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 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-558- 3.61% |
$37.7K - $40.8K
|
14.9K
$1.42M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-562- 2.98% |
$37.9K - $41K
|
18.3K
$1.74M
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-573- 5.37% |
$38.7K - $41.8K
|
10.1K
$959K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-576- 4.98% |
$38.9K - $42.1K
|
11K
$1.04M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-581- 1.77% |
$39.2K - $42.4K
|
32.2K
$3.07M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-583- 6.32% |
$39.3K - $42.6K
|
8.64K
$821K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-584- 6.78% |
$39.4K - $42.6K
|
8.03K
$764K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-600- 4.76% |
$40.5K - $43.8K
|
12K
$1.14M
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-604- 2.28% |
$40.8K - $44.1K
|
25.9K
$2.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-607- 13.73% |
$41K - $44.3K
|
3.81K
$363K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-613- 29.76% |
$41.4K - $44.8K
|
1.45K
$138K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-615- 1.25% |
$41.5K - $44.9K
|
48.5K
$4.61M
|
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-639- 1.05% |
$43.1K - $46.7K
|
60.4K
$5.74M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-639- 26.24% |
$43.1K - $46.7K
|
1.8K
$171K
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-654- 8.15% |
$44.1K - $47.8K
|
7.37K
$701K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-655- 6.85% |
$44.2K - $47.8K
|
8.91K
$847K
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-655- 6.33% |
$44.2K - $47.8K
|
9.69K
$921K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-663- 73.02% |
$44.7K - $48.4K
|
245
$23.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-670- 0.95% |
$45.2K - $48.9K
|
69.9K
$6.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-677- 13.24% |
$45.7K - $49.4K
|
4.44K
$422K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-682- 18.69% |
$46K - $49.8K
|
2.97K
$282K
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-689- 2.28% |
$46.5K - $50.3K
|
29.6K
$2.81M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-696- 88.32% |
$47K - $50.8K
|
92
$8.75K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-700- 0.81% |
$47.2K - $51.1K
|
85.5K
$8.13M
|
|
|
Mar 11, 2025
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-704- 21.13% |
$47.5K - $51.4K
|
2.63K
$250K
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-706- 0.68% |
$47.6K - $51.6K
|
103K
$9.75M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-716- 4.24% |
$48.3K - $52.3K
|
16.2K
$1.54M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-750- 2.74% |
$50.6K - $54.8K
|
26.7K
$2.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-757- 1.84% |
$51.1K - $55.3K
|
40.4K
$3.84M
|
|
|
Aug 08, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-764- 1.47% |
$51.6K - $55.8K
|
51.3K
$4.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-805- 4.82% |
$54.3K - $58.8K
|
15.9K
$1.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-812- 4.74% |
$54.8K - $59.3K
|
16.3K
$1.55M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-812- 77.19% |
$54.8K - $59.3K
|
240
$22.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-824- 2.22% |
$55.6K - $60.2K
|
36.2K
$3.44M
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-840- 19.79% |
$56.7K - $61.3K
|
3.4K
$324K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-847- 5.19% |
$57.2K - $61.9K
|
15.5K
$1.47M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-860- 9.43% |
$58K - $62.8K
|
8.26K
$786K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-875- 14.0% |
$59.1K - $63.9K
|
5.38K
$511K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-898- 3.18% |
$60.6K - $65.6K
|
27.3K
$2.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-942- 0.85% |
$63.6K - $68.8K
|
110K
$10.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-946- 15.9% |
$63.8K - $69.1K
|
5.01K
$476K
|
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-951- 13.49% |
$64.2K - $69.5K
|
6.1K
$580K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-964- 5.86% |
$65.1K - $70.4K
|
15.5K
$1.47M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-984- 20.56% |
$66.4K - $71.9K
|
3.8K
$361K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-987- 24.67% |
$66.6K - $72.1K
|
3.01K
$287K
|
|
|
May 10, 2024
Q2 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-1K- 20.83% |
$67.5K - $73K
|
3.8K
$361K
|
|
|
Apr 10, 2025
Q2 2023
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-1K- 3.57% |
$67.5K - $73K
|
27K
$2.57M
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.01K- 4.18% |
$68.4K - $74K
|
23.2K
$2.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-1.03K- 1.27% |
$69.5K - $75.2K
|
80K
$7.61M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.03K- 4.9% |
$69.6K - $75.3K
|
20K
$1.9M
|