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
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.24% |
$337 - $365
|
2.1K
$180K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
5+ 0.11% |
$337 - $365
|
4.73K
$404K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5+ 0.09% |
$337 - $365
|
5.78K
$494K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.17% |
$270 - $292
|
2.32K
$198K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
4+ 0.04% |
$270 - $292
|
9.51K
$813K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.04% |
$270 - $292
|
8.91K
$762K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.13% |
$270 - $292
|
3.13K
$267K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
3+ 0.04% |
$202 - $219
|
7.39K
$632K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3+ 0.01% |
$202 - $219
|
45.5K
$3.89M
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
3+ 0.05% |
$202 - $219
|
5.79K
$496K
|
|
|
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
2+ 0.04% |
$135 - $146
|
4.75K
$407K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2+ 0.01% |
$135 - $146
|
13.8K
$1.18M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2+ 0.04% |
$135 - $146
|
5.16K
$442K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.02% |
$135 - $146
|
12.5K
$1.07M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.44% |
$135 - $146
|
458
$39.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.06% |
$135 - $146
|
3.6K
$308K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.02% |
$135 - $146
|
12.5K
$1.07M
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1+ 0.01% |
$67.5 - $73
|
11K
$939K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$67.5 - $73
|
4.88K
$418K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 0.26% |
$67.5 - $73
|
390
$33.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.01% |
$67.5 - $73
|
9.15K
$783K
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$67.5 - $73
|
9.92K
$849K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.07% |
$67.5 - $73
|
1.53K
$131K
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1+ 0.01% |
$67.5 - $73
|
11.1K
$946K
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1+ 0.01% |
$67.5 - $73
|
7.09K
$607K
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$67.5 - $73
|
3.34K
$285K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.07% |
$67.5 - $73
|
1.51K
$130K
|
|
|
Jul 12, 2023
Q2 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$67.5 - $73
|
8.23K
$704K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.3% |
$67.5 - $73
|
332
$28.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1+ 0.0% |
$67.5 - $73
|
52.7K
$4.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1+ 0.0% |
$67.5 - $73
|
30.7K
$2.63M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1- -0.0% |
$67.5 - $73
|
63K
$5.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1- 0.06% |
$67.5 - $73
|
1.56K
$134K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-2- 1.08% |
$135 - $146
|
184
$15.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$135 - $146
|
6.47K
$553K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-2- 0.01% |
$135 - $146
|
15K
$1.28M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-7- 0.1% |
$472 - $511
|
7.35K
$628K
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-8- 0.25% |
$540 - $584
|
3.16K
$270K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-9- 0.25% |
$607 - $657
|
3.56K
$304K
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-11- 0.13% |
$742 - $803
|
8.4K
$718K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-11- 0.04% |
$742 - $803
|
29.8K
$2.55M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-12- 0.16% |
$810 - $876
|
7.64K
$654K
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-15- 0.18% |
$1.01K - $1.1K
|
8.33K
$713K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-19- 0.08% |
$1.28K - $1.39K
|
25K
$2.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-22- 0.26% |
$1.48K - $1.61K
|
8.37K
$716K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-24- 0.3% |
$1.62K - $1.75K
|
7.89K
$675K
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-24- 0.3% |
$1.62K - $1.75K
|
7.89K
$675K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-25- 0.31% |
$1.69K - $1.83K
|
8.07K
$690K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-28- 0.83% |
$1.89K - $2.04K
|
3.34K
$285K
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-29- 0.06% |
$1.96K - $2.12K
|
45.4K
$3.88M
|