Purchases and Sales Made in Q3 2022 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2022
Q3 2022
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
949K+ 123.27% |
$59M - $71M
|
1.72M
$159M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
946K+ 1.6% |
$58.8M - $70.8M
|
59.9M
$5.53B
|
|
|
Nov 03, 2022
Q3 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
727KNew |
$45.2M - $54.4M
|
727K
$67.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
450K+ 2.51% |
$28M - $33.7M
|
18.4M
$1.69B
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
329KNew |
$20.4M - $24.6M
|
329K
$30.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
268K+ 1.43% |
$16.7M - $20.1M
|
19M
$1.75B
|
|
|
Nov 08, 2022
Q3 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
252K+ 21.32% |
$15.7M - $18.9M
|
1.43M
$132M
|
|
|
Nov 03, 2022
Q3 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
252K+ 21.32% |
$15.7M - $18.9M
|
1.43M
$132M
|
|
|
Oct 11, 2022
Q3 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
217KNew |
$13.5M - $16.2M
|
217K
$20M
|
|
|
Nov 14, 2022
Q3 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
211KNew |
$13.1M - $15.8M
|
211K
$19.5M
|
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
169K+ 314.63% |
$10.5M - $12.6M
|
223K
$20.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
165K+ 2.55% |
$10.2M - $12.3M
|
6.62M
$610M
|
|
|
Nov 10, 2022
Q3 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
160K+ 36.36% |
$9.97M - $12M
|
601K
$55.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
159K+ 32.35% |
$9.86M - $11.9M
|
649K
$59.9M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
155K+ 15.2% |
$9.61M - $11.6M
|
1.17M
$108M
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
153K+ 221.94% |
$9.53M - $11.5M
|
223K
$20.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
147K+ 12.59% |
$9.13M - $11M
|
1.31M
$121M
|
|
|
Oct 17, 2022
Q3 2022
|
Strategic Equity Management
|
BUY
|
- |
147K+ 117.65% |
$9.12M - $11M
|
272K
$25M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
123K+ 1.79% |
$7.67M - $9.24M
|
7.04M
$649M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
123K+ 102.16% |
$7.64M - $9.19M
|
243K
$22.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
109K+ 346.39% |
$6.79M - $8.17M
|
141K
$13M
|
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
106K+ 33.12% |
$6.61M - $7.96M
|
427K
$39.4M
|
|
|
Nov 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
106K+ 10.48% |
$6.57M - $7.91M
|
1.11M
$103M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
101K+ 1.44% |
$6.29M - $7.57M
|
7.12M
$657M
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
94K+ 15.48% |
$5.84M - $7.03M
|
701K
$64.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
93.1K+ 2417.12% |
$5.78M - $6.96M
|
96.9K
$8.94M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
92.5K+ 862.08% |
$5.75M - $6.92M
|
103K
$9.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
82.5K+ 658.68% |
$5.13M - $6.17M
|
95K
$8.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
81.9K+ 3.35% |
$5.09M - $6.13M
|
2.52M
$233M
|
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
BUY
|
- |
73.4K+ 107.27% |
$4.56M - $5.49M
|
142K
$13.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
65.2K+ 4.66% |
$4.05M - $4.88M
|
1.46M
$135M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
57.5K+ 38.11% |
$3.58M - $4.31M
|
209K
$19.2M
|
|
|
Nov 15, 2022
Q3 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
55.7K+ 7.64% |
$3.46M - $4.17M
|
785K
$72.4M
|
|
|
May 18, 2023
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
54.9KNew |
$3.41M - $4.11M
|
54.9K
$5.06M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
53.9K+ 20.97% |
$3.35M - $4.03M
|
311K
$28.7M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
51.4KNew |
$3.2M - $3.85M
|
51.4K
$4.74M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
46.1K+ 3.75% |
$2.87M - $3.45M
|
1.28M
$118M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44.2K+ 7.53% |
$2.75M - $3.31M
|
632K
$58.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
44.2K+ 1.94% |
$2.75M - $3.31M
|
2.32M
$214M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
42.9K+ 16.61% |
$2.66M - $3.21M
|
301K
$27.8M
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
41.7K+ 66.54% |
$2.59M - $3.12M
|
104K
$9.63M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
40.9K+ 6.56% |
$2.54M - $3.06M
|
663K
$61.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
37.3K+ 39.0% |
$2.32M - $2.79M
|
133K
$12.3M
|
|
|
Oct 05, 2022
Q3 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
36.4K+ 70.23% |
$2.26M - $2.73M
|
88.3K
$8.15M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
36.1K+ 275.13% |
$2.24M - $2.7M
|
49.2K
$4.54M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
35.6K+ 173.39% |
$2.21M - $2.66M
|
56.1K
$5.18M
|
|
|
Oct 28, 2022
Q3 2022
|
Conning Inc.
|
BUY
|
- |
34.7K+ 18.36% |
$2.16M - $2.6M
|
224K
$20.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
34.1KNew |
$2.12M - $2.55M
|
34.1K
$3.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
33.6KNew |
$2.09M - $2.52M
|
33.6K
$3.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
33.6K+ 6.05% |
$2.09M - $2.51M
|
588K
$54.2M
|