Purchases and Sales Made in Q2 2023 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-161- 0.84% |
$10.9K - $11.8K
|
19K
$1.77M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-165- 0.5% |
$11.1K - $12K
|
33K
$3.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-166- 3.19% |
$11.2K - $12.1K
|
5.05K
$470K
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-167- 4.1% |
$11.3K - $12.2K
|
3.9K
$363K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-170- 0.87% |
$11.5K - $12.4K
|
19.5K
$1.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-177- 0.36% |
$11.9K - $12.9K
|
49.1K
$4.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-182- 96.3% |
$12.3K - $13.3K
|
7
$652
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-184- 0.52% |
$12.4K - $13.4K
|
35.2K
$3.27M
|
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-184- 6.28% |
$12.4K - $13.4K
|
2.74K
$255K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-188- 0.49% |
$12.7K - $13.7K
|
38.5K
$3.58M
|
|
|
Aug 15, 2023
Q2 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-189- 0.08% |
$12.8K - $13.8K
|
238K
$22.2M
|
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-192- 6.46% |
$13K - $14K
|
2.78K
$259K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-193- 6.45% |
$13K - $14.1K
|
2.8K
$260K
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-194- 6.51% |
$13.1K - $14.2K
|
2.79K
$259K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-195- 0.47% |
$13.2K - $14.2K
|
41.5K
$3.87M
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-198- 2.78% |
$13.4K - $14.5K
|
6.93K
$645K
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-199- 6.54% |
$13.4K - $14.5K
|
2.84K
$265K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-204- 4.13% |
$13.8K - $14.9K
|
4.74K
$441K
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-210- 4.57% |
$14.2K - $15.3K
|
4.38K
$408K
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-224- 0.64% |
$15.1K - $16.4K
|
34.8K
$3.24M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-226- 1.98% |
$15.3K - $16.5K
|
11.2K
$1.04M
|
|
|
Jul 13, 2023
Q2 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-227- 1.57% |
$15.3K - $16.6K
|
14.3K
$1.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-230- 1.27% |
$15.5K - $16.8K
|
17.9K
$1.66M
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-231- 1.0% |
$15.6K - $16.9K
|
22.8K
$2.12M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-237- 2.19% |
$16K - $17.3K
|
10.6K
$987K
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-237- 1.94% |
$16K - $17.3K
|
12K
$1.11M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-250- 6.05% |
$16.9K - $18.3K
|
3.88K
$361K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-251- 6.13% |
$16.9K - $18.3K
|
3.84K
$358K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-252- 0.7% |
$17K - $18.4K
|
35.6K
$3.31M
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-261- 0.4% |
$17.6K - $19.1K
|
65K
$6.05M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-272- 1.55% |
$18.4K - $19.9K
|
17.2K
$1.61M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-278- 6.73% |
$18.8K - $20.3K
|
3.85K
$359K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-278- 2.86% |
$18.8K - $20.3K
|
9.44K
$878K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-283- 1.0% |
$19.1K - $20.7K
|
28.1K
$2.61M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-289- 1.06% |
$19.5K - $21.1K
|
27K
$2.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-294- 1.92% |
$19.8K - $21.5K
|
15K
$1.4M
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-300- 3.28% |
$20.2K - $21.9K
|
8.86K
$825K
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-300- 8.76% |
$20.2K - $21.9K
|
3.13K
$291K
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-300- 1.14% |
$20.2K - $21.9K
|
26K
$2.42M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-300- 71.09% |
$20.2K - $21.9K
|
122
$11.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-300- 14.26% |
$20.2K - $21.9K
|
1.8K
$168K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-301- 2.37% |
$20.3K - $22K
|
12.4K
$1.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-310- 1.65% |
$20.9K - $22.6K
|
18.5K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-314- 2.1% |
$21.2K - $22.9K
|
14.7K
$1.36M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-320- 5.69% |
$21.6K - $23.4K
|
5.31K
$494K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-321- 7.22% |
$21.7K - $23.4K
|
4.12K
$384K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-327- 2.27% |
$22.1K - $23.9K
|
14.1K
$1.31M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-341- 0.68% |
$23K - $24.9K
|
49.6K
$4.61M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-351- 9.38% |
$23.7K - $25.6K
|
3.39K
$316K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-355- 1.73% |
$24K - $25.9K
|
20.1K
$1.87M
|