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 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.13K- 17.02% |
$76.5K - $82.7K
|
5.52K
$467K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.14K- 2.38% |
$76.9K - $83.3K
|
46.7K
$3.96M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.2K- 26.63% |
$81.3K - $87.9K
|
3.32K
$281K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.22K- 0.93% |
$82.1K - $88.8K
|
129K
$10.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.22K- 5.96% |
$82.3K - $89K
|
19.2K
$1.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.23K- 1.61% |
$82.7K - $89.5K
|
74.9K
$6.34M
|
|
|
Jul 28, 2023
Q2 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.23K- 1.69% |
$83K - $89.8K
|
71.8K
$6.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.27K- 15.01% |
$85.8K - $92.8K
|
7.2K
$609K
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.27K- 0.08% |
$85.8K - $92.9K
|
1.66M
$140M
|
|
|
Jul 21, 2023
Q2 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-1.27K- 0.08% |
$85.8K - $92.9K
|
1.66M
$140M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.29K- 1.06% |
$87.3K - $94.4K
|
121K
$10.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
SELL
|
- |
-1.29K- 0.4% |
$87.3K - $94.4K
|
319K
$27M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-1.3K- 5.05% |
$87.7K - $94.9K
|
24.5K
$2.07M
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.35K- 8.13% |
$91.3K - $98.8K
|
15.3K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-1.36K- 1.7% |
$91.9K - $99.5K
|
78.9K
$6.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.37K- 14.55% |
$92.1K - $99.7K
|
8.02K
$678K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.37K- 1.23% |
$92.2K - $99.8K
|
110K
$9.31M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.38K- 5.09% |
$92.8K - $100K
|
25.6K
$2.17M
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-1.39K- 5.57% |
$93.7K - $101K
|
23.5K
$1.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.4K- 1.57% |
$94.4K - $102K
|
88K
$7.44M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-1.4K- 4.7% |
$94.5K - $102K
|
28.4K
$2.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.4K- 6.59% |
$94.6K - $102K
|
19.9K
$1.68M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.45K- 15.77% |
$97.9K - $106K
|
7.74K
$655K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.46K- 14.66% |
$98.3K - $106K
|
8.47K
$717K
|
|
|
Aug 09, 2023
Q2 2023
|
Beck Bode, LLC
|
SELL
|
- |
-1.47K- 4.47% |
$99.4K - $108K
|
31.5K
$2.66M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.5K- 5.44% |
$101K - $109K
|
26K
$2.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.5K- 3.77% |
$101K - $110K
|
38.3K
$3.24M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-1.51K- 0.96% |
$102K - $111K
|
157K
$13.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.52K- 1.76% |
$103K - $111K
|
84.9K
$7.18M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.53K- 13.6% |
$103K - $111K
|
9.7K
$821K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.55K- 0.31% |
$104K - $113K
|
496K
$42M
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.6K- 11.55% |
$108K - $117K
|
12.3K
$1.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.6K- 8.27% |
$108K - $117K
|
17.8K
$1.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-1.62K- 5.87% |
$109K - $118K
|
25.9K
$2.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.64K- 7.41% |
$111K - $120K
|
20.5K
$1.73M
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.68K- 26.06% |
$114K - $123K
|
4.77K
$404K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.69K- 1.77% |
$114K - $123K
|
93.8K
$7.94M
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.8K- 4.23% |
$121K - $131K
|
40.6K
$3.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.83K- 2.84% |
$123K - $133K
|
62.6K
$5.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.91K- 5.3% |
$129K - $140K
|
34.2K
$2.89M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.92K- 21.67% |
$129K - $140K
|
6.93K
$587K
|
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.94K- 5.12% |
$131K - $141K
|
35.9K
$3.04M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-1.97K- 23.97% |
$133K - $144K
|
6.25K
$529K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-1.98K- 0.69% |
$134K - $145K
|
287K
$24.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2K- 0.67% |
$135K - $146K
|
294K
$24.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-2K- 5.5% |
$135K - $146K
|
34.3K
$2.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2K- 11.92% |
$135K - $146K
|
14.8K
$1.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-2.03K- 15.27% |
$137K - $148K
|
11.3K
$954K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.06K- 6.98% |
$139K - $150K
|
27.4K
$2.32M
|
|
|
Jul 17, 2023
Q2 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-2.07K- 26.65% |
$139K - $151K
|
5.69K
$481K
|