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 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.08% |
$199 - $225
|
3.6K
$318K
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3+ 0.02% |
$199 - $225
|
19.7K
$1.74M
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.2% |
$199 - $225
|
1.51K
$134K
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2+ 0.03% |
$133 - $150
|
7.09K
$626K
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
2+ 0.03% |
$133 - $150
|
7.96K
$703K
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
2+ 0.02% |
$133 - $150
|
9.92K
$876K
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2+ 0.03% |
$133 - $150
|
7.66K
$676K
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.35% |
$133 - $150
|
571
$50.4K
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.13% |
$133 - $150
|
1.53K
$135K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 0.44% |
$133 - $150
|
458
$40.4K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.22% |
$66.3 - $75
|
456
$40.3K
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.3% |
$66.3 - $75
|
331
$29.2K
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
1+ 0.0% |
$66.3 - $75
|
37.1K
$3.27M
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.26% |
$66.3 - $75
|
388
$34.3K
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
BUY
|
- |
1+ 1.59% |
$66.3 - $75
|
64
$5.65K
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1+ 0.0% |
$66.3 - $75
|
52.7K
$4.65M
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
1+ 0.03% |
$66.3 - $75
|
3.01K
$266K
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.46% |
$66.3 - $75
|
217
$19.2K
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 0.05% |
$66.3 - $75
|
1.9K
$168K
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1- 0.02% |
$66.3 - $75
|
4.65K
$411K
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-1- 0.02% |
$66.3 - $75
|
6.48K
$572K
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-3- 1.01% |
$199 - $225
|
295
$26.1K
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-3- 0.03% |
$199 - $225
|
11.9K
$1.05M
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-5- 0.02% |
$331 - $375
|
21.1K
$1.86M
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
SELL
|
- |
-5- 0.05% |
$331 - $375
|
10.2K
$905K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6- 0.17% |
$398 - $450
|
3.47K
$307K
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-8- 0.04% |
$530 - $600
|
19.2K
$1.69M
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-9- 1.18% |
$596 - $675
|
754
$66.6K
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-11- 8.33% |
$729 - $825
|
121
$10.7K
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-12- 0.16% |
$795 - $900
|
7.35K
$649K
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-12- 0.25% |
$795 - $900
|
4.74K
$419K
|
|
May 12, 2023
Q1 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-15- 0.09% |
$994 - $1.13K
|
15.9K
$1.4M
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-21- 0.82% |
$1.39K - $1.58K
|
2.54K
$224K
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-27- 0.58% |
$1.79K - $2.03K
|
4.65K
$410K
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-28- 0.09% |
$1.86K - $2.1K
|
32K
$2.83M
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-31- 0.37% |
$2.05K - $2.33K
|
8.27K
$730K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-33- 0.33% |
$2.19K - $2.48K
|
9.93K
$877K
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-37- 0.44% |
$2.45K - $2.78K
|
8.37K
$739K
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-40- 0.91% |
$2.65K - $3K
|
4.33K
$383K
|
|
May 01, 2023
Q1 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-40- 0.24% |
$2.65K - $3K
|
16.9K
$1.49M
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-41- 1.42% |
$2.72K - $3.08K
|
2.85K
$252K
|
|
Apr 28, 2023
Q1 2023
|
Middleton & CO Inc
|
SELL
|
- |
-46- 0.12% |
$3.05K - $3.45K
|
37.5K
$3.31M
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-48- 1.15% |
$3.18K - $3.6K
|
4.13K
$365K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-50- 4.17% |
$3.31K - $3.75K
|
1.15K
$102K
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-50- 0.1% |
$3.31K - $3.75K
|
47.9K
$4.23M
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-54- 0.33% |
$3.58K - $4.05K
|
16.1K
$1.42M
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-55- 0.13% |
$3.64K - $4.13K
|
42.4K
$3.74M
|
|
May 11, 2023
Q1 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-56- 0.2% |
$3.71K - $4.2K
|
27.4K
$2.42M
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-57- 1.23% |
$3.78K - $4.28K
|
4.57K
$403K
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-57- 1.19% |
$3.78K - $4.28K
|
4.73K
$418K
|