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 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
1.82K
+ 4.63%
$121K - $137K
41.1K $3.63M
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
1.79K
+ 14.37%
$119K - $134K
14.3K $1.26M
May 02, 2023 Q1 2023
Carl P. Sherr & Co., LLC

BUY
 -
1.79K
+ 8.15%
$118K - $134K
23.7K $2.09M
May 10, 2023 Q1 2023
Hamilton Point Investment Advisors, LLC

BUY
 -
1.67K
New
$111K - $125K
1.67K $148K
Apr 14, 2023 Q1 2023
West Bancorporation Inc

BUY
 -
1.66K
+ 1.46%
$110K - $124K
115K $10.2M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
1.63K
+ 6.27%
$108K - $123K
27.7K $2.45M
May 12, 2023 Q1 2023
Alley Investment Management Company, LLC

BUY
 -
1.63K
+ 10.29%
$108K - $122K
17.4K $1.54M
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
1.61K
+ 1.25%
$107K - $121K
131K $11.5M
Apr 26, 2023 Q1 2023
Compton Wealth Advisory Group, LLC

BUY
 -
1.6K
+ 3.65%
$106K - $120K
45.4K $4.01M
Apr 11, 2023 Q1 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
1.56K
+ 7.3%
$103K - $117K
22.9K $2.02M
May 11, 2023 Q1 2023
Rhumbline Advisers

Boston, MA
BUY
 -
1.5K
+ 6.87%
$99.1K - $112K
23.2K $2.05M
May 12, 2023 Q1 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
1.49K
+ 2.56%
$98.4K - $111K
59.6K $5.26M
Apr 13, 2023 Q1 2023
David Katz Matrix Asset Advisors Inc
BUY
 -
1.48K
+ 9.36%
$97.9K - $111K
17.3K $1.52M
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
1.41K
+ 0.38%
$93.5K - $106K
369K $32.6M
May 10, 2023 Q1 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
1.41K
+ 0.93%
$93.5K - $106K
154K $13.6M
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
1.4K
New
$93K - $105K
1.4K $124K
May 09, 2023 Q1 2023
White Pine Capital LLC

Golden Valley, MN
BUY
 -
1.35K
+ 8.09%
$89.3K - $101K
18K $1.59M
Apr 24, 2023 Q1 2023
Davidson Trust CO

BUY
 -
1.32K
+ 3.62%
$87.5K - $99.1K
37.7K $3.33M
Apr 27, 2023 Q1 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
1.32K
+ 5.85%
$87.1K - $98.7K
23.8K $2.1M
May 04, 2023 Q1 2023
Encompass Wealth Advisors, LLC

BUY
 -
1.26K
+ 21.87%
$83.5K - $94.6K
7.02K $620K
May 05, 2023 Q1 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
1.25K
+ 32.36%
$82.8K - $93.8K
5.11K $452K
May 15, 2023 Q1 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
1.2K
+ 9.56%
$79.7K - $90.2K
13.8K $1.22M
Apr 24, 2023 Q1 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
1.2K
New
$79.5K - $90K
1.2K $106K
May 15, 2023 Q1 2023
Hantz Financial Services, Inc.

BUY
 -
1.14K
+ 0.43%
$75.5K - $85.5K
268K $23.7M
Aug 06, 2024 Q1 2023
Hantz Financial Services, Inc.

BUY
 -
1.14K
+ 0.43%
$75.5K - $85.5K
268K $23.7M
Apr 17, 2023 Q1 2023
Fifth Third Securities, Inc.

BUY
 -
1.13K
+ 1.38%
$75K - $84.9K
82.9K $7.32M
May 12, 2023 Q1 2023
Pointe Capital Management LLC

BUY
 -
1.12K
New
$74.2K - $84K
1.12K $98.9K
May 15, 2023 Q1 2023
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
1.11K
+ 1.49%
$73.6K - $83.3K
75.7K $6.69M
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.11K
+ 3.31%
$73.4K - $83.1K
34.5K $3.05M
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
1.08K
New
$71.8K - $81.3K
1.08K $95.7K
May 04, 2023 Q1 2023
Cypress Capital Group

BUY
 -
1.05K
+ 3.3%
$69.8K - $79.1K
33K $2.92M
Apr 27, 2023 Q1 2023
Southern Capital Advisors, LLC

BUY
 -
1.02K
+ 8.48%
$67.4K - $76.3K
13K $1.15M
May 10, 2024 Q1 2023
V2 Financial Group LLC

Naperville, IL
BUY
 -
1K
+ 26.32%
$66.3K - $75K
4.8K $424K
Apr 24, 2023 Q1 2023
Asio Capital, LLC

BUY
 -
1K
+ 76.92%
$66.3K - $75K
2.3K $203K
May 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
960
+ 1.96%
$63.6K - $72K
49.9K $4.41M
May 10, 2023 Q1 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
956
+ 2.82%
$63.4K - $71.7K
34.9K $3.08M
Apr 10, 2023 Q1 2023
Thomasville National Bank

BUY
 -
950
+ 13.3%
$63K - $71.3K
8.09K $715K
May 04, 2023 Q1 2023
Clear Harbor Asset Management, LLC

BUY
 -
946
+ 5.95%
$62.7K - $71K
16.9K $1.49M
Apr 19, 2023 Q1 2023
Legacy Trust

Grand Rapids, MI
BUY
 -
935
+ 3.77%
$62K - $70.2K
25.8K $2.27M
May 12, 2023 Q1 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
932
+ 2.67%
$61.8K - $69.9K
35.9K $3.17M
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
928
New
$61.5K - $69.6K
928 $82K
Apr 17, 2023 Q1 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
906
+ 4.64%
$60K - $68K
20.4K $1.81M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
900
New
$59.6K - $67.5K
900 $79.5K
May 15, 2023 Q1 2023
Conservest Capital Advisors, Inc.

BUY
 -
895
+ 1.26%
$59.3K - $67.2K
72.1K $6.36M
May 15, 2023 Q1 2023
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
883
+ 6.27%
$58.5K - $66.3K
15K $1.32M
Apr 21, 2023 Q1 2023
Arbor Investment Advisors, LLC

BUY
 -
880
+ 26.82%
$58.3K - $66K
4.16K $367K
May 03, 2023 Q1 2023
Optimum Investment Advisors

BUY
 -
861
+ 16.77%
$57.1K - $64.6K
6K $529K
May 24, 2023 Q1 2023
Old North State Trust, LLC

Greensboro, NC
BUY
 -
855
+ 610.71%
$56.7K - $64.2K
995 $87.9K
May 09, 2023 Q1 2023
Russell Investments Group, Ltd.

BUY
 -
802
New
$53.1K - $60.2K
802 $70.8K

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