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
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
38+ 1.42% |
$2.52K - $2.85K
|
2.71K
$240K
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
38+ 0.32% |
$2.52K - $2.85K
|
11.8K
$1.04M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
35+ 0.33% |
$2.32K - $2.63K
|
10.5K
$930K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
34+ 4.51% |
$2.25K - $2.55K
|
788
$69.6K
|
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
33+ 0.39% |
$2.19K - $2.48K
|
8.6K
$759K
|
|
|
Apr 24, 2023
Q1 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
32+ 0.2% |
$2.12K - $2.4K
|
15.9K
$1.4M
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
31+ 0.38% |
$2.05K - $2.33K
|
8.2K
$724K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
30+ 0.13% |
$1.99K - $2.25K
|
23.5K
$2.08M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
30+ 0.38% |
$1.99K - $2.25K
|
8.01K
$707K
|
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
29+ 0.37% |
$1.92K - $2.18K
|
7.93K
$701K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
29+ 0.13% |
$1.92K - $2.18K
|
22.9K
$2.03M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
26+ 0.17% |
$1.72K - $1.95K
|
15K
$1.32M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
25+ 0.09% |
$1.66K - $1.88K
|
28.2K
$2.49M
|
|
|
Apr 18, 2023
Q1 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
25+ 0.36% |
$1.66K - $1.88K
|
7.05K
$622K
|
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
24+ 0.65% |
$1.59K - $1.8K
|
3.71K
$328K
|
|
|
May 05, 2023
Q1 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
22+ 0.28% |
$1.46K - $1.65K
|
7.75K
$684K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
20+ 0.16% |
$1.33K - $1.5K
|
12.5K
$1.11M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
20+ 0.16% |
$1.33K - $1.5K
|
12.5K
$1.11M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
19+ 0.46% |
$1.26K - $1.43K
|
4.13K
$365K
|
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
18+ 0.36% |
$1.19K - $1.35K
|
4.97K
$439K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
17+ 0.36% |
$1.13K - $1.28K
|
4.69K
$414K
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
16+ 0.18% |
$1.06K - $1.2K
|
9.08K
$802K
|
|
|
Apr 24, 2023
Q1 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
15+ 0.1% |
$994 - $1.13K
|
14.5K
$1.28M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
14+ 9.4% |
$928 - $1.05K
|
163
$14.4K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
14+ 0.23% |
$928 - $1.05K
|
6.18K
$545K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
14+ 0.15% |
$928 - $1.05K
|
9.19K
$812K
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
13+ 0.26% |
$862 - $976
|
5.07K
$448K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
12+ 0.21% |
$795 - $900
|
5.63K
$497K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11+ 0.32% |
$729 - $825
|
3.5K
$309K
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
11+ 0.11% |
$729 - $825
|
10.3K
$914K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
11+ 0.34% |
$729 - $825
|
3.28K
$289K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
11+ 0.37% |
$729 - $825
|
2.99K
$264K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
10+ 0.11% |
$663 - $750
|
8.73K
$771K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
9+ 0.22% |
$596 - $675
|
4.07K
$359K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
8+ 0.14% |
$530 - $600
|
5.64K
$498K
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
7+ 0.13% |
$464 - $525
|
5.22K
$461K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 0.33% |
$464 - $525
|
2.1K
$185K
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7+ 0.29% |
$464 - $525
|
2.43K
$214K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
6+ 3.33% |
$398 - $450
|
186
$16.4K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6+ 0.13% |
$398 - $450
|
4.72K
$417K
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
6+ 0.07% |
$398 - $450
|
8.9K
$786K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
6+ 0.19% |
$398 - $450
|
3.12K
$276K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
6New |
$398 - $450
|
6
$530
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
5+ 0.07% |
$331 - $375
|
7.39K
$652K
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5+ 0.22% |
$331 - $375
|
2.31K
$204K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5+ 0.11% |
$331 - $375
|
4.49K
$396K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
5+ 0.05% |
$331 - $375
|
9.51K
$839K
|
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5+ 0.13% |
$331 - $375
|
3.76K
$332K
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4+ 0.01% |
$265 - $300
|
53.8K
$4.75M
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
4+ 0.05% |
$265 - $300
|
7.99K
$706K
|