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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-355- 0.99% |
$24K - $25.9K
|
35.5K
$3.31M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-355- 8.42% |
$24K - $25.9K
|
3.86K
$359K
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-359- 2.07% |
$24.2K - $26.2K
|
17K
$1.58M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-363- 0.44% |
$24.5K - $26.5K
|
82.6K
$7.69M
|
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-365- 2.02% |
$24.6K - $26.7K
|
17.7K
$1.65M
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-374- 5.96% |
$25.2K - $27.3K
|
5.9K
$549K
|
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-376- 3.18% |
$25.4K - $27.5K
|
11.4K
$1.06M
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-377- 0.77% |
$25.4K - $27.5K
|
48.6K
$4.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-390- 1.54% |
$26.3K - $28.5K
|
24.9K
$2.32M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-390- 11.24% |
$26.3K - $28.5K
|
3.08K
$287K
|
|
|
Aug 15, 2023
Q2 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-394- 1.44% |
$26.6K - $28.8K
|
27K
$2.51M
|
|
|
Jul 12, 2023
Q2 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-396- 0.22% |
$26.7K - $28.9K
|
181K
$16.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-398- 21.16% |
$26.9K - $29.1K
|
1.48K
$138K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-400- 0.99% |
$27K - $29.2K
|
40.1K
$3.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-400- 14.81% |
$27K - $29.2K
|
2.3K
$214K
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-400- 6.81% |
$27K - $29.2K
|
5.47K
$509K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-403- 1.11% |
$27.2K - $29.4K
|
35.9K
$3.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-407- 3.85% |
$27.5K - $29.7K
|
10.2K
$945K
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-409- 7.6% |
$27.6K - $29.9K
|
4.98K
$463K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-415- 7.04% |
$28K - $30.3K
|
5.48K
$510K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-417- 0.2% |
$28.1K - $30.5K
|
212K
$19.7M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-425- 2.85% |
$28.7K - $31K
|
14.5K
$1.35M
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-432- 2.4% |
$29.2K - $31.5K
|
17.6K
$1.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-438- 1.12% |
$29.6K - $32K
|
38.7K
$3.6M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-448- 4.24% |
$30.2K - $32.7K
|
10.1K
$941K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-451- 0.29% |
$30.4K - $32.9K
|
155K
$14.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-456- 1.35% |
$30.8K - $33.3K
|
33.3K
$3.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-456- 3.08% |
$30.8K - $33.3K
|
14.4K
$1.34M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-464- 4.95% |
$31.3K - $33.9K
|
8.91K
$829K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-475- 0.67% |
$32.1K - $34.7K
|
70.2K
$6.53M
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-490- 1.95% |
$33.1K - $35.8K
|
24.6K
$2.29M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-499- 4.79% |
$33.7K - $36.4K
|
9.93K
$924K
|
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
SELL
|
- |
-499- 0.43% |
$33.7K - $36.4K
|
114K
$10.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-500- 7.59% |
$33.7K - $36.5K
|
6.09K
$567K
|
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-500- 3.25% |
$33.7K - $36.5K
|
14.9K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-513- 0.59% |
$34.6K - $37.5K
|
86.6K
$8.06M
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-516- 1.73% |
$34.8K - $37.7K
|
29.4K
$2.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-528- 12.14% |
$35.6K - $38.6K
|
3.82K
$356K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-537- 1.22% |
$36.2K - $39.2K
|
43.6K
$4.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-547- 14.74% |
$36.9K - $39.9K
|
3.17K
$295K
|
|
|
Jul 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-548- 2.96% |
$37K - $40K
|
18K
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-558- 3.61% |
$37.7K - $40.8K
|
14.9K
$1.39M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-562- 2.98% |
$37.9K - $41K
|
18.3K
$1.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-573- 5.37% |
$38.7K - $41.8K
|
10.1K
$939K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-576- 4.98% |
$38.9K - $42.1K
|
11K
$1.02M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-581- 1.77% |
$39.2K - $42.4K
|
32.2K
$3M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-583- 6.32% |
$39.3K - $42.6K
|
8.64K
$804K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-584- 6.78% |
$39.4K - $42.6K
|
8.03K
$748K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-600- 4.76% |
$40.5K - $43.8K
|
12K
$1.12M
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-604- 2.28% |
$40.8K - $44.1K
|
25.9K
$2.41M
|