Purchases and Sales Made in Q1 2023 in Ishares Russell Mid Cap ETF (IWR)

IWR Quotes by TradingView

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 25, 2023 Q1 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
6.25K
New
$414K - $469K
6.25K $573K
Apr 21, 2023 Q1 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
6.14K
+ 2.98%
$407K - $461K
212K $19.4M
Feb 14, 2024 Q1 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
6.05K
+ 5.68%
$401K - $454K
113K $10.3M
Apr 06, 2023 Q1 2023
Bartlett & Co. LLC

BUY
 -
6.05K
+ 5.68%
$401K - $454K
113K $10.3M
May 08, 2023 Q1 2023
Tfc Financial Management

BUY
 -
6K
+ 2380.95%
$398K - $450K
6.25K $573K
Feb 02, 2024 Q1 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
5.98K
+ 4.99%
$396K - $449K
126K $11.5M
Apr 26, 2023 Q1 2023
Pinnacle Financial Partners Inc

BUY
 -
5.88K
+ 11.36%
$390K - $441K
57.6K $5.28M
May 02, 2023 Q1 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
5.87K
New
$389K - $440K
5.87K $538K
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
5.78K
+ 6.42%
$383K - $434K
95.9K $8.78M
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
5.52K
+ 33.69%
$366K - $414K
21.9K $2.01M
May 15, 2023 Q1 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
5.39K
+ 21.77%
$357K - $404K
30.1K $2.76M
May 12, 2023 Q1 2023
Koss Olinger Consulting, LLC

BUY
 -
5.39K
+ 2.33%
$357K - $404K
237K $21.7M
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

BUY
 -
5.35K
+ 1910.0%
$354K - $401K
5.63K $516K
May 11, 2023 Q1 2023
M&T Bank Corp

BUY
 -
5.34K
+ 0.69%
$354K - $401K
779K $71.4M
May 09, 2023 Q1 2023
Sonen Capital LLC

San Francisco, CA
BUY
 -
5.32K
New
$353K - $399K
5.32K $487K
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
5.31K
+ 94.87%
$352K - $398K
10.9K $998K
Jun 28, 2024 Q1 2023
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
5.29K
+ 136.39%
$350K - $397K
9.16K $839K
May 08, 2023 Q1 2023
Callan Capital, LLC

La Jolla, CA
BUY
 -
5.26K
New
$348K - $395K
5.26K $482K
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
5.21K
+ 0.48%
$345K - $391K
1.1M $100M
Apr 06, 2023 Q1 2023
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
5.16K
+ 12.83%
$342K - $387K
45.4K $4.16M
Apr 26, 2023 Q1 2023
Lindbrook Capital, LLC

BUY
 -
5K
+ 22.3%
$331K - $375K
27.4K $2.51M
Apr 13, 2023 Q1 2023
Abner Herrman & Brock LLC

BUY
 -
4.68K
New
$310K - $351K
4.68K $429K
May 15, 2023 Q1 2023
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
4.61K
+ 3.6%
$305K - $346K
133K $12.1M
May 15, 2023 Q1 2023
State Street Corp

Boston, MA
BUY
 -
4.6K
+ 34.32%
$305K - $345K
18K $1.65M
May 11, 2023 Q1 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
4.57K
New
$303K - $343K
4.57K $419K
May 11, 2023 Q1 2023
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
4.55K
+ 6.64%
$301K - $341K
73K $6.69M
May 15, 2023 Q1 2023
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
4.52K
+ 23.47%
$300K - $339K
23.8K $2.18M
May 02, 2023 Q1 2023
Bedel Financial Consulting, Inc.

BUY
 -
4.52K
+ 30.77%
$299K - $339K
19.2K $1.76M
May 02, 2023 Q1 2023
V Wealth Advisors LLC

BUY
 -
4.51K
+ 100.24%
$299K - $339K
9.01K $825K
May 15, 2023 Q1 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
4.43K
+ 231.23%
$293K - $332K
6.34K $581K
Apr 17, 2023 Q1 2023
Lake Street Financial LLC

BUY
 -
4.31K
+ 5.1%
$286K - $324K
88.8K $8.13M
Apr 18, 2023 Q1 2023
Albion Financial Group

BUY
 -
4.29K
+ 0.47%
$284K - $322K
921K $84.4M
May 02, 2023 Q1 2023
Hohimer Wealth Management, LLC

BUY
 -
4.28K
New
$284K - $321K
4.28K $392K
May 04, 2023 Q1 2023
Peddock Capital Advisors, LLC

BUY
 -
4.25K
New
$282K - $319K
4.25K $389K
Apr 07, 2023 Q1 2023
Diversified Trust CO

BUY
 -
4.03K
+ 6.16%
$267K - $302K
69.4K $6.35M
Apr 17, 2023 Q1 2023
Colton Groome Financial Advisors, LLC

BUY
 -
4K
New
$265K - $300K
4K $366K
Apr 18, 2023 Q1 2023
Tanager Wealth Management LLP

BUY
 -
4K
New
$265K - $300K
4K $366K
May 15, 2023 Q1 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
3.89K
+ 14.92%
$258K - $292K
30K $2.74M
May 12, 2023 Q1 2023
Prospera Financial Services Inc

BUY
 -
3.87K
+ 22.23%
$256K - $290K
21.3K $1.95M
May 08, 2023 Q1 2023
Stokes Family Office, LLC

BUY
 -
3.86K
New
$255K - $289K
3.86K $353K
May 15, 2023 Q1 2023
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
3.73K
+ 60.0%
$247K - $280K
9.95K $912K
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
3.69K
+ 84.16%
$244K - $277K
8.07K $739K
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
3.65K
New
$242K - $274K
3.65K $334K
Apr 24, 2023 Q1 2023
James J. Burns & Company, LLC

Melville, NY
BUY
 -
3.63K
+ 77.03%
$241K - $272K
8.35K $764K
Apr 19, 2023 Q1 2023
Oliver Luxxe Assets LLC

Gladstone, NJ
BUY
 -
3.59K
+ 16.83%
$238K - $269K
24.9K $2.28M
May 15, 2023 Q1 2023
Aristotle Capital Boston, LLC

Boston, MA
BUY
 -
3.56K
+ 3.66%
$236K - $267K
101K $9.23M
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
3.48K
+ 1.19%
$230K - $261K
296K $27.1M
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
3.47K
+ 44.73%
$230K - $260K
11.2K $1.03M
May 17, 2023 Q1 2023
Boston Common Asset Management, LLC

Boston, MA
BUY
 -
3.44K
New
$228K - $258K
3.44K $315K

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