - $971K
|
182K
$16.6M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
12.9K+ 18.44% |
$856K - $970K
|
83K
$7.6M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
12.9K+ 2.92% |
$856K - $970K
|
455K
$41.7M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
12.4KNew |
$821K - $930K
|
12.4K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
12.3K+ 18.1% |
$814K - $922K
|
80.2K
$7.34M
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
12.3K+ 11.49% |
$812K - $919K
|
119K
$10.9M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.2K+ 1.55% |
$809K - $917K
|
802K
$73.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
12.2K+ 15.13% |
$809K - $916K
|
92.9K
$8.51M
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
11.9K+ 3.42% |
$791K - $895K
|
361K
$33.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
BUY
|
- |
11.8K+ 5.26% |
$780K - $883K
|
235K
$21.6M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.6K+ 9.07% |
$770K - $872K
|
140K
$12.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
10.8K+ 11.69% |
$714K - $808K
|
103K
$9.43M
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
10.7K+ 0.71% |
$712K - $806K
|
1.52M
$139M
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$706K - $799K
|
10.7K
$976K
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.6KNew |
$700K - $792K
|
10.6K
$967K
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
10.4KNew |
$691K - $782K
|
10.4K
$955K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
10.1K+ 1.41% |
$671K - $760K
|
727K
$66.6M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.94K+ 43.35% |
$659K - $746K
|
32.9K
$3.01M
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
9.56KNew |
$634K - $717K
|
9.56K
$876K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9.02K+ 7.23% |
$598K - $677K
|
134K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
9KNew |
$596K - $675K
|
9K
$824K
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
8.9K+ 141.14% |
$590K - $668K
|
15.2K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.86K+ 1.99% |
$587K - $665K
|
454K
$41.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
8.81K+ 52.19% |
$584K - $661K
|
25.7K
$2.35M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.74K+ 66.1% |
$579K - $656K
|
22K
$2.01M
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
8.74K+ 1.03% |
$579K - $656K
|
858K
$78.6M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
8.72K+ 2.32% |
$578K - $654K
|
385K
$35.3M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
8.56K+ 34.86% |
$567K - $643K
|
33.1K
$3.03M
|
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
8.55K+ 179.88% |
$566K - $641K
|
13.3K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
8.43K+ 28.94% |
$558K - $632K
|
37.5K
$3.44M
|
|
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
BUY
|
- |
8.37KNew |
$554K - $628K
|
8.37K
$766K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
8.11K+ 28.74% |
$537K - $608K
|
36.3K
$3.33M
|
|
|
Apr 06, 2023
Q1 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
8.02K+ 12.18% |
$532K - $602K
|
73.9K
$6.77M
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
7.87K+ 8.25% |
$522K - $591K
|
103K
$9.46M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.71K+ 135.45% |
$511K - $579K
|
13.4K
$1.23M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.52K+ 253.52% |
$498K - $564K
|
10.5K
$961K
|
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
7.45K+ 24.51% |
$493K - $559K
|
37.8K
$3.46M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7.3K+ 3.11% |
$484K - $548K
|
242K
$22.1M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
7.1KNew |
$471K - $533K
|
7.1K
$651K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
6.56KNew |
$435K - $492K
|
6.56K
$601K
|
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
6.29K+ 46.72% |
$417K - $472K
|
19.8K
$1.81M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
6.28K+ 6.5% |
$416K - $472K
|
103K
$9.43M
|