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 04, 2023
Q2 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
61+ 0.15% |
$4.12K - $4.45K
|
40.1K
$3.73M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
60+ 0.27% |
$4.05K - $4.38K
|
22.6K
$2.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
BUY
|
- |
60+ 1.99% |
$4.05K - $4.38K
|
3.07K
$286K
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
50+ 0.19% |
$3.37K - $3.65K
|
26.3K
$2.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
50+ 1.13% |
$3.37K - $3.65K
|
4.49K
$418K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
50+ 0.27% |
$3.37K - $3.65K
|
18.8K
$1.75M
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
45+ 0.27% |
$3.04K - $3.29K
|
16.8K
$1.57M
|
|
|
Aug 07, 2023
Q2 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
43+ 1.16% |
$2.9K - $3.14K
|
3.75K
$349K
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
40+ 0.78% |
$2.7K - $2.92K
|
5.14K
$478K
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
40+ 0.26% |
$2.7K - $2.92K
|
15.6K
$1.45M
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
40+ 0.79% |
$2.7K - $2.92K
|
5.11K
$476K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
BUY
|
- |
40+ 2.15% |
$2.7K - $2.92K
|
1.9K
$177K
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
38New |
$2.56K - $2.78K
|
38
$3.54K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
36+ 0.21% |
$2.43K - $2.63K
|
17.2K
$1.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
BUY
|
- |
35+ 0.15% |
$2.36K - $2.56K
|
22.8K
$2.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
31+ 0.27% |
$2.09K - $2.26K
|
11.6K
$1.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
31+ 0.22% |
$2.09K - $2.26K
|
14.4K
$1.34M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
30+ 0.54% |
$2.02K - $2.19K
|
5.54K
$515K
|
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
30+ 0.1% |
$2.02K - $2.19K
|
28.8K
$2.68M
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
27+ 0.1% |
$1.82K - $1.97K
|
26.3K
$2.45M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
25+ 0.24% |
$1.69K - $1.83K
|
10.6K
$982K
|
|
|
Jul 21, 2023
Q2 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
23+ 0.14% |
$1.55K - $1.68K
|
15.9K
$1.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
22+ 0.51% |
$1.48K - $1.61K
|
4.34K
$404K
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
22+ 0.26% |
$1.48K - $1.61K
|
8.62K
$802K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
21+ 0.3% |
$1.42K - $1.53K
|
7.04K
$655K
|
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
21+ 0.26% |
$1.42K - $1.53K
|
8.22K
$765K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
20+ 0.26% |
$1.35K - $1.46K
|
7.79K
$725K
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
19+ 0.19% |
$1.28K - $1.39K
|
9.97K
$928K
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
18+ 0.2% |
$1.21K - $1.31K
|
9.1K
$847K
|
|
|
Jul 18, 2023
Q2 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
18+ 0.26% |
$1.21K - $1.31K
|
7.07K
$658K
|
|
|
Aug 07, 2023
Q2 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
16+ 0.24% |
$1.08K - $1.17K
|
6.78K
$631K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
15+ 0.05% |
$1.01K - $1.1K
|
30.6K
$2.85M
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
14+ 0.28% |
$945 - $1.02K
|
4.99K
$464K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
12+ 0.21% |
$810 - $876
|
5.65K
$526K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 0.16% |
$675 - $730
|
6.19K
$576K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
10+ 0.31% |
$675 - $730
|
3.25K
$303K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9+ 0.1% |
$607 - $657
|
9.2K
$856K
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
9+ 0.24% |
$607 - $657
|
3.8K
$354K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8+ 0.23% |
$540 - $584
|
3.51K
$326K
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
8+ 0.02% |
$540 - $584
|
35.5K
$3.31M
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
7+ 0.21% |
$472 - $511
|
3.28K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
7+ 0.24% |
$472 - $511
|
2.9K
$269K
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
7+ 0.18% |
$472 - $511
|
3.9K
$363K
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 0.23% |
$472 - $511
|
3.08K
$286K
|
|
|
Jul 20, 2023
Q2 2023
|
New England Professional Planning Group Inc.
|
BUY
|
- |
6+ 0.07% |
$405 - $438
|
8.1K
$754K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
6+ 0.07% |
$405 - $438
|
8.73K
$813K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
5+ 0.1% |
$337 - $365
|
5.22K
$486K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5+ 0.09% |
$337 - $365
|
5.78K
$538K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
5+ 0.11% |
$337 - $365
|
4.73K
$440K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.24% |
$337 - $365
|
2.1K
$196K
|